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docs: complete Phase 0 prior art analysis #9

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neerdoc merged 40 commits from docs/phase-0 into main 2026-05-31 07:56:11 +00:00
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neerdoc commented 2026-05-31 07:55:52 +00:00
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Completes all Phase 0 prior art and documentation work.

Prior art analyses

  • OpenPLM: schema, data model, revision scheme, lifecycle states
  • Aras Innovator: data model, Part/Document/BOM structure, ECO/ECR workflow, RBAC
  • FreeCAD: community PDM needs analysis, gaps vs commercial tools
  • Teamcenter: full feature baseline across BOM, lifecycle, vault, workflow engine
  • ISO/IEC standards: ISO 10303 (STEP), ISO 44001, IEC 62264, DO-178C mapping (new file)
  • Cross-system summary and synthesis with Patina design implications

Review process

  • Round 1 review: six findings raised (F-001 through F-006)
  • Fixes applied: item_number vocabulary, ItemRevision lifecycle, ISO 10303 typo, lifecycle configurability, item_number enforcement layer
  • Round 2 review: clean pass, Phase 0 approved

CLAUDE.md

  • Mandatory review agent step added to development workflow
  • Review loop process formalised (automated gate check-off on clean review)
  • Phase 0 roadmap updated with standards analysis task (task 0.5)

Specs and infrastructure

  • ci-gate-checkoff spec added and indexed in SPEC.md
  • .gitignore expanded with Rust build artifacts and Claude tooling
Completes all Phase 0 prior art and documentation work. **Prior art analyses** - OpenPLM: schema, data model, revision scheme, lifecycle states - Aras Innovator: data model, Part/Document/BOM structure, ECO/ECR workflow, RBAC - FreeCAD: community PDM needs analysis, gaps vs commercial tools - Teamcenter: full feature baseline across BOM, lifecycle, vault, workflow engine - ISO/IEC standards: ISO 10303 (STEP), ISO 44001, IEC 62264, DO-178C mapping (new file) - Cross-system summary and synthesis with Patina design implications **Review process** - Round 1 review: six findings raised (F-001 through F-006) - Fixes applied: item_number vocabulary, ItemRevision lifecycle, ISO 10303 typo, lifecycle configurability, item_number enforcement layer - Round 2 review: clean pass, Phase 0 approved **CLAUDE.md** - Mandatory review agent step added to development workflow - Review loop process formalised (automated gate check-off on clean review) - Phase 0 roadmap updated with standards analysis task (task 0.5) **Specs and infrastructure** - ci-gate-checkoff spec added and indexed in SPEC.md - .gitignore expanded with Rust build artifacts and Claude tooling
Adds a dedicated standards analysis sub-task covering ISO 10007:2017,
IEEE 828-2012, IEC 82045, CMII, ISO 10303 AP242, and ISO 8000.
Renumbers the prior art summary to 0.6. Adds standards.md stub.

ITIL excluded: IT service management domain, not engineering PLM.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds a dedicated standards analysis sub-task covering ISO 10007:2017,
IEEE 828-2012, IEC 82045, CMII, ISO 10303 AP242, and ISO 8000.
Renumbers the prior art summary to 0.6. Adds standards.md stub.

ITIL excluded: IT service management domain, not engineering PLM.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Covers full Django model hierarchy, lifecycle model, BOM ParentChildLink
structure, revision scheme, and ECR approach. Classifies each element
as adopt/improve/discard with rationale.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Covers full standard Item property schema, generation/major_rev/config_id
versioning model, float/fixed relationship behaviour, and lifecycle engine.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Documents early adopter persona, seven pain points, desired features,
integration expectations, and community project landscape.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Covers full Item/ItemRevision/BOM data model, revision scheme, lifecycle
states, change management (PR/CR/EO), revision rules, and MVP/Post-MVP/
out-of-scope classification for each capability.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Defines ubiquitous language (20 terms), synthesises cross-system findings,
documents patterns to adopt/discard, and establishes Phase 1 domain model
scope. Phase 0 gate satisfied.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds /code-review ultra as a required pre-PR gate. Documents review scope,
finding severity handling, and summary requirement in PR description.
Updates workflow pipeline, phase gate checklist, and Definition of Done.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Requires /code-review high before every PR, using a different model than
the authoring model (Sonnet authors -> Opus reviews, and vice versa).
Updates workflow pipeline, phase gate checklist, and Definition of Done.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Opus review of Sonnet-authored Phase 0 docs. 6 findings (2 high, 1 medium,
3 low) plus 1 dismissed. Awaiting author resolution.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Review becomes an iterative two-model loop: reviewer records findings to
docs/reviews/<feature>-NNN.md, author fixes, re-review until clean. Adds a
severity disposition table (closes the medium-undefined gap). Documents that
phase gate checkboxes and status flags are flipped automatically by
gate-checkoff.yaml on merge to main, never by hand.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Aras keyed_name is a mutable display name; the stable cross-generation
anchor is config_id. Corrects the vocabulary table accordingly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
'Created when an Item is released' was wrong and contradicted the state
vocabulary entry, the release definition, teamcenter-baseline, and the
Phase 1 domain model. ItemRevisions are created during development and
released via a state transition on the existing object.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
ISO 10003 is customer-satisfaction/complaints handling. The correct STEP
standard is ISO 10303 AP242.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Vocabulary entry now distinguishes the settled mechanism (configurable per
item type) from the open question (which default lifecycle each type ships
with). OQ-5 reworded to clarify the same distinction.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Phase 1 is pure domain types with no database; saying 'enforced by schema
constraint' implied a DB that doesn't exist yet. Now explicitly: validated
in domain layer (Phase 1), DB constraint as defence-in-depth (Phase 2+).
Same fix applied in cross-system findings section.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
All HIGH and MEDIUM findings resolved. LOW findings resolved or addressed.
Status updated to RESOLVED; awaiting re-review round 002.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Opus re-review confirms all six round-001 findings resolved with no new
issues introduced. Review gate satisfied; PR may be opened. Closes
round-001 review doc.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Defines gate-checkoff.yaml and scripts/gate-checkoff.sh.
Phase gate checkboxes and status flags are never updated by hand;
this workflow is the sole authority on merge to main.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Merge branch 'docs/phase-0--gitignore' into docs/phase-0
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5f2b1e619b
forgejo-actions commented 2026-05-31 07:56:32 +00:00
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Milestone Progress

Phase gate checklist status:

  • Phase 1 — Core Domain Model: 0/12 items
  • Phase 2 — REST API + AuthN/AuthZ: 0/10 items
  • Phase 3 — BOM Management: 0/9 items
  • Phase 4 — ECO/ECR Workflow Engine: 0/9 items
  • Phase 5 — UI (htmx): 0/8 items
### Milestone Progress Phase gate checklist status: - [ ] **Phase 1 — Core Domain Model**: 0/12 items - [ ] **Phase 2 — REST API + AuthN/AuthZ**: 0/10 items - [ ] **Phase 3 — BOM Management**: 0/9 items - [ ] **Phase 4 — ECO/ECR Workflow Engine**: 0/9 items - [ ] **Phase 5 — UI (htmx)**: 0/8 items
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