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Align general policies and contributor guidance

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Eric Rakestraw
2026-09-28 01:32:50 +00:00
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docs/policy/documentation.md
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# Documentation Policy
**Base Policy Version:** 1.3
**Base Policy Version:** 1.11
**Last Updated**: 2026-09-26
**Last Updated**: 2026-09-28
Notarius retains subprocess-consumer ownership, the distinction between
descriptive behavior and policy, and no placeholders for absent interfaces.
**Upstream Source**: https://gitea.maximumdirect.net/eric/policy/src/commit/d84a38ebab26f048cafbe59a2246700c35d29843/docs/policy/documentation.md
## Purpose
This policy assigns each documentation topic to one canonical owner. Its goal is
to keep Notarius documentation accurate, concise, discoverable, and resistant
to keep this application's documentation accurate, concise, discoverable, and resistant
to drift for users, operators, developers, integrators, and LLM coding agents.
## Core Rules
@@ -19,7 +18,7 @@ to drift for users, operators, developers, integrators, and LLM coding agents.
Each authoritative fact belongs in one document. A non-owning document may give
a short, stable summary for orientation, but it must link to the canonical owner
instead of repeating volatile details.
for volatile details.
Volatile details include commands, flags, configuration fields and defaults,
module keys, schemas, file names, paths, status codes, retry behavior, and
@@ -31,40 +30,26 @@ contract, maintain it only in the owning document.
Outside `docs/roadmap/`, documentation describes implemented behavior only.
Partial features may be described only to their implemented boundary.
Architectural constraints may govern future changes without implying that the
components or capabilities they would govern already exist. This does not permit
describing a proposed system structure as implemented.
Architectural constraints may govern future changes. Describe current structure
from implemented behavior.
ADRs may record an accepted architectural decision before implementation, but
acceptance must not be presented as proof
that the behavior exists. The roadmap owns implementation status and sequencing
until the decision is implemented. Current architecture, user, operator,
integration, and internal documentation are updated when the behavior lands.
### Implementation Details And Policy
Documentation must distinguish an explicit contract from an incidental
implementation choice. Do not describe a restriction, guarantee, security
policy, default, or limit as authoritative merely because the current code
implements it. Documentation may accurately describe current behavior without
making it a permanent requirement; distinguish descriptive behavior from
normative policy. The
[implementation-discipline rules](agents.md#implementation-discipline)
own the criteria for adopting product restrictions and for elevating behavior
into repository policy.
ADRs may record an accepted architectural decision before implementation. The
roadmap owns implementation status and sequencing until the decision is
implemented. Current architecture, user, operator, integration, and internal
documentation are updated when the behavior lands.
### Audience And Detail
Write for the document's stated audience and include only the detail needed for
its owned topic. User and operator docs should not expose implementation detail.
Developer docs should link to user-facing and external contracts rather than
restate them.
its owned topic. Keep user and operator docs focused on using and operating the
application. Developer docs should link to user-facing and external contracts
for their definitions.
### Examples
Complete copyable files belong in `examples/`. Documentation may use the
smallest illustrative snippet needed to explain its owned topic, but should link
to maintained examples instead of embedding a second complete copy.
to maintained examples for complete copyable files.
Examples must be valid, secret-free, and tested where practical. Commands and
configuration used in documentation should match the application.
@@ -80,39 +65,41 @@ secret values.
| Topic | Canonical owner | Owned content | Content owned elsewhere |
| --- | --- | --- | --- |
| Product orientation and minimal end-to-end quickstart | `README.md` | What Notarius is, why it is useful, one shortest successful invocation, and links onward. | Complete command reference, configuration reference, operational procedures, implementation detail. |
| Contributor entry point | `docs/development.md` | Task-oriented reading guide, minimal contributor orientation, baseline validation commands, and links to canonical docs. | Package inventory, architecture rules, subsystem behavior, detailed change recipes. |
| Application architecture policy | `docs/policy/architecture.md` | System shape, normative ownership, dependency direction, architectural boundaries, invariants, safety properties, and non-goals. | Concrete package inventory, implementation mechanics, contributor procedures, decision history, future work. |
| Agent policy | `docs/policy/agents.md` | Implementation discipline, rules against invented restrictions or guarantees, and local commit authorization. | Application contracts, architecture, testing policy, and contributor procedures. |
| Documentation organization | `docs/policy/documentation.md` | Documentation ownership, audience boundaries, maintenance rules, and ADR/document lifecycle. | Application architecture or product behavior. |
| Testing policy | `docs/policy/testing.md` | Test philosophy, risk-based sufficiency, test boundaries, doubles, coverage guidance, regression-test policy, and criteria for adding, rewriting, or deleting tests. | Subsystem behavior, application contracts, subsystem-specific test inventories, and implementation plans. |
| CLI contract | `docs/cli.md` | Commands, arguments, flags, invocation semantics, and exit codes. | End-to-end operating procedures, configuration field definitions, runtime filesystem layout, module implementation details. |
