> 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_summary.md).

# Implementation Summary

**Session ID**: `phase28-session07-research-only-calibration-and-cache-retention` **Completed**: 2026-06-14 **Duration**: 1.5 hours

***

## Overview

Completed Phase 28 Session 07 by adding the deterministic `research-only` risk flag and private archive retention for Trend Finder. Topics now receive the flag when research-role evidence dominates while developer, discussion, and launch adoption roles are absent. The flag flows through legacy-safe schema parsing, Trend card chips, Signal Workbench facets, fixtures, and scoring documentation.

The collector now runs a path-safe retention pass after snapshot, prediction, and retro archive writes. The pass preserves `latest.json` and unclassified or protected entries, clamps the retention window to a safe range, reports only aggregate store/count/code summaries, and keeps private paths out of browser payloads.

***

## Deliverables

### Files Created

| File                                                                                                           | Purpose                             | Lines |
| -------------------------------------------------------------------------------------------------------------- | ----------------------------------- | ----- |
| `.spec_system/specs/phase28-session07-research-only-calibration-and-cache-retention/spec.md`                   | Session specification               | 404   |
| `.spec_system/specs/phase28-session07-research-only-calibration-and-cache-retention/tasks.md`                  | Session task checklist              | 97    |
| `.spec_system/specs/phase28-session07-research-only-calibration-and-cache-retention/implementation-notes.md`   | Implementation and validation notes | 548   |
| `.spec_system/specs/phase28-session07-research-only-calibration-and-cache-retention/security-compliance.md`    | Security and GDPR review            | 88    |
| `.spec_system/specs/phase28-session07-research-only-calibration-and-cache-retention/validation.md`             | Validation report                   | 244   |
| `.spec_system/specs/phase28-session07-research-only-calibration-and-cache-retention/IMPLEMENTATION_SUMMARY.md` | Session closeout summary            | 143   |

### Files Modified

| File                                                                                    | Changes                                                                                                   |
| --------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------- |
| `scripts/lib/ai-runtime/risk-flags.ts`                                                  | Added role-composition parsing, adoption-role exclusions, and ordered `research-only` flag derivation     |
| `scripts/lib/ai-runtime/scoring.ts`                                                     | Passed aggregate source-role composition into risk flag derivation without exposing raw source details    |
| `scripts/lib/ai-runtime/snapshots.ts`                                                   | Added clamped, path-safe snapshot archive retention with sanitized warnings                               |
| `scripts/lib/ai-runtime/predictions.ts`                                                 | Added clamped, path-safe prediction archive retention with `latest.json` and `retros/` preservation       |
| `scripts/lib/ai-runtime/retros.ts`                                                      | Added clamped, path-safe retro archive retention under the prediction cache tree                          |
| `scripts/extensions/trend-finder/collector.ts`                                          | Invoked retention once per collect run after archive writes and emitted aggregate trace/warning summaries |
| `scripts/extensions/trend-finder/engine-trace.ts`                                       | Allowed the sanitized retention trace event                                                               |
| `src/extensions/trend-finder/schema.ts`                                                 | Added additive `research-only` enum support and fallback parsing for malformed risk flags                 |
| `src/extensions/trend-finder/view-model.ts`                                             | Added bounded chip label, description, tone, and accessibility text                                       |
| `src/extensions/trend-finder/signal-workbench-model.ts`                                 | Kept risk facets enum-driven and made empty-risk summary behavior explicit                                |
| `src/extensions/trend-finder/components/trend-card.tsx`                                 | Tightened risk chip wrapping while preserving the shared chip view model                                  |
| `src/extensions/trend-finder/fixtures.ts`                                               | Added representative research-only topic, evidence, source, and mixed-role counterexample data            |
| `scripts/lib/ai-runtime/__tests__/risk-flags.test.ts`                                   | Covered research-only detection, adoption-role exclusions, malformed roles, and ordering                  |
| `scripts/lib/ai-runtime/__tests__/scoring.test.ts`                                      | Covered scoring integration and mixed-role counterexamples                                                |
| `scripts/lib/ai-runtime/__tests__/snapshots.test.ts`                                    | Covered snapshot retention clamps, preservation, malformed files, path safety, and sanitized summaries    |
| `scripts/lib/ai-runtime/__tests__/predictions.test.ts`                                  | Covered prediction retention pruning and preservation behavior                                            |
| `scripts/lib/ai-runtime/__tests__/retros.test.ts`                                       | Covered retro retention pruning and preservation behavior                                                 |
| `scripts/extensions/trend-finder/__tests__/collector.test.ts`                           | Covered retention invocation, aggregate counts, warnings, trace sanitization, and path leak prevention    |
| `src/lib/__tests__/trend-finder-schema.test.ts`                                         | Covered legacy and malformed risk flag parsing                                                            |
| `src/extensions/trend-finder/__tests__/view-model.test.ts`                              | Covered research-only chip copy, warning tone, and aria text                                              |
| `src/extensions/trend-finder/__tests__/signal-workbench-model.test.ts`                  | Covered research-only facet counts, filtering, and empty-risk summary behavior                            |
| `src/extensions/trend-finder/__tests__/visibility-views.test.tsx`                       | Updated fixture-driven expectations after the research-only topic addition                                |
| `src/lib/__tests__/trend-finder-dashboard.test.tsx`                                     | Updated dashboard fixture expectations                                                                    |
| `docs/extensions/trend-finder-scoring.md`                                               | Documented the shipped risk flag semantics and action-layer boundary                                      |
| `docs/extensions/trend-finder-pipeline.md`                                              | Documented archive retention stores, clamp policy, preserve list, and browser-safe reporting              |
| `.spec_system/state.json`                                                               | Marked Session 07 complete and cleared the active session                                                 |
| `.spec_system/PRD/phase_28/PRD_phase_28.md`                                             | Updated Phase 28 progress to 7/15 sessions and advanced the next session                                  |
| `.spec_system/PRD/phase_28/session_07_research_only_calibration_and_cache_retention.md` | Marked the session complete                                                                               |
| `package.json`                                                                          | Bumped package version from `0.1.324` to `0.1.325`                                                        |
| `README.md`                                                                             | Updated version line to `0.1.325`                                                                         |
| `docs/CHANGELOG.md`                                                                     | Added the Session 07 release entry                                                                        |

