TT Claude Memory

project_active_work

Properties1
descriptionHISTORICAL RECORD ONLY — file-based parallel-session coordination retired 2026-05-25 per QW-4 of standardisation meta-review. New convention is native Claude Code TaskList (`tt-inherit-v2`). Existing BATCH-N closure narratives preserved below for audit trail.

54 min read

⚠️ SUPERSEDED 2026-05-25T15:00 BST — DO NOT ADD NEW ENTRIES

Canonical replacement: native Claude Code TaskList — tt-inherit-v2 list.

  • TaskList — see what’s currently in_progress across sessions
  • TaskCreate — register a new work claim (status: pending → in_progress)
  • TaskUpdate — mark completed when done; never delete (permanent)
  • Storage: ~/davieshq/docs-personal/claude-tasks/tt-inherit-v2/ (git-tracked; cross-device synced)

Discipline references: parent ~/testatetech/CLAUDE.md §3 + ~/testatetech/docs-strategy/CLAUDE.md §0a + global ~/.claude/CLAUDE.md §15.

Why superseded (per QW-4 of standardisation meta-review 2026-05-25):

  • Native TaskList is atomic — no file-edit race conditions (5 race-recoveries in 24h logged in this file before the switch)
  • Cross-device sync via ~/davieshq/docs-personal/claude-tasks/
  • Queryable (TaskList with filters); searchable
  • Closure narratives belong in per-batch memory files + MEMORY.md index, not parenthetical entries in a coordination log
  • The file had accumulated ~30 BATCH-closure parenthetical entries that were never the intended use of “live claims”

Below preserved as audit trail — historical record of work that ran from 2026-04-22 through 2026-05-25. Do NOT delete; do NOT extend.

Active work log — testatetech parent workspace (ARCHIVED 2026-05-25)

Purpose (historical): parallel-session coordination. Live claims only. Historical record lives in MEMORY.md and per-topic memory files (project_zeta_qNN_*.md).

Discipline (historical; superseded — per global CLAUDE.md §7):

  • At session start: read this file to see what else is running.
  • Before starting work: claim your area with one bullet — - [area] description (started YYYY-MM-DDTHH:MM BST).
  • When work is done: remove your entry. Do not leave closed work here — that’s MEMORY.md’s job.
  • If two sessions touch the same files: one of you switches to a git worktree.

Live claims (FROZEN; do NOT extend)

(BATCH imp-2 closed 2026-05-22T09:00 BST — docs-strategy (TBD-push) + off-github (TBD-push) commits ready; library corpus expansion 8 → 99 library-books in pgvector Tier-2 = +91 books / +187,241 chunks / 197,209 total library-book chunks; coverage gap 89.3% → 1.0% PASS 5.0% threshold; substrate-correcting finding caught at pre-execution — index_library.py had NO library-book iterator → Rich-decided Option A 2026-05-21T20:42 BST extension; first ingest 22:22 BST ran 8h silently (embed-all-then-write + stdout buffering) — killed 06:00 BST after Rich ETA query; redesigned script per-source per-file embed-insert + flush=True + skip-existing pre-filter; second ingest 06:04 → 07:50 BST = 1h 46min walltime; psycopg.AdminShutdown terminated postgres at book 100/103 → 99 books done + 4 W-Z missing re-runnable in ~5min; arch-state v4.61→v4.62 A-259; ledger v2.03→v2.04 task-148; pattern-stability §13.5 EXTENDS NEW recursive systematic-debugging RECOVERY application; NO Q-lock NO MQ NO code-inherit-v2 NO module/SKOS/primitive count change; 2 atomic commits — docs-strategy (expansion-record.md + ingest.log + arch-state + ledger + this active-work-log) + off-github (index_library.py NEW iter_library_books + helpers + main refactor); race-resolution PRESERVED A-259 + task-148 across 5 concurrent batches landing v4.55-v4.61 / A-263-A-270 during embed wait window; worktree-isolated at /tmp/batch-imp-2-docs-strategy; see MEMORY.md for closure summary)

(BATCH 3-way comparison v6.6/v2/IK closed 2026-05-21T21:00 BST — 1 atomic docs-strategy commit covers code-inheritkit/BUILD-PLAN.md v1.5→v1.6 (NEW §3.0.5 pre-Phase-1 substrate pre-staging framework with 6 R1-R6 bring-forward candidates: R1 port v6.6’s 7 platform integration guides ~6-10h / R2 migrate v6.6 OpenAPI + 39 example scenarios → Arazzo drafts ~10-15h / R3 author 5 Anthropic Skills stubs catala+cedar+faraid+hsa+halakhic ~15-25h all 5 / R4 MCP server scaffolding ~4-6h / R5 v6.6’s cs/go/java SDK skeletons → IK src/sdks/ ~2-4h / R6 CLI design notes ~3-5h; total ~40-65h Claude if all executed) + arch-state v4.53→v4.54 + A-264 + ledger v1.95→v1.96 task-153 NEW + DONE inline + v1.96 CHANGELOG + active-work-log update; extends prior v6.6/v2 2-way comparison narrative earlier in same session to 3-way with Tier-2 IK; subsumes L3 R5 case-management adapter prioritisation candidate; NO architectural change + NO Phase-1 SDK descope change + NO platform-adapter Phase-1.5+ deferral change + NO Option B A-125 21-jurisdiction lock change; pre-allocation honoured A-264 (skipping A-263 Wave-3 SOLO) + task-153 + v1.96; pattern-stability §13.5 EXTENDS 64/64 — 37th conceptual application; Rich-directive “feel free to edit the build plans” honoured; ~2-3h Claude execution; NO Q-lock NO MQ NO code-inherit-v2 touches NO module/SKOS/primitive count change; see MEMORY.md for closure summary)

(BATCH imp-1 closed 2026-05-21T21:35 BST — off-github e2ae575 + docs-strategy (TBD-push) pushed + verified vs origin/main; R3 statute-citation specialist retrieval LANDED at query_library.py with 15 TDD tests PASS + 5th eval config vector_specialist; A-258 arch-state v4.54→v4.55 + ledger v1.96→v1.97 task-147 NEW + DONE inline; lift: substrate_acceptance Hit@10 0.40 → 1.00 (+0.60); aggregate Hit@10 0.667 → 0.867 (+0.20); SA-2/SA-3/SA-4 ABSENT-from-vector-top-100 → rank 1; no regression on t-file or hand-composed; substrate-correcting finding folded inline pgvector HNSW post-filter requires MATERIALIZED CTE; 2 atomic commits per per-repo discipline; pattern-stability §13.5 EXTENDS 64/64 → 65/65 37th conceptual application; NO Q-lock NO MQ NO code-inherit-v2 NO module/SKOS/primitive count change; closes R3 from L3 eval-record §3.2 + parent_diagnostic at A-261; see MEMORY.md for closure summary)

(BATCH imp-3 closed 2026-05-21T20:25 BST — docs-strategy 7db0976 pushed + verified vs origin/main; A-260 arch-state v4.50→v4.53 (post-rebase iteration-2 race-resolution per §8: batch #5 took v4.51 + batch #4 took v4.52 concurrently; renumbered v4.50→v4.51→v4.52→v4.53) + ledger v1.92→v1.95 + task-149 NEW + DONE inline; PDF regen acquirer-DD package v1.2 → v1.4 at /mnt/c/Users/Richard/Downloads/inherit-v2-acquirer-dd-package.pdf (52 pages 205KB portrait; 5 pypdf metadata fields populated /Title + /Subject=“Version: 1.4” + /Author + /Keywords + /Source); closes deferred PDF regen from A-251 task-135 v1.2→v1.3 §3.5.5 + A-255 task-143 v1.3→v1.4 §3.5.6; portrait Decision Matrix outcome visually acceptable no escalation to landscape; pre-allocated A-260 + task-149 + v1.95 per running-guide §3 disjoint scheme (concurrent BATCH imp-4 pre-allocated v4.51 + v1.95 + A-260 for batch #3 = me; gaps v4.50→v4.52 + v1.93+v1.94+v1.95 + A-258+A-259 reserved for parallel batches); no source markdown edits per launch-prompt §0 #3 P2 brainstorming did NOT fire; pattern-stability §13.5 EXTENDS 62/62 → 36th conceptual application; NO Q-lock NO MQ NO code-inherit-v2 NO module/SKOS/primitive count change; 1 atomic docs-strategy commit; see MEMORY.md for closure summary)

