# Research Documentation - Detailed Implementation Plan

**Version**: 1.1
**Created**: 2025-10-25
**Updated**: 2025-10-25
**Status**: ACTIVE - Phase 0 in progress
**Parent Document**: docs/RESEARCH_DOCUMENTATION_PLAN.md
**Purpose**: Granular task tracking for research documentation publication

---

## 📊 Progress Overview

**Total Phases**: 6
**Total Tasks**: 150+ (across all phases)
**Current Phase**: Phase 0 (Preparation & Validation)
**Target Completion**: ASAP with focus, professionalism, and framework compliance
**Publication Format**: Working Paper v0.1 (Development-time governance only)

---

## ✅ Confirmed Decisions (2025-10-25)

**User Approved**:
1. **Timeline**: ASAP, with focus on quality and framework rule compliance
2. **Publication Type**: "Working Paper" (preliminary research, validation ongoing)
3. **Scope**: Development-time governance ONLY (separate runtime paper later)
4. **Blog Post**: Required (Phase 5 mandatory)
5. **GitHub**: https://github.com/AgenticGovernance/tractatus-framework
6. **Author**: John G Stroh
7. **License**: Apache 2.0 (Copyright 2025 John G Stroh)
8. **Contact**: research@agenticgovernance.digital
9. **Audience**: Practitioners/developers (accessible, implementation-focused)
10. **Publication Channels**: BOTH website (agenticgovernance.digital) AND GitHub
11. **Validation Messaging**: "Preliminary observations - systematic validation underway"

**Paper Title**: "Architectural Enforcement for AI Governance in Development Contexts: A Working Paper"
**Paper Subtitle**: "Patterns from a Claude Code Self-Governance Deployment"
**Paper Version**: v0.1
**Paper Status**: Working Paper (Preliminary - Validation Ongoing)

---

## Phase 0: Preparation & Validation

**Objective**: Verify framework integrity and gather baseline data before research documentation

**Dependencies**: None (entry point)
**Estimated Duration**: 1 session
**Completion Criteria**: All framework tests pass, session lifecycle working

### 0.1 Framework Testing

- [ ] Test session-init.js with fresh session
  - [ ] Verify handoff auto-injection works (inst_083)
  - [ ] Verify all 6 framework components initialize
  - [ ] Verify token checkpoints reset correctly
  - [ ] Verify instruction history loads (56 active instructions expected)
  - [ ] Verify local server check works
  - [ ] Verify framework tests run successfully
  - [ ] Document any errors or warnings

- [ ] Test session-closedown.js
  - [ ] Run closedown script: `node scripts/session-closedown.js`
  - [ ] Verify background process cleanup works
  - [ ] Verify instruction sync to database
  - [ ] Verify framework analysis section
  - [ ] Verify audit log analysis
  - [ ] Verify git status documentation
  - [ ] Verify handoff document creation
  - [ ] Verify compaction marker creation
  - [ ] Document output quality

- [ ] Test handoff continuity (full cycle)
  - [ ] Run session-closedown.js (creates handoff)
  - [ ] Simulate new session (delete session-state.json or use --new flag)
  - [ ] Run session-init.js
  - [ ] Verify handoff context auto-injected
  - [ ] Verify priorities extracted correctly
  - [ ] Verify recent commits extracted correctly
  - [ ] Document any missing sections

### 0.2 Framework Component Validation

- [ ] Verify BoundaryEnforcer operational
  - [ ] Check stats: `node scripts/framework-stats.js`
  - [ ] Verify audit logs exist in MongoDB
  - [ ] Test enforcement: attempt values-sensitive change
  - [ ] Document block behavior

- [ ] Verify ContextPressureMonitor operational
  - [ ] Run pressure check: `node scripts/check-session-pressure.js --tokens 0/200000 --messages 1 --tasks 0`
  - [ ] Verify pressure calculation works
  - [ ] Verify checkpoints tracked
  - [ ] Document baseline pressure

- [ ] Verify CrossReferenceValidator operational
  - [ ] Attempt schema change (should validate against instructions)
  - [ ] Verify validation logging
  - [ ] Document validation behavior

- [ ] Verify InstructionPersistenceClassifier operational
  - [ ] Give explicit instruction (test)
  - [ ] Verify classification logged
  - [ ] Verify storage in instruction-history.json
  - [ ] Document classification accuracy

- [ ] Verify MetacognitiveVerifier operational
  - [ ] Perform complex multi-file operation
  - [ ] Verify verification triggered
  - [ ] Verify confidence scoring
  - [ ] Document verification quality

- [ ] Verify PluralisticDeliberationOrchestrator operational
  - [ ] Test values conflict scenario
  - [ ] Verify deliberation triggered
  - [ ] Verify stakeholder identification
  - [ ] Document deliberation output

### 0.3 Hook Architecture Validation

- [ ] Test PreToolUse hooks
  - [ ] Verify hook fires on tool use
  - [ ] Test file edit validation
  - [ ] Test file write validation
  - [ ] Test bash command validation
  - [ ] Document hook behavior and any bypasses

- [ ] Test UserPromptSubmit hooks
  - [ ] Verify hook fires on user prompt
  - [ ] Test instruction classification trigger
  - [ ] Document hook integration

- [ ] Test PostToolUse hooks
  - [ ] Verify hook fires after tool completion
  - [ ] Test audit logging
  - [ ] Document post-action validations

- [ ] Test pre-commit hooks
  - [ ] Attempt commit with credentials (should block)
  - [ ] Attempt commit with prohibited terms (should block)
  - [ ] Attempt commit with CSP violations (should block)
  - [ ] Document all block scenarios
  - [ ] Query git logs for historical blocks: `git log --grep="credential\|prohibited\|CSP" --oneline | wc -l`

### 0.4 Audit System Validation

- [ ] Verify audit log database
  - [ ] Connect to MongoDB: `mongosh tractatus_dev`
  - [ ] Query audit logs: `db.auditLogs.countDocuments()`
  - [ ] Verify all 6 services logging
  - [ ] Get breakdown by service
  - [ ] Document total log count

- [ ] Verify audit dashboard
  - [ ] Access dashboard: http://localhost:9000/admin/audit-analytics.html
  - [ ] Verify charts render
  - [ ] Verify statistics accurate
  - [ ] Take screenshots for research paper
  - [ ] Document dashboard features

- [ ] Verify enforcement audit script
  - [ ] Run: `node scripts/audit-enforcement.js`
  - [ ] Verify coverage calculation (should be 39/39 = 100%)
  - [ ] Verify wave progression data
  - [ ] Document output for metrics section

### 0.5 Baseline Metrics Collection

- [ ] Current enforcement coverage
  - [ ] Run: `node scripts/audit-enforcement.js > docs/research-data/enforcement-coverage-baseline.txt`
  - [ ] Extract coverage percentage
  - [ ] Extract wave progression data
  - [ ] Document: **Source file for all coverage claims**

