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ADR-0127: The Base-QMS Layers — One Library, Derived Adaptations, Local Records
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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-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-0127: The Base-QMS Layers — One Library, Derived Adaptations, Local Records
Table of contents
Context
Decision
1. Three layers, defined by CONSUMPTION, not location
2. The split rule for a migrating corpus (by document class)
3. BASE_READ staffing: a dedicated auto-assigned reader role
4. Replacement authoring is thin, and it is content-lane work
5. The migration path is the export twin, with one-shot discipline
6. Consumption grammar: the descendant governs here, said out loud
7. Row 29 — deriving unsupported elements refuses with the remedy in hand
Consequences
Amendment 1 (2026-08-29) — the visibility doctrine
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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</li> <li class="md-nav__item"> <a href="../../user-guide/traceability-workspace/" class="md-nav__link"> <span class="md-ellipsis"> The Traceability Workspace </span> </a> </li> <li class="md-nav__item"> <a href="../../user-guide/training/" class="md-nav__link"> <span class="md-ellipsis"> Training & Acknowledgements </span> </a> </li> </ul> </nav> </li> </ul> </nav> </div> </div> </div> <div class="md-sidebar md-sidebar--secondary" data-md-component="sidebar" data-md-type="toc" > <div class="md-sidebar__scrollwrap"> <div class="md-sidebar__inner"> <nav class="md-nav md-nav--secondary" aria-label="Table of contents"> <label class="md-nav__title" for="__toc"> <span class="md-nav__icon md-icon"></span> Table of contents </label> <ul class="md-nav__list" data-md-component="toc" data-md-scrollfix> <li class="md-nav__item"> <a href="#context" class="md-nav__link"> <span class="md-ellipsis"> Context </span> </a> </li> <li class="md-nav__item"> <a href="#decision" class="md-nav__link"> <span class="md-ellipsis"> Decision </span> </a> <nav class="md-nav" aria-label="Decision"> <ul class="md-nav__list"> <li class="md-nav__item"> <a href="#1-three-layers-defined-by-consumption-not-location" class="md-nav__link"> <span class="md-ellipsis"> 1. Three layers, defined by CONSUMPTION, not location </span> </a> </li> <li class="md-nav__item"> <a href="#2-the-split-rule-for-a-migrating-corpus-by-document-class" class="md-nav__link"> <span class="md-ellipsis"> 2. The split rule for a migrating corpus (by document class) </span> </a> </li> <li class="md-nav__item"> <a href="#3-base_read-staffing-a-dedicated-auto-assigned-reader-role" class="md-nav__link"> <span class="md-ellipsis"> 3. BASE_READ staffing: a dedicated auto-assigned reader role </span> </a> </li> <li class="md-nav__item"> <a href="#4-replacement-authoring-is-thin-and-it-is-content-lane-work" class="md-nav__link"> <span class="md-ellipsis"> 4. Replacement authoring is thin, and it is content-lane work </span> </a> </li> <li class="md-nav__item"> <a href="#5-the-migration-path-is-the-export-twin-with-one-shot-discipline" class="md-nav__link"> <span class="md-ellipsis"> 5. The migration path is the export twin, with one-shot discipline </span> </a> </li> <li class="md-nav__item"> <a href="#6-consumption-grammar-the-descendant-governs-here-said-out-loud" class="md-nav__link"> <span class="md-ellipsis"> 6. Consumption grammar: the descendant governs here, said out loud </span> </a> </li> <li class="md-nav__item"> <a href="#7-row-29--deriving-unsupported-elements-refuses-with-the-remedy-in-hand" class="md-nav__link"> <span class="md-ellipsis"> 7. Row 29 — deriving unsupported elements refuses with the remedy in hand </span> </a> </li> </ul> </nav> </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="#amendment-1-2026-08-29--the-visibility-doctrine" class="md-nav__link"> <span class="md-ellipsis"> Amendment 1 (2026-08-29) — the visibility doctrine </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-0127-base-qms-layering.