> 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/tasks.md).

# Task Checklist

**Session ID**: `phase03-session01-orchestration-requirements-and-safety-baseline` **Total Tasks**: 18 **Estimated Duration**: 3-4 hours **Created**: 2026-05-29

***

## Legend

* `[x]` = Completed
* `[ ]` = Pending
* `[P]` = Parallelizable (can run with other \[P] tasks)
* `[SNNMM]` = Session reference (NN=phase number, MM=session number)
* `TNNN` = Task ID

***

## Progress Summary

| Category       | Total  | Done   | Remaining |
| -------------- | ------ | ------ | --------- |
| Setup          | 3      | 3      | 0         |
| Foundation     | 5      | 5      | 0         |
| Implementation | 7      | 7      | 0         |
| Testing        | 3      | 3      | 0         |
| **Total**      | **18** | **18** | **0**     |

***

## Setup (3 tasks)

Initial configuration and environment preparation.

* [x] T001 \[S0301] Verify Phase 02 closeout and Phase 03 stub prerequisites (`.spec_system/PRD/phase_03/session_01_orchestration_requirements_and_safety_baseline.md`)
* [x] T002 \[S0301] Review stable docs and package README ownership map (`docs/README_docs.md`)
* [x] T003 \[S0301] Create implementation record and session artifact placeholders (`.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/implementation-notes.md`)

***

## Foundation (5 tasks)

Core structures and base implementations.

* [x] T004 \[S0301] \[P] Inventory shipped local API, planned route families, and unsupported capability responses (`docs/api/README_api.md`)
* [x] T005 \[S0301] \[P] Inventory event, WebSocket, hook, typed-only, opaque, and planned orchestration surfaces (`docs/api/event-api-hook-contracts.md`)
* [x] T006 \[S0301] \[P] Inventory package ownership boundaries across protocol, server, hooks, CLI, web, adapters, and Worker (`apps/README_apps.md`)
* [x] T007 \[S0301] \[P] Inventory local-first privacy, redaction, retention, and external-transfer boundaries (`docs/privacy-and-security.md`)
* [x] T008 \[S0301] Define Phase 03 matrix schema, status vocabulary, and owner-session routing model (`.spec_system/PRD/phase_03/orchestration_gap_matrix.md`)

***

## Implementation (7 tasks)

Main feature implementation.

* [x] T009 \[S0301] Create matrix rows for task queue and agent template gaps (`.spec_system/PRD/phase_03/orchestration_gap_matrix.md`)
* [x] T010 \[S0301] Create matrix rows for subagent lineage and mission graph gaps (`.spec_system/PRD/phase_03/orchestration_gap_matrix.md`)
* [x] T011 \[S0301] Create matrix rows for guarded actions, file, git, terminal, and remote-execution boundaries (`.spec_system/PRD/phase_03/orchestration_gap_matrix.md`)
* [x] T012 \[S0301] Create matrix rows for web controls, CLI diagnostics, validation, War Room deferral, hosted-service deferral, and inbound-command boundaries (`.spec_system/PRD/phase_03/orchestration_gap_matrix.md`)
* [x] T013 \[S0301] Update PRD and UX PRD with source-backed local orchestration scope and exclusions (`.spec_system/PRD/PRD.md`, `.spec_system/PRD/PRD_UX.md`)
* [x] T014 \[S0301] Update architecture, API, event/hook, and legacy docs with current-versus-planned orchestration language (`docs/ARCHITECTURE.md`, `docs/api/README_api.md`, `docs/api/event-api-hook-contracts.md`, `docs/legacy-consolidation.md`)
* [x] T015 \[S0301] Update package README and security records with concise orchestration ownership and privacy baseline notes (`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`)

***

## Testing (3 tasks)

Verification and quality assurance.

* [x] T016 \[S0301] Run docs path/link and privacy-sensitive copy review (`.spec_system/PRD/phase_03/orchestration_gap_matrix.md`)
* [x] T017 \[S0301] Run ASCII, LF, and whitespace validation for changed session and documentation files (`.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/spec.md`)
* [x] T018 \[S0301] Record validation results, security notes, changed files, and remaining risks (`.spec_system/specs/phase03-session01-orchestration-requirements-and-safety-baseline/implementation-notes.md`)

***

## Completion Checklist

Before marking session complete:

* [x] All tasks marked `[x]`
* [x] All tests passing
* [x] All files ASCII-encoded
* [x] implementation-notes.md updated
* [x] Ready for the validate workflow step

***

## Next Steps

Run the updateprd workflow step to mark the session complete and sync tracking.


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