diff --git a/docs/internal/diagnostics.md b/docs/internal/diagnostics.md
index 583f37a..3eb27a1 100644
--- a/docs/internal/diagnostics.md
+++ b/docs/internal/diagnostics.md
@@ -32,7 +32,10 @@ digests, requested module, lookup decision, materialization action, validation
 decision, and publication decision. Its closed decision values make failures
 and recoverable invalid records inspectable without serializing plan ranges,
 annotations, source content, reference content, prompts, model responses, or
-raw invalid-file bytes.
+raw invalid-file bytes. Lookup reasons are derived only from the lookup status:
+`stored chunk plan is valid`, `chunk plan not found`, `stored chunk plan is
+invalid`, or `chunk plan lookup skipped`. Store-provided reasons and malformed
+record details never enter this artifact.
 
 JSON methods indent their payload and append a newline. All artifact writes use
 a temporary file in the target directory, apply the requested permissions, and
diff --git a/docs/internal/modules.md b/docs/internal/modules.md
index 2823998..39344ea 100644
--- a/docs/internal/modules.md
+++ b/docs/internal/modules.md
@@ -71,7 +71,8 @@ Chunkers implement `contracts.Chunker.Plan`. A plan identifies ordered source
 unit ranges and may carry optional namespaced JSON annotations; it does not
 contain materialized chunk content. The framework canonicalizes annotations,
 validates ranges against the current source, and materializes chunk IDs,
-indexes, references, content, units, and generic metadata. Annotation
+indexes, references, content, units, and generic metadata. Materialized source
+unit metadata is independently owned. Annotation
 namespaces remain optional data: generic framework code and downstream modules
 must not require D&D scene annotations or import `dnd/scenes`.
 
diff --git a/docs/internal/overview.md b/docs/internal/overview.md
index ab15e7f..9b8651b 100644
--- a/docs/internal/overview.md
+++ b/docs/internal/overview.md
@@ -34,7 +34,7 @@ normalize continuations that may overlap across lanes.
 | `internal/core/artifacts` | Run-manifest and provenance models. |
 | `internal/core/config` | Defaults, YAML parsing, environment overrides, validation, redaction, and effective pipeline resolution. |
 | `internal/core/diagnostics` | Scoped run directories, diagnostics writers, atomic writes, and retention decisions. |
-| `internal/core/source` | Generic source documents, units, chunks, canonical references, lookup, validation, and deterministic source digests. |
+| `internal/core/source` | Generic source documents, units, chunks, canonical references, validation, deterministic source digests, and independent metadata materialization. |
 | `internal/core/workspace` | Effective workspace settings, confined paths and writes, and checkpoint identity and manifest models. |
 
 ## Framework Packages
diff --git a/docs/internal/pipeline.md b/docs/internal/pipeline.md
index b9cd133..4e62f26 100644
--- a/docs/internal/pipeline.md
+++ b/docs/internal/pipeline.md
@@ -214,7 +214,10 @@ Plan canonicalization requires canonical JSON annotations, a matching source
 digest, at least one range, existing ordered boundaries, and increasing range
 starts. Ranges may overlap or leave gaps; a chunker may impose stricter policy.
 Materialization deterministically reconstructs each range from the current
-source document and copies annotations without interpreting their namespaces.
+source document, deep-clones JSON-shaped source-unit metadata, and copies
+annotations without interpreting their namespaces. Materialized chunks and
+separate materializations do not share mutable unit metadata; unsupported or
+cyclic metadata fails materialization with context.
 
 Before lane execution, generic chunk validation checks the materialized chunks'
 identities, order, source references, content, media type, units, and metadata.
diff --git a/docs/operations.md b/docs/operations.md
index 15a8345..6509bc3 100644
--- a/docs/operations.md
+++ b/docs/operations.md
@@ -97,6 +97,11 @@ an `auto` run regenerates and atomically replaces it only after validation
 succeeds. Delete an exact cache root or digest directory only when regeneration
 cost is acceptable.
 
+The configured root is the cache trust boundary. An operator-supplied root path
+may itself resolve through a symlink, but cache-owned digest directories and
+plan files must be real directory and regular-file entries. Links or other
+unexpected entry types are rejected rather than followed.
+
 Publication uses atomic replacement. Concurrent readers observe a complete old
 or new plan, and concurrent writers leave one complete valid winner; there is
 no history, lock protocol, or rollback facility. Do not share a cache root
diff --git a/docs/roadmap/adr0005.md b/docs/roadmap/adr0005.md
index 2e17f80..9933bf6 100644
--- a/docs/roadmap/adr0005.md
+++ b/docs/roadmap/adr0005.md
@@ -1,9 +1,8 @@
 # ADR-0005 Feature Roadmap
 
-This roadmap defines the intended end state for
-[ADR-0005](../adr/0005-cache-canonical-chunk-plans-by-source.md). The feature
-is not implemented. The ordered coding work belongs in the
-[implementation plan](implementation.md).
+This roadmap records the implemented target state for
+[ADR-0005](../adr/0005-cache-canonical-chunk-plans-by-source.md). The
+[implementation record](implementation.md) preserves the completed work.
 
 ## Intent
 
@@ -156,11 +155,11 @@ This feature does not provide:
 
 ## Completion Outcomes
 
-The feature is complete when independent runs over the same canonical source
+**Achieved.** Independent runs over the same canonical source
 reuse byte-stable materialized chunks across pipeline, lane, reference,
 chunk-module, and LLM configuration changes; bypass and refresh obey their
 documented state semantics; provenance identifies the effective producer;
 legacy chunk checkpoints cannot compete with plan reuse; and all focused,
-integration, compatibility, CLI, and repository-wide validation passes. The
+integration, compatibility, CLI, and repository-wide validation pass. The
 configuration and operations references must also document both the per-user
 default and the recommended system-wide Linux setting.
diff --git a/docs/roadmap/implementation.md b/docs/roadmap/implementation.md
index 279d8bb..d2b7e7c 100644
--- a/docs/roadmap/implementation.md
+++ b/docs/roadmap/implementation.md
@@ -5,10 +5,11 @@ This document records the implementation of the target state in
 [ADR-0005](../adr/0005-cache-canonical-chunk-plans-by-source.md).
 
 Stages 1 through 8 summarize the completed initial implementation. Stages 9
-through 12 track pending remediation identified by the post-implementation
-review. Current behavior is documented in the canonical references linked from
-[Development](../development.md); those references must not describe the Stages
-9 through 12 target state until the corresponding stage is complete.
+through 12 record remediation identified by the post-implementation review and
+retain their individual completion status. Current behavior is documented in the
+canonical references linked from [Development](../development.md); those
+references must not describe a remediation target state until its corresponding
+work is complete.
 
 ## Execution Rules