> 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-session07-orchestration-validation-and-documentation-closeout/implementation-notes.md).

# Implementation Notes

**Session ID**: `phase03-session07-orchestration-validation-and-documentation-closeout` **Package**: Cross-cutting (`packages/protocol`, `apps/server`, `apps/hooks`, `apps/cli`, `apps/web`, docs, spec system) **Started**: 2026-05-29 14:36 **Last Updated**: 2026-05-29 15:45

***

## Session Progress

| Metric              | Value     |
| ------------------- | --------- |
| Tasks Completed     | 20 / 20   |
| Estimated Remaining | 0 minutes |
| Blockers            | 0         |

***

### Task T020 - Produce implementation summary and remaining-gap handoff for Phase 04-08

**Started**: 2026-05-29 15:43 **Completed**: 2026-05-29 15:44 **Duration**: 1 minute

**Notes**:

* Created `IMPLEMENTATION_SUMMARY.md` with delivered artifacts, modified files, command results, browser evidence, security posture, and Phase 04-08 remaining-gap handoff.
* Updated `validation.md` from pending summary status to completed 20/20 status.
* Reran final closeout hygiene after summary creation: `npm run format:check` passed, `git diff --check` passed, and ASCII/LF validation passed across 29 changed files.
* Confirmed the session is ready for the validate workflow step.

**Files Changed**:

* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/IMPLEMENTATION_SUMMARY.md` - Added final summary and handoff.
* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/validation.md` - Finalized 20/20 task and summary-artifact status.
* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/implementation-notes.md` - Recorded T020 outcome.
* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/tasks.md` - Marked T020 and completion checklist complete.

**BQC Fixes**:

* Error information boundaries: summary reports aggregate command results and evidence paths only; it does not copy raw prompts, raw state payloads, command bodies, tokens, terminal output, or historical material.
* Contract alignment: remaining-gap handoff keeps Phase 04-08 work deferred and does not describe future hosted, Worker, media, collaboration, analytics, erasure, or release-hardening work as shipped.

***

### Task T019 - Produce final validation report with task completion, deliverables, command results, browser evidence, blockers, security posture, and behavioral quality spot-checks

**Started**: 2026-05-29 15:42 **Completed**: 2026-05-29 15:43 **Duration**: 1 minute

**Notes**:

* Created `validation.md` with task completion, deliverable checks, command results, browser screenshots, security posture, behavioral quality spot-checks, residual risks, and validate workflow readiness.
* Recorded no failed tests, no command blockers, no security blockers, and no encoding or patch-hygiene blockers.
* Left the implementation summary artifact as the single remaining handoff item for T020.

**Files Changed**:

* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/validation.md` - Added the final validation report.
* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/implementation-notes.md` - Recorded T019 outcome.
* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/tasks.md` - Marked T019 complete.

**BQC Fixes**:

* Error information boundaries: validation report summarizes command outcomes and evidence paths without copying raw state payloads, raw prompts, command bodies, local tokens, transcripts, or historical material.

***

### Task T018 - Run ASCII and LF validation for spec-system outputs and touched docs

**Started**: 2026-05-29 15:41 **Completed**: 2026-05-29 15:42 **Duration**: 1 minute

**Notes**:

* Ran a changed-file validation over modified and new files reported by `git diff --name-only --diff-filter=ACM` and `git ls-files --others --exclude-standard`.
* Result: PASS, 27 changed files validated with no non-ASCII bytes and no carriage returns.
* Final post-summary pass: PASS, 29 changed files validated with no non-ASCII bytes and no carriage returns.
* No fixes were required.

**Files Changed**:

* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/implementation-notes.md` - Recorded ASCII/LF validation outcome.
* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/tasks.md` - Marked T018 complete.

**BQC Fixes**:

* N/A - validation record only.

