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ADR-0112: The Element-Kind Catalog — Semantics in the Model, Not Only in the Code
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Architecture
1. Introduction and Goals
2. Architecture Constraints
3. Context and Scope
4. Solution Strategy
5. Building Block View
6. Runtime View
7. Deployment View
8. Crosscutting Concepts
9. Architecture Decisions
10. Quality Requirements
11. Risks and Technical Debt
12. Glossary
The arrival bundle format
Decisions (ADRs)
Decisions (ADRs)
ADR-0001: Content-Addressed Document Storage with PostgreSQL as Source of Truth
ADR-0002: Single Instance with Scope Hierarchy and Copy-on-Derive
ADR-0003: Fixed Life Cycle States with Configurable Review Processes
ADR-0004: Global Catalogs for Roles and Document Types with Per-Scope Activation
ADR-0005: Modular Monolith
ADR-0006: Three-Layer Search with In-Database Index and Pluggable LLM
ADR-0007: Angular Frontend with Server-Side-Only Enforcement
ADR-0008: Flyway Migrations and jOOQ Codegen from the Migrated Schema
ADR-0009: RLS Enforcement via a Session-Scoped Authorized Scope Set
ADR-0010: Self-Managed QMS via an Internal Mandator
ADR-0011: Authentication via OIDC SSO with Server-Side (BFF) Sessions
ADR-0012: Permission-Based Authorization and System Bootstrap
ADR-0013: User Identity Lifecycle
ADR-0014: Electronic Signatures (Part 11 / Annex 11-Capable)
ADR-0015: Document Effectivity, Periodic Review & Validity
ADR-0016: Data Retention, Disposal & Privacy (FADP / GDPR)
ADR-0017: Multi-Part Version Content
ADR-0018: Non-Functional Targets (Capacity, Availability, Security)
ADR-0019: Notifications & Tasks
ADR-0020: Internationalization (Content Language, Time Zones, Formatting)
ADR-0021: General Typed Document Relationships
ADR-0022: Read-Acknowledgement & Questionnaires
ADR-0023: Migration / Import — Current Released State
ADR-0024: Draft / In-Review Cancellation
ADR-0025: Disposal & Erasure Mechanics (Storage, Index, Backups)
ADR-0026: RLS Runtime Safety — Connection-Pool Scope Isolation
ADR-0027: RLS Boundary — Content-Plane vs Control-Plane
ADR-0028: Stateless Encrypted Token-State Cookie (no server-side session store)
ADR-0029: Document Content Model — Draft-Freeze, Content-Table RLS, Append-Only Audit
ADR-0030: Review & Life-Cycle Realization Model
ADR-0031: Released-base readability enforcement & copy-on-derive mechanics
ADR-0032: Frontend realization — Quinoa, Angular Material, i18n & E2E
ADR-0033: CSRF control for the BFF session — SameSite + JSON content-type
ADR-0034: Notification realization — in-process domain events + system-context fan-out
ADR-0035: Fan-out contract as shipped — gate semantics, count disclosure, audit protocol
ADR-0036: Repository layer — services carry rules, repositories carry jOOQ
ADR-0037: Task scheduler — in-process tick, advisory-lock election, SQL sweep
ADR-0038: Periodic-review realization — derived due date, policy-gated confirmation
ADR-0039: Sweep & periodic-review contract as shipped — grants, guards, addressing
ADR-0040: Disposal-due surfacing — closure-anchored retention, scope-level legal hold
ADR-0041: Email channel & notification i18n — notification-as-outbox, structured messages
ADR-0042: Disposal execution — document tombstoning, single-actor hard-gated destruction
ADR-0043: Disposal blob deletion is post-commit, GC-backstopped
ADR-0044: Search FTS baseline — event-indexed, RLS-scoped search_index
ADR-0045: Image Attachments as Content Parts (Rich-Content Slice R2)
ADR-0046: Four-Eyes — Submitter Excluded from Approval
ADR-0047: Four-Eyes — Submitter-Only Exclusion
ADR-0048: Document Organization — Folder Tree per Scope
ADR-0049: Content Model Round 2 — Type Categories, Template Instantiation, Trace Relations, Completeness Rules
ADR-0050: Live Frontend — SSE State Push, CodeMirror 6, Draft Presence
ADR-0051: In-Text Document Links (doc: Scheme)
ADR-0052: Addressees & Read-Acknowledgement (REQ-TRN Realization)
ADR-0053: Addressees Per Document + Process Owner (amends ADR-0052 K-1)
ADR-0054: Process Owner Is a Role (amends ADR-0053 P-3)
ADR-0055: WYSIWYG Editing Mode over Markdown (editor step R4)
ADR-0056: Visual-Editor Chrome via Milkdown Crepe (gated adoption)
ADR-0057: Content Record Is the ProseMirror Document Tree; Markdown Becomes a Derived Projection
ADR-0058: PM_DOC Is the Only Content Format (pre-production cut; amends ADR-0057 §5)
ADR-0059: Editor Engine Switches to TipTap (spike-gated; supersedes the Milkdown/Crepe choice)
ADR-0060: Backup & Restore — Scripted Ordered Backup with Automated Restore Rehearsal
ADR-0061: CSV — Generated Validation Package per Release
ADR-0062: SBOM — CycloneDX over the Production Layers, Validated Against the Artifact
ADR-0063: User Identity Binds on Subject Only (Issuer Becomes Provenance)
ADR-0064: Per-Document Workflow Role Bindings (Author / Reviewer / Releaser), Enforced
ADR-0065: Diagrams — Excalidraw as the Manual Layer, Mermaid Stays for Text-First/UML