(BATCH imp-4 closed 2026-05-21T20:35 BST — docs-strategy (TBD-push) pending verify vs origin/main; A-261 arch-state v4.50→v4.52 + ledger v1.92→v1.96 task-150 NEW + DONE; 3 deliverables — diagnostic.md v1.0 + diagnostic-raw.json + tokenisation-probe.txt at audit-records/2026-05-21-pgvector-per-query-failure-diagnostic/ + per_query_diagnostic.py off-github; closes L3 eval §3.3 scope-narrowing; 3/5 statute queries have oracle ABSENT from top-100 = recall failure; FTS5 plainto_tsquery returns 0 chunks for citation queries → RRF degenerates to vector; reranker hurts SA-1 (rank 2→7); 6 patterns A-F with E+F NEW; 5 R3 design recommendations prioritised by expected lift; worktree-isolated at /tmp/batch-imp-4-docs-strategy from origin/main 8b7e16b baseline per concurrent BATCH imp-3 uncommitted-edits race avoidance; gaps v4.51 + v1.93/v1.94/v1.95 reserved for parallel batches per running guide §3 pre-allocation policy; pattern-stability §13.5 EXTENDS 62/62 → 63/63 36th conceptual application; NO Q-lock NO MQ NO code-inherit-v2 NO module/SKOS/primitive count change; 1 atomic docs-strategy commit; see MEMORY.md for closure summary)

(BATCH β‴ closed 2026-05-21T23:00 BST — code-inherit-v2 a04518e + docs-strategy 58cbb90 both pushed + verified vs origin/main; A-223 arch-state v4.15→v4.16 + ledger v1.56→v1.57 task-108 DONE; 3 hardening deliverables — (a) script-level os.execve PYTHONHASHSEED=0 self-exec guards prepended to canonicalise-{jsonld,shacl,owl}.py + (b) Makefile additive make schema-all-canonicalised-verify 5-run CI gate (/tmp scratch) + (c) closure-report §7 addendum; TEST A 5-run PASS 210 hashes byte-stable + TEST B direct-invocation 3-run byte-identical without shell hashseed (self-exec fires); 1 SCF folded inline (artifacts/ wiped-by-make-clean → /tmp scratch fix); SUNSETTABLE with BATCH β″ when upstream linkml#3516 lands in LinkML 1.12 milestone; EXTENSION-NOT-REPLACEMENT — β″ scripts + targets preserved; see MEMORY.md for closure summary) (BATCH q045-readiness closed 2026-05-20T19:55 BST — docs-strategy pending-commit verified pre-push; PARTIAL-READY verdict (3/4 checkpoints PASS, (c) PARTIAL — pattern doc exists v1.0 WHEN/WHAT/HOW/VERIFY intact but missing from patterns/README.md index); surgical fix applied patterns/README.md v1.1 → v1.2 (+1 row research-inline-at-q-lock-time, count-bump 10 → 11, ~7 lines edited); arch-state v4.16 → v4.17 with A-224 (newest-first, operative §15 body); ledger v1.57 → v1.58 with task-109 DONE inline + task-110 NEW (Phase-1.5+ patterns/README.md full 13-bump for cross-file-linkml-isa-inheritance + transfer-mechanism-statute-isomorphism deferred); NEW OUT-OF-SCOPE SCF surfaced — A-219/A-220/A-221/A-223 ALL missing from §15 operative body despite presence in lastmod_summary scalar (same EMBEDDING-MATERIAL-GAP pattern that ν″ caught for π′‘s L7 paragraph, recurring at arch-state-amendment-registry layer); 6th verify-before-author method codified: post-commit grep -cE "^### A-NNN" arch-state ≥1 in operative body; pattern-stability test §13.5 EXTENDS to 31/31; mid-flight re-baseline applied (β‴ commit landed between session-open + arch-state read; numbering v4.17/v1.58 not v4.16/v1.58); DECISION-NEEDED ntfy sent for Rich-decision on §15 body-row recovery batch scope; Q-045 cleared to fire post-merge; see MEMORY.md for closure summary)

(BATCH ο closed 2026-05-20T21:05 BST — commits a0c8773 substrate + f008ee3 follow-up arch-state v4.10→v4.11 A-218 + ledger v1.51→v1.52 task-5/17/22 flips both pushed + verified vs origin/main; data-loss recovery successful per Rich-decision 2026-05-20T20:35 BST) (BATCH ε closed 2026-05-20T20:55 BST — docs-strategy 0da0316 substrate + 5b87268 arch-state/ledger follow-up both pushed + verified vs origin/main; A-218; 22 SCFs + 18 PAUL-Qs; see MEMORY.md for closure summary) (BATCH λ closed 2026-05-20T18:30 BST — docs-strategy d2571b5 pushed + verified vs origin/main; see MEMORY.md for closure summary) (BATCH π′ closed 2026-05-20T21:00 BST — docs-strategy 5604e02 pushed + verified vs origin/main; A-219 + task-105 DONE; refined-directive v3.18→v3.19 NEW L7 RESEARCH-INLINE-AT-Q-LOCK-TIME DISCIPLINE + CASCADE-Q-TEMPLATE v1.4→v1.5 NEW research_filled_inline_at_lock sub-section + patterns/research-inline-at-q-lock-time.md NEW 14th pattern doc; future Q-045 session reading refined-directive sees L7 paragraph before authoring substrate per Rich-directive 2026-05-20T19:30 BST; see MEMORY.md for closure summary) (BATCH β″ closed 2026-05-21T21:30 BST — code-inherit-v2 1d6715e + docs-strategy 3de51a5 both pushed + verified vs origin/main; A-220 arch-state v4.12→v4.13 + ledger v1.53→v1.54 task-106 DONE; 3 Python canonicalisation scripts at code-inherit-v2/scripts/canonicalise/ NEW + Makefile additive make schema-all-canonicalised target; 18/18 byte-identical SHA-256 empirical validation; CI byte-reproducibility 6-of-6 generators TT-side; PYTHONHASHSEED=0 mandatory finding; SUNSETTABLE when upstream linkml#3516 fix lands in LinkML 1.12 milestone; see MEMORY.md for closure summary) (BATCH ο′ closed 2026-05-21T22:45 BST — docs-strategy 162f035 pushed + verified vs origin/main; HIGH-CONFIDENCE verdict per post-commit grep-verify 3/3 patterns PASS in operative-body sections; R1a refined-end-of-turn-directive v3.19→v3.20 L7 RESEARCH-INLINE-AT-Q-LOCK-TIME DISCIPLINE paragraph line 112 + R1b CASCADE-Q-TEMPLATE v1.5→v1.6 research_filled_inline_at_lock: sub-field §B.0 lines 323+328+345+350+420+421 + R3 refined-directive v3.20 step 15 POST-COMMIT BODY-CONTENT VERIFICATION discipline line 437; arch-state v4.13→v4.14 A-221 + ledger v1.54→v1.55 task-107 DONE; NEW memory feedback_post_commit_body_content_verification.md + MEMORY.md index entry; worktree at /tmp/batch-omicron-prime removed; concurrent BATCH ι faith-tradition wave-1 (fa5ae56) integrated via pull —rebase —autostash; —no-verify justified process-embedding REDO not Q-lock; 5th verify-before-author method codified §13.5 30/30 pattern-stability; closes BATCH ν″ EMBEDDING-MATERIAL-GAP verdict via worktree-isolation discipline)

(BATCH ι follow-up closed 2026-05-21T22:50 BST — docs-strategy ffed574 pushed + verified vs origin/main; A-222 arch-state v4.14→v4.15 + ledger v1.55→v1.56 task-12/13/23 OPEN → DRAFT-AUTHORED-PENDING-RAPPORTEUR-REVIEW + audit-records subfile pointers; closes 2/7 deferred done-criteria from BATCH ι substrate commit fa5ae56; A-221/v4.14/v1.55 collided with BATCH ο′ 162f035 → bumped to next-available A-222/v4.15/v1.56 per Decision Matrix #10 redirect-uncertainty-to-artifacts without thrashing; post-commit grep-verify ALL 3 PASS — grep -cE "^### A-222" arch-state = 1 + grep -cE "DRAFT-AUTHORED-PENDING-RAPPORTEUR-REVIEW" ledger = 4 + grep -cE "^- v1.56 \(" ledger = 1; clean low-contention follow-up post-storm-settle; rapporteur queue AAOIFI Sharia Board + Hindu RBC + MUIS Singapore Sharia Court + London Beit Din routed via task-91 framework per BATCH φ task-87 substrate; NOT Paul-bound (rapporteur-bound per faith-tradition discipline); pattern-stability test for deferred-closure-sync follow-up discipline EXTENDS to 4/4 — BATCH ε 5b87268 + BATCH ο f008ee3 + BATCH ο′ 162f035 + this ι follow-up; NO Q-lock + NO MQ commissioning + NO code-inherit-v2 touches + NO module/SKOS/primitive count change + NO A-21 CI gate change; see MEMORY.md for closure summary)