***

### Task T017 - Run focused and root quality gates for format, lint, typecheck, Vitest, browser smoke, security scan, and patch hygiene

**Started**: 2026-05-29 15:40 **Completed**: 2026-05-29 15:41 **Duration**: 1 minute

**Notes**:

* Focused validation passed earlier: `npm test -- packages/protocol/tests/orchestration.test.ts packages/protocol/tests/events.test.ts packages/protocol/tests/guardedActions.test.ts packages/protocol/tests/lineage.test.ts packages/protocol/tests/rest.test.ts packages/protocol/tests/ingest.test.ts apps/server/tests/orchestration.test.ts apps/server/tests/guardedActions.test.ts apps/server/tests/orchestrationDiagnostics.test.ts apps/server/tests/eventIngest.test.ts apps/server/tests/websocket.test.ts apps/server/tests/unsupportedRoutes.test.ts apps/server/tests/authBoundaries.test.ts apps/hooks/tests/hookPayloads.test.js apps/hooks/tests/hookRuntime.test.js apps/hooks/tests/listenerRuntime.test.js apps/hooks/tests/orchestrationDiagnostics.test.js apps/cli/tests/cliRuntime.test.js apps/cli/tests/guardedActions.test.js apps/cli/tests/orchestrationDiagnostics.test.js apps/cli/tests/lifecycle.test.js apps/web/tests/OrchestrationPanel.test.tsx apps/web/tests/orchestrationStore.test.ts apps/web/tests/orchestrationUi.test.ts apps/web/tests/wsClientPrivacy.test.ts apps/web/tests/CockpitShell.test.tsx` passed with 26 files and 129 tests.
* Browser validation passed: `npm run test:e2e -- --project=app-desktop --project=app-mobile tests/e2e/app.e2e.ts` passed with 7 tests and 1 expected project skip.
* Formatting passed after targeted Biome formatting: `npm run format:check` passed across 331 files.
* Static validation passed: `npm run lint` passed across 333 files and `npm run typecheck --workspaces --if-present` passed across all configured workspaces.
* Full validation passed: `npm test` passed with 116 files, 1 expected skip, 1896 passing tests, and 1 expected skipped test.
* Security and patch hygiene passed: `npm run security:secrets` passed across 575 tracked text files and `git diff --check` returned clean.
* No reproducible blockers remain.

**Files Changed**:

* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/implementation-notes.md` - Recorded quality gate outcomes.
* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/tasks.md` - Marked T017 complete.

**BQC Fixes**:

* N/A - validation record only.

***

### Task T016 - Produce security and privacy closeout with authorization, redaction, diagnostics, recovery, replay/export/archive, GDPR, and remaining-risk findings

**Started**: 2026-05-29 15:35 **Completed**: 2026-05-29 15:40 **Duration**: 5 minutes

**Notes**:

* Created the Session 07 security/privacy closeout artifact.
* Updated the cumulative security record to Phase 03 Session 07 with no open findings.
* Carried forward unified erasure, real executor, Worker federation, hosted-service, analytics, media, and decommission risks without starting later-phase implementation.

**Files Changed**:

* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/security-compliance.md` - Added Session 07 security/privacy closeout.
* `.spec_system/SECURITY-COMPLIANCE.md` - Updated cumulative Phase 03 closeout posture and data inventory.

**BQC Fixes**:

* Error information boundaries: security closeout records posture and data classes without raw prompts, commands, paths, transcripts, tokens, raw queue entries, proposal rationale, raw spool payloads, or raw state files.
* Trust boundary enforcement: closeout explicitly confirms existing local auth, Origin/CORS, validation, rate-limit, redaction, and unavailable-state boundaries remain required.

***

### Task T015 - Update PRD, UX PRD, Phase 03 PRD, and orchestration gap matrix with validation-backed shipped/deferred/excluded status

**Started**: 2026-05-29 15:30 **Completed**: 2026-05-29 15:35 **Duration**: 5 minutes

**Notes**:

* Updated the master PRD Phase 03 status map from planned/missing wording to shipped local orchestration status.
* Marked Phase 03 complete in the phase PRD and recorded Session 07 as completed with PASS.
* Updated UX PRD wording to reflect the completed local orchestration UX subset and Session 07 browser evidence.
* Updated Session 07 gap matrix rows for quality gates, stable docs, and security/privacy closeout while preserving Phase 04-08 deferrals.

**Files Changed**:

* `.spec_system/PRD/PRD.md` - Updated Phase 03 product status map and phase table.
* `.spec_system/PRD/PRD_UX.md` - Updated local orchestration UX status and browser evidence note.
* `.spec_system/PRD/phase_03/PRD_phase_03.md` - Marked Session 07 and Phase 03 complete.
* `.spec_system/PRD/phase_03/orchestration_gap_matrix.md` - Updated Session 07 closeout status rows.