- [ ] Current framework statistics
  - [ ] Run: `node scripts/framework-stats.js > docs/research-data/framework-stats-baseline.txt`
  - [ ] Extract total audit logs
  - [ ] Extract service breakdown
  - [ ] Extract validation counts
  - [ ] Document: **Source file for all framework activity claims**

- [ ] Historical block counts
  - [ ] Query pre-commit hook blocks
  - [ ] Count credential exposure blocks: `git log --all --grep="credential" --oneline | wc -l`
  - [ ] Count prohibited term blocks: `git log --all --grep="prohibited" --oneline | wc -l`
  - [ ] Count CSP violation blocks: `git log --all --grep="CSP" --oneline | wc -l`
  - [ ] Document: **Source data for "real-world blocks" section**

- [ ] Defense-in-depth status
  - [ ] Run: `node scripts/audit-defense-in-depth.js > docs/research-data/defense-layers-status.txt`
  - [ ] Extract layer completion status
  - [ ] Document incomplete layers
  - [ ] Document: **Source for security architecture claims**

**Phase 0 Completion Criteria**:
- [ ] All framework components operational (6/6)
- [ ] All tests passing
- [ ] Session lifecycle verified (init → closedown → init continuity)
- [ ] Baseline metrics collected with source files
- [ ] No critical bugs discovered

---

## Phase 1: Metrics Gathering & Verification

**Objective**: Collect ALL verified metrics with source citations for research paper

**Dependencies**: Phase 0 complete
**Estimated Duration**: 1 session
**Completion Criteria**: Every statistic has documented source, verification checklist complete

### 1.1 Create Research Data Directory

- [ ] Create directory structure
  ```bash
  mkdir -p docs/research-data/{metrics,screenshots,code-examples,verification}
  ```
- [ ] Create README.md in research-data explaining structure
- [ ] Add .gitignore if needed (exclude sensitive data)
- [ ] Document directory purpose in RESEARCH_DOCUMENTATION_PLAN.md

### 1.2 Enforcement Coverage Metrics

- [ ] Wave progression data
  - [ ] Extract from audit-enforcement.js output
  - [ ] Create table: Wave | Date | Coverage | Change
  - [ ] Verify dates from git log: `git log --oneline --grep="wave [1-5]" --all`
  - [ ] Document source: scripts/audit-enforcement.js + git log
  - [ ] Save to: `docs/research-data/metrics/enforcement-coverage.md`

- [ ] Verify coverage calculation methodology
  - [ ] Review audit-enforcement.js source code
  - [ ] Document: What counts as "enforced"?
  - [ ] Document: What counts as "mandatory"?
  - [ ] Document: Exclusions (if any)
  - [ ] Save methodology: `docs/research-data/verification/coverage-methodology.md`

- [ ] Baseline vs final comparison
  - [ ] Baseline: 11/39 (28%) - verify source
  - [ ] Final: 39/39 (100%) - verify source
  - [ ] Calculate improvement: +21 rules (+254% relative)
  - [ ] Document timeline: October 2025 (verify month)
  - [ ] Save comparison: `docs/research-data/metrics/coverage-improvement.md`

### 1.3 Framework Activity Metrics

- [ ] Total audit logs
  - [ ] Source: `db.auditLogs.countDocuments()` in MongoDB
  - [ ] Query and record exact count
  - [ ] Timestamp of query
  - [ ] Save to: `docs/research-data/metrics/audit-log-counts.md`

- [ ] Service breakdown
  - [ ] ContextPressureMonitor: logs count
  - [ ] BoundaryEnforcer: logs count
  - [ ] CrossReferenceValidator: validations count
  - [ ] InstructionPersistenceClassifier: classifications count
  - [ ] MetacognitiveVerifier: verifications count
  - [ ] PluralisticDeliberationOrchestrator: deliberations count
  - [ ] Source: framework-stats.js + MongoDB queries
  - [ ] Save to: `docs/research-data/metrics/service-activity.md`

- [ ] BashCommandValidator specific
  - [ ] Total validations: source from audit logs
  - [ ] Blocks issued: source from audit logs
  - [ ] Block rate: calculate percentage
  - [ ] Common block reasons: analyze audit logs
  - [ ] Save to: `docs/research-data/metrics/bash-validator-stats.md`

### 1.4 Real-World Block Examples

- [ ] Credential exposure blocks
  - [ ] Count from git hooks log (if available)
  - [ ] Extract example (sanitized) from logs
  - [ ] Document: What was blocked?
  - [ ] Document: Hook that caught it?
  - [ ] Save to: `docs/research-data/metrics/credential-blocks.md`

- [ ] Prohibited terms blocks
  - [ ] Count from pre-commit hook output
  - [ ] Extract example violations (sanitized)
  - [ ] Document: Terms caught, files affected
  - [ ] Save to: `docs/research-data/metrics/prohibited-terms-blocks.md`

- [ ] CSP violations blocks
  - [ ] Count from check-csp-violations.js runs
  - [ ] Extract example violations
  - [ ] Document: Violation types, files affected
  - [ ] Save to: `docs/research-data/metrics/csp-violation-blocks.md`

- [ ] Schema change validations
  - [ ] Count from CrossReferenceValidator logs
  - [ ] Extract example: Proposed change → Conflicting instruction
  - [ ] Document: Validation workflow
  - [ ] Save to: `docs/research-data/metrics/schema-validations.md`

### 1.5 Timeline Documentation

- [ ] Framework development timeline
  - [ ] Query first governance commit: `git log --reverse --grep="governance\|framework" --oneline | head -1`
  - [ ] Query latest governance commit: `git log --grep="governance\|framework" --oneline | head -1`
  - [ ] Calculate span: days between commits
  - [ ] Document: October 2025 (verify exact dates)
  - [ ] Save to: `docs/research-data/metrics/development-timeline.md`

- [ ] Wave deployment dates
  - [ ] Wave 1: git log date
  - [ ] Wave 2: git log date
  - [ ] Wave 3: git log date
  - [ ] Wave 4: git log date
  - [ ] Wave 5: git log date
  - [ ] Calculate intervals between waves
  - [ ] Save to: `docs/research-data/metrics/wave-deployment-dates.md`

### 1.6 Session Lifecycle Metrics

- [ ] Session count
  - [ ] Count unique session IDs from session-state.json history (if tracked)
  - [ ] Estimate based on handoff documents: `ls SESSION_*.md | wc -l`
  - [ ] Document uncertainty in count
  - [ ] Save to: `docs/research-data/metrics/session-counts.md`

- [ ] Average session length
  - [ ] Extract from handoff documents (if token counts available)
  - [ ] Calculate mean, median
  - [ ] Document: Sample size, data quality
  - [ ] Save to: `docs/research-data/metrics/session-lengths.md`

- [ ] Context pressure patterns
  - [ ] Extract pressure levels from session handoffs
  - [ ] Frequency of ELEVATED, HIGH, CRITICAL states
  - [ ] Document: Triggers, outcomes
  - [ ] Save to: `docs/research-data/metrics/pressure-patterns.md`