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-0127-the-base-qms-layers--one-library-derived-adaptations-local-records">ADR-0127: The Base-QMS Layers — One Library, Derived Adaptations, Local Records<a class="headerlink" href="#adr-0127-the-base-qms-layers--one-library-derived-adaptations-local-records" title="Permanent link">¶</a></h1> <ul> <li><strong>Status:</strong> accepted (2026-08-27 — the rows 28/29 sitting: <em>"I follow all your recommendations"</em>, with his own better alternative for the tool-operational documents — import-then-invalidate-then-replace — adopted after scrutiny: <em>"J1 confirmed"</em>)</li> <li><strong>Date:</strong> 2026-08-27</li> <li><strong>Deciders:</strong> Nicolas Burri</li> <li><strong>Relates to:</strong> ADR-0031/V016 (BASE_READ — the released-face-only read of the one GLOBAL scope, REQ-SEP-010/REQ-ADM-007), V017 (derive-source, operation-scoped source reads, the <code>supersedes</code>/<code>superseded-by</code> relation kinds §4 leans on), ADR-0125 §6 + Amendment 1 (the distribution mechanism and the id adoption the migration rides), ADR-0113/V106 (the one-shot window §5's runbook discipline protects), ADR-0126 (the dissolution lifecycle this composes with), ADR-0112 (element kinds — the row-29 refusal's subject), ADR-0108 §3 (offer transparency, inherited by §6's demotion sentence), open decisions 28/29 (both his 3am questions, now closed).</li> </ul> <blockquote> <p><strong>Citation correction (2026-09-04, ADR-coherence review §2.5).</strong> "Offers say when they filter" is attributed here (header Relates-to, and §6's demotion sentence) to <strong>ADR-0108 §3</strong> — but ADR-0108 §3 is the persons-are-global / email-is-the-match-key rule. The offer-transparency sentence is <strong><a href="../adr-0124-birth-completes-without-content-clothes/">ADR-0124</a> §5</strong> ("the offer says when it filters", finding 26g). Read both citations as ADR-0124 §5; the rule §6 inherits is unchanged.</p> </blockquote> <h2 id="context">Context<a class="headerlink" href="#context" title="Permanent link">¶</a></h2> <p>Customer projects live in dedicated customer organizations, but the governing QMS is its owner's (row 28). Copying it everywhere makes every copy stale; referencing it across orgs needs a principled read. Independently (row 29): deriving a document into a scope that has not activated the element kinds its content carries needs a defined answer. The machinery for both largely exists — BASE_READ, derive-source, SOURCE_UPDATED fan-out — what was missing is the RULING on how a real corpus maps onto it, and the consumption grammar.</p> <h2 id="decision">Decision<a class="headerlink" href="#decision" title="Permanent link">¶</a></h2> <h3 id="1-three-layers-defined-by-consumption-not-location">1. Three layers, defined by CONSUMPTION, not location<a class="headerlink" href="#1-three-layers-defined-by-consumption-not-location" title="Permanent link">¶</a></h3> <ul> <li><strong>The base library</strong> is the one GLOBAL scope — structurally unique by type (V016 resolves it by <code>type = 'GLOBAL'</code>, never by configuration), fully governed as a working scope by the QMS owner, whose RELEASED face is the only face any other scope reads (<code>BASE_READ</code>; drafts invisible below the application, by RLS). Universally governing documents are READ IN PLACE: zero copies, always current.</li> <li><strong>The derive layer</strong>: template masters live in the base library too; a project that needs an adapted version DERIVES it (copy into the project's own scope with pinned provenance), adapts and releases under its own policies, and receives <code>SOURCE_UPDATED</code> / <code>SOURCE_REVOKED</code> tasks when the master moves — drift is a tracked worklist, never auto-propagated (silent rewriting would falsify what the project worked under). A project happy with the stock master instantiates it directly.</li> <li><strong>The working layer</strong>: records and everything organization-internal stay in the org-working scope. Records never enter a library.