> 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_summary.md).

# Implementation Summary

**Session ID**: `phase03-session01-orchestration-requirements-and-safety-baseline` **Package**: Cross-cutting **Completed**: 2026-05-29 **Duration**: 1.8 hours

***

## Overview

Built the Phase 03 orchestration requirements baseline and source-backed gap matrix, then aligned the phase PRD, UX requirements, stable docs, package READMEs, and security posture around current-vs-planned local orchestration behavior.

***

## Deliverables

### Files Created

| File                                                                                                            | Purpose                                     | Lines |
| --------------------------------------------------------------------------------------------------------------- | ------------------------------------------- | ----- |
| `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/validation.md`             | Validation record for the completed session | \~20  |
| `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/IMPLEMENTATION_SUMMARY.md` | Session completion summary                  | \~80  |

### Files Modified

| File                                                                                                          | Changes                                                                    |
| ------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------- |
| `.spec_system/PRD/phase_03/orchestration_gap_matrix.md`                                                       | Created the source-backed orchestration gap matrix.                        |
| `.spec_system/PRD/phase_03/PRD_phase_03.md`                                                                   | Marked Session 01 complete and updated phase progress.                     |
| `.spec_system/PRD/PRD.md`                                                                                     | Marked Phase 03 in progress in the top-level phase tracker.                |
| `.spec_system/state.json`                                                                                     | Closed the current session, recorded completion, and advanced phase state. |
| `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/spec.md`                 | Marked the session specification complete.                                 |
| `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/tasks.md`                | Closed the checklist and updated the next step.                            |
| `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/implementation-notes.md` | Added validation outcome and completion handoff.                           |
| `.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/security-compliance.md`  | Recorded the session security baseline.                                    |
| `.spec_system/PRD/PRD_UX.md`                                                                                  | Added local orchestration UX requirements.                                 |
| `docs/ARCHITECTURE.md`                                                                                        | Clarified current versus planned orchestration architecture.               |
| `docs/api/README_api.md`                                                                                      | Clarified current unsupported and planned route families.                  |
| `docs/api/event-api-hook-contracts.md`                                                                        | Clarified event, hook, and typed-only orchestration surfaces.              |
| `docs/legacy-consolidation.md`                                                                                | Captured Phase 03 historical-source ownership and boundaries.              |
| `docs/privacy-and-security.md`                                                                                | Added orchestration privacy and transfer boundaries.                       |
| `.spec_system/SECURITY-COMPLIANCE.md`                                                                         | Recorded the Phase 03 planning baseline.                                   |
| `packages/protocol/README_protocol.md`                                                                        | Added protocol ownership notes for Phase 03.                               |
| `apps/server/README_server.md`                                                                                | Added local orchestration server boundary notes.                           |
| `apps/hooks/README_hooks.md`                                                                                  | Added hook planning boundary notes.                                        |
| `apps/cli/README_cli.md`                                                                                      | Added diagnostics and recovery boundary notes.                             |
| `apps/web/README_web.md`                                                                                      | Added cockpit orchestration boundary notes.                                |
| `apps/adapters/README_adapters.md`                                                                            | Added outbound-only adapter boundary notes.                                |
| `apps/warroom/README_warroom.md`                                                                              | Added Worker separation boundary notes.                                    |
| `package.json`                                                                                                | Bumped patch version from `0.1.34` to `0.1.35`.                            |

***

## Technical Decisions

1. **Matrix-first routing**: the gap matrix acts as the routing source of truth for all Phase 03 follow-on sessions.
2. **Local-first boundaries only**: all wording keeps War Room federation, hosted collaboration, remote execution, and other deferred surfaces out of shipped Phase 03 claims.

***

## Test Results

| Metric   | Value               |
| -------- | ------------------- |
| Tests    | 3 validation checks |
| Passed   | 3                   |
| Coverage | N/A                 |

***

## Lessons Learned

1. Keep current-versus-planned wording explicit in every shared doc so later sessions do not inherit implied support.
2. Summarize historical evidence by conclusion and path only; do not copy raw sensitive payloads into stable docs.

***

## Future Considerations

1. Later Phase 03 sessions must implement and validate queue, template, lineage, guarded-action, web-control, and CLI-diagnostic runtime behavior.
2. Phase 03 completion still requires the remaining session work and later phase transition checks before the phase can be marked complete.

***

## Session Statistics

* **Tasks**: 18 completed
* **Files Created**: 2
* **Files Modified**: 20
* **Tests Added**: 0
* **Blockers**: 0 resolved


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