> For the complete documentation index, see [llms.txt](https://ai-os-and-trend-finder.gitbook.io/ai-os-and-trend-finder-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://ai-os-and-trend-finder.gitbook.io/ai-os-and-trend-finder-docs/.spec_system/archive/sessions/phase28-session07-research-only-calibration-and-cache-retention/implementation-notes.md).

# Implementation Notes

**Session ID**: `phase28-session07-research-only-calibration-and-cache-retention` **Started**: 2026-06-14 06:03 **Last Updated**: 2026-06-14 07:38

***

## Session Progress

| Metric              | Value   |
| ------------------- | ------- |
| Tasks Completed     | 23 / 23 |
| Estimated Remaining | 0 hours |
| Blockers            | 0       |

***

## Task Log

### 2026-06-14 - Session Start

**Environment verified**:

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

### Task T001 - Verify prerequisite sessions and target paths

**Started**: 2026-06-14 06:00 **Completed**: 2026-06-14 06:03 **Duration**: 3 minutes

**Notes**:

* Confirmed `phase28-session07-research-only-calibration-and-cache-retention` is the active session from `.spec_system/scripts/analyze-project.sh --json`.
* Confirmed prerequisite sessions are marked complete in state output and the session PRD names the current extension points.
* Verified this is not a monorepo session and target files are repo-root paths under `scripts/`, `src/extensions/trend-finder/`, and `docs/extensions/`.

**Files Changed**:

* `.spec_system/specs/phase28-session07-research-only-calibration-and-cache-retention/implementation-notes.md` - Created implementation progress log.

**BQC Fixes**:

* N/A - setup verification only.

### Task T002 - Create implementation-notes shell

**Started**: 2026-06-14 06:03 **Completed**: 2026-06-14 06:04 **Duration**: 1 minute

**Notes**:

* Created the session implementation notes with environment verification, task log, design decision, validation, and residual-risk sections.
* Seeded the notes with the research-only calibration boundary decision so later docs and tests stay aligned with the existing risk flag framework.

**Files Changed**:

* `.spec_system/specs/phase28-session07-research-only-calibration-and-cache-retention/implementation-notes.md` - Added the session log shell and initial setup entries.

**BQC Fixes**:

* N/A - spec artifact only.

### Task T003 - Compare Trends-Finderz calibration and retention policy

**Started**: 2026-06-14 06:04 **Completed**: 2026-06-14 06:05 **Duration**: 1 minute

**Notes**:

* Reviewed the Trends-Finderz research calibration helper. It models `research_only` as a caution state when research signals exist without non-research confirmation.
* Reviewed the Trends-Finderz retention cleanup helper and README policy. AI OS should copy the preserve/delete policy shape, not the 30-day database threshold.
* Calibrated this session to AI OS source roles: `research-only` requires research evidence and absence of developer, discussion, and launch roles.
* Retention constants stay file-cache specific: default 180 days, lower clamp above the 84-day historical window, and aggregate-only reporting.

**Files Changed**:

* `.spec_system/specs/phase28-session07-research-only-calibration-and-cache-retention/implementation-notes.md` - Recorded comparison and threshold decisions.

**BQC Fixes**:

* N/A - reference analysis only.

### Task T004 - Add research-only schema enum and legacy parsing

**Started**: 2026-06-14 06:06 **Completed**: 2026-06-14 06:07 **Duration**: 1 minute

**Notes**:

* Added `research-only` to `TREND_TOPIC_RISK_FLAGS` so it remains ordered by the existing risk flag contract.
* Added a Zod catch fallback on topic `riskFlags` so malformed generated arrays fall back to the bounded default instead of breaking legacy payload parsing.

**Files Changed**:

* `src/extensions/trend-finder/schema.ts` - Added the enum value and safe fallback.

**BQC Fixes**:

* Contract alignment: kept a single public `riskFlags` array and reused the existing enum ordering.
* Failure path completeness: malformed flag arrays now parse to default bounded state.

### Task T005 - Extend risk flag derivation with role composition

**Started**: 2026-06-14 06:07 **Completed**: 2026-06-14 06:10 **Duration**: 3 minutes

**Notes**:

* Added bounded role-composition input to `deriveTopicRiskFlags`.
* Unknown or malformed roles normalize to `unknown`; invalid role-composition arrays fall back to empty.
* `research-only` is appended only when research evidence exists, developer/discussion/launch roles are absent, and research share meets the local 0.75 threshold.
* Final output remains ordered by `TREND_TOPIC_RISK_FLAGS`.

