Phase 1 Option G+ audit COMPLETE — methodological lessons + outcome summary
§1 — Outcome (numbers)
Phase 1 audit period: Sunday 26 April 2026 (D-9 / D-10 / D-11 closed) + Monday 27 April 2026 (D-12 through D-18 closed in single session).
9 decisions adjudicated (D-9 through D-18); 9-of-9 Rich-confirms:
| Decision | Outcome | Amendment | Commit | Effect |
|---|---|---|---|---|
| D-9 Apache scope expansion | DEFER | (none) | e6e7a96 | Sovereignty discipline reinforced |
| D-10 Wills↔Probate seam visibility | AUTHOR | (visibility doc) | ecc0d95 | Wills↔Probate seam locked |
| D-11 Q3+Q4 RE-VERIFY | CONFIRM-BOTH | (none) | f5970fc | Module structure stable |
| D-12 Probate Alloy pull-forward | PULL-FORWARD-PHASE-1-5 | A-118 | 3224911 | Probate-Alloy layered formal verification |
| D-13 OwnershipBasis | PROMOTE | A-119 + scheme #20 | 97d1b25 | OwnershipBasis #22 |
| D-14 IHTReferenceState | PROMOTE | A-120 + scheme #21 | 1b4d377 | IHTReferenceState #23 |
| D-15 EstateAccounts | PROMOTE | A-121 + scheme #22 | bae36d0 | EstateAccounts #24 |
| D-16 AssentEvent | PROMOTE | A-122 + scheme #23 | 8eb8785 | AssentEvent #25 (2nd 3-module-bridge paralleling A-98) |
| D-17 IAS Tier-3 architectural-asymmetry | HYBRID | A-123 (methodology) | 49d5471 | IAS forward-looking Tier-3-primary A-numbers |
| D-18 Phase-1.5 stress-test reordering | OPTION-C | A-124 (sequencing) | (this commit) | Module-by-module + per-module 3-rule MVP |
Net outcome:
- 7 substantive A-numbered amendments registered (A-118 + A-119 + A-120 + A-121 + A-122 + A-123 + A-124)
- 4 cross-module primitives added (#22 OwnershipBasis + #23 IHTReferenceState + #24 EstateAccounts + #25 AssentEvent); cross-module primitive count 21 → 25 (+4)
- 4 SKOS classifier schemes added (#20 OwnershipBasisScheme + #21 TaxReferenceTypeScheme + #22 EstateAccountSectionScheme + #23 AssentTypeScheme); SKOS classifier count 19 → 23 (+4)
- 3 visibility/methodology updates: Wills↔Probate seam articulation v1.0 → v1.2; IAS state v1.1 → v1.2; ARCHITECTURE-STATE-INDEX v1.0 → v1.1
- Tier 1 arch-state: v2.71 → v2.78 (7 minor-bumps); amendment_registry_version v2.24 → v2.31
- Phase-1.5 cell count: 189 → ~215-236 (+26-47; ~14-25% increase); still within original 4-6 weeks Phase-1.5 budget
- Module count unchanged at 9; A-43 VC distribution unchanged at 10; A-21 CI gate count unchanged at 19 (gate 20 spec’d for A-118 + A-NEW-22 pending Phase-1.5 wire-in)
- 1 NEW locked discipline:
feedback_display_numbers_in_scorecards(locked Monday 27 April 2026; sharpening offeedback_always_display_full_scorecard)
§2 — Methodological lessons (for future audit phases + future scorecard work)
Lesson 1: Numerical scoring matrix discipline surfaces stalls + ties that verbal reasoning hides
Trigger: Rich locked feedback_display_numbers_in_scorecards Monday 27 April 2026 same-turn as D-13 close, after D-12 + D-13 docs lacked numerical matrices. Applied to D-14 onwards.