ADR-0066: WITHDRAW — the Author Side May Reclaim a Version from Review
ADR-0067: Review Comments — Anchored, Immutable, Resolvable
ADR-0068: Confluence/Jira QMS Import — Staged, Read-Only, Repeatable
ADR-0069: Arbitrary File Attachments — Download-Only Confinement
ADR-0070: Training Questionnaires — Versioned, Auto-Scored, Release-Gated
ADR-0071: Training Plans — Document Obligations + External Trainings & Certifications
ADR-0072: Diagrams — Self-Hosted draw.io Replaces Excalidraw
ADR-0073: Per-Scope QMS Configuration Surface
ADR-0074: PDF Export of Released Documents — Server-Side via Apache FOP over the Canonical Projection
ADR-0075: Source History Import — Continuity Without Forged Audit
ADR-0076: Periodic-review status visibility (completing MVP gap #2)
ADR-0077: Requirement Items — Keyed Blocks Inside Controlled Documents
ADR-0078: Generalized Trace Items (Traceability Model — Stage A)
ADR-0079: Risk & Risk-Control Items (Traceability Model — Stage B)
ADR-0080: Traceability Workspace — Hub, Sub-Pages, and Role-Gated Views
ADR-0081: Draft-Only Trace-Structure Changes, Server-Enforced
ADR-0082: Table-Shaped Risk Authoring over Risk Blocks
ADR-0083: The TD Dossier — a Versioned, Cross-Scope, Regulatory-Structured Deliverable
ADR-0084: Validation & Regulatory Axes (Traceability Model — Stage C)
ADR-0085: Relation-Layer Consolidation — One Trace Vocabulary, One Surface
ADR-0086: Requirement Traceability Chains — End-to-End Path View + Flat Path Export
ADR-0087: The Scope Traceability Report — One Derived Overview Artifact, Never a Controlled Document
ADR-0088: Verification Evidence Classes — Planned vs. Verified, Derived at the Read Layer
ADR-0089: Recurring Obligations — Periodic Tasks With Record Evidence, Not Calendar Series
ADR-0090: Release & Versioning Policy — Deliberate Releases, One Auditor-Facing Number
ADR-0091: Release Modes — Single-Person Record Release With a Structural Four-Eyes Floor
ADR-0092: Orphan-Blob Garbage Collection With a Quarantine Bin
ADR-0093: One Scope Context — the Toolbar Switcher Is the Only Scope Selector
ADR-0094: Calendar-Anchored Obligation Schedules (Clamped, Never Too Late)
ADR-0095: Key-Rule Governance — Free Until First Use, Then Frozen
ADR-0096: Transition Permissions — Always Visible, Deny Unless Granted
ADR-0097: A Governed Provisioning Surface — MANAGE_SCOPES
ADR-0098: Org Chart × Role System — Marriage at the Evidence Level, Never in Authorization
ADR-0099: The User Manual is an In-App Topic Reference, Not a Document
ADR-0100: LQMS Is the Living Quality Management System
ADR-0101: The Executable Validation Journey (PQ Evidence That Cannot Drift)
ADR-0102: Typed Template Variables (text | date | number — and Deliberately No Enum)
ADR-0103: npm audit Joins the Verification Gate as a Second Standing Input
ADR-0104: The Issued Dossier Is a Persisted Artifact of Record — and Clones to a New Draft
ADR-0105: Navigation Information Architecture — Group by Moment-of-Use
ADR-0106: The Client Reflection Follows Assignments, Not Only Content Reach
ADR-0107: The Audit Append Gate Follows Assignment Reach, Not Content Reach
ADR-0108: Mandator Membership — Invite-Accept, with Pre-Assigned Responsibilities
ADR-0109: Organization Founding Is Its Own Process
ADR-0110: The Audit Trail Is Not a Read Model
ADR-0111: The Imported-Person Model, and Project Portability's First Doctrines
ADR-0112: The Element-Kind Catalog — Semantics in the Model, Not Only in the Code
ADR-0112: The Element-Kind Catalog — Semantics in the Model, Not Only in the Code
Table of contents
Context
Decision
Clarification 2 (2026-08-12): key-rule FAMILIES — the counter belongs to the system
Non-decisions, made explicit
Consequences
Clarification 1 (2026-08-10): the stakeholder/software split becomes catalog rows
ADR-0113: Project Arrival Import — Records Arrive as They Are, People Arrive as They Were
ADR-0114: The Operating Model Arrives — Roles as Functions, Names as Words, People as This Instance's Decision
ADR-0115: Collaborative Draft Editing — Two Carets, One Truth, Honest Credit
ADR-0116: The System Maintenance Surface — the App Backs Itself Up, the Host Keeps One Dumb Job
ADR-0117: Role Documentation — a Link, a Finding, Per-Source Recognizers; Substitution Rejected
ADR-0118: The Offline QMS Copy — the Repo Carries the Audit Pack, Not a Second Renderer
ADR-0119: Module-Internal Package Structure — Capabilities First, Layers Second, the Root Is the Surface
ADR-0120: The Shared Kernel — the Domain-Exception Vocabulary Leaves the Authorization Module
ADR-0121: The Project Administrator Role — Per-Scope Administration With Read Access, Seeded in the Base Catalog
ADR-0122: Organization-Level Administration — the Cascade Stays, Becomes Visible, and Founds Projects
ADR-0123: Draft Save-Points — Every Save Restorable, Kept for the Life of the Version
ADR-0124: The Birth Path Completes Without Borrowing Content Clothes
