> For the complete documentation index, see [llms.txt](https://faction-os.gitbook.io/faction-os-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://faction-os.gitbook.io/faction-os-docs/.spec_system/archive/sessions/phase03-session01-orchestration-requirements-and-safety-baseline/implementation-notes.md). # Implementation Notes **Session ID**: `phase03-session01-orchestration-requirements-and-safety-baseline` **Package**: Cross-cutting **Started**: 2026-05-29 11:09 **Last Updated**: 2026-05-29 12:55 *** ## Session Progress | Metric | Value | | ------------------- | --------- | | Tasks Completed | 18 / 18 | | Estimated Remaining | 0 minutes | | Blockers | 0 | *** ## Task Log ### 2026-05-29 - Session Start **Environment verified**: * [x] Prerequisites confirmed * [x] Tools available * [x] Directory structure ready **Commands run**: * `bash /home/aiwithapex/.codex/skills/apex-spec/scripts/analyze-project.sh --json` * `bash /home/aiwithapex/.codex/skills/apex-spec/scripts/check-prereqs.sh --json --env` * `bash /home/aiwithapex/.codex/skills/apex-spec/scripts/check-prereqs.sh --json --tools "node,npm,npx"` *** ### Task T001 - Verify Phase 02 closeout and Phase 03 stub prerequisites **Started**: 2026-05-29 11:09 **Completed**: 2026-05-29 11:10 **Duration**: 1 minute **Notes**: * Verified Phase 02 closeout and Phase 01 runtime documentation summaries. * Verified all seven Phase 03 stubs and marked Session 01 prerequisites reviewed. **Files Changed**: * `.spec_system/PRD/phase_03/session_01_orchestration_requirements_and_safety_baseline.md` * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` ### Task T002 - Review stable docs and package README ownership map **Started**: 2026-05-29 11:10 **Completed**: 2026-05-29 11:11 **Duration**: 1 minute **Notes**: * Reviewed `docs/README_docs.md`, `apps/README_apps.md`, and package README ownership boundaries. * Confirmed protocol, server, hooks, CLI, web, adapters, and War Room ownership for Phase 03 planning. **Files Changed**: * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` ### Task T003 - Create implementation record and session artifact placeholders **Started**: 2026-05-29 11:09 **Completed**: 2026-05-29 11:12 **Duration**: 3 minutes **Notes**: * Created implementation notes and session security-compliance artifacts. **Files Changed**: * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/implementation-notes.md` * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/security-compliance.md` * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` ### Task T004 - Inventory shipped local API, planned route families, and unsupported capability responses **Started**: 2026-05-29 11:12 **Completed**: 2026-05-29 11:14 **Duration**: 2 minutes **Notes**: * Inventoried shipped REST, LLM, export, WebSocket, local War Room stub, error surfaces, and 501 route-family behavior. * Confirmed planned route families for file, git, terminal, task queue, settings, collaboration, webhooks, push, remote access, and War Room Worker paths. **Files Changed**: * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` ### Task T005 - Inventory event, WebSocket, hook, typed-only, opaque, and planned orchestration surfaces **Started**: 2026-05-29 11:14 **Completed**: 2026-05-29 11:16 **Duration**: 2 minutes **Notes**: * Inventoried `/event`, WebSocket hydration, client messages, first-class hook mappings, opaque hook mappings, and typed-only protocol families. * Confirmed typed task, plan, War Room, and remote-access event shapes are not current local runtime producers. **Files Changed**: * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` ### Task T006 - Inventory package ownership boundaries **Started**: 2026-05-29 11:16 **Completed**: 2026-05-29 11:18 **Duration**: 2 minutes **Notes**: * Mapped Phase 03 ownership across protocol, server, hooks, CLI, web, adapters, and War Room. **Files Changed**: * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` ### Task T007 - Inventory local-first privacy, redaction, retention, and external-transfer boundaries **Started**: 2026-05-29 11:18 **Completed**: 2026-05-29 11:20 **Duration**: 2 minutes **Notes**: * Inventoried prompts, paths, commands, file contents, browser state, CLI state, room data, archives, replay, exports, and adapters. * Confirmed current redaction boundaries in server, web, hook, CLI, and adapter code paths. **Files Changed**: * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` ### Task T008 - Define Phase 03 matrix schema, status vocabulary, and owner-session routing model **Started**: 2026-05-29 11:20 **Completed**: 2026-05-29 11:23 **Duration**: 3 minutes **Notes**: * Created matrix schema, status vocabulary, source policy, owner-session routing model, and section scaffolds. **Files Changed**: * `.spec_system/PRD/phase_03/orchestration_gap_matrix.md` * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` ### Task