**BQC Fixes**:

* Contract alignment: PRD status now matches shipped local, non-executing orchestration behavior and retains later-phase deferrals.

***

### Task T014 - Update privacy, security, and legacy-consolidation docs with Phase 03 local-first closeout and evidence-only boundaries

**Started**: 2026-05-29 15:27 **Completed**: 2026-05-29 15:30 **Duration**: 3 minutes

**Notes**:

* Added Phase 03 local orchestration data classes and closeout posture to privacy docs.
* Documented diagnostics and recovery limits without presenting recovery as erasure.
* Updated legacy consolidation so Phase 03 retained value reflects shipped local queue/template, lineage, guarded-action, web, CLI, and diagnostic behavior while preserving historical evidence-only and later-phase boundaries.

**Files Changed**:

* `docs/privacy-and-security.md` - Added Phase 03 data inventory, closeout controls, and unified-erasure risk.
* `docs/legacy-consolidation.md` - Updated Phase 03 retained value and evidence-only handoff.

**BQC Fixes**:

* Error information boundaries: privacy docs summarize sensitive data classes without copying raw local payloads.
* Contract alignment: legacy docs now distinguish shipped local orchestration from deferred executors and historical evidence.

***

### Task T013 - Update API and hook/event docs with final route, WebSocket, event, diagnostics, and unsupported-route status

**Started**: 2026-05-29 15:24 **Completed**: 2026-05-29 15:27 **Duration**: 3 minutes

**Notes**:

* Added the local orchestration diagnostics route to the detailed API/event contract.
* Reframed the concise API Phase 03 section as closeout status rather than planning-only status.
* Clarified that later approved sessions, not remaining Phase 03 sessions, own further planned or deferred orchestration route families.

**Files Changed**:

* `docs/api/README_api.md` - Updated Phase 03 closeout wording and remaining-route owner language.
* `docs/api/event-api-hook-contracts.md` - Added `/diagnostics/orchestration` to shipped REST routes and clarified remote/container status.

**BQC Fixes**:

* Contract alignment: API docs now include the diagnostics route and no longer imply Session 07 is still pre-closeout planning.

***

### Task T012 - Update architecture and docs index with current local orchestration architecture and explicit later-phase deferrals

**Started**: 2026-05-29 15:21 **Completed**: 2026-05-29 15:24 **Duration**: 3 minutes

**Notes**:

* Replaced stale architecture language that said local orchestration was not implemented.
* Added shipped local orchestration architecture summary while preserving deferred hosted, Worker, inbound-command, analytics, Docker, remote-execution, media, and release cleanup boundaries.
* Updated the docs index to route Phase 03 readers to the Phase 03 PRD, orchestration gap matrix, and Session 07 closeout evidence.

**Files Changed**:

* `docs/ARCHITECTURE.md` - Updated component map, Phase 03 closeout architecture, API boundary, and current gaps.
* `docs/README_docs.md` - Added Phase 03 stable-doc routing and closeout evidence location.

**BQC Fixes**:

* Contract alignment: architecture docs now distinguish shipped local orchestration from later-phase surfaces.

***

### Task T011 - Update root and package README files with shipped Phase 03 queue, template, lineage, guarded-action, web-control, CLI diagnostic, hook diagnostic, and server diagnostic boundaries

**Started**: 2026-05-29 15:13 **Completed**: 2026-05-29 15:21 **Duration**: 8 minutes

**Notes**:

* Updated root README and package README files to describe the shipped local Phase 03 subset without claiming hosted queues, Worker federation, inbound commands, analytics, Docker isolation, remote execution, media catalog work, or release decommissioning.
* Clarified protocol-owned orchestration contracts, server route and WebSocket hydration behavior, typed hook lineage mapping, CLI diagnostics and recovery limits, and web browser validation evidence.
* Kept guarded actions described as bounded proposals and decisions with explicit unavailable results when no safe executor exists.

**Files Changed**:

* `README.md` - Added Phase 03 shipped subset, closeout evidence, and known-gap wording.
* `packages/protocol/README_protocol.md` - Added orchestration contracts and WebSocket/client-message ownership.
* `apps/server/README_server.md` - Updated local orchestration boundary and non-execution limits.
* `apps/hooks/README_hooks.md` - Updated typed lineage and diagnostics boundaries.
* `apps/cli/README_cli.md` - Updated shipped diagnostics and narrow recovery behavior.
* `apps/web/README_web.md` - Added Phase 03 browser validation and deferred executor boundaries.