ADR-0125: The Export Twin — Export Emits an Arrival Bundle
ADR-0126: Project Dissolution — the Un-Birth of an Unused Scope
ADR-0127: The Base-QMS Layers — One Library, Derived Adaptations, Local Records
ADR-0128: The GLOBAL Cascade Carries Administration, Never Content
ADR-0129: Role Identity from a GLOBAL Assignment Acts in GLOBAL Alone
ADR-0130: Break-Glass — the Project Administrator's Escalation Is a First-Class, Witnessed, Self-Expiring Act
ADR-0131: Role Substitution as Declared Adoption Edges — Emergency Cover Is Governed, Own-Name, Timed Staffing
ADR-0132: Dual-Hat Reviewer Satisfaction Is a Declared Policy Choice — the Strict Floor Stays the Default
ADR-NNNN:
</span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_5" > <div class="md-nav__link md-nav__container"> <a href="../../requirements/" class="md-nav__link "> <span class="md-ellipsis"> Requirements </span> </a> <label class="md-nav__link " for="__nav_5" id="__nav_5_label" tabindex="0"> <span class="md-nav__icon md-icon"></span> </label> </div> <nav class="md-nav" data-md-level="1" aria-labelledby="__nav_5_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_5"> <span class="md-nav__icon md-icon"></span> Requirements </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../requirements/stakeholder_requirements/" class="md-nav__link"> <span class="md-ellipsis"> Stakeholder Requirements </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/gap-analysis/" class="md-nav__link"> <span class="md-ellipsis"> Requirements Gap Analysis </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_admin/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Administration, Permissions & Onboarding </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_api_ui/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: API & User Interface </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_audit_reporting/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Audit Trail & Regulatory Reporting </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_auth/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Authentication & Session </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_backup/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Backup & Restore </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_catalogs/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Catalogs, Roles & Users </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_data_protection/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Data Protection, Retention & Disposal </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_documents/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Documents, Versions & Storage </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_dossiers/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Technical Documentation Dossiers </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_effectivity/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Effectivity, Periodic Review & Validity </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_gspr/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Regulatory Conformity (GSPR / Essential Principles) </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_i18n/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Internationalization </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_lifecycle/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Life Cycle & Reviews </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_memberships/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Mandator Membership & Invitations </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_migration/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Migration & Import </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_nfr/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Non-Functional </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_notifications/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Notifications & Tasks </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_obligations/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Recurring Obligations </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_relationships/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Document Relationships </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_risk/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Risk Management (ISO 14971 Hazards & Controls) </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_sbom/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Software Bill of Materials & Supply-Chain Assurance </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_search/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Search </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_separation/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Scopes, Mandators & Separation </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_signatures/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Electronic Signatures </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_training/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Read-Acknowledgement & Questionnaires </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_users/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: User Identity & Lifecycle </span> </a> </li> <li class="md-nav__item"> <a href="../../requirements/req_validation/" class="md-nav__link"> <span class="md-ellipsis"> Software Requirements: Design Validation & the Validation Traceability Axis </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_6" > <div class="md-nav__link md-nav__container"> <a href="../../process/" class="md-nav__link "> <span class="md-ellipsis"> Process (IEC 62304) </span> </a> <label class="md-nav__link " for="__nav_6" id="__nav_6_label" tabindex="0"> <span class="md-nav__icon md-icon"></span> </label> </div> <nav class="md-nav" data-md-level="1" aria-labelledby="__nav_6_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_6"> <span class="md-nav__icon md-icon"></span> Process (IEC 62304) </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../process/configuration_management_plan/" class="md-nav__link"> <span class="md-ellipsis"> Configuration Management Plan </span> </a> </li> <li class="md-nav__item"> <a href="../../process/problem_resolution/" class="md-nav__link"> <span class="md-ellipsis"> Problem Resolution Process </span> </a> </li> <li class="md-nav__item"> <a href="../../process/risk_management/" class="md-nav__link"> <span class="md-ellipsis"> Risk Management </span> </a> </li> <li class="md-nav__item"> <a href="../../process/software_development_plan/" class="md-nav__link"> <span class="md-ellipsis"> Software Development Plan </span> </a> </li> <li class="md-nav__item"> <a href="../../process/verification_plan/" class="md-nav__link"> <span class="md-ellipsis"> Verification Plan </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_7" > <label class="md-nav__link" for="__nav_7" id="__nav_7_label" tabindex="0"> <span class="md-ellipsis"> Operations </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="1" aria-labelledby="__nav_7_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_7"> <span class="md-nav__icon md-icon"></span> Operations </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../operations/genesis-installation/" class="md-nav__link"> <span class="md-ellipsis"> Genesis: Birthing an LQMS Installation with a Base Library </span> </a> </li> <li class="md-nav__item"> <a href="../../operations/deployment/" class="md-nav__link"> <span class="md-ellipsis"> LQMS Deployment Guide </span> </a> </li> <li class="md-nav__item"> <a href="../../operations/server-deployment/" class="md-nav__link"> <span class="md-ellipsis"> LQMS Server Deployment (single Linux host, public HTTPS) </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_8" > <div class="md-nav__link md-nav__container"> <a href="../../traceability/" class="md-nav__link "> <span class="md-ellipsis"> Traceability </span> </a> <label class="md-nav__link " for="__nav_8" id="__nav_8_label" tabindex="0"> <span class="md-nav__icon md-icon"></span> </label> </div> <nav class="md-nav" data-md-level="1" aria-labelledby="__nav_8_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_8"> <span class="md-nav__icon md-icon"></span> Traceability </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../traceability/matrix/" class="md-nav__link"> <span class="md-ellipsis"> Requirements Traceability Matrix </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_9" > <div class="md-nav__link md-nav__container"> <a href="../../validation/" class="md-nav__link "> <span class="md-ellipsis"> Validation (tool lane) </span> </a> <label class="md-nav__link " for="__nav_9" id="__nav_9_label" tabindex="0"> <span class="md-nav__icon md-icon"></span> </label> </div> <nav class="md-nav" data-md-level="1" aria-labelledby="__nav_9_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_9"> <span class="md-nav__icon md-icon"></span> Validation (tool lane) </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../validation/templates/ai-authorship-posture/" class="md-nav__link"> <span class="md-ellipsis"> AI-Authorship Posture — How LQMS Is Built, and Why the Validation Evidence Does Not Rest on It (TEMPLATE) </span> </a> </li> <li class="md-nav__item"> <a href="../../validation/templates/intended-use/" class="md-nav__link"> <span class="md-ellipsis"> Intended-Use Specification — LQMS as a QMS / Document-Control Tool (TEMPLATE) </span> </a> </li> <li class="md-nav__item"> <a href="../../validation/templates/tool-risk-assessment/" class="md-nav__link"> <span class="md-ellipsis"> Tool-Risk Assessment — LQMS as a QMS Tool (TEMPLATE) </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_10" > <label class="md-nav__link" for="__nav_10" id="__nav_10_label" tabindex="0"> <span class="md-ellipsis"> Regulatory </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="1" aria-labelledby="__nav_10_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_10"> <span class="md-nav__icon md-icon"></span> Regulatory </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../regulatory/mdr-annex-i-skeleton/" class="md-nav__link"> <span class="md-ellipsis"> MDR Annex I — GSPR authoring skeleton (paraphrased) </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_11" > <div class="md-nav__link md-nav__container"> <a 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class="md-ellipsis"> Decision </span> </a> </li> <li class="md-nav__item"> <a href="#clarification-2-2026-08-12-key-rule-families--the-counter-belongs-to-the-system" class="md-nav__link"> <span class="md-ellipsis"> Clarification 2 (2026-08-12): key-rule FAMILIES — the counter belongs to the system </span> </a> </li> <li class="md-nav__item"> <a href="#non-decisions-made-explicit" class="md-nav__link"> <span class="md-ellipsis"> Non-decisions, made explicit </span> </a> </li> <li class="md-nav__item"> <a href="#consequences" class="md-nav__link"> <span class="md-ellipsis"> Consequences </span> </a> </li> <li class="md-nav__item"> <a href="#clarification-1-2026-08-10-the-stakeholdersoftware-split-becomes-catalog-rows" class="md-nav__link"> <span class="md-ellipsis"> Clarification 1 (2026-08-10): the stakeholder/software split becomes catalog rows </span> </a> </li> </ul> </nav> </div> </div> </div> <div class="md-content" data-md-component="content"> <article class="md-content__inner md-typeset"> <a href="https://github.com/nburri/lqms/edit/main/docs/decisions/adr-0112-element-kind-catalog.md" title="Edit this page" class="md-content__button md-icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M10 20H6V4h7v5h5v3.1l2-2V8l-6-6H6c-1.1 0-2 .9-2 2v16c0 1.1.9 2 2 2h4zm10.2-7c.1 0 .3.1.4.2l1.3 1.3c.2.2.2.6 0 .8l-1 1-2.1-2.1 1-1c.1-.1.2-.2.4-.2m0 3.9L14.1 23H12v-2.1l6.1-6.1z"/></svg> </a> <h1 id="adr-0112-the-element-kind-catalog--semantics-in-the-model-not-only-in-the-code">ADR-0112: The Element-Kind Catalog — Semantics in the Model, Not Only in the Code<a class="headerlink" href="#adr-0112-the-element-kind-catalog--semantics-in-the-model-not-only-in-the-code" title="Permanent link">¶</a></h1> <ul> <li><strong>Status:</strong> accepted (2026-08-09 — "I read the ADR. Looks good to me", with the §2b naming amendment folded in from the same reply)</li> <li><strong>Date:</strong> 2026-08-09</li> <li><strong>Deciders:</strong> Nicolas Burri (register #33k arc — "we do have an honest model issue here and only applying a frontend fix feels like a decision that will come back and bite us … I would therefore prefer a solution that fixes the underlying inconsistencies, even if this means that we might break functionality that was greenlit days ago"; option 1 chosen; extensibility: "ideally we should have the option to extend the catalog of well-known elements in the future … a medical device that is not software … stakeholder requirements and then probably system requirements")</li> <li><strong>Relates to:</strong> ADR-0079/0082 (risk items and their chains), ADR-0086 (trace chains; the edge-type-set consolidation this ADR builds on), ADR-0095 (key-rule governance — unchanged), ADR-0084 (design kinds — a per-scope vocabulary precedent), ADR-0097/0109 (the wizard this re-founds), register #33k (the symptom trail), docs/planning/keyrules-config-mechanism-note.md (SUPERSEDED — its UI-only premise was rejected by exactly the red pen it asked for).</li> </ul> <h2 id="context">Context<a class="headerlink" href="#context" title="Permanent link">¶</a></h2> <p>The trace-item kinds (<code>requirement</code>, <code>design-element</code>, <code>risk</code>, <code>risk-control</code>, <code>user-need</code>, <code>validation-case</code>, <code>regulatory-ref</code>) carry rich semantics — mitigates chains, the stakeholder → satisfies → requirement → verifies walk, gap flags, matrix membership — but ALL of it lives in derivation code. The model knows kinds only as flat prefix strings (<code>requirement_key_rule</code>), and the wizard presents them as such. Symptoms found in one play-test evening (#33k): may-define toggles exist only for the risk family (two-endpoint history); key rules render disconnected from the types that give them meaning; a default project's vocabulary (<code>REQ-</code> only) cannot express the chain its own traceability matrix is built to walk. A UI-only fix was drafted and rejected: the inconsistency is in the model.</p> <h2 id="decision">Decision<a class="headerlink" href="#decision" title="Permanent link">¶</a></h2> <ol> <li><strong>A system-defined element-kind catalog.</strong> Each kind carries: identity (slug), display identity, default prefix, its semantic role in the derivations, and its <strong>dependencies</strong>. The catalog ships with the product (migrations), like the permission catalog (ADR-0012 closed-set pattern). It is NOT user-editable — the system is opinionated about what a risk is; that opinion is why it can derive anything at all.