Concrete lesson: D-14 IHTReferenceState scored 0pp tie A-vs-C at 80% in numerical matrix; without the matrix, the tie would have been invisible and Option A would have been recommended on verbal-reasoning-only basis. Numerical matrix forced a feedback_reframe_beats_reweight reframe via Probate-Alloy + A-115 precedent + discoverability. Reframe carried A.
Discipline value: every forthcoming scorecard MUST include explicit numerical scoring matrix (per-option × per-criterion 0-5; weighted sum; margin to second-best; sensitivity perturbations). Verbal reasoning + trade-off tables alone are NOT sufficient.
Lesson 2: Recalculation post each Rich-confirm strengthens subsequent decisions (precedent compounds)
Concrete lesson: D-13 OwnershipBasis recalc post-D-12 strengthened by Phase-1.5 cell-count expansion (+7-14 cells from A-118 created headroom for OwnershipBasis 8-jurisdiction stress-test cells). D-14 recalc post-D-13 strengthened by D-13’s promotion-pattern precedent (5-module reach passed bar). D-15 recalc post-D-14 strengthened by D-13 + D-14 just-locked dependencies (capital section splits + tax section IHTReferenceState reference). D-16 recalc post-D-15 STRENGTHENED MOST (4-Barlow-primitives convergence + A-98 parallel + Probate-Alloy distribute_bequest clean EFFECT — strongest A-win 92.5%).
Discipline value: per feedback_decision_analysis_one_at_a_time, recalculate from scratch based on Rich’s actual answers (not the projected answers). Recalculation isn’t ceremonial — it MATERIALLY strengthens subsequent decisions because each Rich-confirm becomes evidence/precedent for the next.
Lesson 3: Reframe per feedback_reframe_beats_reweight works at narrow-margin AND wide-margin
Concrete lesson: D-14 reframe (narrow-margin 0pp tie A-vs-C → reframe via Probate-Alloy precedent + A-115 + discoverability tie-broke A). D-18 reframe (wide-margin: original “3-rule MVP vs 10-rule corpus” framing recast inside feedback_first_vertical_slice_symmetric_2026_04_24 discipline → Option C “Module-by-module + per-module 3-rule MVP” surfaced as genuinely better path; 10pp margin C-vs-B; sensitivity 7-of-7).
Discipline value: reframe isn’t only a tie-break tool. When the original framing is structurally incomplete OR violates a binding discipline, reframe surfaces a better option even at wide-margin. Test: would a reframed option score materially better on the criteria? If yes, surface the reframe.
Lesson 4: Margin honesty needed for ties AND clean wins
Concrete lesson: D-14 0pp tie reframed (margin honesty surfaced the reframe need); D-15 10pp clean win (margin honesty noted “this is the cleanest A-win”); D-16 15pp strongest win (margin honesty noted “strongest A-win of the 4 Barlow primitives”); D-17 15pp clean win (margin honesty noted “C HYBRID wins decisively”); D-18 10pp clean win (margin honesty noted “no reframe needed; C IS the reframe option”).
Discipline value: per feedback_weak_criteria_to_avoid_in_scorecards 5-test checklist (scarcity / clean-break / double-counting / temporal-mismatch / effect-size), margin honesty applies regardless of size. Document margin tightness OR margin clarity in every scorecard.
Lesson 5: Discipline-priority sequencing — methodology-last anti-pattern
Concrete lesson: D-17 IAS Tier-3 architectural-asymmetry is methodology-only; it correctly came AFTER D-13/14/15/16 substantive primitive promotions per feedback_scorecards_one_at_a_time_optimal_sequence anti-pattern: “methodology-last — decisions about methodology/process typically come last so they don’t contaminate current adjudication.”
Discipline value: when sequencing decisions in a multi-decision audit, methodology-only decisions go LAST. Substantive primitive/schema decisions go first. D-17 (IAS A-number convention) correctly came after D-13/14/15/16 (4 cross-module primitive promotions). D-18 (sequencing convention) correctly came after all primitive promotions (depends on cell-count picture).