**BQC Fixes**:

* Contract alignment: README claims now match the current local, in-memory, non-executing orchestration runtime.
* Error information boundaries: documentation avoids raw prompts, commands, paths, tokens, transcripts, queue entries, proposal rationale, and raw state payloads.

***

### Task T009 - Run app desktop and mobile Playwright smoke for orchestration cockpit evidence with guard assertions, screenshot review, and explicit failure mapping

**Started**: 2026-05-29 14:53 **Completed**: 2026-05-29 15:13 **Duration**: 20 minutes

**Notes**:

* Ran `npm run test:e2e -- --project=app-desktop --project=app-mobile tests/e2e/app.e2e.ts`.
* Final result: PASS, 7 passed and 1 expected mobile skip for the desktop-only overlay smoke.
* Browser evidence created:
  * `test-results/e2e/app.e2e.ts-FactionOS-app-s-7933c-trols-on-desktop-and-mobile-app-desktop/app-desktop-orchestration-panel.png`
  * `test-results/e2e/app.e2e.ts-FactionOS-app-s-7933c-trols-on-desktop-and-mobile-app-mobile/app-mobile-orchestration-panel.png`
* Initial failures were test and layout evidence issues, not API contract failures:
  * Desktop panel width/height assumptions were too large for the bottom rail.
  * Guarded-action approve/reject locators matched both enabled and disabled action buttons.
  * Desktop bottom rail clipped deeper orchestration rows unless the panel scroll region was constrained.
* Corrective fixes:
  * Added desktop/mobile orchestration smoke coverage with deterministic local REST snapshot mocks.
  * Constrained the orchestration panel scroll child with `h-0 min-h-0 flex-1` so overflow content scrolls instead of being clipped.
  * Enlarged the desktop bottom rail row from the old compact row to a stable `minmax(340px,36vh)` track, with a `340px` 2xl bottom row.
  * Adjusted desktop assertions to verify attached deeper sections plus visible panel, local-only boundary copy, queue controls, screenshot, and guards; mobile asserts the full scrolled control set visibly.

**Files Changed**:

* `tests/e2e/app.e2e.ts` - Added orchestration browser smoke and calibrated assertions.
* `apps/web/src/components/OrchestrationPanel.tsx` - Constrained the scrollable content area to prevent clipping.
* `apps/web/src/components/Layout.tsx` - Increased desktop bottom rail height for usable orchestration evidence and controls.

**BQC Fixes**:

* Accessibility and platform compliance: smoke now verifies named queue and guarded-action controls.
* Failure path completeness: smoke verifies empty lineage and unavailable guarded-action states.
* State freshness on re-entry: e2e route mocks are installed before navigation so hydration uses deterministic current snapshots.
* Resource cleanup: existing Playwright web server lifecycle handles app startup and teardown; no manual long-running process remains.

***

### Task T010 - Extend browser smoke or guard diagnostics only if required to prove orchestration controls, unavailable states, or failure paths

**Started**: 2026-05-29 14:49 **Completed**: 2026-05-29 14:53 **Duration**: 4 minutes

**Notes**:

* Extended `tests/e2e/app.e2e.ts` because current browser smoke did not directly assert Phase 03 orchestration controls.
* Added a desktop/mobile e2e path that mocks only the local REST snapshots for task queue, agent templates, and guarded actions while using the real app shell.
* The new smoke verifies panel reachability, nonzero panel dimensions, local queue entry, local template, empty lineage/unavailable state, pending guarded-action decision controls, explicit unavailable guarded-action state, screenshots, and existing browser guard assertions.
* `tests/e2e/support/browserGuards.ts` did not need changes; existing guard diagnostics were sufficient.

**Files Changed**:

* `tests/e2e/app.e2e.ts` - Added local orchestration cockpit smoke coverage.

**BQC Fixes**:

* Accessibility and platform compliance: browser smoke now checks reachable button labels for queue selection and guarded-action decisions.
* Failure path completeness: browser smoke now checks an explicit unavailable guarded-action state and empty lineage copy.
* Contract alignment: REST mock payloads use the protocol-aligned bounded queue, template, and guarded-action shapes consumed by the current web panel.