### 1.7 Defense-in-Depth Audit

- [ ] Run complete audit
  - [ ] Execute: `node scripts/audit-defense-in-depth.js --full > docs/research-data/metrics/defense-layers-full.txt`
  - [ ] Extract layer completion status (Layer 1-5)
  - [ ] Document incomplete layers
  - [ ] Document completion percentage

- [ ] Layer breakdown
  - [ ] Layer 1: .env encryption status
  - [ ] Layer 2: Credential vault status
  - [ ] Layer 3: Hook validation status
  - [ ] Layer 4: Runtime detection status
  - [ ] Layer 5: Monitoring status
  - [ ] Save to: `docs/research-data/metrics/defense-layer-details.md`

### 1.8 Verification Checklist

- [ ] Create verification spreadsheet
  - [ ] Column: Metric
  - [ ] Column: Value
  - [ ] Column: Source File
  - [ ] Column: Query/Command
  - [ ] Column: Verified By
  - [ ] Column: Date Verified
  - [ ] Save as: `docs/research-data/verification/metrics-verification.csv`

- [ ] Verify every statistic
  - [ ] Cross-check each metric against source
  - [ ] Re-run queries to confirm values
  - [ ] Document discrepancies
  - [ ] Update RESEARCH_DOCUMENTATION_PLAN.md with corrections

- [ ] Limitation documentation
  - [ ] Document what we CAN claim (with sources)
  - [ ] Document what we CANNOT claim (and why)
  - [ ] Document uncertainty estimates
  - [ ] Save to: `docs/research-data/verification/limitations.md`

**Phase 1 Completion Criteria**:
- [ ] All metrics documented with sources
- [ ] Verification checklist 100% complete
- [ ] No fabricated or unverified statistics
- [ ] Limitations explicitly documented
- [ ] All source files committed to git

---

## Phase 2: Research Paper Drafting

**Objective**: Write factual research paper with verified metrics only

**Dependencies**: Phase 1 complete
**Estimated Duration**: 2-3 sessions
**Completion Criteria**: Draft paper complete, passes prohibited terms check, user approved

### 2.1 Paper Structure Setup

- [ ] Create paper directory
  ```bash
  mkdir -p docs/research-paper/{drafts,reviews,final}
  ```

- [ ] Create paper template
  - [ ] File: `docs/research-paper/drafts/tractatus-framework-v1.md`
  - [ ] Sections: Abstract, Introduction, Architecture, Implementation, Observations, Discussion, Future Work, Conclusion
  - [ ] Appendices: Code examples, Screenshots, Metrics tables
  - [ ] Add Apache 2.0 license footer
  - [ ] Add document metadata section

### 2.2 Abstract (150-250 words)

- [ ] Draft abstract
  - [ ] Problem statement: AI governance fade
  - [ ] Approach: Architectural enforcement via hooks
  - [ ] Context: Single project, October 2025, development domain
  - [ ] Findings: 100% enforcement coverage (architectural)
  - [ ] Limitations: Anecdotal, no behavioral validation
  - [ ] Contribution: Patterns and implementation approach

- [ ] Verify abstract claims
  - [ ] Run through prohibited terms checker
  - [ ] Verify every statistic cited
  - [ ] Check for absolute assurance terms
  - [ ] Check for maturity claims without evidence
  - [ ] User review and approval

### 2.3 Section 1: Introduction

- [ ] 1.1 Problem Statement
  - [ ] Define "governance fade" (with examples)
  - [ ] Explain voluntary compliance failure
  - [ ] Present 27027 incident as motivating example
  - [ ] Cite related work (if available)
  - [ ] Avoid overclaiming problem severity

- [ ] 1.2 Research Question
  - [ ] State core question: Can architectural enforcement reduce governance fade?
  - [ ] Clarify scope: Development-time AI governance
  - [ ] Acknowledge hypothesis status (not proven)

- [ ] 1.3 Contribution
  - [ ] Architectural patterns for AI governance
  - [ ] Hook-based enforcement implementation
  - [ ] Early observations from production deployment
  - [ ] Replicable approach (not validated effectiveness)

- [ ] 1.4 Paper Organization
  - [ ] Brief overview of sections
  - [ ] Reading guide for different audiences

### 2.4 Section 2: Architecture

- [ ] 2.1 System Overview
  - [ ] High-level architecture diagram (create in Phase 3)
  - [ ] Component descriptions (6 services)
  - [ ] Data flow: Hooks → Rules → Enforcement → Audit
  - [ ] Technology stack (anonymized)

- [ ] 2.2 Persistent Rule Database
  - [ ] Schema: instruction-history.json structure
  - [ ] Classification dimensions: Quadrant, Persistence, Scope
  - [ ] Example rule (anonymized)
  - [ ] Storage: JSON file + MongoDB sync
  - [ ] Code example: Generic rule structure

- [ ] 2.3 Hook-Based Interception
  - [ ] PreToolUse hook pattern
  - [ ] UserPromptSubmit hook pattern
  - [ ] PostToolUse hook pattern
  - [ ] Code examples: Generic hook validators
  - [ ] Enforcement flow diagram

- [ ] 2.4 Framework Services
  - [ ] BoundaryEnforcer: Values-sensitive decisions
  - [ ] ContextPressureMonitor: Session quality management
  - [ ] CrossReferenceValidator: Conflict detection
  - [ ] InstructionPersistenceClassifier: Rule categorization
  - [ ] MetacognitiveVerifier: Self-checking reasoning
  - [ ] PluralisticDeliberationOrchestrator: Stakeholder deliberation
  - [ ] Generic code examples for each

- [ ] 2.5 Audit and Analytics
  - [ ] Audit log schema
  - [ ] MongoDB storage
  - [ ] Dashboard visualization
  - [ ] Metrics collection architecture

### 2.5 Section 3: Implementation

- [ ] 3.1 Session Lifecycle
  - [ ] Initialization: session-init.js pattern
  - [ ] Continuous monitoring: Framework watchdog pattern
  - [ ] Checkpoints: Token-based pressure checks
  - [ ] Closedown: Handoff creation pattern
  - [ ] Code example: Generic session lifecycle

- [ ] 3.2 Enforcement Mechanisms
  - [ ] Git hooks (pre-commit)
  - [ ] Script-based validators
  - [ ] Middleware integration (for runtime)
  - [ ] Hook interception (for development-time)
  - [ ] Code examples: Generic enforcement patterns

- [ ] 3.3 Meta-Enforcement
  - [ ] Self-auditing: Framework monitoring itself
  - [ ] Fade detection: Component staleness tracking
  - [ ] Recovery protocol: When framework fade detected
  - [ ] Code example: Generic fade detection

- [ ] 3.4 Deployment Context A: Development-Time
  - [ ] Claude Code self-governance
  - [ ] Tool use validation
  - [ ] Session state management
  - [ ] Enforcement coverage progression (Wave 1-5)