| Configuration contract | `docs/config.md` | Discovery and precedence, file schema, fields, defaults, environment overrides, validation rules, and user-selectable module or validator keys. | Complete example files, CLI syntax, runtime state lifecycle, module implementation details. |
| Operations | `docs/operations.md` | Runtime workflows, physical filesystem and state layout, output, cache, and debug handling, resume, cleanup, permissions, recovery, and operational limits. | CLI flag syntax, configuration field definitions, logical output schemas, implementation mechanics. |
| Release policy | `docs/policy/release.md` | Versioning, compatibility, integrity, immutability, proportionate gate selection, publication controls, and release completion. | Concrete commands, product installation, historical notes, and CI implementation detail. |
| Repository-specific release procedure | `docs/release.md` | Prerequisites, candidate preparation, publication command, automated guards, optional diagnostics, and failure recovery. | General release requirements, product installation guidance, historical summaries, and current compatibility contracts. |
| Release-note history | `docs/releases/` | One checked-in historical summary for each source release made under the procedure. The note at the immutable tag is that release's record. | Current commands, behavior, contracts, and compatibility definitions. |
| Public HTTP contract, if introduced | `docs/api.md` | Routes, authentication, media types, request and response schemas, status codes, pagination, caching, idempotency, rate limits, and HTTP retry semantics. | Client walkthroughs, upstream or downstream integration internals, implementation detail. |
| Consumer guidance | `docs/consumers/` | Task-oriented subprocess use, minimal client examples, consumer responsibilities, and guidance for any future public package or API. | Wire semantics, external protocol contracts, internal implementation detail. |
| External and durable integration contracts | `docs/integrations/` | External file formats and protocols, upstream and downstream contracts, logical output bundle paths and schemas, media types, and compatibility behavior. | Physical runtime placement and lifecycle, internal transformations, CLI syntax, configuration defaults. |
| Implemented component inventory | `docs/internal/overview.md` | Current packages and components, their implemented responsibilities, and links to focused internal docs. | Normative architecture, contributor reading policy, external contracts. |
| Internal component behavior | Other files under `docs/internal/` | Implementation flow, internal collaborators and state transitions, package-local guarantees and failures, and relevant tests. | Global architecture invariants, configuration definitions and defaults, external schemas, operator procedures. |
| Architectural decision history | `docs/adr/` | Significant decisions, context, alternatives, rationale, consequences, and supersession history. | Current behavior reference, implementation status, task sequencing. |
| Future work and implementation status | `docs/roadmap/` | Proposed, accepted, deferred, or rejected work; implementation status; sequencing; and task breakdowns. | Implemented behavior reference and architectural decision rationale. |
| Complete copyable artifacts | `examples/` | Maintained configuration, inputs, and other files intended to be copied or run. | Field-by-field reference, command reference, prose explanation. |
| Product orientation and minimal end-to-end quickstart | `README.md` | Purpose, value, shortest successful invocation, and navigation, including licensing and attribution. | Complete command reference, configuration reference, operational procedures, implementation detail. |
| Contributor entry point | `docs/development.md` | Task-oriented reading guide, contributor orientation, baseline validation commands, and canonical links. | Package inventory, architecture rules, subsystem behavior, detailed change recipes. |
| Application architecture policy | `docs/policy/architecture.md` | System shape, normative ownership, dependency direction, boundaries, invariants, safety properties, and non-goals. | Concrete package inventory, implementation mechanics, contributor procedures, decision history, future work. |
| Policy-set provenance and upstream navigation | `docs/policy/meta.md` | Policy-set origin, local authority, adoption baselines, and upstream adoption and update links. | Task-specific reading triggers, detailed adoption procedures, and formal attribution notices. |
| Agent policy | `docs/policy/agents.md` | Proportionate, idiomatic implementation; rules against inventing requirements, restrictions, guarantees, or policy. | Application contracts, architecture, testing policy, and contributor procedures. |
| Documentation policy | `docs/policy/documentation.md` | Documentation ownership, audience boundaries, maintenance rules, and ADR/document lifecycle. | Application architecture or product behavior. |
| Testing policy | `docs/policy/testing.md` | Test philosophy, risk sufficiency, boundaries, doubles, coverage, regressions, and test maintenance. | Subsystem behavior, application contracts, subsystem-specific test inventories, and implementation plans. |
| Release policy | `docs/policy/release.md` | Versioning, compatibility, release integrity and immutability, release documentation, proportionate gates, publication controls, completion, and required versus optional checks. | Repository-specific commands, product installation guidance, CLI version semantics, historical release summaries, and CI implementation detail. |
| Open source licensing and attribution policy | `docs/policy/oss.md` | License defaults and author choices, COPYRIGHT and attribution formats, license/notice links, discoverability, maintenance, and concrete exceptions. | Component entries, license texts, release commands, and dependency security review. |
| Project copyright and license grant | `COPYRIGHT` | Project identity, copyright holders and years, SPDX expression, grant, warranty disclaimer, and third-party statement. | Complete license texts and upstream component attribution. |
| Project license texts | `LICENSE` | Complete project and incorporated companion license texts, with required project-specific fields. | General licensing policy and upstream component attribution. |