***

### Task T008 - Review phase handoff records for Phase 04-08 deferrals without starting later-phase implementation

**Started**: 2026-05-29 14:47 **Completed**: 2026-05-29 14:49 **Duration**: 2 minutes

**Notes**:

* Reviewed PRD, UX PRD, Phase 03 PRD, and the orchestration gap matrix.
* Phase 04 remains media catalog and audio/visual pipeline work; Session 07 must not promote quarantined media or start asset catalog implementation.
* Phase 05 remains War Room Worker integration; Session 07 must keep the Worker backend separate from the current local web panel.
* Phase 06 remains collaboration, isolation, and mobile; Session 07 must not claim hosted collaboration, multi-user trust, or mobile certification.
* Phase 07 remains hosted services and analytics guardrails; Session 07 must not add or imply hosted auth, hosted storage, analytics dashboards, public replay hosting, or hosted validation.
* Phase 08 remains release hardening and legacy decommission; Session 07 must keep historical `EXAMPLES/` material evidence-only and carry forward unified erasure plus cleanup gates.
* PRD status rows for task queue, web orchestration controls, and CLI diagnostics still need updates from planned/missing wording to validation-backed shipped status.

**Files Changed**:

* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/implementation-notes.md` - Recorded Phase 04-08 handoff review.

**BQC Fixes**:

* Contract alignment: identified PRD rows that must be corrected without pulling later-phase work into this session.

***

### Task T007 - Review security and privacy records for Phase 03 data classes, redaction boundaries, diagnostics limits, and remaining erasure risk

**Started**: 2026-05-29 14:45 **Completed**: 2026-05-29 14:47 **Duration**: 2 minutes

**Notes**:

* Reviewed `docs/privacy-and-security.md`, `.spec_system/SECURITY-COMPLIANCE.md`, `.spec_system/CONSIDERATIONS.md`, and Phase 03 session security reports.
* Existing stable security docs still describe Phase 03 as a planning baseline and need closeout updates for shipped local queue, template, lineage, mission graph, guarded-action, diagnostics, WebSocket, browser, and recovery surfaces.
* Session 04 and Session 05 reports confirm guarded actions are non-executing, bounded, redacted, duplicate-guarded, and not remote/container execution.
* Session 06 confirms diagnostics are count/status-only and recovery is limited to stale listener PID files plus malformed spool JSON entries.
* Remaining risk is still unified erasure across archives, memory, browser state, diagnostics, replay, export, valid spool state, and local runtime files. Session 06 recovery must not be described as trusted erasure.

**Files Changed**:

* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/implementation-notes.md` - Recorded security/privacy review findings.

**BQC Fixes**:

* Error information boundaries: flagged closeout docs to summarize command results and security posture without copying raw prompts, command bodies, local state payloads, transcripts, tokens, broad absolute paths, or historical raw material.

***

### Task T006 - Build documentation status matrix for shipped, tested-shipped, typed-only, planned, unsupported, stubbed, separate-surface, deferred, excluded, and evidence-only behavior

**Started**: 2026-05-29 14:44 **Completed**: 2026-05-29 14:45 **Duration**: 1 minute

**Notes**:

* Locked the status vocabulary in the documentation matrix above.
* Initial status decisions for closeout:
  * Tested-shipped: task queue REST subset, agent template REST subset, typed subagent lineage ingest, mission graph frames, guarded-action proposal and decision routes, local diagnostics route, CLI status/doctor diagnostics, bounded recovery, and web orchestration panel component behavior after focused tests pass.
  * Shipped: explicit local-first boundaries, Worker separate surface, outbound adapters, deterministic unsupported route taxonomy, public-demo and browser-surface boundaries already in stable docs.
  * Stubbed: local `/warroom` web/client boundary.
  * Separate-surface: Cloudflare Worker room APIs.
  * Deferred or excluded: hosted queues, hosted auth/storage, analytics dashboards, inbound chat or webhook commands, broad remote execution, Docker/container isolation, media catalog work, collaboration identity, production hosted validation, and release decommission.
  * Evidence-only: historical `EXAMPLES/`, archived reports, and progress ledger material.

**Files Changed**:

* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/implementation-notes.md` - Added closeout status decisions.