</li> <li><strong>Scopes activate kinds; a key rule is the visible half of an activation.</strong> The wizard's "Special elements" section (the #33k target UX, unchanged in look) becomes the activation surface: activating a kind creates its key rule (prefix editable pre-first-use, then the ADR-0095 freeze exactly as today) and makes it offerable in the per-kind defining-types selector. Deactivation is refused while dependent kinds are active or items exist. <strong>2b. Per-scope naming (his amendment).</strong> An activation carries the scope's OWN display label alongside its prefix — naming conventions differ between organizations ("I have seen quite different approaches to naming conventions"), so the project defines what its people see. Both label and prefix are editable <strong>only until the first item of that kind exists</strong>, then frozen together under the ADR-0095 governance (one rule, one freeze, one exception act). The freeze is not pedantry: a released document's vocabulary must not be renamed underneath the records that use it. The catalog keeps the canonical slug (what derivations key on — semantics never follow a label) and the default label/prefix a fresh activation starts from; a scope override is a single literal in the project's language.</li> <li><strong>Dependencies are structural</strong> (activation pulls prerequisites; the wizard shows the pull in place): | kind | requires | |---|---| | risk ⇄ risk-control | each other (pair — activate together; his rule). Content stays free: acceptance-without-reduction needs no control <em>items</em>. | | user-need | requirement (satisfies needs a target) | | validation-case | user-need | | regulatory-ref | — (standalone) | | requirement, design-element | — (standalone; the supplier lane is the live proof) |</li> <li><strong>Custom kinds — a deliberate, semantics-free tier.</strong> Operators may define scope-local kinds (own slug + prefix). They get: keyed authoring, save-time validation, citability, generic trace links (the link graph is already kind-agnostic data), audit-pack presence — and explicitly NO derived chains, gap flags, or matrix membership, stated as a visible badge ("custom — outside derived traceability"), never discovered as a disappointment. Use cases: assumptions, SOUP inventory, hazard lists, project-local registers.</li> <li><strong>Extending the well-known catalog is a product act, and chains become data to make it cheap</strong> (his requirement). A future kind — the hardware lane's <code>system-requirement</code> between stakeholder needs and verification — arrives as catalog rows PLUS a chain definition (sequence of kind/edge hops) shipped in a release. Wave 1 records the existing chains as catalog data and keeps the current walkers consuming their current shapes; the walkers migrate onto the chain definitions opportunistically (ADR-0086's edge-type sets are the half-built bridge). The named future test: adding <code>system-requirement</code> with its matrix must be catalog rows + a chain row + a lane preset — no derivation rewrite. Until a walker is data-driven, a product extension that needs it also extends that walker; the ADR's claim is the model makes this additive, not free.</li> <li><strong>Migration</strong>: existing <code>requirement_key_rule</code> rows become kind activations (same prefixes, same freeze state). Existing scopes violating a dependency (a control rule without risk — possible today) are NOT mutated: the derived dead-end check names them (setup-status pattern) and the wizard offers the completion. May-define stays per (type, kind), edited in the per-kind selector; both historical endpoints remain (unification is not this ADR).</li> </ol> <h2 id="clarification-2-2026-08-12-key-rule-families--the-counter-belongs-to-the-system">Clarification 2 (2026-08-12): key-rule FAMILIES — the counter belongs to the system<a class="headerlink" href="#clarification-2-2026-08-12-key-rule-families--the-counter-belongs-to-the-system" title="Permanent link">¶</a></h2> <p>Decided by Nicolas from the PULSEMED walk (register #42j; his un-parking argument after a brief overfitting debate: "having different labels for different stakeholder requirements seems not too uncommon. And by removing 42j users need to start tracking e.g. the current number of the next free requirement in their section as we only track one global counter"). The live witness: PULSEMED's 72 stakeholder requirements across four key families (NA 9 / GA 41 / MA 18 / ZP 4 — Johner stakeholder classes), invisible to every surface and unsuggestable by the one counter.</p> <ol> <li><strong>A kind's activation may carry N named FAMILIES</strong> (category label + prefix + sort), the §2b naming grammar applied once more: naming conventions are the project's own language. Every existing activation becomes exactly one family carrying its current prefix+label — single-family scopes behave byte-identically.