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feat(templates): substantive ISO 9001 content + 4 new templates - #14

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feat/template-content
Jul 4, 2026
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feat(templates): substantive ISO 9001 content + 4 new templates#14
gerfru merged 1 commit into
mainfrom
feat/template-content

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@gerfru gerfru commented Jul 4, 2026

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Summary

A) Improved existing templates

  • policy.md.j2 — concrete quality commitment, objectives table with 5 KPIs, communication & review sections
  • procedure.md.j2 — RACI responsibility table, structured 5-step process table, related docs, retention note
  • capa_form.md.j2 — 5-Why table, containment actions table, structured effectiveness verification
  • internal_audit_checklist.md.j2 — expanded to all Clauses 4.1–10.3, NC tracking table, strengths/findings sections
  • mgmt_review_agenda.md.j2 — inline KPI summary, suitability assessment, all Clause 9.3.2 mandatory inputs

C) New document templates

  • risk_register.md.j2 — L×I scoring matrix, 6 pre-filled sample risks, opportunities table (Clause 6.1)
  • competence_matrix.md.j2 — R/T/E competence grid per role, training record, training plan (Clause 7.2)
  • supplier_evaluation.md.j2 — approved supplier list, weighted scoring form (5 criteria), classification (Clause 8.4)
  • kpi_dashboard.md.j2 — all 5 KPIs with status/trend, customer feedback, CAPA status, quarterly trend table (Clause 9.1)

core.yaml

  • Wire risk_register, competence_matrix, kpi_dashboard to their new templates
  • Add supplier_evaluation document under Clause 8.4

Test plan

  • 54 tests pass
  • Dry-run renders all templates without error
  • Re-deploy to XWiki: 4 new pages appear in nav

Generated with Claude Code

Existing templates (A):
- policy.md.j2: concrete quality statement, objectives table, communication
- procedure.md.j2: RACI table, structured 5-step process, retention note
- capa_form.md.j2: 5-Why table, containment actions, effectiveness verification
- internal_audit_checklist.md.j2: expanded to Clauses 4-10, NC tracking section
- mgmt_review_agenda.md.j2: KPI summary table, suitability assessment, all Cl. 9.3.2 inputs

New templates (C):
- risk_register.md.j2: scoring matrix, 6 sample risks, opportunities (Clause 6.1)
- competence_matrix.md.j2: R/T/E matrix, training record, training plan (Clause 7.2)
- supplier_evaluation.md.j2: approved supplier list, weighted scoring form (Clause 8.4)
- kpi_dashboard.md.j2: all 5 KPIs, customer feedback, CAPA status, trend table (Clause 9.1)

core.yaml: wire risk_register, competence_matrix, kpi_dashboard templates;
add supplier_evaluation document under Clause 8.4

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
@gerfru
gerfru merged commit 85cdce4 into main Jul 4, 2026
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@gerfru
gerfru deleted the feat/template-content branch July 4, 2026 19:58
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