**BQC Fixes**:

* Contract alignment: set documentation status rules before editing stable docs to avoid describing planned or deferred behavior as shipped.

***

### Task T005 - Review app browser smoke coverage for orchestration controls with explicit loading, empty, error, and offline states

**Started**: 2026-05-29 14:43 **Completed**: 2026-05-29 14:44 **Duration**: 1 minute

**Notes**:

* Current `tests/e2e/app.e2e.ts` covers app shell, battlefield, asset fallback, and desktop overlays.
* Current Playwright smoke does not directly assert the Phase 03 orchestration panel, REST hydration, empty lineage state, guarded-action decision controls, or local-only unavailable copy.
* `apps/web/tests/OrchestrationPanel.test.tsx`, store tests, and UI helper tests cover component behavior, but Session 07 needs desktop/mobile browser evidence from the real app shell.
* Existing `tests/e2e/support/browserGuards.ts` already reports page errors, console errors, failed local requests, failed asset requests, viewport screenshots, locator screenshots, and surface dimensions. No guard helper change is required unless the new browser smoke produces unclear failure output.

**Files Changed**:

* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/implementation-notes.md` - Recorded browser coverage review and the need for app e2e coverage.

**BQC Fixes**:

* Accessibility and platform compliance: identified that browser evidence must assert reachable labels and visible controls, not only component tests.

***

### Task T004 - Build focused validation command matrix for protocol, server, hooks, CLI, web, docs, and root gates

**Started**: 2026-05-29 14:42 **Completed**: 2026-05-29 14:43 **Duration**: 1 minute

**Notes**:

* Finalized the focused command matrix above before running validation.
* Matrix covers protocol contracts, server routes and WebSocket frames, hook/listener diagnostics, CLI diagnostics and recovery, web orchestration UI/store/privacy tests, app desktop/mobile Playwright smoke, root formatting, lint, typecheck, full tests, secret scan, and patch hygiene.
* No database prerequisites apply because this repository has no configured production database layer.

**Files Changed**:

* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/implementation-notes.md` - Recorded focused validation coverage.

**BQC Fixes**:

* N/A - validation planning only.

***

### Task T003 - Audit current README and stable docs for stale Phase 03 planning language, overclaims, deferred surfaces, and evidence-only references

**Started**: 2026-05-29 14:37 **Completed**: 2026-05-29 14:42 **Duration**: 5 minutes

**Notes**:

* Root `README.md` already preserves local-first, War Room, hosted-service, analytics, media, security, and historical-evidence boundaries, but it does not yet summarize shipped Phase 03 local orchestration.
* `docs/ARCHITECTURE.md` still says local orchestration is not implemented and should be updated after Session 07 evidence.
* `packages/protocol/README_protocol.md`, `apps/server/README_server.md`, `apps/hooks/README_hooks.md`, and `apps/cli/README_cli.md` still contain planning-era Phase 03 ownership wording in places where Sessions 02-06 now shipped contracts, diagnostics, or explicit unavailable states.
* `docs/api/README_api.md` and `docs/api/event-api-hook-contracts.md` already document many shipped Phase 03 routes, WebSocket frames, diagnostics, and unsupported boundaries; they need only closeout alignment if command evidence exposes drift.
* `docs/privacy-and-security.md`, `.spec_system/SECURITY-COMPLIANCE.md`, and `.spec_system/CONSIDERATIONS.md` still describe Phase 03 as a planning baseline and need closeout updates for actual local data classes, diagnostics, bounded recovery, and remaining erasure risk.
* `docs/legacy-consolidation.md`, `docs/README_docs.md`, PRD files, and the gap matrix need status updates so Phase 03 is validation-backed without starting Phase 04-08 work.

**Files Changed**:

* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/implementation-notes.md` - Recorded stable-doc audit findings.

**BQC Fixes**:

* N/A - documentation audit only.

***

### Task T002 - Create implementation notes with command plan, browser evidence plan, docs matrix, blocker policy, and remaining-gap template

**Started**: 2026-05-29 14:36 **Completed**: 2026-05-29 14:37 **Duration**: 1 minute

**Notes**:

* Created the closeout notes artifact with the focused command matrix, browser evidence plan, documentation status vocabulary, blocker policy, and Phase 04-08 remaining-gap template.
* Kept all closeout content as summaries only; no raw prompts, command bodies, terminal transcripts, state payloads, or historical artifact contents were copied.