**Files Changed**:

* `scripts/lib/ai-runtime/risk-flags.ts` - Added role schema, threshold constant, adoption-role exclusions, and derivation logic.

**BQC Fixes**:

* Trust boundary enforcement: role-composition input is schema-validated and malformed values are bounded.
* Contract alignment: output shape stays `RiskFlagDerivationResult` with no new public flag framework.

### Task T006 - Wire scoring risk derivation to source roles

**Started**: 2026-06-14 06:11 **Completed**: 2026-06-14 06:14 **Duration**: 3 minutes

**Notes**:

* Reused the scoring-time evidence context to derive aggregate role shares before source breakdowns are attached.
* Added a shared role-share helper for lifecycle and risk flag inputs to keep duplicate evidence handling consistent.
* Passed aggregate role composition into `deriveTopicRiskFlags`; no raw source rows or private source details are exposed.

**Files Changed**:

* `scripts/lib/ai-runtime/scoring.ts` - Added role-composition wiring for risk derivation.

**BQC Fixes**:

* Duplicate action prevention: role counts dedupe evidence IDs before computing shares.
* Contract alignment: scoring still emits a single bounded `riskFlags` array.

### Task T007 - Add research-only risk flag view-model copy

**Started**: 2026-06-14 06:14 **Completed**: 2026-06-14 06:15 **Duration**: 1 minute

**Notes**:

* Added bounded label, description, and warning tone for `research-only`.
* Existing `getTopicRiskFlagViewModels` composes aria labels from the shared label/description, so Trend card chips and Workbench labels share the same copy.

**Files Changed**:

* `src/extensions/trend-finder/view-model.ts` - Added risk flag label, description, and tone.

**BQC Fixes**:

* Accessibility and platform compliance: aria text is generated from the new bounded label and description through the existing chip view-model path.

### Task T008 - Add snapshot archive retention helper

**Started**: 2026-06-14 06:15 **Completed**: 2026-06-14 06:21 **Duration**: 6 minutes

**Notes**:

* Added snapshot retention constants: default 180 days, minimum 90 days, maximum 730 days.
* The helper prunes only dated JSON files inside the resolved snapshot directory and preserves `latest.json`, subdirectories, non-JSON entries, and unclassified JSON names.
* Warnings are sanitized code/count summaries without private paths or filenames.

**Files Changed**:

* `scripts/lib/ai-runtime/snapshots.ts` - Added retention clamp, path-safe prune helper, date classification, and sanitized warning summary.

**BQC Fixes**:

* Resource cleanup: delete operations are bounded to files inside the resolved archive directory.
* Trust boundary enforcement: retention days are clamped and deletion targets pass path containment.
* Failure path completeness: missing directories, read failures, unclassified entries, and delete failures return warning codes and counts.

### Task T009 - Add research-only fixture data

**Started**: 2026-06-14 06:22 **Completed**: 2026-06-14 06:27 **Duration**: 5 minutes

**Notes**:

* Added `topic-006` as a representative research-only topic with two research sources, role share 1.0, and the `research-only` risk flag.
* Added two fixture evidence rows and a Hugging Face Papers research source so UI and parser tests can cover a multi-source research-only topic.
* Existing `topic-004` remains a mixed research/developer counterexample for non-trigger behavior.

**Files Changed**:

* `src/extensions/trend-finder/fixtures.ts` - Added research-only topic, evidence, and source fixture rows.

**BQC Fixes**:

* Contract alignment: fixture roles, source breakdowns, evidence IDs, and risk flags use existing schema fields.

### Task T010 - Add prediction archive retention helper

**Started**: 2026-06-14 06:28 **Completed**: 2026-06-14 06:33 **Duration**: 5 minutes

**Notes**:

* Added prediction archive retention constants matching snapshot policy.
* The helper lists only the prediction archive directory, preserves `latest.json`, preserves the nested `retros` directory, and prunes only expired dated JSON files.
* Returned warnings contain sanitized code/count summaries only.

**Files Changed**:

* `scripts/lib/ai-runtime/predictions.ts` - Added prediction retention clamp, prune helper, and summary utilities.

**BQC Fixes**:

* Resource cleanup: deletion is limited to dated prediction archive files under the resolved archive directory.
* Trust boundary enforcement: retention days are clamped and deletion targets use path containment.
* Failure path completeness: missing/read/delete/unclassified paths return bounded warning summaries.