</li> <li><strong>An item's category is DERIVED, never stored</strong>: the family whose prefix longest-prefix-matches its key. No content change, no new attribute — imported corpora categorize RETROACTIVELY the moment their families are declared; the arrival bundle's <code>category</code> data (already emitted) becomes validation, not storage.</li> <li><strong>Suggest-next-key becomes per-family</strong> (max suffix + 1 within the family), with a category picker when N > 1 — the counter is the system's job, never a human's head.</li> <li><strong>The §2b freeze applies PER FAMILY</strong>: label+prefix freeze once any item matches the family's prefix; the ADR-0095 exception act covers families as it covers the kind.</li> <li>The #45 case-collision guard (same walk, same evening) operates at key level and is family-agnostic by construction.</li> </ol> <h2 id="non-decisions-made-explicit">Non-decisions, made explicit<a class="headerlink" href="#non-decisions-made-explicit" title="Permanent link">¶</a></h2> <ul> <li><strong>User-configured dependency chains (his option 2) are PARKED</strong> with a named trigger: a real customer chain the catalog cannot express. Config only at proven variation points — the catalog's dependencies-as-data is the substrate that option would need anyway.</li> <li><strong>Matrix rendering for future kinds</strong> is decided with the first product extension that ships one, not here.</li> <li><strong>The two may-define endpoints stay</strong> as they are (routed per kind); merging them is refactoring, not architecture, and waits for a reason.</li> </ul> <h2 id="consequences">Consequences<a class="headerlink" href="#consequences" title="Permanent link">¶</a></h2> <ul> <li>A real arc, in waves: <strong>W1</strong> catalog + activations + migration + the wizard section on the honest model + dead-end checks (+ journey/preset adaptation; supersedes the mechanism note's plan and breaks the config step greenlit days ago — accepted by him in those words). <strong>W2</strong> the custom-kinds tier. <strong>Later</strong> walkers-on-chain-data, pulled by the first real catalog extension.</li> </ul> <h2 id="clarification-1-2026-08-10-the-stakeholdersoftware-split-becomes-catalog-rows">Clarification 1 (2026-08-10): the stakeholder/software split becomes catalog rows<a class="headerlink" href="#clarification-1-2026-08-10-the-stakeholdersoftware-split-becomes-catalog-rows" title="Permanent link">¶</a></h2> <p>Decided by Nicolas from the v0.9.4 play-test (register #37b — "Requirement is only present as SWREQ… still at odds with the requirements resolution chain"), with his naming proposal from the same reply ("call the other ones system requirements instead of software requirements to make it more versatile"). This is §5's own "named future test" arriving early, exercised on the requirement family instead of waiting for the hardware lane.</p> <ol> <li><strong><code>stakeholder-requirement</code> joins the well-known catalog</strong> (default label "Stakeholder requirement", default prefix <code>STK-</code> — the seed's own convention; <code>traceability</code> group, sorted before <code>requirement</code> so the resolution chain reads top-down). Dependency: <code>stakeholder-requirement → requires → requirement</code> (satisfies needs a target — the user-need precedent, <code>warn</code>).</li> <li><strong>The kind becomes <code>system-requirement</code> — slug, fence and label</strong> (his versatility rule — a medical device that is not software has system requirements; for a pure-software product the system is the software). <em>As first written (same day), the slug stayed <code>requirement</code> "frozen by reality — released documents are immutable." His challenge corrected the premise: there is NO productive system yet; every instance, corpus and backup is regenerable at will, so the freeze binds nobody today. Decided (his words): the meridian-qms import is a test corpus, updating it is fine; "once we officially start to have a productive system … these changes will require a lot more focus and documentation. But for now, we are still free."</em> So the rename goes ALL the way while it still can: catalog slug <code>system-requirement</code>, content fence <code>:::system-requirement</code> (V093 + the mechanical sweep; the genus/species confusion dies in the developer-facing layer too, and a future <code>software-requirement</code> kind lands beside an honestly-named sibling). <strong>The supplier lane keeps IEC 62304's own term via §2b</strong>: the lane preset overrides the scope label to "Software requirement" (prefix <code>REQ-</code> unchanged).</li> <li><strong>The chain sheds its only attribute-qualified hop, and the legacy form dies at birth.