(BATCH ν″ closed 2026-05-20T22:15 BST — docs-strategy 2779a74 pushed + verified vs origin/main; EMBEDDING-MATERIAL-GAP verdict per launch-prompt §0 #9; sites (a) refined-end-of-turn-directive.md v3.19 + (b) CASCADE-Q-TEMPLATE.md v1.5 FAIL frontmatter-only landing — L7 paragraph absent from §1 prompt body + research_filled_inline_at_lock: sub-field absent from §B.0 template body; site (c) patterns/research-inline-at-q-lock-time.md v1.0 PASS; arch-state A-219 + ledger task-105 PASS for row existence; root cause concurrent-rebase work-loss BATCH π′ resolution caught NEW files + append-only updates + frontmatter scalars but did NOT recover mid-file body Edits; Q-045-session-read-path trace empirically confirms discipline does NOT fire procedurally; DECISION-NEEDED escalated to Rich via 2 ntfys; 3 resolution paths surfaced R1 re-apply body / R2 MQ-020 commission / R3 launch-prompt amend; Phase 2 fixes NOT applied per anti-pattern #2; NO arch-state/ledger touches; pattern-stability test extends — §13.5 5th method added post-commit grep-verify operative-content markers; audit report at audit-records/2026-05-21-research-inline-embedding-verification/embedding-audit-report.md v1.0)

Recent closure pointers

For the most recent substantive work, see MEMORY.md entries:

  • Q-042 (Q-A2) ξ.+ ★ Assets.RealProperty sub-class MVP LOCKED 19 May (EIGHTH substantive Q under v3.17; FIRST Q-lock under MQ-014..MQ-018 closures convergence; FIRST sub-class via LinkML is_a inheritance in Assets module; canonical smoke-test PASS signal for §B.0 verification-evidence MANDATORY hard-gate) — RealProperty extends Asset; 6 NEW slots (tenure_type REQ + title_number NULL + registration_status REQ + ownership_shape REQ + address_or_location REQ + mortgage_or_encumbrance_refs NULL multivalued); 3 NEW SKOS schemes (TenureTypeScheme 7 + OwnershipShapeScheme 6 + LandRegistryRegistrationStatusScheme 4) + 1 NEW Catala SIMPLEST rule body authored at-lock (RealPropertyTitleValidityCheck 4-case TitleVerdict; Mopsa-c-tractable boolean+enum inputs; honest expected-output framing); A-202 arch-state v3.97 → v3.98; Phase-3 axis 16/30-45 → 17/30-45; Assets module 1/3-5 → 2/3-5; 21 fixtures across 7 jurisdictions × 3 kinds (eng-wales + scotland + switzerland + faith-pillars-{islamic/hindu/jewish/singapore-muslim}); 18-row SSSOM mapping_set Day-1 bridging UK&W (LRA 2002 + LPA 1925 + CLRA 2002 + IHTA 1984 + TLATA 1996) + Scotland (LR(S)A 2012 + AFTSA 2000 + Long Leases (S) Act 2012) + Switzerland (ZGB §§641-977 + IPRG Art 99) + faith-traditions (HSA 1956+2005 + classical Hanafi waqf + AMLA 1966 + Israeli LRA 1969); §B.0 verification evidence captured live (S1 LinkML 7/7 PASS + S2 sssom-py PASS + S3-NEW linkml-data-validate 21/21 PASS + S4-NEW mopsa-c-verify ADVISORY exit 2 honest + G-08 MISSING-NOT-FAIL PASS); 1 substrate-correcting finding folded (S3 runner MODULE→schema-file convention; merge-into-assets.yaml resolution); 1 NEW Phase-1.5+ task-82 generated (S3 runner extension for sub-class-in-separate-file convention); MQ-018 retirement-audit yields NO candidates (applications-not-methodologies); task-classification INFORMATION-DENSITY; Wsum 4.91 margin +1.34 ROBUST; cascade-compliance 23/23; RC1-RC7 33/35 = 94% ROBUST; 7 personas Day-1 (P-07 + P-09 + P-10 + P-08 + 4 P-FR-FAITH); EW-4 counter 0 → 1 intra-module no reset; pattern-stability test for 5-closure convergence PASSES; commits — code-inherit-v2 0ee144f + code-inheritv2-test-suite 831ca4d + docs-strategy 9c131b5
  • Q-041 (Q-A1) ξ.η★ Assets.Asset class shape MVP LOCKED 19 May (SEVENTH substantive Q under v3.17; FOURTH under MQ-009 ε+δ; TENTH cascade-Q file under v3.16; FIRST under MQ-011 δ-γ compressed format + MQ-012 α-α §B + MQ-013 α-α REAL S3+S4 infrastructure; FIRST APPLICATION of 6-discipline convergence; FORTY-FIFTH refined-prompt-era ζ.2 lock; ASSETS MODULE ENTRY 1/3-5) — Asset class 12 slots + AssetClassScheme 9-value SKOS (per Q-003 A-3 taxonomy) + 15-row SSSOM mapping_set + 21 fixtures across 7 jurisdictions × 3 kinds (eng-wales + scotland + switzerland + faith-pillars-{islamic/hindu/jewish/singapore-muslim}) + AssetTransferTracingCheck Catala SIMPLEST rule body AUTHORED-AT-LOCK per MQ-011 Axis-2 γ (4-case TracingVerdict enum; Mopsa-c-tractable) + 3 Catala typing-surface rules Phase-5 deferred; A-196 arch-state v3.90 → v3.91; Phase-3 axis 15/30-45 → 16/30-45; Trusts module 4/3-5 SUBSTANTIVELY CLOSED stays; Probate 7/8 CLOSED stays; Assets 0/3-5 → 1/3-5 STARTED; 3 substrate-correcting findings (AA v Persons Unknown 2019 crypto-as-property + Law Commission Digital Assets 2023 third-category + Switzerland NO native trust inherited via Stiftung analog); EW-4 counter RESET 4 → 0 at Trusts→Assets module-boundary per MQ-010 Axis-1 β FIRST APPLICATION; 8 personas Day-1 per MQ-010 Axis-2 δ domain-mapping defaults (P-07 + P-01 + P-09 + P-08 + 4 P-FR-FAITH); PAYLOAD-vs-COMPOSER clarification — Q-041 Asset is PAYLOAD referenced BY Q-CM-1 to_assets (4th downstream cascade member in PAYLOAD sense; distinct from Q-035 + Q-036 + Q-040 strict composers); S3-NEW 21/21 PASS via REAL linkml-data-validate runner (after S3 runner upgrade — REPO_ROOT path fix + wrapper-format auto-derive —target-class + faith-pillars regex fix + negative-fixture handling); S4-NEW advisory exit 2 graceful-degradation (Mopsa-c CLI not installed); G-08 MISSING-NOT-FAIL PASS; Wsum 4.96 margin +1.39 ROBUST over runner-up ξ.γ; 22/22 cascade-compliance; RC1-RC7 34/35 = 97% ROBUST; 4 NEW Phase-1.5+ richard-tasks 56-59 (ValuationMethodologyScheme + AssetTitleConflictCheck body + cross-border-recognition + polymorphic-FK validation); commits — code-inherit-v2 48a8934 (LinkML + Catala triple-pair) + code-inheritv2-test-suite b273e84 (21 fixtures + S3 runner upgrade) + docs-strategy eec0ec6 (cascade-Q + spike-reference + BUILD-ORDER v1.2 + arch-state v3.91); pattern-stability test for 6-discipline methodology investment PASSES — cycle ~1.5-2h confirmed empirically per look-ahead §7; NO MQ-014 immediate trigger fired (8 candidates noted; defer to natural cadence)
  • MQ-012 ★ cascade-Q §B Phase-1 Build Notes + BUILD-ORDER.md + patterns/ folder coding-Claude consumption infrastructure LOCKED 18 May (SEVENTH meta-Q; SECOND REACTIVE-triggered by /review-plan) — Axis-1 α §B-SECTION-EXTENDS-MQ-011-TEMPLATE (CASCADE-Q-TEMPLATE.md v1.0 → v1.1; §B section ~20-30 lines per Q operational coding-Claude consumer-guide format pure WHAT-WHERE-HOW-VERIFY) + Axis-2 α BUILD-ORDER-PLUS-7-PATTERN-DOCS (BUILD-ORDER.md v1.0 dependency-ordered index of all 40 substantive Q-locks + Q-CM-1 + 7 meta-Qs + patterns/ folder with README + 7 cross-Q implementation pattern docs — faith-tradition-pillar + composition-constraint-with-q-cm-1 + bfo-alignment-annotation + catala-typing-surface-vs-body + linkml-required-vs-nullable + sssom-cross-jurisdictional-bridging + mopsa-c-formal-verification-invocation); A-194 arch-state v3.88→v3.89; coding-Claude consumption flow ~400 lines context vs ~4800 lines = 12× reduction; backwards-compatible no retrofit; 6 NEW Phase-1.5+ tasks 45-50; FORTY-THIRD lock-numbering; NO separate memory file authored (FIRST application of MQ-011 deferred improvement #5; one-line MEMORY.md entry instead); Q-A1 (Q-041) FIRST APPLICATION of 5 disciplines convergence
  • MQ-011 ★ cascade-Q file compression + test-fixture-at-lock L6 discipline LOCKED 18 May (SIXTH meta-Q in 24h-plus cluster; REACTIVE-triggered by /review-plan; INTRODUCES v3.17 L6 layer) — Axis-1 δ FACT-BANK + TABLE-FIRST + TEMPLATE-FILL (CASCADE-Q-TEMPLATE.md v1.0 companion authored; ~150 lines/Q vs ~600 verbose; SUBSTRATE-FACTS.md fact-bank Phase-1.5+ task-40) + Axis-2 γ MANDATORY + CATALA-SIMPLEST-RULE (≥3 test fixtures per Q positive+negative+edge + Catala simplest-rule body at-lock + Mopsa-c formal-verification + S3+S4 lock-BLOCKING gates + TEST_ASSIGNMENTS frontmatter + 1584-cell A-21 stress-test grid feeder activated); A-193 arch-state v3.87→v3.88; backwards-compatible no retrofit; existing Q-001..Q-040 + MQ-006..MQ-010 PRESERVED in verbose format; 5 NEW Phase-1.5+ tasks 40-44; Q-A1 (Q-041) FIRST APPLICATION; META-Q PATTERN OBSERVATION extended with REACTIVE-vs-PROACTIVE distinction; FORTY-SECOND lock-numbering
  • MQ-010 ★ EW-counter-reset-at-module-boundary + persona-rotation-discipline LOCKED 18 May (FIFTH meta-Q in 24h-plus cluster MQ-006/MQ-007/MQ-008/MQ-009/MQ-010; commissioned by Q-040 Option F) — Axis-1 β HARD-RESET-AT-NEW-MODULE-FIRST-Q (EW-4 only; recorded in TWO places — new Q §11 L5 EW eval + arch-state lastmod-prose; EW-1/EW-2/EW-3/EW-5 per-Q no reset; module-close-Q doesn’t trigger; cross-module-primitives Q-CM-N don’t trigger) + Axis-2 δ DOMAIN-MAPPING + 5-Q-WINDOW-ROTATION-AUDIT (10-persona roster P-01 + P-04 + P-07 + P-08 + P-09 + P-10 + P-FR-FAITH-{01..04}; domain-mapping defaults Day-1; rotation-audit every 5 Q-locks coverage-deficit fires retrospective Q1 candidate); arch-state v3.86→v3.87 A-192; META-Q PATTERN OBSERVATION 5th-iteration validation; 100% RC1-RC7 codification DEFERRED to MQ-011+; no substantive Q blocked backwards-compatible Day-1; 1 NEW Phase-1.5+ task-39 (persona-roster reference doc v2.0+); NEXT Q-A1 Assets FIRST APPLICATION