</li> </ul> <h3 id="2-the-split-rule-for-a-migrating-corpus-by-document-class">2. The split rule for a migrating corpus (by document class)<a class="headerlink" href="#2-the-split-rule-for-a-migrating-corpus-by-document-class" title="Permanent link">¶</a></h3> <ul> <li>Prescriptive universal (quality manual, SOPs, work instructions, role descriptions) → base library.</li> <li>Templates → derive-layer masters in the base library.</li> <li>Records → working layer, stay.</li> <li><strong>Tool-operational documents whose subject is the tool being LEFT</strong> (his ruling, better than the leave-behind recommendation): they MIGRATE into the base library and are then REVOKED here — the one place in a migration where a local act is the honest record, because the retirement genuinely happens on this instance, now, for a true reason. The revocation reason names the tool change; each thin replacement instruction, when authored, carries a <code>supersedes</code> relation to the revoked document. BASE_READ's released-only face keeps retired documents out of every reader's effective library automatically.</li> <li>Registers the product itself renders as live views (document lists, author directories, addressee overviews) → retire, not migrate; genuine reference content (a glossary) migrates.</li> <li>Documents describing the eQMS tool's own operation (monitoring, backups) → instance-operator documentation, out of the corpus.</li> <li>Tool-bound but universal work instructions → migrate as-is, then revise in the library: the "we changed tools" revision trail is itself QMS evidence.</li> <li>Source-tool validation templates → retire when the product's own validation package (ADR-0061) replaces them; derive-layer until then.</li> </ul> <h3 id="3-base_read-staffing-a-dedicated-auto-assigned-reader-role">3. BASE_READ staffing: a dedicated auto-assigned reader role<a class="headerlink" href="#3-base_read-staffing-a-dedicated-auto-assigned-reader-role" title="Permanent link">¶</a></h3> <p>A "Base Reader" role carrying exactly <code>BASE_READ</code>, assigned at GLOBAL to every invited user by the invitation flow — visible and revocable per person, never smuggled into content roles.</p> <h3 id="4-replacement-authoring-is-thin-and-it-is-content-lane-work">4. Replacement authoring is thin, and it is content-lane work<a class="headerlink" href="#4-replacement-authoring-is-thin-and-it-is-content-lane-work" title="Permanent link">¶</a></h3> <p>Replacement instructions carry the PROCESS (who, what, when, which evidence) and point at the product manual for tool mechanics — the corpus never re-authors the manual, which would drift every release. Retirement does not wait for replacements: the revocation reason names the successor intent; the <code>supersedes</code> link lands when each replacement releases.</p> <h3 id="5-the-migration-path-is-the-export-twin-with-one-shot-discipline">5. The migration path is the export twin, with one-shot discipline<a class="headerlink" href="#5-the-migration-path-is-the-export-twin-with-one-shot-discipline" title="Permanent link">¶</a></h3> <p>Export the corpus (ADR-0125), split the bundle by §2's table — a bundle is files; the split is a script over the manifest — and arrival-import the base layer into the GLOBAL scope with id adoption (references stay intact). The working layer stays where it lives. <strong>The revocation wave of §2 runs only AFTER the imported corpus is inspected and accepted</strong> (§8b discipline): the first local act closes the one-shot window permanently, so "directly invalidate" is deliberately "invalidate after acceptance". Cross-instance distribution follows ADR-0125 §6 (the base library is its owner's export, landed per instance); <strong>base-library UPDATE imports</strong> — a revision reaching a GLOBAL scope that already holds documents — are a named, sequenced-after arc, not solved here.</p> <h3 id="6-consumption-grammar-the-descendant-governs-here-said-out-loud">6. Consumption grammar: the descendant governs here, said out loud<a class="headerlink" href="#6-consumption-grammar-the-descendant-governs-here-said-out-loud" title="Permanent link">¶</a></h3> <p>In a scope holding a derived descendant of a base master, every template offer prefers the descendant and DEMOTES the master — never hides it (ADR-0108 §3: offers say when they filter) — with a derived-cause sentence naming the relationship; open drift tasks ride the same sentence. In a scope with no descendant, the master is offered normally.