### Task T011 - Add retro archive retention helper

**Started**: 2026-06-14 06:34 **Completed**: 2026-06-14 06:39 **Duration**: 5 minutes

**Notes**:

* Added retro archive retention under `predictions/retros` with the same 180/90/730-day clamp.
* The helper preserves `latest.json`, subdirectories, non-JSON entries, and unclassified JSON files.
* Retro counts and warning codes are returned independently from prediction archive counts.

**Files Changed**:

* `scripts/lib/ai-runtime/retros.ts` - Added retro retention clamp, prune helper, and summary utilities.

**BQC Fixes**:

* Resource cleanup: deletion is limited to dated retro archive files under the resolved retro directory.
* Trust boundary enforcement: deletion targets use the existing retro path containment guard.
* Failure path completeness: missing/read/delete/unclassified cases are reported through bounded warning summaries.

### Task T012 - Invoke retention after archive writes

**Started**: 2026-06-14 06:40 **Completed**: 2026-06-14 06:47 **Duration**: 7 minutes

**Notes**:

* Added collector dependency hooks for snapshot, prediction, and retro retention helpers.
* Retention runs after prediction/retro archives and the snapshot archive have been written.
* Added a per-collect-run guard so retention is only triggered once in the collector flow.

**Files Changed**:

* `scripts/extensions/trend-finder/collector.ts` - Added retention dependencies, runner invocation, and one-run guard.

**BQC Fixes**:

* Duplicate action prevention: retention invocation is guarded by `archiveRetentionStarted` for the active collect run.
* Failure path completeness: store failures produce bounded collector warnings and do not prevent other stores from pruning.

### Task T013 - Emit sanitized retention trace events and warnings

**Started**: 2026-06-14 06:47 **Completed**: 2026-06-14 06:48 **Duration**: 1 minute

**Notes**:

* Retention trace event `trend-cache.retention.completed` includes store names, retention days, cutoff, counts, and warning codes only.
* Store-level failures emit `trend-cache.retention.failed` with a bounded code.
* Collector warnings use `trend-cache-retention-degraded` and include only store/count/code summaries.
* The returned Engine Replay trace is rebuilt after retention so the browser payload receives sanitized retention counts, not file paths.

**Files Changed**:

* `scripts/extensions/trend-finder/collector.ts` - Added sanitized retention trace and warning projection.

**BQC Fixes**:

* Error information boundaries: warnings and trace summaries exclude deleted filenames, absolute paths, and raw error text.
* Contract alignment: browser-visible trace receives bounded store/count/code fields only.

### Task T014 - Ensure Trend card risk chips render research-only

**Started**: 2026-06-14 06:49 **Completed**: 2026-06-14 06:50 **Duration**: 1 minute

**Notes**:

* Confirmed Trend cards render risk chips from `RiskFlagChipViewModel`, so `research-only` flows through the existing view-model path.
* Added explicit max-width and wrapping-safe classes to risk chips for compact labels.

**Files Changed**:

* `src/extensions/trend-finder/components/trend-card.tsx` - Tightened chip wrapping behavior while preserving aria/title attributes.

**BQC Fixes**:

* Accessibility and platform compliance: `aria-label` and `title` remain bound to the view-model description.
* Contract alignment: no separate `research-only` component path was introduced.

### Task T015 - Ensure Signal Workbench risk facets include research-only

**Started**: 2026-06-14 06:51 **Completed**: 2026-06-14 06:53 **Duration**: 2 minutes

**Notes**:

* Confirmed Workbench rows and facets derive risk flags from `TREND_TOPIC_RISK_FLAGS`, so `research-only` inherits deterministic ordering.
* Added an exported empty-risk summary constant to make no-risk row behavior explicit and testable.

**Files Changed**:

* `src/extensions/trend-finder/signal-workbench-model.ts` - Added explicit empty risk summary constant and reused it in row projection.

**BQC Fixes**:

* Contract alignment: Workbench filtering remains tied to the shared enum instead of a duplicate list.

### Task T016 - Update scoring documentation

**Started**: 2026-06-14 06:54 **Completed**: 2026-06-14 06:57 **Duration**: 3 minutes

**Notes**:

* Added a shipped risk flag section to the scoring guide.
* Documented `research-only` as a deterministic caution chip derived from aggregate role composition.
* Clarified that the flag is an input for later review and action consistency checks, not an action verdict by itself.