T009 - Create matrix rows for task queue and agent template gaps **Started**: 2026-05-29 11:23 **Completed**: 2026-05-29 11:27 **Duration**: 4 minutes **Notes**: * Added Session 02 rows for task queue route families, queue WebSocket events, agent templates, queue-to-plan relationships, and unsupported queue-adjacent routes. **Files Changed**: * `.spec_system/PRD/phase_03/orchestration_gap_matrix.md` * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` ### Task T010 - Create matrix rows for subagent lineage and mission graph gaps **Started**: 2026-05-29 11:27 **Completed**: 2026-05-29 11:31 **Duration**: 4 minutes **Notes**: * Added Session 03 rows for subagent hooks, mission graph state, opaque compatibility, transcript-derived identifiers, and lineage replay/export behavior. **Files Changed**: * `.spec_system/PRD/phase_03/orchestration_gap_matrix.md` * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` ### Task T011 - Create matrix rows for guarded actions, file, git, terminal, and remote-execution boundaries **Started**: 2026-05-29 11:31 **Completed**: 2026-05-29 11:35 **Duration**: 4 minutes **Notes**: * Added Session 04 rows for guarded action lifecycles, file proposals, git proposals, terminal commands, remote access/container deferral, and permission/plan approval bridge behavior. **Files Changed**: * `.spec_system/PRD/phase_03/orchestration_gap_matrix.md` * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` ### Task T012 - Create matrix rows for web controls, CLI diagnostics, validation, and deferral boundaries **Started**: 2026-05-29 11:35 **Completed**: 2026-05-29 11:40 **Duration**: 5 minutes **Notes**: * Added Session 05 web-control rows, Session 06 CLI/hook diagnostic rows, Session 07 validation rows, and explicit boundary rows for War Room, hosted services, inbound commands, historical evidence, and Docker/container deferral. **Files Changed**: * `.spec_system/PRD/phase_03/orchestration_gap_matrix.md` * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` ### Task T013 - Update PRD and UX PRD with source-backed local orchestration scope and exclusions **Started**: 2026-05-29 11:40 **Completed**: 2026-05-29 11:46 **Duration**: 6 minutes **Notes**: * Linked the Phase 03 matrix from the PRD and refined owner-session status, orchestration requirements, UX requirements, and exclusions. **Files Changed**: * `.spec_system/PRD/PRD.md` * `.spec_system/PRD/PRD_UX.md` * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` ### Task T014 - Update architecture, API, event/hook, and legacy docs **Started**: 2026-05-29 11:46 **Completed**: 2026-05-29 11:54 **Duration**: 8 minutes **Notes**: * Added current-versus-planned orchestration language to architecture, API, event/hook, and legacy-consolidation docs. **Files Changed**: * `docs/ARCHITECTURE.md` * `docs/api/README_api.md` * `docs/api/event-api-hook-contracts.md` * `docs/legacy-consolidation.md` * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` ### Task T015 - Update package README and security records **Started**: 2026-05-29 11:54 **Completed**: 2026-05-29 12:03 **Duration**: 9 minutes **Notes**: * Added concise Phase 03 ownership notes to protocol, server, hooks, CLI, web, adapters, and War Room README files. * Added Phase 03 security and privacy baseline notes to stable and session security records. **Files Changed**: * `packages/protocol/README_protocol.md` * `apps/server/README_server.md` * `apps/hooks/README_hooks.md` * `apps/cli/README_cli.md` * `apps/web/README_web.md` * `apps/adapters/README_adapters.md` * `apps/warroom/README_warroom.md` * `docs/privacy-and-security.md` * `.spec_system/SECURITY-COMPLIANCE.md` * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/security-compliance.md` * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` ### Task T016 - Run docs path/link and privacy-sensitive copy review **Started**: 2026-05-29 12:03 **Completed**: 2026-05-29 12:12 **Duration**: 9 minutes **Notes**: * Focused path existence checks reported no missing referenced files. * Privacy grep hits were policy wording or existing placeholder examples, not leaked secrets or copied historical raw content. * Corrected matrix row placement by owner session before marking the review complete. **Files Changed**: * `.spec_system/PRD/phase_03/orchestration_gap_matrix.md` * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` **BQC Fixes**: * N/A - documentation-only session. ### Task T017 - Run ASCII, LF, and whitespace validation **Started**: 2026-05-29 12:12 **Completed**: 2026-05-29 12:17 **Duration**: 5 minutes **Notes**: * Targeted ASCII validation passed. * Targeted CRLF validation passed. * Full `git diff --check` and targeted `git diff --check -- ` passed. **Files Changed**: * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` ### Task T018 - Record