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docs: decide R5 (na_reason) and R13 (tag normalization)
R5 -- require na_reason, hint at the template, waive it on
self-explaining lines. Adopts the comment's own carve-out:
template_items.conditional waives na_reason on lines whose prompt
already states its condition ("if applicable: ..."), which is metadata
in the same class as section 12's gate_for_phase, not a forms designer.
The decision turns on rereading the comment's central complaint as a
feature. The friction is load-bearing. na_reason stays FREE TEXT -
deliberately unlike R4's not_performed_reason - because a picker would
make the structural N/A cheap, and cheap is exactly wrong: the friction
is the pressure that gets the template split. After R4 took out_of_scope
and satisfied_by_other_evidence, what remains under na is "this line
does not apply to this subject," which is either structural or a
one-off; neither wants a vocabulary. The systemic case is answered by a
derived template hint - a line that is na on every tag of its type -
keyed on the repetition rather than the reason text, so junk reasons
cannot defeat it. That is ADR 0009's reasoning one grain finer: an
inapplicable phase is phases_na, an inapplicable line is a template
that wants splitting.
Option (b), requiring the reason only when siblings differ, is rejected
on a ground the comment did not reach: the field tier is offline-capable,
so a rule whose applicability depends on other tags' data cannot be
evaluated on the device it is enforced against.
R13 -- three tiers with pinned normalization. Exact match resolves
silently; a normalized match is offered as a CANDIDATE, one tap, never
auto-applied; a numeric-core match under a DIFFERENT PREFIX is raised as
a QUESTION and never as an acceptable candidate, because the prefix
states what the device is and two vendors disagreeing about it is a real
finding, not a typo. Everything else stays the existing non-existent-tag
warning.
The normalization is pinned exactly - uppercase, strip non-alphanumerics,
strip leading zeros from each digit run - on ADR 0010's reasoning about
its canonical form: a matching rule that behaves differently in the core,
the sidecar and an importer is worse than none.
Never auto-correct and never rewrite the stored value; the ledger keeps
what the vendor actually wrote, the same principle as R6's verbatim
narrative and section 7's frozen value text. On CSV import candidates
are a review step, never a bulk rewrite. Normalized forms are derived,
not stored, and a stored column is deliberately not built ahead.
Remaining open: R14, R16-R20.1 parent a6d3a44 commit 54ebcc5
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