**Files Changed**:

* `docs/extensions/trend-finder-scoring.md` - Added the current risk flag table and research-only semantics.

**BQC Fixes**:

* Contract alignment: documentation matches the single public `riskFlags` array and existing score-factor boundaries.

### Task T017 - Update pipeline documentation

**Started**: 2026-06-14 06:57 **Completed**: 2026-06-14 07:00 **Duration**: 3 minutes

**Notes**:

* Updated the aggregate run sequence to include post-write private archive retention and sanitized trace rebuild.
* Documented retention stores, default/clamped window, env override, preserve list, path containment, and browser-safe count reporting.

**Files Changed**:

* `docs/extensions/trend-finder-pipeline.md` - Added archive retention policy and reporting details.

**BQC Fixes**:

* Error information boundaries: documentation explicitly forbids deleted filenames, absolute paths, and raw filesystem errors in browser payloads.

### Task T018 - Record implementation decisions and residual risks

**Started**: 2026-06-14 06:03 **Completed**: 2026-06-14 07:01 **Duration**: 58 minutes

**Notes**:

* Recorded setup findings, role threshold rationale, retention constants, preserve-list policy, BQC checks, and changed files as implementation progressed.
* Validation commands remain pending until focused tests and ASCII checks run.
* Residual risks remain pending until test results are known.

**Files Changed**:

* `.spec_system/specs/phase28-session07-research-only-calibration-and-cache-retention/implementation-notes.md` - Maintained task log, design decisions, validation placeholders, and risk placeholders.

**BQC Fixes**:

* N/A - spec artifact only.

### Task T019 - Add risk flag and scoring tests

**Started**: 2026-06-14 07:02 **Completed**: 2026-06-14 07:08 **Duration**: 6 minutes

**Notes**:

* Added direct `deriveTopicRiskFlags` coverage for research-only detection, adoption-role exclusions, malformed role normalization, and deterministic ordering.
* Added scoring integration tests for pure research-role topics and mixed developer/research counterexamples.

**Files Changed**:

* `scripts/lib/ai-runtime/__tests__/risk-flags.test.ts` - Added research-only derivation tests.
* `scripts/lib/ai-runtime/__tests__/scoring.test.ts` - Added scoring integration tests.

**BQC Fixes**:

* Contract alignment: tests assert `research-only` stays in the existing ordered flag array.

### Task T020 - Add schema, view-model, and Workbench tests

**Started**: 2026-06-14 07:09 **Completed**: 2026-06-14 07:14 **Duration**: 5 minutes

**Notes**:

* Updated schema tests for additive `research-only` parsing and fallback behavior for unknown risk flags.
* Added view-model checks for research-only label, warning tone, description, and aria text.
* Added Workbench filter/facet coverage for `research-only` using the new fixture topic, plus explicit no-risk summary coverage.

**Files Changed**:

* `src/lib/__tests__/trend-finder-schema.test.ts` - Updated risk flag parsing expectations.
* `src/extensions/trend-finder/__tests__/view-model.test.ts` - Added chip copy assertions.
* `src/extensions/trend-finder/__tests__/signal-workbench-model.test.ts` - Added facet/filter/empty summary assertions.

**BQC Fixes**:

* Accessibility and platform compliance: tests assert aria text includes the bounded risk chip label.
* Contract alignment: Workbench tests use the shared enum-derived facet path.

### Task T021 - Add archive retention tests

**Started**: 2026-06-14 07:15 **Completed**: 2026-06-14 07:24 **Duration**: 9 minutes

**Notes**:

* Added snapshot, prediction, and retro retention tests for clamp behavior, `latest.json` preservation, subdirectory preservation, malformed/unclassified file preservation, deletion counts, and sanitized summaries.

**Files Changed**:

* `scripts/lib/ai-runtime/__tests__/snapshots.test.ts` - Added snapshot retention test.
* `scripts/lib/ai-runtime/__tests__/predictions.test.ts` - Added prediction retention test.
* `scripts/lib/ai-runtime/__tests__/retros.test.ts` - Added retro retention test.

**BQC Fixes**:

* Resource cleanup: tests verify only expired dated JSON files are removed.
* Error information boundaries: tests verify retention summaries do not include temp cache paths.

### Task T022 - Add collector retention tests

**Started**: 2026-06-14 07:25 **Completed**: 2026-06-14 07:29 **Duration**: 4 minutes

**Notes**:

* Added collector coverage for one end-of-collect retention invocation across snapshots, predictions, and retros.
* Asserted aggregate per-store prune counts, warning propagation, sanitized Engine Replay warnings, and no private cache-path leakage in browser-visible payloads.
* Allowed retention warnings to stay code/count based so preserved entries such as `latest.json`, subdirectories, and unclassified files remain observable without filenames or paths.