</strong> <code>requirement-chain</code> hop 1 keys on the KIND (<code>stakeholder-requirement --satisfies(inbound)--> system-requirement</code>), not on <code>kind="stakeholder"</code>. <em>As first written, <code class="highlight">kind="stakeholder"</code> items were to be honored forever as a UNION — the same corrected premise applies: with no productive content in existence, the importer emits first-class <code>:::stakeholder-requirement</code> fences at the source, the corpora regenerate, and NO instance can produce the legacy form.</em> The stakeholder predicate is therefore type-keyed only, the <code>stakeholder</code> value leaves the requirement-kind attribute vocabulary, and no compatibility layer ships for a past that no longer exists. (The freeze his challenge deferred becomes REAL at the first productive instance — from that day, this class of rename is a governed migration with its own focus and documentation, in his words.)</li> <li><strong>The §5 named future test inverts, additivity unchanged</strong>: with <code>requirement</code> as the system level, a future software-below-system tier arrives as a new <code>software-requirement</code> kind beneath it (catalog rows + a chain row + a preset — still no derivation rewrite).</li> <li><strong><code>user-need</code> stays a distinct kind</strong> (validation axis: user-need → validation-case) from <code>stakeholder-requirement</code> (resolution axis: → satisfies → requirement). Unifying the two axes is not this clarification; if a real corpus proves them one concept, that is its own decision.</li> <li>The lane presets become kind selections validated against the catalog (a preset can no longer express an incoherent vocabulary).</li> <li>The document-view risk/control affordances are untouched — semantics stay with the kinds.</li> <li>Manual: the birth-path and traceability topics gain the catalog story; the ops guide (#26) nothing (scope-level, not instance-level).</li> </ol> </article> </div> <script>var target=document.getElementById(location.hash.slice(1));target&&target.name&&(target.checked=target.name.startsWith("__tabbed_"))</script> </div> <button type="button" class="md-top md-icon" data-md-component="top" hidden> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M13 20h-2V8l-5.5 5.5-1.42-1.42L12 4.16l7.92 7.92-1.42 1.42L13 8z"/></svg> Back to top </button> </main> <footer class="md-footer"> <nav class="md-footer__inner md-grid" aria-label="Footer" > <a href="../adr-0111-imported-person-model-and-project-portability/" class="md-footer__link md-footer__link--prev" aria-label="Previous: ADR-0111: The Imported-Person Model, and Project Portability's First Doctrines"> <div class="md-footer__button md-icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M20 11v2H8l5.5 5.5-1.42 1.42L4.16 12l7.92-7.92L13.5 5.5 8 11z"/></svg> </div> <div class="md-footer__title"> <span class="md-footer__direction"> Previous </span> <div class="md-ellipsis"> ADR-0111: The Imported-Person Model, and Project Portability's First Doctrines </div> </div> </a> <a href="../adr-0113-project-arrival-import/" class="md-footer__link md-footer__link--next" aria-label="Next: ADR-0113: Project Arrival Import — Records Arrive as They Are, People Arrive as They Were"> <div class="md-footer__title"> <span class="md-footer__direction"> Next </span> <div class="md-ellipsis"> ADR-0113: Project Arrival Import — Records Arrive as They Are, People Arrive as They Were </div> </div> <div class="md-footer__button md-icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M4 11v2h12l-5.5 5.5 1.42 1.42L19.84 12l-7.92-7.92L10.5 5.5 16 11z"/></svg> </div> </a> </nav> <div class="md-footer-meta md-typeset"> <div class="md-footer-meta__inner md-grid"> <div class="md-copyright"> <div class="md-copyright__highlight"> Built from <code>v0.9.56-4-g06c7f811</code> (commit <code>06c7f811</code>, 2026-09-09) — the same Markdown the repository ships. </div> </div> </div> </div> </footer> </div> <div class="md-dialog" data-md-component="dialog"> <div class="md-dialog__inner md-typeset"></div> </div> <script id="__config" type="application/json">{"base": "../..", "features": ["navigation.instant", "navigation.tracking", "navigation.top", "navigation.footer", "navigation.indexes", "toc.follow", "search.suggest", "search.highlight", "content.code.copy", "content.action.edit"], "search": "../../assets/javascripts/workers/search.6ce7567c.min.js", "translations": {"clipboard.copied": "Copied to clipboard", "clipboard.copy": "Copy to clipboard", "search.result.more.one": "1 more on this page", "search.result.more.other": "# more on this page", "search.result.none": "No matching documents", "search.result.one": "1 matching document", "search.result.other": "# matching documents", "search.result.placeholder": "Type to start searching", "search.result.term.missing": "Missing", "select.version": "Select version"}}</script> <script src="../../assets/javascripts/bundle.83f73b43.min.js"></script> </body> </html>