**Files Changed**:

* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/implementation-notes.md` - Added the implementation tracking structure and closeout plans.

**BQC Fixes**:

* N/A - spec-system documentation only.

***

## Command Plan

Focused command matrix:

| Surface  | Command                                                                                                                                                                                                                                                                                                          | Purpose                                                                                                  |
| -------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------- |
| Protocol | `npm test -- packages/protocol/tests/orchestration.test.ts packages/protocol/tests/events.test.ts packages/protocol/tests/guardedActions.test.ts packages/protocol/tests/lineage.test.ts packages/protocol/tests/rest.test.ts packages/protocol/tests/ingest.test.ts`                                            | Shared queue, event, guarded action, lineage, REST, and ingest contracts.                                |
| Server   | `npm test -- apps/server/tests/orchestration.test.ts apps/server/tests/guardedActions.test.ts apps/server/tests/orchestrationDiagnostics.test.ts apps/server/tests/eventIngest.test.ts apps/server/tests/websocket.test.ts apps/server/tests/unsupportedRoutes.test.ts apps/server/tests/authBoundaries.test.ts` | Local orchestration routes, diagnostics, WebSocket frames, unsupported boundaries, and auth inheritance. |
| Hooks    | `npm test -- apps/hooks/tests/hookPayloads.test.js apps/hooks/tests/hookRuntime.test.js apps/hooks/tests/listenerRuntime.test.js apps/hooks/tests/orchestrationDiagnostics.test.js`                                                                                                                              | Hook/listener payload, quiet failure, diagnostics, and spool behavior.                                   |
| CLI      | `npm test -- apps/cli/tests/cliRuntime.test.js apps/cli/tests/guardedActions.test.js apps/cli/tests/orchestrationDiagnostics.test.js apps/cli/tests/lifecycle.test.js`                                                                                                                                           | CLI lifecycle, guarded actions, diagnostics, and recovery boundaries.                                    |
| Web      | `npm test -- apps/web/tests/OrchestrationPanel.test.tsx apps/web/tests/orchestrationStore.test.ts apps/web/tests/orchestrationUi.test.ts apps/web/tests/wsClientPrivacy.test.ts apps/web/tests/CockpitShell.test.tsx`                                                                                            | Browser-facing orchestration panel, store, UI copy, WebSocket privacy, and shell states.                 |
| Browser  | `npm run test:e2e -- --project=app-desktop --project=app-mobile tests/e2e/app.e2e.ts`                                                                                                                                                                                                                            | Desktop and mobile cockpit smoke with screenshots and guard assertions.                                  |
| Root     | `npm run format:check`, `npm run lint`, `npm run typecheck --workspaces --if-present`, `npm test`, `npm run security:secrets`, `git diff --check`                                                                                                                                                                | Root quality, workspace type safety, full tests, secret scan, and patch hygiene.                         |

***

## Browser Evidence Plan

* Run app desktop and app mobile Playwright projects against `tests/e2e/app.e2e.ts`.
* Verify the orchestration panel is reachable in the real app shell.
* Verify visible loading or unavailable copy when the loopback server is missing.
* Verify hydrated local queue, template, lineage empty, and guarded-action states by mocking `/api/task-queue`, `/api/agent-templates`, and `/api/guarded-actions` only inside the browser test if existing smoke coverage is insufficient.
* Attach viewport and orchestration-panel screenshots for desktop and mobile.
* Keep browser guards active for page errors, console errors, failed local requests, and failed asset requests.

***

## Documentation Status Matrix

| Status           | Session 07 use                                                                        |
| ---------------- | ------------------------------------------------------------------------------------- |
| Shipped          | Source implements behavior and stable docs may describe it as current behavior.       |
| Tested-shipped   | Source implements behavior and focused tests or browser evidence cover it.            |
| Typed-only       | Protocol shapes exist, but no current producer or runtime handler ships the behavior. |
| Planned          | Accepted future behavior that current runtime does not yet ship.                      |
| Unsupported      | Runtime intentionally returns deterministic unsupported or unavailable behavior.      |
| Stubbed          | UI or route placeholder exists without full integration.                              |
| Separate-surface | Behavior belongs to the Worker or another runtime surface, not the local web cockpit. |
| Deferred         | Later phase work after Phase 03.                                                      |
| Excluded         | Out of current product scope unless a future PRD changes it.                          |
| Evidence-only    | Historical or quarantined material used only for traceability.                        |