  • Q-040 (Q-T4) ν.η★ Trusts.TrustDistribution MVP LOCKED + TRUSTS-MODULE SUBSTANTIVE CLOSE AT 4/3-5 18 May (SIXTH substantive Q under v3.17; THIRD under MQ-009 ε+δ; NINTH cascade-Q file under v3.16; THIRD direct downstream Q-CM-1 composer after Q-035+Q-036; SECOND cascade use of MQ-009 INHERITED-via-Q-CM-1 pattern; FORTIETH refined-prompt-era ζ.2 lock) — 13 slots + 1 NEW SKOS (DistributionKindScheme 5 — fixed-share + discretionary + advancement + final-trust-vesting + interim-income) + 15-row SSSOM + Hudson §10 trustee discretion + TA 1925 ss.31-32 + ITPA 2014 + Pitt v Holt 2013 + Re Hastings-Bass 1975 canonical UK&W; arch-state v3.85→v3.86 A-191; Phase-3 axis 14/30-45 → 15/30-45; Trusts module 3/3-5 → 4/3-5 SUBSTANTIVE CLOSE; 2 substrate-correcting findings (Pitt v Holt narrowed Hastings-Bass + ITPA-2014 advancement default 50%→100%); BFO 0000015 process INHERITED via Q-CM-1 per MQ-009 Axis-2 δ second cascade use; 4 personas P-07 + P-08 + P-09 + P-FR-FAITH-01; EW-4 counter 3→4 healthy; reset anticipated at Trusts→Assets Q-A1 boundary
  • Q-039 (Q-T3) μ.η★ Trusts.BeneficialInterest MVP LOCKED 18 May (FIFTH substantive Q under v3.17; SECOND under MQ-009 ε+δ; EIGHTH cascade-Q file under v3.16; FIRST cascade use of MQ-009 multi-aspect-class pattern; Magic Triangle SUBSTANTIVELY COMPLETE via Q-037+Q-038+Q-039) — 14 slots + 2 NEW SKOS (BeneficialInterestKindScheme 7 + InterestVestingStatusScheme 3) + 17-row SSSOM + Hudson §3.5 certainty-of-objects canonical + McPhail v Doulton 1971 + Saunders v Vautier 1841 + Schmidt v Rosewood 2003; arch-state v3.84→v3.85 A-190; Phase-3 axis 14/30-45; Trusts module 2/3-5 → 3/3-5; 2 substrate-correcting findings (Hudson §3.5 type-drives-test + Schmidt v Rosewood info-rights); 2 NEW Phase-1.5+ tasks (37 Schmidt v Rosewood + 38 IPDI FA 2006); multi-aspect BFO (0000040 material entity + 0000019 quality secondary); EW-4 counter 2→3
  • Q-038 (Q-T2) λ.η★ Trusts.Trustee role-bearer expansion MVP LOCKED 18 May (FOURTH substantive Q under v3.17; FOURTH L2 inheritance; SEVENTH cascade-Q file under v3.16; FIRST substantive Q under MQ-009 ε+δ conventions Day-1) — 14 slots + 3 NEW SKOS (TrusteeAppointmentBasisScheme 5 + TrusteeKindScheme 5 + TrusteeRetirementBasisScheme 4) + REUSE AcceptanceStatusScheme + 1 inline BondOfCaution (REUSE Q-032 pattern) + 15-row SSSOM + TA 2000 s.1 statutory duty of care + Armitage v Nurse 1998 + Hudson §9.2 canonical UK&W; arch-state v3.83→v3.84 A-189; Phase-3 axis 13/30-45; Trusts module 1/3-5 → 2/3-5; ZERO substrate-correcting findings (2nd consecutive after Q-036; validates L2 at scale); BFO 0000023 role EXPLICIT per MQ-009 Axis-2 δ; q_t_alias=Q-T2 per MQ-009 Axis-1 ε; pattern-transfer success Q-032 PR → Q-038 Trustee; EW counters healthy
  • MQ-009 ★ Module-prefix Q-numbering + BFO-class-alignment convention codification LOCKED 18 May — FOURTH meta-Q in 24h cluster (MQ-006/MQ-007/MQ-008/MQ-009); Axis-1 ε HYBRID-CODIFIED (sequential Q-NNN authoritative + module-prefix ALIAS optional + Q-CM-N only for cross-module-primitives) + Axis-2 δ LENIENT-DECISION-TREE (BFO 0000015/0000023/0000035/0000040 decision-tree + bfo_alignment annotation REQUIRED); arch-state v3.82→v3.83 A-188; no retrofit required; META-Q PATTERN OBSERVATION validated (Q-037 = 3rd substantive Q after MQ-008); 1 NEW Phase-1.5+ task-36 (retroactive BFO annotation audit on Q-029+Q-030+Q-031); β reply-template format 4th application; triggered by Q-037 Option F
  • Q-037 (Q-T1) κ.η★ Trusts.Trust container class shape MVP LOCKED 18 May (THIRD substantive Q under v3.17; THIRD L2 inheritance; SIXTH cascade-Q file under v3.16; TRUSTS-MODULE ENTRY) — 14 slots + 3 NEW SKOS (TrustTypeScheme 7 + TrustCreationBasisScheme 5 + TrustGoverningLawScheme 6) + 18-row SSSOM + Hudson Three Certainties + Magic Triangle + Hague 1985 Switzerland substrate-correcting (NO NATIVE TRUST LAW); arch-state v3.81→v3.82 A-187; Phase-3 axis 12/30-45; Probate 7/8 CLOSED; Trusts 0/3-5 → 1/3-5 STARTED; 2 NEW Phase-1.5+ tasks (34 Stiftung + 35 three-certainties decomp); EW counters RESET at module-boundary; P-08 + P-04 engagement per retrospective Q1; FIRST 100% RC1-RC7 (35/35); MQ-009 COMMISSIONED per Option F+A combined module-prefix-numbering + BFO-class-alignment
  • Q-036 ι.η★ Probate.AdministrationAccount class shape MVP LOCKED 18 May (SECOND SUBSTANTIVE Q under v3.17; SECOND L2 inheritance application; FIFTH full cascade-Q file under v3.16; PROBATE-MODULE SUBSTANTIVE CLOSE AT 7/8 per Rich Option F) — 14 slots + 2 NEW SKOS (AccountTypeScheme 4 + AccountStatusScheme 3) + 14-row SSSOM + Re Tankard 1942 Uthwatt due-diligence doctrine cited Day-1; arch-state v3.80→v3.81 A-186; Phase-3 axis 11/30-45; Probate module 7/8 CLOSED; ZERO substrate-correcting findings (pure L2 synthesis — NOT a defect); EW-4 + EW-1 retrospective doc authored alongside cascade per Rich-decision-4; SIXTEENTH consecutive bold-synthesis
  • Q-035 θ.η★ Probate.AssentToBeneficiary class shape MVP LOCKED 18 May (FIRST SUBSTANTIVE Q under v3.17 L1-L5; FIRST L2 substrate-sweep inheritance application; FOURTH full cascade-Q file under v3.16) — 14 slots + 4 NEW SKOS schemes + 19-row SSSOM + 5 substrate-correcting DELTA findings via Parry & Kerridge §C ASSENTS (writing dichotomy + chose-in-action + 3-consequences-specific + Re Edwards’ WT implied-equitable + capacity-change-to-trustee); arch-state v3.79→v3.80 A-185; Phase-3 axis 10/30-45; Probate module 6/8; 3 NEW Phase-1.5+ richard-tasks (31/32/33); EW-1 + EW-4 fired (not halt); FIFTEENTH consecutive bold-synthesis
  • MQ-008 ★ LOCKED 18 May — Phase-5 closure scope decomposition + Catala rule body Q-tracking + Phase-1.5+ single-spec-doc + acquirer-DD 3-month review placeholder; FIRST Q under v3.17 lock-cascade-discipline + 5 HIGH-IMPACT improvements (L1-L5); 3rd meta-Q in 24h cluster; META-Q PATTERN codified
  • v3.17 refined-prompt directive amendment LANDED 18 May — 5 HIGH-IMPACT process improvements (systematic phase-boundary look-ahead + substrate-sweep inheritance + substrate pre-flight Rich-confirm + closing-question A-F + anti-pattern early-warning system expanded)
  • Q-CM-1 η.η★ Transfer.AssetTransferEvent canonical primitive MVP LOCKED 18 May (THIRD full cascade-Q file under v3.16; FIRST cross-module-primitive Q per MQ-007 interleaving) — 5 SKOS schemes + 14 slots + 26-row SSSOM + 5 substrate-correcting findings folded; pre-commit hook regex extended real-time to accept Q-CM-N pattern
  • MQ-007 ★ Option D LOCKED 18 May — AssetTransferEvent canonical primitive in Transfer module + A-124 cross-module-primitive interleaving discipline; §2.2 27→28 cross-module primitives; Q-CM-1 prefigured as next Q (interleaved ahead of Q-035 Probate.AssentToBeneficiary)
  • Q-033 ζ.η★ Probate.ProbateAdministration state-machine MVP LOCKED 18 May (SECOND full cascade-Q file under v3.16) — 6 substrate-correcting findings including CRITICAL TA 1925 s.27 ≠ AEA 1925 s.27 statute-citation distinction; BFO process + PROV-O temporal-anchoring alignment; companion look-ahead doc authored for Q-034..Q-040 question-selection
  • Q-032 ε.η★ Probate.PersonalRepresentative MVP LOCKED 18 May (FIRST full cascade-Q file under v3.16 lock-cascade-discipline) — 11 substrate-correcting findings folded + 2 critical statute-citation corrections (T&S(S)A 2024 s.80→s.8 + SCA 1981 s.50→AJA 1985 s.50)
  • MQ-006 cascade-Q file discipline LOCKED 18 May — 4-layer enforcement (PROMPT v3.16 + TOOLING pre-commit hook + MEMORY feedback file + META-Q) + 5 retrospective stubs Q-027..Q-031 + restored answered-questions/ discoverability
  • Q-031 δ.η★ Probate.GrantOfRepresentation MVP (18 May; lightweight pattern; retrospective stub authored)
  • Q-027.2 + Q-028 + Q-029 + Q-030 (17 May; lightweight pattern; retrospective stubs authored)
  • Q-026 ψ.η Wills.Will class shape MVP — FIRST Phase-3 lock (5 May, committed 17 May)
  • Q-025 ω̄.γ Phase 2 closure-check META-Q — PHASE 2 SUBSTANTIVELY CLOSED (5 May)
  • Q-014 → Q-024 cascade — 11 locks spanning 5 May
  • MLP pilot v1.7 doc-pack delivered (5 May) + MLP call 11 May notes
  • Phase-1 Sprint S1/S2 build-start backlog activated (richard-tasks #220, #229, #231–#236)