</p> <h3 id="7-row-29--deriving-unsupported-elements-refuses-with-the-remedy-in-hand">7. Row 29 — deriving unsupported elements refuses with the remedy in hand<a class="headerlink" href="#7-row-29--deriving-unsupported-elements-refuses-with-the-remedy-in-hand" title="Permanent link">¶</a></h3> <p>Deriving a document whose element kinds the target scope has not activated REFUSES, naming the missing kinds; for a caller holding <code>ACTIVATE_CATALOG_ENTRIES</code> in the target the refusal offers the activation directly (one click for the authorized, structurally impossible for anyone else). Demoting elements to inert text (changes the document's meaning) and auto-activation (violates target sovereignty) are ruled OUT.</p> <h2 id="consequences">Consequences<a class="headerlink" href="#consequences" title="Permanent link">¶</a></h2> <ul> <li>Customer projects read ONE living library; adapted templates carry pinned provenance and tracked drift; records stay sovereign per organization.</li> <li>The tool transition itself becomes QMS evidence: governed → tool changed → revoked with reason → superseded by the successor, all in the record.</li> <li>Build wave (product side): the Base Reader role + invitation wiring (§3), the picker demotion (§6), the derive refusal (§7). Instance side: the bundle-split script and the migration run — scheduled by the owner, not by the build.</li> <li>The instance-specific split table (which real documents land where) is INSTANCE data: it lives beside the corpus staging, git-ignored, never in this repository.</li> </ul> <h2 id="amendment-1-2026-08-29--the-visibility-doctrine">Amendment 1 (2026-08-29) — the visibility doctrine<a class="headerlink" href="#amendment-1-2026-08-29--the-visibility-doctrine" title="Permanent link">¶</a></h2> <p>Ruled during the genesis sitting (<em>"I agree with all your proposals"</em>), four faces:</p> <ol> <li><strong>Outside everything</strong>: nothing (RLS).</li> <li><strong>The library's outward face</strong> shows released content, the released history, and <strong>WHO-DID</strong> (releaser provenance) — never <strong>WHO-MAY</strong>: the authorization matrix is scope configuration, answered by the QMS's own documents (the document-control SOP), not by the config UI. Since V124, relations and trace links BETWEEN released library documents are part of that face (corpus meaning); the working apparatus — trail, addressees, training mode, workflow bindings — is declared absent in the RLS inventory, not merely unimplemented.</li> <li><strong>Inside a project, membership is the boundary and process transparency is deliberate</strong>: every member, audience-only included, sees the who-may matrix, the authority view and the full setup truth — the derived-cause grammar depends on naming roles.</li> <li><strong>The working layer stays involvement-gated even for members</strong> (draft save-points follow draft access, review rounds belong to their participants). Membership shows the machine; participation shows the work in progress.</li> </ol> <p>ADR-0128/-0129 changed REACH, never these faces.</p> </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-0126-project-dissolution/" class="md-footer__link md-footer__link--prev" aria-label="Previous: ADR-0126: Project Dissolution — the Un-Birth of an Unused Scope"> <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-0126: Project Dissolution — the Un-Birth of an Unused Scope </div> </div> </a> <a href="../adr-0128-global-cascade-classification/" class="md-footer__link md-footer__link--next" aria-label="Next: ADR-0128: The GLOBAL Cascade Carries Administration, Never Content"> <div class="md-footer__title"> <span class="md-footer__direction"> Next </span> <div class="md-ellipsis"> ADR-0128: The GLOBAL Cascade Carries Administration, Never Content </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>