Lesson 6: Tier 2 InheritKit precedent unlocks Tier 3 IAS HYBRID convention
Concrete lesson: D-17 reframed via Tier 2 InheritKit precedent — Tier 2 already uses same A-N sequence flagged “T2-primary” per Tier 2 state §10 (“Total Tier 2 entries: 18 (10 primary; 8 cross-tier-referenced from Tier 1)”). HYBRID convention generalises Tier 2’s pattern to Tier 3 IAS for structural symmetry.
Discipline value: when an architectural-asymmetry surfaces, look for an existing precedent in a sibling tier/area. Often the precedent is the answer. Future-extensibility test: does the convention scale to 4th tier? (Yes for HYBRID — same pattern applies to consumer-facing brand state files when they emerge.)
Lesson 7: Phase-1.5 cell count grows naturally with primitive promotions
Concrete lesson: 4 Barlow primitives + 1 Probate-Alloy added 26-47 Phase-1.5 cells (+14-25% from 189 baseline) → ~215-236 cells. Each primitive promotion adds proportional Phase-1.5 stress-test cells (8-jurisdiction or 8-jurisdiction × scheme-leaves). Phase-1.5 budget (4-6 weeks) holds because per-module phasing per Option C distributes cleanly (3-7 days/module × 9 modules = 4-9 weeks; lean-end fits).
Discipline value: Phase-1.5 cell count is an emergent metric — track it after each substantive amendment. Per feedback_loc_not_significant_metric, framed as Gate 1/2/3 structural-completeness uplift not LOC budget. The cell count tells you whether Phase-1.5 budget is at risk.
§3 — Phase 2 audit kickoff (next)
After D-18 lock, Phase 2 of the Option G+ audit begins:
Phase 2 task: re-score Option G+ vs B/C/D/F using the sharpened 17-criterion frame from
criteria-frame-sharpened.mdv1.0, applying the locked disciplinefeedback_display_numbers_in_scorecards.
Predicted Phase 2 outcome per criteria-frame-sharpened.md §4 prediction: G+ overtakes F by ~9pp in the 17-criterion academic frame (G+ moves from 65/80 81% → ~75/85 88%; F drops 67/80 84% → 67/85 79%; commercial-scorecard lead G+ 84% vs F 50% likely widens further).
Phase 2 will produce actual numbers under the locked numerical-scoring discipline. Predicted outcome is guidance, not pre-locked answer.
§4 — Memory cross-references
feedback_decision_analysis_one_at_a_time— one-at-a-time discipline operated correctly across all 9 decisionsfeedback_scorecards_one_at_a_time_optimal_sequence— methodology-last sequencing operated correctlyfeedback_display_numbers_in_scorecards— NEW (Monday 27 April 2026; sharpening offeedback_always_display_full_scorecard)feedback_actively_use_t_files_in_scorecard_authoring— verbatim quotes used in every decision docfeedback_reframe_beats_reweight— reframe applied at D-14 (narrow-margin) AND D-18 (wide-margin)feedback_weak_criteria_to_avoid_in_scorecards— 5-test checklist applied; margin honesty in every docfeedback_introduction_module_rule— Core fallback for cross-cutting concepts; D-13/14/15/16 all promoted via this rulefeedback_first_vertical_slice_symmetric_2026_04_24— binding discipline ruled out E&W-first sequencing in D-18feedback_v2_ik_ias_build_plan_sovereign— boundary test applied to every decisionfeedback_loc_not_significant_metric— framed Phase-1.5 expansion as Gate 1/2/3 structural-completeness upliftfeedback_architecture_state_file_discipline— refined by D-17 HYBRID conventionproject_law_vs_practice_split— invoked by D-15 EstateAccounts (statutory skeleton goes Apache; practitioner tooling goes InheritKit)project_round_5_gold_2026_04_25— IAS £25-40m UK Y3 ARR opportunity (referenced as IAS commercial-moat-affecting criterion in D-17)