- [ ] 3.5 Deployment Context B: Runtime
  - [ ] Web application governance patterns
  - [ ] Middleware enforcement
  - [ ] Security layer integration
  - [ ] Deployment pre-flight checks

### 2.6 Section 4: Early Observations

**CRITICAL: This section must be titled "Early Observations" NOT "Results" to avoid overclaiming**

- [ ] 4.1 Enforcement Coverage Achievement
  - [ ] Present wave progression table (verified metrics)
  - [ ] Source citation: enforcement-coverage.md
  - [ ] Clarify: Coverage = hooks exist, not compliance = hooks work
  - [ ] Timeline: October 2025 (exact dates)
  - [ ] Limitation: Architectural metric only

- [ ] 4.2 Framework Activity Logged
  - [ ] Total audit logs: [EXACT COUNT from Phase 1]
  - [ ] Service breakdown: [TABLE from Phase 1]
  - [ ] Source citation: framework-stats.md
  - [ ] Timeline: Single session or multi-session (specify)
  - [ ] Limitation: Observational data, not controlled study

- [ ] 4.3 Real-World Enforcement Examples
  - [ ] Credential exposure blocks: [COUNT from Phase 1]
  - [ ] Prohibited terms blocks: [COUNT from Phase 1]
  - [ ] CSP violations blocks: [COUNT from Phase 1]
  - [ ] Schema validation examples: [FROM Phase 1]
  - [ ] Source citations for each
  - [ ] Limitation: Anecdotal evidence

- [ ] 4.4 Session Lifecycle Continuity
  - [ ] Handoff auto-injection (inst_083) implementation
  - [ ] Pattern recognition override demonstration
  - [ ] Before/after comparison (with/without auto-injection)
  - [ ] Evidence: This session's startup vs previous sessions

- [ ] 4.5 What We Observed vs What We Cannot Claim
  - [ ] Table: Observed | Cannot Claim | Why
  - [ ] Example: "100% enforcement coverage" | "100% compliance" | "Coverage ≠ behavioral compliance"
  - [ ] Honest acknowledgment of limitations

### 2.7 Section 5: Discussion

- [ ] 5.1 Architectural Patterns Demonstrated
  - [ ] Pattern 1: Persistent rule database
  - [ ] Pattern 2: Hook-based interception
  - [ ] Pattern 3: Meta-enforcement (self-auditing)
  - [ ] Pattern 4: Session lifecycle integration
  - [ ] Pattern 5: Multi-service framework coordination
  - [ ] Replicability of each pattern

- [ ] 5.2 Limitations of Current Deployment
  - [ ] Single project context (no generalization)
  - [ ] Short timeline (<1 month)
  - [ ] Anecdotal observations only
  - [ ] No control group
  - [ ] No systematic validation
  - [ ] Metrics are architectural, not behavioral

- [ ] 5.3 Threats to Validity
  - [ ] Internal validity: Confounding factors
  - [ ] External validity: Generalizability concerns
  - [ ] Construct validity: What do metrics really measure?
  - [ ] Conclusion validity: Can we infer causation?
  - [ ] Honest assessment of each

- [ ] 5.4 Lessons Learned
  - [ ] Meta-failure: Claude overclaiming (from RESEARCH_DOCUMENTATION_PLAN.md)
  - [ ] Meta-failure: Claude skipping handoffs (from inst_083)
  - [ ] Both demonstrate need for architectural enforcement
  - [ ] Framework eating its own dog food

- [ ] 5.5 Comparison to Related Work
  - [ ] Constitutional AI (Anthropic): Similarities/differences
  - [ ] RLHF approaches: Comparison
  - [ ] Rule-based systems: How this differs
  - [ ] IDE linting/enforcement tools: Analogies
  - [ ] Honest acknowledgment: We don't know if our approach is better

### 2.8 Section 6: Future Work

- [ ] 6.1 Systematic Validation Needed
  - [ ] Control group design
  - [ ] Behavioral outcome measurement
  - [ ] Longitudinal study design
  - [ ] Multiple deployment contexts
  - [ ] Peer review and replication

- [ ] 6.2 AI-Driven Project Management
  - [ ] Next research phase
  - [ ] Leveraging same enforcement framework
  - [ ] Autonomous task planning with governance
  - [ ] Early design considerations

- [ ] 6.3 Cross-Domain Applications
  - [ ] Beyond development contexts
  - [ ] Runtime governance at scale
  - [ ] Multi-agent coordination
  - [ ] Organizational governance

- [ ] 6.4 Open Research Questions
  - [ ] Does architectural enforcement actually reduce governance fade?
  - [ ] What is the performance overhead?
  - [ ] How do patterns transfer across contexts?
  - [ ] What are the failure modes?

### 2.9 Section 7: Conclusion

- [ ] Restate contribution
  - [ ] Architectural patterns for AI governance
  - [ ] Early observations from production deployment
  - [ ] Patterns available for replication

- [ ] Restate limitations
  - [ ] Anecdotal, single deployment, short timeline
  - [ ] Systematic validation needed

- [ ] Call for replication
  - [ ] Patterns documented for others to try
  - [ ] Code examples provided (anonymized)
  - [ ] Invite comparative studies

### 2.10 Appendices

- [ ] Appendix A: Generic Code Examples
  - [ ] Hook validator pattern (JavaScript)
  - [ ] Session lifecycle pattern (JavaScript)
  - [ ] Rule database schema (JSON)
  - [ ] Audit log structure (JSON)
  - [ ] Enforcement mechanism examples
  - [ ] All code anonymized (no website specifics)

- [ ] Appendix B: Audit Dashboard Screenshots
  - [ ] Overview dashboard (from Phase 3)
  - [ ] Service breakdown chart
  - [ ] Enforcement timeline graph
  - [ ] Metrics summary table
  - [ ] All screenshots annotated

- [ ] Appendix C: Enforcement Statistics
  - [ ] Wave progression table (verified)
  - [ ] Service activity breakdown (verified)
  - [ ] Real-world block counts (verified)
  - [ ] All with source citations

- [ ] Appendix D: Verification Methodology
  - [ ] How coverage is calculated
  - [ ] How metrics are collected
  - [ ] Audit log analysis process
  - [ ] Limitation acknowledgments

### 2.11 References

- [ ] Constitutional AI papers (if cited)
- [ ] RLHF papers (if cited)
- [ ] AI safety literature (if cited)
- [ ] Software engineering governance (if cited)
- [ ] All references properly formatted

### 2.12 Metadata Section

- [ ] Document metadata
  - [ ] Version: 1.0 (or appropriate)
  - [ ] Created: [DATE]
  - [ ] Last Modified: [DATE]
  - [ ] Authors: [TBD - discuss with user]
  - [ ] Word Count: [CALCULATED]
  - [ ] Reading Time: ~[CALCULATED] minutes
  - [ ] Status: Draft / Under Review / Published
  - [ ] License: Apache 2.0

