Rule: When a Q-locking decision OR A-N amendment OR scorecard outcome creates a richard-task as a downstream commitment, the task must IMMEDIATELY be either:
(a) CONFRONTED with kill-condition + concrete next-action + reconsideration trigger — and ideally spike-validated within ½-1 day before being committed as Phase-1 build budget;
(b) EXPLICITLY DEFERRED with reason + reconsideration trigger (e.g. “Year-2+ when X” or “after S{N} outcome known”) so the deferral itself is a documented decision, not a silent indefinite hold;
(c) CHALLENGED — does this task actually need to exist? Was it auto-created as a side-effect of the lock decision rather than as a genuinely-needed downstream action?
If a task can’t survive (a)/(b)/(c), do NOT create it. If task is genuinely needed AND requires Rich-decision-now, surface as a decision-question in the lock cascade rather than parking as an obligation.
Why: Per Rich-directive 2026-05-02T~14:00 BST: “i am not comfortable with critical tasks being created automatically for me. my preference is that these matters are confronted immediately.”
The pattern that triggered this codification (richard-tasks 219-222, created during ζ-Q2 ξ.+ aspirational uplift A-130 on 2026-05-02T05:20 BST):
| richard-task | Auto-created scope | Confronted on 2026-05-02T~14:00 | Confronted outcome |
|---|---|---|---|
| #219 Cedar Analysis Phase-1 CI integration | ~3wk Phase-1 build | viability spike S2.10 dispatched | TBC |
| #220 Catala formal-verification test-suite Phase-1 | ~4wk; “25-statute corpus” | scope-mismatch with S8 surfaced | DEFERRED until S4+S5+S8 outcomes known |
| #221 Standards-track engagement Phase-1 (OASIS) | ~2wk + ongoing | no specific TC named | DROPPED — Year-2/3 reconsideration |
| #222 ICAIL 2027 Singapore paper draft | ~3wk | no topic / co-author / deadline confirmed | DROPPED — defer to ICAIL 2029 |
Net-net: 4 auto-created tasks → after confrontation, 1 spike-tested + 1 scope-pending + 2 dropped. ~£15-20K Phase-1 build budget recovered. Without confrontation, all 4 would have lingered as obligations consuming Phase-1 capacity Rich hadn’t actively signed up for.
The cross-Q pattern (multiple Q closures auto-created tasks similarly):
- ζ-Q1 κ.θ → tasks 205-208 (utility-tree authoring + AHP session + ASR scenarios + BEA fitness functions)
- ζ-Q2 ξ.η → tasks 209-212 (graph-RAG Phase-1 substrate spike + Year-2+ roadmap update + Phase-1 cost re-baseline + R-042 risk register update)
- ζ-Q3 ε.ε → tasks 213-215 (CCO IRI verification + commit-SHA pinning + 9 i-ζ LinkML class authoring + PensionAsset Year-2+ deferral)
- ζ-Q4 ω.η → tasks 216-218 (vendor Prudhomme alignment file + author 2 NEW SSSOM TSV rows + update iri-verify CI gate spec)
- ζ-Q2 ξ.+ → tasks 219-222 (the trigger; confronted 2026-05-02T~14:00)
All five clusters were auto-created without per-task kill-condition + next-action validation. Retroactive review of 205-218 is in scope post-codification.
How to apply:
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At Q-locking time — when a scorecard outcome locks an option, the lock cascade includes “richard-tasks surfaced”. For EACH task surfaced, immediately apply the (a)/(b)/(c) check. If the task survives (a) — confronted with kill-condition + next-action — author it. If only survives (b) — explicit deferral — author with the deferral reason inline. If fails both AND fails (c) challenge — DON’T create it.
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At A-N amendment time — same discipline. The amendment row includes “NEW richard-tasks” — each must have been confronted at lock-time. The amendment row should cite the confrontation evidence.
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For aspirational uplifts (A-130-style) — these are particularly risky for the auto-create-without-confront pattern because the uplift’s “Phase-1 commitments” can each spawn a 3-4wk obligation. Confront EACH leg of the uplift separately at uplift-lock time, not just the uplift as a whole.
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Retroactive cleanup — when this rule is triggered for the first time (today), retroactively review existing richard-tasks created before the rule was in force. Apply (a)/(b)/(c) to each. Drop / defer / scope-down as appropriate.
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Spike-validation as concrete next-action — for tasks that need ~3-4wk Phase-1 build to deliver, a ½-1 day pre-commit viability spike often saves 80%+ of the budget by either confirming viability cheaply or surfacing kill-conditions before commit. S2.10 Cedar Analysis confrontation spike is the canonical example.
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Decision-question surfacing for Rich-actions — for tasks that genuinely need a Rich-decision (e.g. “which OASIS TC?”), surface as decision-question in the lock cascade rather than parking as task. Tasks accumulate; decisions get made.
Boundary tests (when this rule fires STRONGLY):
- ✓ Q-locking decisions creating Phase-1 build commitments
- ✓ Aspirational uplifts (A-130-style) with 2+ implementation legs
- ✓ Architecture-options scorecards where chosen option has multi-week downstream work
- ✓ Acquirer-DD-narrative-load-bearing tasks (Cedar Analysis, formal-verification, standards-track)
Boundary tests (when this rule does NOT apply):
- ✓ Genuinely operational tasks (e.g. “send Stripe invoice”, “schedule MLP call”) — these are simple Rich-actions, not multi-week build commitments
- ✓ One-off corrections / cleanups surfaced during /review-plan or audit
- ✓ Tasks already in-flight (someone is doing them) — only auto-creation is the issue
Codification trigger: Rich-directive 2026-05-02T~14:00 BST: “i am not comfortable with critical tasks being created automatically for me. my preference is that these matters are confronted immediately. richard-tasks 219-222 are best dealt with immediately”. Acted on by:
- #221 + #222 DROPPED (Year-2/3 reconsideration; defer to ICAIL 2029)
- #220 DEFERRED (decision pending until S4+S5+S8 outcomes known)
- #219 → S2.10 viability spike dispatched
- New rule codified (this memory)
- Retroactive review of 205-218 scheduled
Related memories:
feedback_surface_alternatives_before_collapsing_synthesis_to_baseline.md— analogous “confront at decision time, not later” discipline applied to spike kill-conditionsfeedback_logging_contract_closure_within_same_session.md— analogous “act immediately, not later” discipline applied to T-file authoringfeedback_v2_ik_ias_build_plan_sovereign.md— “do not rush or reorder Phase-1” discipline; this rule complements by preventing auto-created Phase-1 obligations that haven’t been validated
Forward integration:
- Refined-prompt v3.6 → v3.7 candidate: add Step 13 — “RICHARD-TASKS CONFRONTATION DISCIPLINE — at Q-locking time, every NEW richard-task surfaced must immediately have kill-condition + concrete next-action + reconsideration trigger. If unable, drop the task or defer with reason. Surface decision-questions for Rich-actions rather than parking as tasks.”
- Plan §1.7 cross-cutting disciplines — add this as 4th codified discipline alongside universal-production-pipeline-sequence + alternatives-first + logging-contract-within-session.
- Q-locking cascade pattern: amendment row should cite richard-task confrontation evidence per task.