> 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/phase38-session06-policy-docs-and-catalogs/tasks.md).

# Task Checklist

**Session ID**: `phase38-session06-policy-docs-and-catalogs` **Total Tasks**: 20 **Estimated Duration**: 3-4 hours **Created**: 2026-06-29

***

Legend: `[x]` completed; `[ ]` pending; `[P]` parallelizable; `[SNNMM]` session ref; `TNNN` task ID.

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## Progress Summary

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

***

## Setup (4 tasks)

* [x] T001 \[S3806] Verify upstream license, README, CLAUDE, changelog, voice-doc, launch-target, and model-catalog hunks against AI OS targets (`/home/aiwithapex/projects/claudeos/claude-os-v2.8.1/`, `LICENSE`, `README.md`, `AGENTS.md`, `.claude/launch.json`, `scripts/lib/hermes-dev-bridge.ts`)
* [x] T002 \[S3806] Audit current documentation for removed upstream endpoints, unimplemented voice or Intelligence claims, stale storage names, and contradictory license wording (`README.md`, `AGENTS.md`, `docs/`)
* [x] T003 \[S3806] Verify tracked executable-bit state and missing-script disposition for upstream mode-change paths (`.githooks/pre-commit`, `scripts/graph-to-dashboard.sh`, `scripts/setup-graphify-brain.sh`, `scripts/webp-file-type-art.sh`)
* [x] T004 \[S3806] Create the implementation evidence file for docs sweeps, executable modes, catalog policy, and launch-target disposition (`.spec_system/specs/phase38-session06-policy-docs-and-catalogs/implementation-notes.md`)

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## Foundation (4 tasks)

* [x] T005 \[S3806] Adopt the resolved upstream license posture while preserving AI OS attribution and third-party notice boundaries (`LICENSE`, `NOTICE`, `package.json`)
* [x] T006 \[S3806] \[P] Define the Hermes model catalog adaptation so AI OS defaults remain active and upstream model names are readiness-backed, disabled, or explanatory options (`scripts/lib/hermes-dev-bridge.ts`, `src/lib/hermes-demo-data.ts`)
* [x] T007 \[S3806] \[P] Update model label and pricing recognition only where upstream Claude model slugs can be represented without unsafe pricing or provider claims (`scripts/lib/model-helpers.ts`, `scripts/lib/session-scanner.ts`)
* [x] T008 \[S3806] \[P] Add baseline model catalog tests for default preservation, upstream optional entries, and browser-safe catalog output (`scripts/lib/__tests__/hermes-dev-bridge.test.ts`, `src/components/hermes/__tests__/hermes-sections.test.tsx`, `scripts/lib/__tests__/model-helpers.test.ts`, `scripts/lib/__tests__/session-scanner.test.ts`)

***

## Implementation (8 tasks)

* [x] T009 \[S3806] Update README setup, endpoint, Windows, privacy, and license language to current AI OS behavior with no future-session overclaims (`README.md`)
* [x] T010 \[S3806] Update agent guidance for AI OS commands, docs pointers, privacy boundaries, and compatibility naming inherited by `CLAUDE.md` and `GEMINI.md` symlinks (`AGENTS.md`)
* [x] T011 \[S3806] Add a Phase 38 Session 06 changelog entry describing adopted policy, docs alignment, catalog work, and verification evidence (`docs/CHANGELOG.md`)
* [x] T012 \[S3806] Create current-state local voice setup guidance with env-only provider policy, `OPENAI_BASE_URL` policy, no browser-stored keys, and Session 08 broker ownership (`docs/local-voice-setup.md`)
* [x] T013 \[S3806] Create current-state Intelligence view guidance naming the real `/__hermes_chat` backend requirement and Session 09 portal ownership (`docs/intelligence-view.md`)
* [x] T014 \[S3806] Align onboarding, development, and Dream runbook references to shipped AI OS endpoints, Dream health, scheduler behavior, and local control-plane safety (`docs/onboarding.md`, `docs/development.md`, `docs/runbooks/ai-os-dream.md`)
* [x] T015 \[S3806] Record `.claude/launch.json` voice-lab as Session 08-owned unless broker support exists, preserving only runnable launch targets during this session (`.claude/launch.json`, `.spec_system/specs/phase38-session06-policy-docs-and-catalogs/implementation-notes.md`)
* [x] T016 \[S3806] Wire Hermes catalog, demo fixtures, and product-surface tests so upstream model names do not replace current defaults and product-facing copy stays accurate (`scripts/lib/hermes-dev-bridge.ts`, `src/lib/hermes-demo-data.ts`, `src/components/hermes/__tests__/hermes-sections.test.tsx`)

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## Testing (4 tasks)

* [x] T017 \[S3806] Run targeted model and Hermes catalog tests after catalog updates (`bun run test -- scripts/lib/__tests__/hermes-dev-bridge.test.ts scripts/lib/__tests__/model-helpers.test.ts scripts/lib/__tests__/session-scanner.test.ts src/components/hermes/__tests__/hermes-sections.test.tsx`)
* [x] T018 \[S3806] Run docs stale-claim and secret-pattern sweeps for removed endpoints, unimplemented voice or Intelligence claims, stale storage names, and token-shaped strings (`README.md`, `AGENTS.md`, `docs/`)
* [x] T019 \[S3806] Run executable-bit verification and record expected `100755` entries plus missing `scripts/webp-file-type-art.sh` disposition (`git ls-files -s`)
* [x] T020 \[S3806] Run required quality gates and validate ASCII/LF requirements for all changed files (`bun run lint`, `bun run typecheck`, `bun run typecheck:scripts`, `bun run format:check`, `.spec_system/specs/phase38-session06-policy-docs-and-catalogs/implementation-notes.md`)

***

## Completion Checklist

* [x] All tasks marked `[x]`
* [x] All tests and checks passing
* [x] All files ASCII-encoded with LF line endings
* [x] implementation-notes.md updated
* [x] Ready for `creview` to start the implement -> creview -> validate sequence

***

## Next Steps

Run the `creview` workflow step.


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