### 2.13 Validation & Review

- [ ] Run prohibited terms checker
  - [ ] Execute: `node scripts/check-prohibited-terms.js docs/research-paper/drafts/tractatus-framework-v1.md`
  - [ ] Fix any violations found
  - [ ] Re-run until clean
  - [ ] Document: Zero violations

- [ ] Run CSP checker (if applicable)
  - [ ] Verify no inline styles/scripts if HTML version
  - [ ] Clean report

- [ ] Cross-reference with instruction history
  - [ ] Verify no conflicts with HIGH persistence instructions
  - [ ] Verify follows inst_016/017/018 (no fabrications, no absolute assurance, no maturity claims)
  - [ ] Document compliance

- [ ] Self-review checklist
  - [ ] Every statistic has source citation
  - [ ] No fabricated timelines
  - [ ] Limitations explicitly stated in each section
  - [ ] Anecdotal nature acknowledged throughout
  - [ ] No overclaiming effectiveness
  - [ ] Anonymization complete (no website specifics)
  - [ ] Tone is humble and factual
  - [ ] Writing is clear and professional

- [ ] User review
  - [ ] Submit draft to user
  - [ ] Incorporate feedback
  - [ ] Re-validate after changes
  - [ ] Get final approval

**Phase 2 Completion Criteria**:
- [ ] Complete draft written (all sections)
- [ ] All appendices complete
- [ ] Prohibited terms check passed (0 violations)
- [ ] Verification checklist 100% complete
- [ ] User approved

---

## Phase 3: Website Documentation

**Objective**: Publish research paper on website docs.html with interactive elements

**Dependencies**: Phase 2 complete
**Estimated Duration**: 2 sessions
**Completion Criteria**: Document live on website, cards working, PDF downloadable

### 3.1 Markdown Preparation

- [ ] Copy approved paper to docs/markdown/
  - [ ] File: `docs/markdown/tractatus-framework-research.md`
  - [ ] Ensure proper markdown formatting
  - [ ] Add document metadata section (required for migration)
  - [ ] Add Apache 2.0 license section

- [ ] Verify markdown compliance
  - [ ] Headers properly nested (H1 → H2 → H3)
  - [ ] No broken links
  - [ ] No inline HTML (unless necessary)
  - [ ] Tables formatted correctly
  - [ ] Code blocks with language tags

### 3.2 Diagram Creation

- [ ] Architecture overview diagram
  - [ ] Tool: Mermaid or similar
  - [ ] Components: 6 services, hooks, rule DB, audit system
  - [ ] Data flow arrows
  - [ ] Export as SVG or PNG
  - [ ] Save to: `public/images/research/architecture-overview.svg`

- [ ] Hook interception flow
  - [ ] Sequence diagram: PreToolUse → Validation → Allow/Block
  - [ ] Export as SVG
  - [ ] Save to: `public/images/research/hook-flow.svg`

- [ ] Session lifecycle diagram
  - [ ] State machine: Init → Work → Checkpoint → Closedown → Compaction
  - [ ] Export as SVG
  - [ ] Save to: `public/images/research/session-lifecycle.svg`

- [ ] Enforcement coverage progression
  - [ ] Bar chart: Wave 1-5 progression
  - [ ] Tool: Chart.js or similar
  - [ ] Export as SVG
  - [ ] Save to: `public/images/research/enforcement-coverage.svg`

- [ ] Add diagrams to markdown
  - [ ] Insert image references in appropriate sections
  - [ ] Add alt text for accessibility
  - [ ] Verify rendering

### 3.3 Screenshots

- [ ] Audit dashboard overview
  - [ ] Access: http://localhost:9000/admin/audit-analytics.html
  - [ ] Screenshot: Full dashboard view
  - [ ] Annotate: Service breakdown, metrics, timeline
  - [ ] Save to: `public/images/research/screenshots/audit-dashboard.png`

- [ ] Service activity breakdown
  - [ ] Screenshot: Charts section
  - [ ] Highlight: 6/6 services active
  - [ ] Save to: `public/images/research/screenshots/service-breakdown.png`

- [ ] Enforcement timeline
  - [ ] Screenshot: Timeline view (if available)
  - [ ] Annotate: Key events
  - [ ] Save to: `public/images/research/screenshots/enforcement-timeline.png`

- [ ] Framework stats output
  - [ ] Run: `node scripts/framework-stats.js`
  - [ ] Screenshot: Terminal output
  - [ ] Save to: `public/images/research/screenshots/framework-stats.png`

- [ ] Session-init with handoff
  - [ ] Run: `node scripts/session-init.js`
  - [ ] Screenshot: Handoff auto-injection section
  - [ ] Highlight: inst_083 in action
  - [ ] Save to: `public/images/research/screenshots/handoff-injection.png`

- [ ] Add screenshots to markdown
  - [ ] Insert in Appendix B
  - [ ] Add captions
  - [ ] Verify accessibility

### 3.4 Database Migration

- [ ] Migrate to database
  - [ ] Run: `npm run migrate:docs -- --source docs/markdown --force`
  - [ ] Verify document created in MongoDB
  - [ ] Check slug: `mongosh tractatus_dev --quiet --eval "db.documents.findOne({slug: 'tractatus-framework-research'}, {title: 1, slug: 1})"`

- [ ] Set category and visibility
  - [ ] Category: `research-theory`
  - [ ] Visibility: `public`
  - [ ] Command: `mongosh tractatus_dev --quiet --eval "db.documents.updateOne({slug: 'tractatus-framework-research'}, {\\$set: {category: 'research-theory', visibility: 'public'}})"`

- [ ] Verify migration
  - [ ] Query document: `mongosh tractatus_dev --quiet --eval "db.documents.findOne({slug: 'tractatus-framework-research'})"`
  - [ ] Verify: title, slug, category, visibility, htmlContent exists
  - [ ] Verify: tableOfContents exists

### 3.5 Card Generation

- [ ] Generate card sections
  - [ ] Run: `timeout 120 node scripts/generate-card-sections.js docs/markdown/tractatus-framework-research.md --update-db`
  - [ ] Verify sections created
  - [ ] Check count: `mongosh tractatus_dev --quiet --eval "db.documents.findOne({slug: 'tractatus-framework-research'}, {sections: 1}).sections.length"`
  - [ ] Expected: 15-25 sections for comprehensive paper

- [ ] Verify card quality
  - [ ] Review section categorization (conceptual/technical/critical/reference)
  - [ ] Review difficulty levels (beginner/intermediate/advanced)
  - [ ] Review reading time estimates
  - [ ] Regenerate if quality poor

### 3.6 PDF Generation

- [ ] Generate PDF
  - [ ] Run: `node scripts/generate-single-pdf.js docs/markdown/tractatus-framework-research.md public/downloads/tractatus-framework-research.pdf`
  - [ ] Verify PDF created: `ls -lh public/downloads/tractatus-framework-research.pdf`
  - [ ] Verify PDF accessible: `curl -I http://localhost:9000/downloads/tractatus-framework-research.pdf`