***

## Technical Decisions

1. **Existing risk flag contract**: `research-only` extends the current ordered `riskFlags` array instead of creating an evidence-level or verdict-level system.
2. **Role-composition threshold**: The flag requires research evidence, no developer/discussion/launch adoption roles, and a bounded research-share threshold calibrated to Trend Finder roles instead of copying Trends-Finderz thresholds directly.
3. **Retention by safe classification**: Archive retention deletes only expired dated JSON files inside the expected private store, preserving unclassified entries and reporting sanitized skip counts rather than risking deletion.

***

## Test Results

| Metric   | Value         |
| -------- | ------------- |
| Tests    | 3551          |
| Passed   | 3551          |
| Coverage | Not collected |

Final validation commands:

* `bun run test` - PASS, 291 files / 3551 tests.
* `bun run typecheck` - PASS.
* `bun run typecheck:scripts` - PASS.
* `bun run lint` - PASS.
* Session-scoped `bunx prettier --check` - PASS.
* ASCII and LF scans - PASS.
* Manual smoke for Trend card risk chip projection, Signal Workbench `research-only` filter/facet, and temp archive retention pruning - PASS.

***

## Lessons Learned

1. Role-composition caution flags are safest as additive enum values with adoption-role exclusions tested directly.
2. Browser-safe retention reporting needs to be designed at the helper boundary, not filtered after raw paths or filenames have already escaped.
3. Retention policies should preserve unclassified local artifacts unless the file can be classified and contained with confidence.

***

## Future Considerations

Items for future sessions:

1. Session 08 should treat `research-only` as a caution input for action verdicts, not as a verdict by itself.
2. Session 09 can reuse the bounded risk flag and retention warning summaries when grouping action queue items.
3. The SQLite observation store plan should absorb this file-cache retention policy as a durable SQL deletion policy when that migration lands.

***

## Session Statistics

* **Tasks**: 23 completed
* **Files Created**: 6
* **Files Modified**: 31
* **Tests Added**: 9 files
* **Blockers**: 0 resolved


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