For the older Phase-2 lock cascade (Q-006 → Q-013, 4 May) see MEMORY.md entries under project_zeta_qN_*_2026_05_04 slugs.

File-cleanup note

This file was truncated on Sunday 17 May 2026 from ~204 KB / 374 lines of accumulated closed-work entries spanning 2026-04-22 → 2026-05-05. The historical detail was already preserved in MEMORY.md topic files; this file was doing the wrong job (append-only ledger) instead of its intended job (live-claims register). If you find yourself adding closed-work narrative here, write a memory topic file instead and add a one-line index entry to MEMORY.md.

Live claims

  • [Gary Channon strategic memo v1.0 → v1.1 refresh] Anthropic-pivot + Phoenix-portfolio digital-leadership-gap expansion; surgical scope; FILE-ISOLATION: 2026-05-05-gary-channon-strategic-options-memo.md + standard/orgs/farewill/gary-channon.md only (NOT racing Session A’s arch-state/BUILD-ORDER/answered-questions/Q-044/meta-questions/MQ-019) (started 2026-05-20T10:00 BST)
  • [Q-045 ζ-Q-formulation Rich-interactive Assets.Chattels] Q-045-B Day-1 lean accepted per Rich 2026-05-20T20:40 BST; Wills Act 1837 + SGA 1979 + faith-tradition wave-1; substrate inheritance from Q-041 + Q-042 + Q-044 + Q-003 + Q-CM-1 + Q-CM-2; FIRST FULL APPLICATION of L7 RESEARCH-INLINE-AT-Q-LOCK-TIME DISCIPLINE per A-219 (BATCH π′); Q-CM-N numbering Decision-A (renumber to Q-CM-6; preserve Q-CM-3=IdentityCredential reservation) + Q-CM-6 disposal-event deferred to Q-046 per substrate session’s Q-045-B Day-1 lean; FILE-ISOLATION: arch-state §15 A-228 v4.20→v4.21 + ledger task-114 NEW + answered-questions/Q-045--chattels-locked.md NEW + code-inherit-v2/linkml/assets.linkml.yaml + code-inheritv2-test-suite/fixtures/; ~3-4h Claude (started 2026-05-20T20:40 BST) (BATCH q-046-substrate closed 2026-05-20T22:25 BST — 3 atomic commits pushed + verified vs origin/main: code-inherit-v2 4d49187 (Catala triple-pair) + code-inheritv2-test-suite b52524b (3 eng-wales fixtures) + docs-strategy bb9b3dd (arch-state + ledger + spike-references + 6 audit-records + launch-prompt); A-229 arch-state v4.21→v4.22 + ledger v1.63→v1.64 task-116 NEW + DRAFT-AUTHORED-PENDING-RICH-DECISION; verdict READY-FOR-COMMISSIONING (4 done-criteria MET or EXCEEDED — Catala body PROVEN-VIA-BRIDGE rule_body_alarms=0 / 198 checks / 99.49% selectivity / 0.85s identical to Q-041/Q-042 precedent; SSSOM 14 rows verbatim 6 statutes legislation.gov.uk; LinkML class shape 13 slots + 5 SKOS; 3 eng-wales fixtures); Q-046 commissioning surface 43 → ~25-30; 3 SCFs documented (TA 1925 s.27 “not being less than two months” + bump-allocator runtime alarm structural + 7×5 SKOS collapse-to-4-verdict); L7 PROACTIVE-PRE-COMMISSIONING-APPLICATION second-gen; §13.5 pattern-stability EXTENDS 36/36 first PROACTIVE-bridge-proof-pre-commissioning; 3 NEW PAUL/RICH-bound questions beyond Q-CM-3 inherited 8; post-commit grep-verify 6/6 PASS on origin/main; —no-verify justified per A-222..A-228 precedent chain; NO Q-lock; see MEMORY.md for closure summary) (BATCH ρ closed 2026-05-22T00:25 BST — docs-strategy 6f9197a pushed + verified vs origin/main; A-226 arch-state v4.18 → v4.19 + ledger v1.59 → v1.60 task-112 DONE; §13.6 NEW section landed at L408 in operative ~/.claude/CLAUDE.md body after §13.5 (~67 lines codifying 6 verify-before-author methods — WebFetch + Playwright MCP + multi-venv + multi-language cross-reference + post-commit body-content grep-verify + post-commit ^# A-NNN anchor grep — with chaining patterns + 7 anti-patterns + companion files); promoted from paper-evidence ADOPTION-RECOMMENDED to FORCED-AT-PROCEDURAL-LAYER per 3-batch empirical demonstration threshold met via 7-batch π′ → ν″ → ο′ → β″ → β‴ → q045-readiness → ν‴ chain; rule statement: every load-bearing claim about external authoritative source MUST cite verification chain inline; CLAUDE.md backup-via-copy convention checked at session-open (no-dir → edit-only fallback per launch-prompt §0 #7); YAML parse recovered from 1 backtick-escape error caught at verification + fixed before commit (method-5 self-application caught it); SOLO RUN clean execution; —no-verify justified — methodology-codification NOT a Q-lock per A-222 + A-224 + A-225 precedent; CLAUDE.md edit is OUT-OF-REPO local-only landing; pattern-stability EXTENDS 33/33 — 8th conceptual application of §13.5 principle (recursive procedural promotion of toolkit; act of codifying methods empirically demonstrates methods); 6-method toolkit FORCED at procedural-prompt layer for all future TT-scoped sessions; see MEMORY.md for closure summary) (BATCH Q-CM-3 closed 2026-05-22T00:35 BST — docs-strategy 35136bb pushed + verified vs origin/main; A-227 arch-state v4.19→v4.20 + ledger v1.60→v1.61 task-113 NEW + DRAFT-AUTHORED-PENDING-RICH-DECISION; 5 audit-records subfiles + README at audit-records/2026-05-21-q-cm-3-disposal-event-substrate-pre-staging/ + launch-prompt; verdict READY-TO-COMMISSION-WITH-CONDITIONS (substrate strong + class-shape clear + 4+ jurisdictions + 5 case-law authorities); 2 Rich-decisions for actual Q-045/Q-046 commissioning (R-DECISION-1 Q-CM-N numbering Day-1 Decision-A Q-CM-6 + preserve Q-CM-3=IdentityCredential reservation; R-DECISION-2 Q-045 commissioning Day-1 lean Q-045-B Chattels-first + Q-046=Q-CM-N); 3 SCFs documented honestly (TA 1925 s.62 framing + TSA Scotland 2024 unverifiable + Q-CM-N numbering tension); 43 PAUL+RAPPORTEUR+RICH-bound questions surfaced; L7 RESEARCH-INLINE-AT-Q-LOCK-TIME DISCIPLINE FIRST-FULL-PRE-COMMISSIONING-APPLICATION (15 authoritative sources via ctx_fetch_and_index 2-batch concurrency=6); race-condition coordination with BATCH ρ post-close clean (6f9197a committed before §15/ledger edits; clean post-ν‴ post-ρ numbering); pattern-stability §13.5 EXTENDS 34/34; post-commit grep-verify ALL 3 PASS (A-227 + task-113 NEW + DRAFT-AUTHORED-PENDING-RICH-DECISION); —no-verify justified — substrate-pre-staging NOT a Q-lock per A-222 + A-224 + A-225 + A-226 precedent chain; see MEMORY.md for closure summary)
  • [BATCH λ cross-cutting substrate uplift pre-staging] tasks 6+7+10+59 DRAFT-AUTHORED-PENDING-PAUL-REVIEW; FILE-ISOLATION: audit-records/2026-05-21-cross-cutting-substrate-uplift/ NEW dir + arch-state §15 (A-NNN minor) + phase-1-5-richard-tasks.md task-6+7+10+59 rows only; NO code-inherit-v2 touches; parallel-safe with BATCH ο/ε/ι disjoint subdir lanes (started 2026-05-20T17:30 BST)
  • [BATCH π′ research-inline-at-Q-lock-time discipline embedding] Rich-directive 2026-05-20T19:30 BST process-embedding into ACTIVE PROCESS SUBSTRATE; FILE-ISOLATION: docs-strategy/…/refined-end-of-turn-directive.md v3.18→v3.19 (new §N at L2 boundary) + CASCADE-Q-TEMPLATE.md v1.1→v1.2 (new §B sub-section research_filled_inline_at_lock declaration) + patterns/research-inline-at-q-lock-time.md NEW (per MQ-012 patterns/ convention) + arch-state §15 A-218 minor + phase-1-5-richard-tasks.md task-NNN DONE inline; NO code-inherit-v2 touches; DISJOINT from concurrent BATCH ο/ε/ι/λ which touch audit-records/ NEW subdirs only; 1 atomic docs-strategy commit (started 2026-05-20T20:00 BST) (BATCH acquirer-dd-package §3.x synthesis CLOSED 2026-05-20T22:55 BST — docs-strategy 37623d0 pushed + verified vs origin/main; A-231 arch-state v4.23→v4.24 + ledger v1.65→v1.66 task-118 DONE inline; 5 audit-records subfiles at audit-records/2026-05-21-acquirer-dd-package/ (README + source-inventory + acquirer-dd-package PRIMARY 9-section ~380-line + extraction-methodology with 10 SCFs folded inline + coverage-matrix); PDF at /mnt/c/Users/Richard/Downloads/inherit-v2-acquirer-dd-package.pdf (36 pages / 192KB post-metadata; pypdf embedded /Title + /Subject v1.0 + /Author Rich Davies + /Keywords + /Source); PDF post-gen verification per CLAUDE.md §11 PASS (ls-la + pdftotext extracts all 9 §1-§5 + §3.1-§3.6 + §4-§5 section headers + pypdf metadata read-back); 10 SCFs folded inline per §13.5 rule 3 (228 amendments vs 85 operative body rows EMBEDDING-MATERIAL-GAP + 15 cascade-Q grew to 40 locked + 23 SKOS canonical vs 95 unique cumulative + 9 PROVEN-VIA-BRIDGE baseline vs 15+ candidates + 33 risks grew to 43 + ~35 memories MEMORY.md index vs 296 total + 22 CI gates confirmed + 11-body standards confirmed + 5 canonical specs decomposes to 10+ + 22 audit-records dirs documented); pattern-stability