- [ ] PDF quality check
  - [ ] Open PDF in viewer
  - [ ] Verify: All sections present
  - [ ] Verify: Images render correctly
  - [ ] Verify: Tables formatted correctly
  - [ ] Verify: Code blocks readable
  - [ ] Verify: License footer present

### 3.7 Website Testing (Local)

- [ ] Access document viewer
  - [ ] Navigate to: http://localhost:9000/docs.html
  - [ ] Locate document in "Theory & Research" category
  - [ ] Click to open

- [ ] Test card navigation
  - [ ] Verify cards display
  - [ ] Click different cards
  - [ ] Verify smooth scrolling to sections
  - [ ] Test search functionality

- [ ] Test PDF download
  - [ ] Click PDF download button
  - [ ] Verify download starts
  - [ ] Verify PDF opens correctly

- [ ] Test on mobile viewport
  - [ ] Resize browser to mobile
  - [ ] Verify responsive design
  - [ ] Verify cards stack correctly
  - [ ] Verify navigation works

- [ ] Accessibility testing
  - [ ] Test with screen reader (if available)
  - [ ] Check alt text on images
  - [ ] Verify heading hierarchy
  - [ ] Check color contrast

### 3.8 Production Deployment

- [ ] Deploy to production
  - [ ] Run: `printf "yes\nyes\n" | ./scripts/deploy-full-project-SAFE.sh`
  - [ ] Verify deployment successful
  - [ ] Check for errors in deployment output

- [ ] Migrate on production
  - [ ] SSH to production
  - [ ] Run: `cd /var/www/tractatus && npm run migrate:docs -- --source docs/markdown --force`
  - [ ] Set category: `mongosh tractatus_prod --quiet -u tractatus_user -p 'PASSWORD' --authenticationDatabase tractatus_prod --eval "db.documents.updateOne({slug: 'tractatus-framework-research'}, {\\$set: {category: 'research-theory', visibility: 'public'}})"`

- [ ] Generate cards on production
  - [ ] SSH to production
  - [ ] Run: `cd /var/www/tractatus && timeout 120 node scripts/generate-card-sections.js docs/markdown/tractatus-framework-research.md --update-db`
  - [ ] Verify sections created

- [ ] Verify production deployment
  - [ ] Check document: `curl -s "https://agenticgovernance.digital/api/documents/tractatus-framework-research" | head -20`
  - [ ] Check PDF: `curl -I "https://agenticgovernance.digital/downloads/tractatus-framework-research.pdf"`
  - [ ] Access website: https://agenticgovernance.digital/docs.html
  - [ ] Verify document appears in category
  - [ ] Test all functionality in production

**Phase 3 Completion Criteria**:
- [ ] Document live on production website
- [ ] Cards working correctly
- [ ] PDF downloadable
- [ ] Images/diagrams rendering
- [ ] No broken links
- [ ] Mobile responsive
- [ ] Accessibility compliant

---

## Phase 4: GitHub Repository Preparation

**Objective**: Create public tractatus-framework repository with anonymized code examples

**Dependencies**: Phase 2 complete (research paper approved)
**Estimated Duration**: 2 sessions
**Completion Criteria**: Repository live, README complete, code examples anonymized, license correct

### 4.1 Repository Setup

- [ ] Create GitHub repository
  - [ ] Repository name: `tractatus-framework`
  - [ ] Visibility: Public
  - [ ] Description: "Architectural patterns for AI governance enforcement in development contexts"
  - [ ] Initialize with: README, .gitignore (Node.js), LICENSE (Apache 2.0)

- [ ] Clone repository locally
  - [ ] Clone to: `/home/theflow/repos/tractatus-framework`
  - [ ] Verify remote: `git remote -v`

- [ ] Create directory structure
  ```bash
  mkdir -p {docs,examples,patterns,tests,assets}
  mkdir -p examples/{hooks,session-lifecycle,enforcement,audit}
  mkdir -p patterns/{rule-database,framework-services,meta-enforcement}
  mkdir -p assets/{diagrams,screenshots}
  ```

### 4.2 README Creation

- [ ] Draft README.md
  - [ ] Title: Tractatus Framework
  - [ ] Tagline: Architectural patterns for AI governance
  - [ ] Badges: License, Version, Status
  - [ ] Quick start example
  - [ ] Link to full research paper
  - [ ] Installation instructions (generic)
  - [ ] Contributing guidelines
  - [ ] Citation information
  - [ ] Contact information

- [ ] Add disclaimer section
  - [ ] "Early Research": Anecdotal observations
  - [ ] "Single Deployment": No generalization claims
  - [ ] "Patterns Not Product": Architecture examples, not production code
  - [ ] "Validation Needed": Systematic research required

### 4.3 Code Anonymization

**CRITICAL: No website-specific code, no business logic, no project paths**

- [ ] Hook pattern examples
  - [ ] Generic PreToolUse hook validator
  - [ ] Generic UserPromptSubmit classifier
  - [ ] Generic PostToolUse auditor
  - [ ] Remove: Tractatus database connections, file paths, specific rules
  - [ ] Keep: Pattern structure, validation logic flow
  - [ ] Save to: `examples/hooks/`

- [ ] Session lifecycle examples
  - [ ] Generic session-init pattern
  - [ ] Generic session-closedown pattern
  - [ ] Generic checkpoint monitoring
  - [ ] Remove: MongoDB specifics, Tractatus paths
  - [ ] Keep: State management pattern, lifecycle flow
  - [ ] Save to: `examples/session-lifecycle/`

- [ ] Rule database pattern
  - [ ] Generic instruction schema (JSON)
  - [ ] Example rules (anonymized, generic)
  - [ ] Classification dimensions
  - [ ] Remove: Tractatus-specific instructions
  - [ ] Keep: Schema structure, classification approach
  - [ ] Save to: `patterns/rule-database/`

- [ ] Framework service patterns
  - [ ] Generic BoundaryEnforcer pattern
  - [ ] Generic ContextPressureMonitor pattern
  - [ ] Generic CrossReferenceValidator pattern
  - [ ] Generic InstructionPersistenceClassifier pattern
  - [ ] Generic MetacognitiveVerifier pattern
  - [ ] Generic PluralisticDeliberationOrchestrator pattern
  - [ ] Remove: Tractatus-specific logic, database calls
  - [ ] Keep: Service interface, decision logic pattern
  - [ ] Save to: `patterns/framework-services/`

- [ ] Enforcement mechanism examples
  - [ ] Generic git hook (pre-commit pattern)
  - [ ] Generic script validator pattern
  - [ ] Generic middleware pattern (for runtime)
  - [ ] Remove: Tractatus-specific checks
  - [ ] Keep: Enforcement structure, validation flow
  - [ ] Save to: `examples/enforcement/`

- [ ] Audit system pattern
  - [ ] Generic audit log schema
  - [ ] Generic audit collection pattern
  - [ ] Generic analytics query examples
  - [ ] Remove: MongoDB specifics
  - [ ] Keep: Logging pattern, metrics structure
  - [ ] Save to: `examples/audit/`

### 4.4 Documentation Files

- [ ] ARCHITECTURE.md
  - [ ] System overview
  - [ ] Component descriptions
  - [ ] Data flow diagrams
  - [ ] Integration points
  - [ ] Based on research paper Section 2

- [ ] IMPLEMENTATION.md
  - [ ] Setup guide (generic)
  - [ ] Configuration patterns
  - [ ] Deployment considerations
  - [ ] Customization guide
  - [ ] Based on research paper Section 3

- [ ] PATTERNS.md
  - [ ] Catalog of all patterns
  - [ ] When to use each pattern
  - [ ] How to adapt patterns
  - [ ] Anti-patterns to avoid

- [ ] FAQ.md
  - [ ] What is Tractatus Framework?
  - [ ] Is this ready for deployment? (NO - early research patterns only)
  - [ ] Can I use this in my project? (Yes, adapt patterns at your own risk)
  - [ ] What are the limitations? (List from research paper)
  - [ ] How do I cite this work?

