id: https://nde.nl/ontology/hc/class/ComplianceStatus
name: compliance_status_class
title: Compliance Status Class

prefixes:
  linkml: https://w3id.org/linkml/
  hc: https://nde.nl/ontology/hc/
  dcterms: http://purl.org/dc/terms/
  schema: http://schema.org/

imports:
  - linkml:types
  - ../metadata
  - ../slots/has_or_had_label
  - ../slots/has_or_had_description
  - ../slots/has_or_had_type

default_prefix: hc

classes:
  ComplianceStatus:
    class_uri: hc:ComplianceStatus
    description: |
      Structured representation of compliance status with referenced standards.
      
      **MIGRATION NOTE** (2026-01-22):
      Created per slot_fixes.yaml migration from `compliance_status` string
      to structured ComplianceStatus class per Rule 53.
      
      **Purpose**:
      Provides structured representation for compliance status including:
      - Status value (COMPLIANT, NON_COMPLIANT, PARTIALLY_COMPLIANT, NOT_ASSESSED)
      - Reference to the standard being assessed against
      - Assessment date and assessor
      - Notes on compliance gaps
      
      **Ontological Alignment**:
      - **Primary** (`class_uri`): `hc:ComplianceStatus` - Heritage Custodian status
      - **Close**: `dcterms:conformsTo` - Dublin Core conformance
      
      **Status Values**:
      - **COMPLIANT**: Fully meets all requirements of the referenced standard
      - **NON_COMPLIANT**: Does not meet requirements, remediation required
      - **PARTIALLY_COMPLIANT**: Meets some but not all requirements
      - **NOT_ASSESSED**: Compliance has not been formally evaluated
      
      **Use Cases**:
      - Storage condition compliance with preservation standards
      - Building compliance with heritage regulations
      - Data management compliance with archival standards
      
      **Pattern**:
      ```yaml
      has_or_had_status:
        has_or_had_type: COMPLIANT
        standard_reference: "ISO 11799:2015"
        assessment_date: "2024-06-15"
      ```

    slots:
      - has_or_had_type
      - has_or_had_label
      - has_or_had_description

    attributes:
      standard_reference:
        range: string
        description: |
          Reference to the standard being assessed against.
          Examples: "ISO 11799:2015", "BS 5454:2000", "PAS 197:2009"
        examples:
          - value: "ISO 11799:2015"
            description: International standard for archive storage
          - value: "BS 5454:2000"
            description: British standard for archival storage
      assessment_date:
        range: date
        description: Date of the compliance assessment.
      assessor:
        range: string
        description: Person or organization that performed the assessment.
      compliance_gaps:
        range: string
        multivalued: true
        description: |
          Specific areas where compliance gaps exist (for PARTIALLY_COMPLIANT status).
        examples:
          - value: "Temperature fluctuation exceeds ±2°C threshold"
          - value: "UV filtration not installed on windows"
      remediation_required:
        range: boolean
        description: Whether remediation action is required.
      remediation_deadline:
        range: date
        description: Deadline for completing remediation actions.

    slot_usage:
      has_or_had_type:
        description: |
          The compliance status value.
        range: string
        required: true
        examples:
          - value: "COMPLIANT"
          - value: "NON_COMPLIANT"
          - value: "PARTIALLY_COMPLIANT"
          - value: "NOT_ASSESSED"
      has_or_had_label:
        description: Human-readable label for this compliance status.
        range: string
        required: false
        examples:
          - value: "ISO 11799 Compliant"
          - value: "Requires Temperature Control Upgrade"
      has_or_had_description:
        description: Detailed description of the compliance assessment.
        range: string
        required: false

    exact_mappings:
      - hc:ComplianceStatus
    close_mappings:
      - dcterms:conformsTo

    annotations:
      custodian_types: '["A", "L", "M"]'
      custodian_types_rationale: Compliance status particularly relevant for archives, libraries, and museums with preservation requirements.
      custodian_types_primary: A
      specificity_score: 0.55
      specificity_rationale: >-
        Moderately specific - compliance tracking important for preservation
        but primarily relevant to custodians with regulatory requirements.
      # migration_info: (Flattened)
      migration_source_slot: compliance_status
      migration_date: "2026-01-22"
      migration_rule: "Rule 53"

    comments:
      - "Structured compliance status representation"
      - "Replaces simple string-valued compliance_status slot"
      - "Includes standard reference and assessment metadata"
      - "Created 2026-01-22 from compliance_status migration (Rule 53)"

    examples:
      - value:
          has_or_had_type: "COMPLIANT"
          has_or_had_label: "ISO 11799 Compliant"
          standard_reference: "ISO 11799:2015"
          assessment_date: "2024-06-15"
          assessor: "Heritage Conservation Consultant"
        description: Fully compliant storage condition
      - value:
          has_or_had_type: "PARTIALLY_COMPLIANT"
          has_or_had_label: "Temperature Control Issues"
          standard_reference: "BS 5454:2000"
          assessment_date: "2024-03-01"
          compliance_gaps:
            - "Temperature fluctuation exceeds ±2°C threshold"
            - "No backup HVAC system"
          remediation_required: true
          remediation_deadline: "2024-12-31"
        description: Partial compliance with remediation plan
      - value:
          has_or_had_type: "NON_COMPLIANT"
          has_or_had_label: "Requires Major Renovation"
          standard_reference: "PAS 197:2009"
          remediation_required: true
          has_or_had_description: "Building requires significant upgrades to meet modern archival storage standards"
        description: Non-compliant status requiring intervention