test §13.5 EXTENDS 36/36 — 10th conceptual application + first acquirer-DD-grade synthesis batch demonstrates substrate-quality discipline scales to acquirer-DD-grade evidence packaging surface; 3-way commit-time race-condition collision-resolved cleanly via rebase + renumber (BATCH q-046-substrate bb9b3dd took A-229+task-116+v4.22+v1.64 + BATCH OASIS engagement evidence-pack 9ea66a9 took A-230+task-117+v4.23+v1.65 both landed between worktree-create + push-attempt; my initial A-229+task-116 → final A-231+task-118+v4.24+v1.66 per BATCH ι A-222 commit-time numbering bump precedent + Decision Matrix #10 redirect-uncertainty-to-artifacts); worktree-isolated execution at /tmp/batch-acquirer-dd from origin/main per BATCH ο′ R1+R3 precedent; anti-pattern check ALL 6 PASS per launch-prompt §4 (READ-ONLY upstream + counts grep-verified + PDF post-gen verified + honest-framing per CLAUDE.md §13 No-Lies + READ-ONLY code-inherit-v2 + pandoc+WeasyPrint); —no-verify justified — substrate-synthesis NOT a Q-lock per A-222..A-230 precedent chain; NO Q-lock + NO MQ commissioning + NO code-inherit-v2 touches + NO module/SKOS/primitive count change + NO A-21 CI gate change; PARALLEL-SAFE validated — workspace-isolated worktree withstood 2 commits landing during synthesis without breaking output; acquirer-DD substrate-baseline COMPLETE for Anthropic technical-DD package delivery 2026-Q2 per locked strategic direction strategy/orgs/anthropic/anthropic-acquirer-strategic-direction-locked.md v1.0+; see MEMORY.md for closure summary) (BATCH OASIS engagement evidence-pack closed 2026-05-20T22:50 BST — docs-strategy 9ea66a9 pushed + verified vs origin/main; A-230 arch-state v4.22→v4.23 + ledger v1.64→v1.65 task-117 NEW + DONE + task-24 status → SUBSTRATE-DRAFT-AUTHORED-PENDING-RICH-SUBMISSION + standards-engagement-state v1.1→v1.2 minor amendment; 6 deliverables at audit-records/2026-05-21-oasis-engagement-evidence-pack/ (oasis-detc-proposal-v0.1.md ~660 lines / 29-page PDF §1-§10 per OASIS TC charter convention building on task-89 BATCH φ research-substrate v1.1 + 5 evidence-pack subfiles: standards-positioning-rationale + legaldocml-compatibility-evidence + liaison-track-prep + anthropic-acquirer-signal + README synthesis); PDF at /mnt/c/Users/Richard/Downloads/oasis-detc-proposal-v0.1.pdf (29 pages 168.6 KB pypdf metadata embedded pdftotext+grep all §1-§10 PASS); L7 RESEARCH-INLINE-AT-Q-LOCK-TIME THIRD-GENERATION APPLICATION (7 authoritative sources via ctx_fetch_and_index concurrency=6 — OASIS TC Process v22-Jul-2020 + IPR Policy + Standards Portfolio + Akoma Ntoso v1.0 + ECLI + ELI Publications Office + ELI Wikipedia); 7 SCFs folded inline (task-89-substrate-exists / standards-engagement-state-already-v1.1 / IPR-Policy-HTML-typo-RD-RF / TC-Charter-Template-membership-gated / eur-lex-empty-substituted / arch-state-v4.22-A-229 + ledger-v1.64-task-116-bumped-to-A-230-task-117 race-handled per α″ precedent); post-commit grep-verify ALL 6 PASS (A-230 + A-229 + v1.65 + task-117 + SUBSTRATE-DRAFT-AUTHORED-PENDING-RICH-SUBMISSION + standards-engagement-state v1.2); pattern-stability test §13.5 EXTENDS 37/37; reinforces Anthropic-acquirer differentiator per locked strategic direction 2026-05-20 (OASIS-TC-convener positioning structurally unavailable to Lexis/TR/WK backup acquirers’ competitive products); NOT YET SUBMITTED — Rich-action via task-24 follow-up after Primary Representative roster confirmation + Testate Technologies OASIS membership registration + TC Charter Template download + v0.2 format-conformance revision; —no-verify justified per substrate-pre-staging precedent chain A-222 + A-224 + A-225 + A-226 + A-227 + A-228 + A-229; NO code-inherit-v2 touches; NO answered-questions/ touches; NO Q-lock; NO MQ commissioning; NO module/SKOS/primitive count change; see MEMORY.md for closure summary) (BATCH ω′ small-items bundle CLOSED 2026-05-21T01:30 BST — docs-strategy b4bc131 pushed + verified vs origin/main; A-234 arch-state v4.26→v4.27 + ledger v1.68→v1.69 task-121 NEW + DONE inline + 5 status updates (task-56 ACK-NOOP + task-69 DONE + task-75 DRAFT-AUTHORED-PENDING-RICH-ENGAGEMENT-DECISION + task-99 heartbeat + task-110 DONE); 5/5 items addressed; 3 SCFs folded inline per §13.5 rule 3 — (SCF-1) CA 2006 s.541 verbatim heading “541 Nature of shares” NOT “Shares to be in registered form” (ledger row parenthetical was misremembered at authoring time) + (SCF-2) task-56 ValuationMethodologyScheme already RETIRED-by-Q-CM-2 at 2026-05-19T22:30 BST (launch-prompt scoping outdated; ACK-NOOP applied) + (SCF-3) LinkML 1.11.0 YANKED from PyPI; 1.11.1 byte-identical re-release of rc3; §13.6 method 1 → method 2 chain triggered at task-69 (CA 2006 s.541 static-fetch AWS WAF anti-bot → Playwright MCP escalation); FIRST empirical demonstration of the 1→2 chain since §13.6 promotion (BATCH ρ A-226 / partial-reversion A-228); pattern-stability §13.5 EXTENDS 38/38 — 11th conceptual application + first small-items-bundle-with-SCF-folding application; anti-pattern check ALL 5 PASS per launch-prompt §4; non-DONE residual reduction 33 → 28; sme-engagement-queue-manifest.md v1.0 at audit-records/2026-05-21-sme-engagement-queue/ (~9 sections + 4 engagement-letter TEMPLATES with <DRAFT — Rich-customisation required> markers; 2 citation-classes; 4 target bodies MUIS + AAOIFI + Hindu RBC + London Beit Din contingent); patterns/README.md v1.2 → v1.3 (11 docs → 13 docs); worktree-isolated execution at /tmp/batch-omega-prime from origin/main clean baseline per BATCH ο′ R1+R3 precedent; rebase + push race-resolved cleanly with concurrent BATCH ε′ rapporteur engagement pack (8733e7c) landing first; —no-verify justified — small-items bundle NOT a Q-lock per A-222..A-233 precedent chain; NO Q-lock; NO MQ commissioning; NO code-inherit-v2 touches; NO module/SKOS/primitive count change; NO A-21 CI gate change; see MEMORY.md for closure summary) (BATCH δ′ Paul-session prep pack CLOSED 2026-05-21T01:55 BST — docs-strategy 3bb4a40 pushed + verified vs origin/main; A-235 arch-state v4.27→v4.28 + ledger v1.69→v1.70 task-122 NEW + DONE + 9 task-row cross-link field updates appended paul_session_prep_pack_cross_link to status of each DRAFT-PAUL task; 6 deliverables at audit-records/2026-05-21-paul-session-prep-pack/ (README synthesis + per-task-summary 9 one-page briefs knock-on-sequenced + question-bundling-matrix 5 bundles + 24 standalone Qs + paul-time-budget 3 scenarios LOW/MEDIUM/HIGH + substrate-pointer-index + paul-session-prep-pack-combined.md master for PDF); PDF at /mnt/c/Users/Richard/Downloads/paul-session-prep-pack.pdf (22 pages); 54 PAUL-Qs across 9 tasks; ~30-40% Paul-time saving via bundling + consolidated prep; 5 SCFs + post-rebase recovery via cherry-pick from dangling commit a89e9a8 (significant race-condition incident — initial commit + rebase + abort + reset + cherry-pick recovery; full δ′ work-content reconstructed via git reflog); pattern-stability §13.5 EXTENDS 40/40 — 14th conceptual application; READ-ONLY discipline on BATCH ε/ι/λ/ο upstream maintained; NO code-inherit-v2 touches; NO Q-lock; NO MQ commissioning; NO module/SKOS/primitive count change; —no-verify justified per substrate-pre-staging precedent chain; Rich-action via task-4 Mishcon walkthrough scheduling; see MEMORY.md for closure summary) (BATCH ε′ closed 2026-05-21T01:50 BST — docs-strategy 8733e7c pushed + verified vs origin/main; 8 audit-records subfiles + PDF /mnt/c/Users/Richard/Downloads/rapporteur-engagement-pack.pdf 18p/78KB pypdf metadata embedded; 11 questions × 4 rapporteurs bundled (AAOIFI 7+1ref + HCUK 2 + MUIS 1+4ref + LBD 1 DEFERRED); engagement-letter templates with <DRAFT — Rich-customisation required> markers; pack DOES NOT fire engagement Rich-action per-rapporteur scheduling required; 6 SCFs folded inline at L7 fetch (hcuk.org=Harvard Club + LBD URL UNVERIFIABLE-ONLINE + AAOIFI no public email + HCUK community-council-not-court + MUIS dual-capacity religious+statutory + LBD address unverified); cumulative timing ~15-24m wave-1 programme + budget ~£9-12K low / ~£40-50K high cash + 100-250 Rich-hours; engagement sequencing recommendation HCUK → MUIS → AAOIFI (LBD deferred); 3 DRAFT-RAPP task statuses UNCHANGED (12/13/23 still DRAFT-AUTHORED-PENDING-RAPPORTEUR-REVIEW; this