- [ ] CONTRIBUTING.md
  - [ ] How to contribute
  - [ ] Code of conduct
  - [ ] Issue templates
  - [ ] Pull request process
  - [ ] Testing requirements

- [ ] CHANGELOG.md
  - [ ] Version history
  - [ ] Starting with v1.0 (initial research release)

### 4.5 Assets

- [ ] Copy diagrams
  - [ ] Architecture overview
  - [ ] Hook flow
  - [ ] Session lifecycle
  - [ ] Enforcement coverage chart
  - [ ] All from Phase 3, saved to `assets/diagrams/`

- [ ] Copy screenshots
  - [ ] Audit dashboard (annotated)
  - [ ] Framework stats output
  - [ ] Session-init with handoff
  - [ ] All from Phase 3, saved to `assets/screenshots/`

- [ ] Create additional diagrams if needed
  - [ ] High-level concept diagram
  - [ ] Integration architecture
  - [ ] Deployment topology

### 4.6 Research Paper Integration

- [ ] Copy research paper
  - [ ] File: `docs/research-paper.md`
  - [ ] Include all sections from Phase 2
  - [ ] Ensure diagrams/screenshots linked correctly
  - [ ] Add "View on Website" link (to agenticgovernance.digital)

- [ ] Create paper summary
  - [ ] File: `docs/SUMMARY.md`
  - [ ] Abstract + key findings
  - [ ] Link to full paper
  - [ ] Link to website version

### 4.7 License & Legal

- [ ] Verify LICENSE file
  - [ ] Apache 2.0 text complete
  - [ ] Copyright year: 2025
  - [ ] Copyright holder: [TBD - discuss with user]

- [ ] Add license headers to code
  - [ ] All .js files get Apache 2.0 header comment
  - [ ] Include copyright notice
  - [ ] Include license reference

- [ ] Create NOTICE file
  - [ ] List any third-party code used
  - [ ] Acknowledge dependencies
  - [ ] Trademark disclaimers (if needed)

### 4.8 Testing & Validation

- [ ] Code examples run check
  - [ ] Install dependencies: `npm install` (if package.json created)
  - [ ] Run each example: `node examples/hooks/pre-tool-use-example.js`
  - [ ] Verify: No errors, expected output
  - [ ] Fix any broken examples

- [ ] Documentation link check
  - [ ] Check all internal links work
  - [ ] Check all external links valid
  - [ ] Update broken links

- [ ] Anonymization verification
  - [ ] Search for: "tractatus" (case insensitive) - should only be in repo name/title
  - [ ] Search for: "/home/theflow" - should be 0 results
  - [ ] Search for: "sydigital" - should be 0 results
  - [ ] Search for: "mongodb://localhost:27017/tractatus_dev" - should be 0 results
  - [ ] Search for: "agenticgovernance.digital" - only in research paper references, not code
  - [ ] If any found, anonymize and re-check

### 4.9 Repository Publication

- [ ] Initial commit
  - [ ] Stage all files: `git add .`
  - [ ] Commit: `git commit -m "Initial release: Tractatus Framework v1.0 - Architectural patterns for AI governance"`
  - [ ] Tag: `git tag -a v1.0 -m "Version 1.0: Initial research release"`
  - [ ] Push: `git push origin main --tags`

- [ ] GitHub repository settings
  - [ ] Add topics: ai-governance, ai-safety, development-tools, research
  - [ ] Set homepage: Link to agenticgovernance.digital research page
  - [ ] Enable issues
  - [ ] Enable discussions (optional)
  - [ ] Add description
  - [ ] Add social preview image (if created)

- [ ] Create GitHub release
  - [ ] Release v1.0
  - [ ] Title: "Tractatus Framework v1.0 - Initial Research Release"
  - [ ] Description: Summary from research paper abstract
  - [ ] Attach: Research paper PDF
  - [ ] Publish release

- [ ] Update website with GitHub link
  - [ ] Add GitHub link to research page on agenticgovernance.digital
  - [ ] Add "View Code Examples" button
  - [ ] Deploy update

**Phase 4 Completion Criteria**:
- [ ] Repository public and accessible
- [ ] All code anonymized (0 website specifics)
- [ ] Documentation complete
- [ ] Examples run successfully
- [ ] License correct
- [ ] Research paper included
- [ ] GitHub release published

---

## Phase 5: Blog Post (Optional)

**Objective**: Write accessible blog post summarizing research for general audience

**Dependencies**: Phase 2, 3, 4 complete
**Estimated Duration**: 1 session
**Completion Criteria**: Blog post published, links to research paper, factually accurate

### 5.1 Blog Post Drafting

- [ ] Create draft
  - [ ] File: `docs/blog-drafts/tractatus-framework-research-announcement.md`
  - [ ] Target length: 800-1200 words
  - [ ] Tone: Accessible, humble, factual
  - [ ] Audience: Developers, AI researchers, general tech audience

- [ ] Structure
  - [ ] Hook: Governance fade problem (with relatable example)
  - [ ] Approach: Architectural enforcement concept
  - [ ] What we built: Brief overview
  - [ ] What we learned: Key findings + limitations
  - [ ] What's next: Future research
  - [ ] How to engage: Link to paper, GitHub, website
  - [ ] Call to action: Replicate, validate, contribute

- [ ] Content requirements
  - [ ] No fabricated claims
  - [ ] Honest limitations stated
  - [ ] Links to full research paper
  - [ ] Links to GitHub repository
  - [ ] Links to website documentation
  - [ ] Contact/feedback mechanism

### 5.2 Blog Post Validation

- [ ] Run prohibited terms checker
  - [ ] Execute: `node scripts/check-prohibited-terms.js docs/blog-drafts/tractatus-framework-research-announcement.md`
  - [ ] Fix violations
  - [ ] Re-check until clean

- [ ] User review
  - [ ] Submit for approval
  - [ ] Incorporate feedback
  - [ ] Final approval

