> 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/phase40-session01-baseline-and-port-invariants/tasks.md).

# Task Checklist

**Session ID**: `phase40-session01-baseline-and-port-invariants` **Total Tasks**: 20 **Estimated Duration**: 3-4 hours **Created**: 2026-07-02

***

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

***

## Progress Summary

| Metric          | Value      |
| --------------- | ---------- |
| Tasks Completed | 20 / 20    |
| Tasks Remaining | 0          |
| Last Updated    | 2026-07-02 |
| Current Task    | Complete   |

***

## Setup (4 tasks)

* [x] T001 \[S4001] Verify analyzer state, Session 01 stub, Phase 40 PRD, upstream source availability, clean worktree, and base commit before implementation (`.spec_system/PRD/phase_40/session_01_baseline_and_port_invariants.md`, `.spec_system/PRD/phase_40/PRD_phase_40.md`, `git status --short`, `git rev-parse HEAD`)
* [x] T002 \[S4001] Capture package, runtime, lockfile, and command baseline without changing dependency metadata (`package.json`, `bun.lock`, `.bun-version`, `bun --version`)
* [x] T003 \[S4001] Review upstream patch stat, name-status, changelog, and folded source references for actionable Hermes 2.9 through 2.10.1 deltas (`.spec_system/PRD/phase_40/PRD_phase_40.md`, `git diff --stat`, `git diff --name-status`)
* [x] T004 \[S4001] Inventory current split Hermes architecture and route registration owners before classifying upstream changes (`src/routes/agents.hermes.tsx`, `src/components/hermes/`, `src/hooks/`, `src/lib/`, `vite.config.ts`)

***

## Foundation (5 tasks)

* [x] T005 \[S4001] \[P] Audit public Hermes read bridge, model body, connection, Pantheon, documents, and provider readiness boundaries (`scripts/lib/hermes-dev-bridge.ts`, `scripts/lib/hermes-provider-readiness.ts`, `scripts/lib/__tests__/hermes-dev-bridge.test.ts`)
* [x] T006 \[S4001] \[P] Audit admin Hermes chat, write-gate, timeout, redaction, and admin type boundaries (`scripts/lib/hermes-admin-bridge.ts`, `src/hooks/use-hermes-admin.ts`, `src/lib/hermes-admin-types.ts`, `scripts/lib/__tests__/hermes-admin-bridge.test.ts`)
* [x] T007 \[S4001] \[P] Audit chat UI, composer, message list, thread sidebar, read-only page wiring, and hook payload ownership (`src/components/hermes/chat/`, `src/components/hermes/hermes-read-only-page.tsx`, `src/hooks/use-hermes.ts`)
* [x] T008 \[S4001] \[P] Audit voice and Intelligence ownership while preserving environment-backed provider configuration (`scripts/lib/voice-launch-bridge.ts`, `scripts/lib/voice-broker.ts`, `src/hooks/use-hermes-intelligence-voice.ts`, `src/components/hermes/intelligence/intelligence-portal.tsx`)
* [x] T009 \[S4001] \[P] Audit media, public demo, graph, package identity, docs naming, and local control-plane guard boundaries (`docs/media-policy.md`, `src/assets/hermes-art/`, `src/data/graphs/`, `scripts/lib/local-control-plane-guard.ts`, `docs/api/README_api.md`)

***

## Implementation (7 tasks)

* [x] T010 \[S4001] Create baseline audit notes with upstream evidence summary, local command baseline, and focused Hermes baseline test slots (`.spec_system/specs/phase40-session01-baseline-and-port-invariants/implementation-notes.md`)
* [x] T011 \[S4001] Record non-negotiable port invariants with stable IDs for loopback, Host-header, same-run token, admin, public/demo, chat SSE, graph, media, package identity, and docs naming (`.spec_system/specs/phase40-session01-baseline-and-port-invariants/implementation-notes.md`)
* [x] T012 \[S4001] Record decision list for stderr `info` events, live pricing, connection probes, voice key persistence, graph ignores, demo data, asset handling, package metadata, and Intelligence versus Voice labels (`.spec_system/specs/phase40-session01-baseline-and-port-invariants/implementation-notes.md`)
* [x] T013 \[S4001] Map actionable upstream changes to AI OS owner files and downstream Phase 40 sessions without copying upstream monolithic route or Vite middleware files (`.spec_system/specs/phase40-session01-baseline-and-port-invariants/implementation-notes.md`)
* [x] T014 \[S4001] Classify upstream changes as direct translation, AI OS adaptation, intentional non-port, or already covered with evidence and downstream session references (`.spec_system/specs/phase40-session01-baseline-and-port-invariants/implementation-notes.md`)
* [x] T015 \[S4001] Confirm no production source, route-visible UI, Vite middleware, package metadata, graph artifact, or product/API doc was changed by the baseline audit (`src/routes/agents.hermes.tsx`, `vite.config.ts`, `package.json`, `docs/api/README_api.md`, `src/data/graphs/`)
* [x] T016 \[S4001] Create concise implementation summary with audit results, invariant links, classification counts, and next-session handoff notes (`.spec_system/specs/phase40-session01-baseline-and-port-invariants/IMPLEMENTATION_SUMMARY.md`)

***

## Testing (4 tasks)

* [x] T017 \[S4001] Run focused Hermes bridge, admin hook, chat, and read-only page baseline tests and record exact outcomes (`bunx vitest run scripts/lib/__tests__/hermes-admin-bridge.test.ts scripts/lib/__tests__/hermes-dev-bridge.test.ts src/hooks/__tests__/use-hermes-admin.test.tsx src/components/hermes/chat/__tests__/hermes-chat-tab.test.tsx src/components/hermes/__tests__/hermes-sections.test.tsx`)
* [x] T018 \[S4001] Run focused voice, control-plane, sanitizer, scanner, and Intelligence baseline tests and record exact outcomes (`bunx vitest run scripts/lib/__tests__/voice-launch-bridge.test.ts scripts/lib/__tests__/voice-broker.test.ts scripts/lib/__tests__/local-control-plane-guard.test.ts scripts/lib/__tests__/sanitize.test.ts scripts/lib/__tests__/hermes-scanner.test.ts src/hooks/__tests__/use-hermes-intelligence-voice.test.tsx src/components/hermes/intelligence/__tests__/intelligence-portal.test.tsx`)
* [x] T019 \[S4001] Run TypeScript baseline gates and record exact outcomes (`bun run typecheck`, `bun run typecheck:scripts`)
* [x] T020 \[S4001] Validate ASCII, LF, whitespace, and final worktree status for session artifacts before handoff (`.spec_system/specs/phase40-session01-baseline-and-port-invariants/`, `git diff --check`, `git status --short`)

***

## Completion Checklist

* [x] All tasks marked `[x]`
* [x] All tests and checks passing or exact local environment limitations recorded
* [x] All files ASCII-encoded with LF line endings
* [x] implementation-notes.md updated
* [x] Ready for `implement` to hand off to the implement -> creview -> validate sequence

***

## Next Steps

Run the `creview` workflow step.


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