validation results, security notes, changed files, and remaining risks **Started**: 2026-05-29 12:17 **Completed**: 2026-05-29 12:24 **Duration**: 7 minutes **Notes**: * Recorded final validation results, security posture, changed files, and remaining risks. * Confirmed the implementation is ready for the `validate` workflow step. **Files Changed**: * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` * `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/implementation-notes.md` *** ## Validation Results | Check | Result | Notes | | ----------------------------- | ------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Environment prerequisites | PASS | Spec system, `jq`, `git`, npm workspace manager, `node`, `npm`, and `npx` available. | | Docs path/link review | PASS | Focused path existence checks reported no missing referenced files. | | Privacy-sensitive copy review | PASS | Grep hits were policy wording or existing placeholder examples; no raw secrets, raw prompts, token values, sensitive local paths, or copied historical content were found in changed docs. | | Matrix owner-session review | PASS | Matrix rows were corrected into their owning Session 02-07 and boundary sections. | | ASCII validation | PASS | No non-ASCII characters found in changed session and documentation files. | | LF validation | PASS | No CRLF carriage returns found in changed session and documentation files. | | `git diff --check` | PASS | Full worktree diff and targeted changed-file diff passed whitespace checks. | ## Security Notes * No runtime code, routes, WebSocket frames, hook handlers, CLI commands, browser controls, external transfers, dependencies, persisted state, databases, or hosted services were added. * The Phase 03 baseline now records local-first, permission-aware, redaction-first requirements for queue, template, lineage, guarded-action, web-control, CLI-diagnostic, replay, export, adapter, and future external-transfer surfaces. * War Room federation, hosted collaboration, inbound chat commands, public sharing, analytics, Docker isolation, and broad remote execution remain deferred or excluded. ## Changed Files | Path | Change | | ------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------- | | `.spec_system/PRD/phase_03/orchestration_gap_matrix.md` | Created source-backed Phase 03 matrix. | | `.spec_system/PRD/phase_03/session_01_orchestration_requirements_and_safety_baseline.md` | Marked prerequisites reviewed. | | `.spec_system/PRD/PRD.md` | Added Phase 03 matrix link, owner status map, orchestration requirements, and exclusions. | | `.spec_system/PRD/PRD_UX.md` | Added Phase 03 UX vocabulary and local orchestration UX requirements. | | `docs/ARCHITECTURE.md` | Added current-versus-planned Phase 03 architecture boundary. | | `docs/api/README_api.md` | Added Phase 03 route-family planning boundary. | | `docs/api/event-api-hook-contracts.md` | Added Phase 03 event/hook routing notes. | | `docs/legacy-consolidation.md` | Added Phase 03 orchestration handoff. | | `docs/privacy-and-security.md` | Added Phase 03 orchestration privacy baseline. | | `.spec_system/SECURITY-COMPLIANCE.md` | Added Phase 03 planning security baseline. | | `packages/protocol/README_protocol.md` | Added Phase 03 protocol ownership notes. | | `apps/server/README_server.md` | Added local orchestration server boundary. | | `apps/hooks/README_hooks.md` | Added hook orchestration boundary. | | `apps/cli/README_cli.md` | Added diagnostics and recovery boundary. | | `apps/web/README_web.md` | Added cockpit orchestration boundary. | | `apps/adapters/README_adapters.md` | Added outbound-only orchestration event boundary. | | `apps/warroom/README_warroom.md` | Added Worker separation boundary. | | `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/security-compliance.md` | Created and finalized session security baseline. | | `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/implementation-notes.md` | Created and completed implementation record. | | `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md` | Completed all tasks and checklist items. | ## Remaining Risks * Later sessions must implement and test actual queue, template, lineage, guarded-action, web-control, and CLI-diagnostic behavior before any shipped runtime claims are made. * Unified erasure still remains later release-hardening work once Phase 03 state exists. * The worktree contains pre-existing unrelated changes and archived/deleted Phase 01 spec-system files that this session did not revert. ## Completion Summary Session implementation complete. | Metric | Value | | --------- | ------------------------------------ | | Tasks | 18 / 18 | | BQC | N/A - no application code in session | | Blockers | 0 | | Next step | Run the `updateprd` workflow step. | --- # Agent 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