### 5.3 Blog Post Publishing

- [ ] Prepare for blog system
  - [ ] Add to blog posts collection in MongoDB
  - [ ] Set status: draft
  - [ ] Set category: research
  - [ ] Add tags: ai-governance, research, framework
  - [ ] Add author information

- [ ] Publish
  - [ ] Set status: published
  - [ ] Verify appears on blog page
  - [ ] Test all links
  - [ ] Share link with user

**Phase 5 Completion Criteria**:
- [ ] Blog post published (if doing this phase)
- [ ] OR Phase 5 skipped (document decision)

---

## Phase 6: Launch & Dissemination

**Objective**: Make research publicly available and invite community engagement

**Dependencies**: Phases 2, 3, 4 complete
**Estimated Duration**: 1 session
**Completion Criteria**: Research accessible, community informed, feedback channels established

### 6.1 Pre-Launch Checklist

- [ ] Website verification
  - [ ] Research page live: https://agenticgovernance.digital/docs.html
  - [ ] Document loads correctly
  - [ ] PDF downloads correctly
  - [ ] Cards navigate correctly
  - [ ] Images render correctly
  - [ ] Mobile responsive

- [ ] GitHub verification
  - [ ] Repository public: https://github.com/[ORG]/tractatus-framework
  - [ ] README displays correctly
  - [ ] Code examples accessible
  - [ ] Research paper accessible
  - [ ] License correct
  - [ ] Issues enabled

- [ ] Quality checks
  - [ ] All links work (internal + external)
  - [ ] No broken images
  - [ ] No 404 errors
  - [ ] No typos in key sections
  - [ ] Contact information correct

### 6.2 Community Announcement

- [ ] Draft announcement text
  - [ ] For: GitHub Discussions / Issues
  - [ ] Content: Brief intro + link to research + invitation to replicate
  - [ ] Tone: Humble, inviting feedback, acknowledging limitations

- [ ] Create discussion threads (optional)
  - [ ] GitHub Discussions: "Questions & Feedback"
  - [ ] GitHub Discussions: "Replication Attempts"
  - [ ] GitHub Discussions: "Related Work"

### 6.3 Feedback Channels

- [ ] GitHub Issues templates
  - [ ] Bug report (for code examples)
  - [ ] Feature request (for patterns)
  - [ ] Research question
  - [ ] Replication report

- [ ] Contact mechanism
  - [ ] Email address for research inquiries
  - [ ] GitHub username for technical questions
  - [ ] Document in README and research paper

### 6.4 Citation & Attribution

- [ ] Create CITATION.cff
  - [ ] File format: Citation File Format
  - [ ] Authors, title, year, URL
  - [ ] DOI (if available)
  - [ ] Recommended citation format

- [ ] BibTeX entry
  - [ ] Add to README
  - [ ] Add to research paper
  - [ ] Format for easy copying

### 6.5 Monitoring & Maintenance

- [ ] Set up monitoring
  - [ ] GitHub stars/forks tracking
  - [ ] Issue response plan
  - [ ] Website analytics (if available)

- [ ] Maintenance plan
  - [ ] Who responds to issues?
  - [ ] How often to check?
  - [ ] Update policy (bug fixes vs new research)

**Phase 6 Completion Criteria**:
- [ ] Research publicly accessible
- [ ] Community can engage (issues, discussions)
- [ ] Feedback channels established
- [ ] Citation information provided
- [ ] Monitoring in place

---

## Final Verification Checklist

**Before marking project complete, verify ALL items:**

### Research Integrity

- [ ] Every statistic has documented source
- [ ] No fabricated timelines or data
- [ ] Limitations explicitly stated in all contexts
- [ ] Anecdotal nature acknowledged
- [ ] No overclaiming effectiveness or maturity
- [ ] Uncertainty estimates documented

### Anonymization

- [ ] No website-specific code in GitHub repo
- [ ] No business logic or proprietary information
- [ ] No internal file paths (/home/theflow/projects/tractatus)
- [ ] No project-specific database connections
- [ ] No references to other projects (sydigital, family-history)
- [ ] Generic patterns only

### Quality

- [ ] Prohibited terms check passed (0 violations)
- [ ] CSP check passed (if HTML content)
- [ ] All links work
- [ ] All images render
- [ ] All code examples run
- [ ] Mobile responsive
- [ ] Accessibility compliant

### Publication

- [ ] Research paper on website
- [ ] GitHub repository public
- [ ] Blog post published (if doing)
- [ ] Community informed
- [ ] Feedback channels active

### User Approval

- [ ] User approved research paper
- [ ] User approved GitHub content
- [ ] User approved publication plan
- [ ] User approved any blog post

---

## Progress Tracking

**Current Phase**: Phase 0
**Last Updated**: 2025-10-25
**Next Milestone**: Complete Phase 0 (Framework Testing & Validation)

### Phase Completion Status

- [ ] Phase 0: Preparation & Validation
- [ ] Phase 1: Metrics Gathering & Verification
- [ ] Phase 2: Research Paper Drafting
- [ ] Phase 3: Website Documentation
- [ ] Phase 4: GitHub Repository Preparation
- [ ] Phase 5: Blog Post (Optional)
- [ ] Phase 6: Launch & Dissemination
- [ ] Final Verification

---

## Notes & Decisions

### Decision Log

**[2025-10-25]**: Created detailed implementation plan
- Expanded RESEARCH_DOCUMENTATION_PLAN.md into granular phased tasks
- 6 phases with 100+ specific checkboxes
- Each task has clear success criteria
- Dependencies mapped
- Source verification required for all metrics

### ~~Open Questions for User~~ ✅ ANSWERED (2025-10-25)

1. **Timeline**: ✅ ASAP with focus, professionalism, framework compliance
2. **Publication urgency**: ✅ Working Paper v0.1 (preliminary, validation ongoing)
3. **Blog post**: ✅ Required (Phase 5 mandatory)
4. **GitHub organization**: ✅ https://github.com/AgenticGovernance/tractatus-framework
5. **Authors**: ✅ John G Stroh (Apache 2.0 copyright)
6. **Contact**: ✅ research@agenticgovernance.digital
7. **Scope**: ✅ Development-time ONLY (separate runtime paper later)
8. **Audience**: ✅ Practitioners/developers
9. **GitHub visibility**: ✅ README badge, exploratory research note, links to paper on website + GitHub
10. **Validation**: ✅ Stress ongoing validation, data forthcoming within weeks

### Risk Items

- **Phase 1**: Metrics gathering may reveal gaps in source documentation
- **Phase 2**: Research paper writing is time-intensive (2-3 sessions estimate)
- **Phase 3**: Website deployment may encounter technical issues
- **Phase 4**: Anonymization requires careful review to avoid leaking specifics
- **Phase 6**: Community response unpredictable

---

## License

This planning document: Apache 2.0
Research output: Apache 2.0
Code examples: Apache 2.0

---

**Document Status**: Active (v1.1)
**User Review**: ✅ Approved 2025-10-25
**Current Phase**: Phase 0 (Preparation & Validation)
**Next Action**: Begin Phase 0 - Framework testing and validation