| Upstream component attribution | `docs/oss/attribution.md` | House Format component entries: identity, material scope and modifications where applicable, copyright, license, required notices, and license, notice, and source links. | General attribution policy, exception reasoning, research narratives, compliance commentary, and complete standard license texts. |
| Standard dependency license texts | `docs/oss/licenses/` | Complete, verbatim standard license texts shared by applicable entries. | Project-specific upstream notices, attribution prose, and policy interpretation. |
| Repository-specific release procedure | `docs/release.md` | Maintainer prerequisites, candidate preparation, validation and source-only publication commands and automated guards, optional consumer verification, and recovery. | General release requirements, product installation guidance, historical release summaries, and current compatibility contracts. |
| CLI contract (if applicable) | `docs/cli.md` | Commands, arguments, flags, invocation semantics, and exit codes. | End-to-end operating procedures, configuration field definitions, runtime filesystem layout, module implementation details. |
| Configuration contract (if applicable) | `docs/config.md` | Discovery, precedence, schema, fields, defaults, environment overrides, validation, and selectable module and validator keys. | Complete example files, CLI syntax, runtime state lifecycle, module implementation details. |
| Operations (if applicable) | `docs/operations.md` | Runtime workflows, physical filesystem and state layout, output, cache and debug handling, resume, cleanup, permissions, recovery, and limits. | CLI flag syntax, configuration field definitions, logical output schemas, implementation mechanics. |
| Subprocess consumer guidance | `docs/consumers/` | Task-oriented subprocess use, minimal examples, and consumer responsibilities. | CLI invocation semantics, external protocol contracts, internal implementation detail. |
| Integration contracts for external components (if applicable) | `docs/integrations/` | External formats and protocols, upstream and downstream contracts, logical output paths and schemas, media types, and compatibility. | Physical runtime placement and lifecycle, internal transformations, CLI syntax, configuration defaults. |
| Inventory of implemented internal packages | `docs/internal/overview.md` | Implemented packages and components, responsibilities, and links to focused internal docs. | Normative architecture, contributor reading policy, external contracts. |
| Behavior and architecture of internal packages | Other files under `docs/internal/` | Implementation flow, collaborators, state transitions, package-local guarantees and failures, and relevant tests. | Global architecture invariants, configuration definitions and defaults, external schemas, operator procedures. |
| Architectural decision records | `docs/adr/` | Significant decisions, context, alternatives, rationale, consequences, and supersession history. | Current behavior reference, implementation status, task sequencing. |
| Future work and implementation status | `docs/roadmap/` | Proposed, accepted, deferred, or rejected work; implementation status, sequencing, and task breakdowns. | Implemented behavior reference and architectural decision rationale. |
| Release-note history | `docs/releases/` | One checked-in summary per source release under the procedure; the note at its immutable tag is the release record. | Current commands, behavior, contracts, and compatibility definitions. |
| Complete copyable artifacts | `examples/` | Maintained configuration, inputs, and other copyable or runnable files. | Field-by-field reference, command reference, prose explanation. |
Documents that do not exist are required only when the corresponding interface
or responsibility exists. Do not create placeholder API, consumer, integration,
or operations documents for behavior the application does not have.
Create supporting documents for existing interfaces and responsibilities when
substantive content is available.
## Boundary Rules
### Orientation
The README owns product orientation. The developer guide routes contributors.
Architecture owns normative structure. Internal overview owns the current
concrete component map. These documents may link to one another but should not
maintain parallel package or behavior descriptions.
Link among orientation, architecture, and internal documents; maintain each
package or behavior description in its canonical owner.
### Commands, Configuration, And Operations
@@ -124,18 +111,23 @@ other contracts.
### Releases
The [release policy](release.md) owns requirements and invariants; the
[repository procedure](../release.md) owns the commands that satisfy them.
Release notes are
historical summaries, not current-state contract owners: the checked-in note at
an immutable tag records that release, while current canonical documentation
must change with the behavior it describes. Do not use a release procedure or
note to weaken policy, redefine current contracts, or defer documentation updates.
The release policy defines requirements and invariants that every release must
satisfy. The repository-specific release procedure defines the commands and
workflow maintainers use to satisfy that policy. Release notes record history
at immutable tags. Maintain current behavior in its canonical documentation,
update it with the corresponding behavior changes, and keep release procedures
consistent with adopted policy.
### Project Licensing And Upstream Attribution
README and release documents link to the canonical licensing and attribution
materials under the [OSS policy](oss.md). The release procedure owns URL
construction and publication mechanics.
### Contracts And Implementation
Integration and API documents define externally observable shapes and
semantics. Internal documents explain how Notarius implements or consumes those
semantics. Internal documents explain how this application implements or consumes those
contracts. Internal docs may name a field, file, or protocol to identify a
dependency, but must link to its canonical contract for the definition.