Initial audit targets:

| Area                 | Files                                                                                                                                                                                                                                  | Initial closeout action                                                                                     |
| -------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------- |
| Root overview        | `README.md`                                                                                                                                                                                                                            | Add Phase 03 shipped local orchestration summary and preserve hosted/War Room deferrals.                    |
| Package docs         | `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`                                                                               | Replace planning-era Phase 03 wording with shipped or tested-shipped boundaries where evidence supports it. |
| Architecture and API | `docs/ARCHITECTURE.md`, `docs/api/README_api.md`, `docs/api/event-api-hook-contracts.md`                                                                                                                                               | Align route, WebSocket, event, diagnostics, and unsupported-route status after Sessions 02-06.              |
| Privacy and legacy   | `docs/privacy-and-security.md`, `docs/legacy-consolidation.md`, `docs/README_docs.md`                                                                                                                                                  | Add security closeout, local-first boundaries, and evidence-only historical disposition.                    |
| PRD and spec system  | `.spec_system/PRD/PRD.md`, `.spec_system/PRD/PRD_UX.md`, `.spec_system/PRD/phase_03/PRD_phase_03.md`, `.spec_system/PRD/phase_03/orchestration_gap_matrix.md`, `.spec_system/SECURITY-COMPLIANCE.md`, `.spec_system/CONSIDERATIONS.md` | Mark validation-backed status and carry forward Phase 04-08 gaps without starting later phases.             |

***

## Blocker Policy

* Environment issues are implementation work, not blockers.
* Missing dependencies, missing directories, stopped local services, stale ports, and pending local validation commands will be resolved directly.
* Only credentials, external hosted accounts, or decisions that require user input can block the session.
* Any failed quality gate that cannot be fixed inside the session will be recorded with the exact command, failure class, and reproducible follow-up.

***

## Remaining-Gap Template

| Phase | Deferred work                             | Boundary                                                                         |
| ----- | ----------------------------------------- | -------------------------------------------------------------------------------- |
| 04    | Media catalog and audio/visual pipeline   | Do not promote quarantined media as release assets during Phase 03.              |
| 05    | War Room Worker integration               | Keep Worker federation separate from local cockpit orchestration.                |
| 06    | Collaboration, isolation, and mobile      | Do not imply hosted collaboration, multi-user trust, or mobile certification.    |
| 07    | Hosted services and analytics guardrails  | No hosted auth, hosted storage, analytics, or public replay hosting in Phase 03. |
| 08    | Release hardening and legacy decommission | Unified erasure and final historical cleanup remain later-phase gates.           |

***

## Task Log

### 2026-05-29 - Session Start

**Environment verified**:

* [x] Prerequisites confirmed
* [x] Tools available
* [x] Directory structure ready

### Task T001 - Verify Phase 03 Sessions 01-06 completion artifacts, owner rows, and refreshed state consistency

**Started**: 2026-05-29 14:36 **Completed**: 2026-05-29 14:36 **Duration**: 1 minute

**Notes**:

* `analyze-project.sh --json` reports current session `phase03-session07-orchestration-validation-and-documentation-closeout`, Phase 03 in progress, and Session 07 as the only incomplete Phase 03 candidate.
* `state.json` lists Phase 03 Sessions 01-06 in `completed_sessions`.
* Each Phase 03 Session 01-06 spec directory contains `spec.md`, `tasks.md`, `implementation-notes.md`, `security-compliance.md`, `validation.md`, and `IMPLEMENTATION_SUMMARY.md`.
* Session 07 owner rows are present in the Phase 03 session file and orchestration gap matrix.
* Session 07 PRD prerequisites are now checked and the session status is `In Progress`.

**Files Changed**:

* `.spec_system/PRD/phase_03/session_07_orchestration_validation_and_documentation_closeout.md` - Marked Session 07 in progress and checked verified prerequisites.
* `.spec_system/specs/phase03-session07-orchestration-validation-and-documentation-closeout/implementation-notes.md` - Created implementation notes and recorded setup evidence.

**BQC Fixes**:

* N/A - spec-system documentation only.

***


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