**Files Changed**:

* `scripts/extensions/trend-finder/__tests__/collector.test.ts` - Added retention invocation, warning, trace, and path-leak assertions.

**BQC Fixes**:

* Resource cleanup: collector tests verify all three archive stores are pruned once after writes.
* Error information boundaries: tests verify retention trace and warning summaries exclude private cache paths.

### Task T023 - Run validation and dry-run checks

**Started**: 2026-06-14 07:30 **Completed**: 2026-06-14 07:38 **Duration**: 8 minutes

**Notes**:

* Ran focused Trend Finder tests across risk derivation, scoring, schema parsing, view-model projection, Signal Workbench filtering, archive retention helpers, and collector integration.
* Ran app and scripts typechecks.
* Ran Prettier over touched files and verified the formatted result.
* Ran ASCII validation over changed and untracked session files.
* Ran a manual smoke script over the fixture data for the `research-only` chip, Signal Workbench risk filter/facet, and temp archive retention pruning.

**Files Changed**:

* `.spec_system/specs/phase28-session07-research-only-calibration-and-cache-retention/implementation-notes.md` - Recorded final validation results and residual risks.
* `.spec_system/specs/phase28-session07-research-only-calibration-and-cache-retention/tasks.md` - Marked final tasks and completion checklist.

**BQC Fixes**:

* Accessibility and platform compliance: manual smoke verified the `research-only` chip label and warning tone.
* Resource cleanup: manual smoke verified one expired writer-style archive file is pruned per store.
* Error information boundaries: manual smoke verified retention summaries did not include the temp cache path.

***

## Design Decisions

### Decision 1: Research-only calibration boundary

**Context**: Trends-Finderz has a richer evidence-level system with confidence impacts, but AI OS already has a bounded risk flag framework. **Options Considered**:

1. Add a new evidence-level contract - broader than session scope and duplicates the existing flag system.
2. Extend the existing risk flag array - additive, schema-safe, and automatically surfaces in existing chip and Workbench ordering paths.

**Chosen**: Extend the existing risk flag array. **Rationale**: The session explicitly requires compatibility by extension and Session 08 can consume `research-only` as one more caution input.

### Decision 2: Retention window and preserve policy

**Context**: Trend Finder reads 84 days of historical context and long-lived installs write private snapshot, prediction, and retro archives indefinitely. **Options Considered**:

1. Copy Trends-Finderz 30-day database cleanup - too short for AI OS historical context and retro review.
2. Use a 180-day file-cache default with a lower clamp above the 84-day history window - preserves context while bounding local growth.

**Chosen**: Use a 180-day default, 90-day minimum, and 730-day maximum for private archive retention. **Rationale**: The lower clamp stays above the 84-day read window, and the maximum prevents accidental unbounded retention.

***

## Validation Commands

* `bun test ./scripts/lib/ai-runtime/__tests__/risk-flags.test.ts ./scripts/lib/ai-runtime/__tests__/scoring.test.ts ./scripts/lib/ai-runtime/__tests__/snapshots.test.ts ./scripts/lib/ai-runtime/__tests__/predictions.test.ts ./scripts/lib/ai-runtime/__tests__/retros.test.ts ./src/lib/__tests__/trend-finder-schema.test.ts ./src/extensions/trend-finder/__tests__/view-model.test.ts ./src/extensions/trend-finder/__tests__/signal-workbench-model.test.ts ./scripts/extensions/trend-finder/__tests__/collector.test.ts` - Passed, 302 tests.
* `bun run typecheck` - Passed.
* `bun run typecheck:scripts` - Passed.
* `bunx prettier --check` over changed and untracked implementation files - Passed.
* ASCII scan over changed and untracked files with `rg -nP '[^\x00-\x7F]'` - Passed, no matches.
* Manual `bun --eval` smoke for Trend card risk chip projection, Signal Workbench `research-only` filter/facet, and temp archive retention pruning - Passed.

## Residual Risks

* `research-only` is intentionally a caution input only. Session 08 still owns action consistency and action-verdict behavior.
* Retention intentionally preserves unclassified JSON filenames and reports sanitized skip counts instead of risking deletion of reviewed or malformed artifacts.


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