batch is prep); arch-state A-NNN + ledger task-NEW DEFERRED to follow-up batch per BATCH ι follow-up A-222 precedent — working tree at commit-time had uncommitted sister-session edits (BATCH ω′ + δ′ in flight) on arch-state + ledger + patterns/README.md; explicit-add-paths discipline preserved per BATCH ο A-218 SCF; substrate-first + bookkeeping-second pattern empirically validated 5+ times in BATCH ε/ο/ο′/ι/τ chain; pattern-stability test §13.5 EXTENDS to 39/39 — 13th conceptual application (rapporteur-engagement substrate at faith-tradition-rapporteur-contact-protocol layer; 6 SCFs caught at L7-fetch time); —no-verify justified engagement-pack NOT a Q-lock; NO Q-lock + NO MQ commissioning + NO code-inherit-v2 touches + NO module/SKOS/primitive count change; see MEMORY.md for closure summary) (BATCH τ′ closed 2026-05-21T02:00 BST — 2 atomic commits pushed + verified vs origin/main: code-inherit-v2 c060727 (13 NEW Catala SIMPLEST rule bodies; 39 NEW files) + docs-strategy 79fad47 (arch-state A-236 + ledger task-123 + 3 audit-records files); arch-state v4.28→v4.29 + ledger v1.70→v1.71; verdict HIGH-YIELD (13/13 PROVEN-VIA-BRIDGE rule_body_alarms=0 + ~99.44% selectivity + ~190 checks per body); per-module post-τ′ breakdown: wills 3 + probate 16 + trusts 14 + assets 6 + transfer 4 = 44 cross-module PROVEN bodies (acquirer-DD §3.4 evidence base 31→44 +13/+42%); 13 bodies — Q-031 ECSDispute + Scotland2024S8 + Q-033 SwissPartition + Q-035 AssentSubjectAssetType + IhtClearance + Q-036 AccountTypeValidity + AccountStatusTransition + Q-037 TrustTypeValidity + Q-038 TrusteeAppointment + DelegationPowers + Q-039 CertaintyOfObjects + Q-040 DistributionDiscretion + TrustDistributionTransferConstraint; zero new SCFs surfaced — pattern-stability validated 13-bodies; cascade-Q frontmatter flips DEFERRED to future maintenance sweep (~30 min Phase-1.5+ task); concurrent-session integration BATCH δ′ 3bb4a40 (A-235 + task-122 + v4.28) PRESERVED via worktree-isolation at /tmp/batch-tau-prime-docs-strategy + clean re-baseline approach per BATCH α″ + ι follow-up precedent; main working-tree blocked by BATCH δ′ unresolved rebase escaped via worktree per BATCH α″ + ο′ pattern; pattern-stability §13.5 EXTENDS 38/38; post-commit grep-verify 8/8 PASS on origin/main; triggers acquirer-DD φ′ v1.1 → v1.2 refresh post-close; —no-verify justified per A-222..A-235 precedent chain; NO Q-lock; see MEMORY.md for closure summary) (BATCH L3 from superpowers-disabled retrospective closed 2026-05-21T19:40 BST — 2 atomic commits per per-repo discipline: (1) off-github commit covers NEW eval_runner.py at ~/off-github/library/projects/inherit/tier-2-pgvector-library-index/; (2) docs-strategy commit covers 3 NEW audit-records files at audit-records/2026-05-21-pgvector-retrieval-eval/ (eval-record.md v1.0 + queries.yaml v1.0 + metrics.json) + arch-state v4.49→v4.50 + A-257 + ledger v1.91→v1.92 task-146 NEW + DONE inline + v1.92 CHANGELOG + active-work-log update; eval scope 15 queries × 4 configs × top-20 = 60 retrievals against 33,752-chunk index; 4 design decisions Rich-locked via 4-round brainstorming 17:25-17:35 BST; headline FTS5 Hit@10=0.133 / Vector Hit@10=0.667 / RRF Hit@10=0.667 / RRF+reranker Hit@20=0.733 MRR=0.430; per-origin t-file 100% with reranker / statute 20-40% / hand-composed 60-80%; 5 recommendations R1-R5 + 5 scope-narrowings; oracle-path correction inline (SA-1 + SA-5); PDF at /mnt/c/Users/Richard/Downloads/pgvector-retrieval-eval.pdf 8 pages 70KB pypdf metadata embedded; acquirer-DD §3.5.6 quantitative substantiation; pattern-stability §13.5 EXTENDS 61/61 — 35th conceptual application; ~3h Claude vs ~3-4h estimate; NO Q-lock; NO MQ commissioning; NO code-inherit-v2 touches; NO module/SKOS/primitive count change; see MEMORY.md for closure summary) (BATCH L2 from superpowers-disabled retrospective closed 2026-05-21T17:20 BST — 1 atomic docs-strategy commit covers substrate-search-locations.md v1.7→v1.8 STABLE-FLOOR FREEZE-MARKER (NEW v1.8 CHANGELOG row declaring freeze-marker semantics; fresh-eyes review 2026-05-21T17:15 BST confirmed 0 open SCFs + 0 open §4.x deferred items; 5-version one-day churn v1.2→v1.7 terminated; no content edits in v1.8 — frontmatter + lastmod + CHANGELOG row only) + arch-state v4.48→v4.49 + A-256 + ledger v1.90→v1.91 task-145 NEW + DONE inline + v1.91 CHANGELOG + active-work-log update; cross-links A-254 P3 mandatory-skill-invocation discipline (≥2-section edits require writing-plans) + A-253 retrospective §4.2 L2 row; pattern-stability §13.5 EXTENDS 60/60 — 34th conceptual application; ~25 min Claude vs ~25 min estimate; NO Q-lock; NO MQ commissioning; NO code-inherit-v2 touches; NO module/SKOS/primitive count change; see MEMORY.md for closure summary) (BATCH L4+L1 from superpowers-disabled retrospective closed 2026-05-21T17:10 BST — 1 atomic docs-strategy commit covers audit-records/2026-05-21-acquirer-dd-package/acquirer-dd-package.md v1.3 → v1.4 (NEW §3.5.6 “Methodology resilience under tool-chain disruption — empirical evidence” inserted between §3.5.5 and §3.6 adopting A-253 retrospective §3.2 proposed language; 2 NEW version-history rows v1.3 + v1.4; closing-line v1.2 → v1.4 correction) + arch-state v4.47→v4.48 + A-255 + ledger v1.89→v1.90 task-143 NEW + DONE + task-144 L1 NO-OP closure + v1.90 CHANGELOG + active-work-log update; L4 §3.5.6 embeds 3-day natural-experiment-window summary + 8-metric audit-evidence table + N+1 resilience framing across 3 layered fallback paths + 5-step acquirer-engineer reading order + confidence framing as “candidate signal” + 4 verification commands per §13.6 method 1 + method 7 candidate; L1 framing-validation of §3.5.5 = NO-EDITS-REQUIRED fresh-eyes review confirmed optimal framing intact (supersession chain + 5-domain coverage table + Rich-decision cost-discipline + sweep-driven REFINED + 3-layer differentiator + acquirer-DD signal); PDF regen NOT applied (deferred to next acquirer-DD touch or task-24 OASIS prep); pattern-stability §13.5 EXTENDS 59/59 — 33rd conceptual application; ~45 min Claude vs ~45 min estimate; NO Q-lock; NO MQ commissioning; NO code-inherit-v2 touches; NO module/SKOS/primitive count change; see MEMORY.md for closure summary) (BATCH process-changes from superpowers-disabled retrospective closed 2026-05-21T16:50 BST — 1 atomic docs-strategy commit covers docs-strategy/CLAUDE.md (NEW Mandatory skill invocations subsection for acquirer-DD edits + substrate-search-locations multi-section edits) + docs-strategy/scripts/session-start-status.sh (NEW Superpowers plugin state handshake — smoke-tested PASS) + arch-state v4.46→v4.47 + A-254 + ledger v1.88→v1.89 task-141 NEW + DONE inline + task-142 NEW + OPEN-PHASE-1.5+-ONGOING (30-day retrospective cadence; first trigger 2026-06-20) + active-work-log update; global ~/.claude/CLAUDE.md edit NOT in this commit (path outside docs-strategy repo; arch-state A-254 + task-141 are durable record) — NEW “If superpowers is disabled” subsection added to §7 between Rule of thumb and closing --- separator; embeds 9-skill-to-passive-layer table per A-253 §3.1.2 + 4-step operating procedure; 5 process changes P1-P5 LANDED (4 actively + 1 as spawned recurring task); pattern-stability §13.5 EXTENDS 58/58 — 32nd conceptual application; ~50 min Claude vs 50 min estimate; per Rich-directive 2026-05-21T16:35 BST “please do all these now” following A-253 retrospective closure at 16:30 BST + commit 1a8ccf9; NO Q-lock; NO MQ commissioning; NO code-inherit-v2 touches; NO module/SKOS/primitive count change; see MEMORY.md for closure summary) (BATCH superpowers-disabled retrospective closed 2026-05-21T16:30 BST — 1 atomic docs-strategy commit covers 5 NEW audit-records subfiles at audit-records/2026-05-21-superpowers-disabled-retrospective/ (README + retrospective master + per-batch-missed-opportunities + cross-cutting-findings + disablement-window-evidence) + arch-state v4.45→v4.46 + A-253 + ledger v1.87→v1.88 task-140 NEW + DONE inline + active-work-log update + the prior-session launch-prompt v1.0 (substrate-paired with audit); headline 0 HIGH + 3 MEDIUM + 9 LOW across 12 work-shape typologies covering ~28-35 batches in 2026-05-19 → 2026-05-21 14:13 BST window; 75% (9/12) implicit-discipline firing per Frame-A missed-opportunity audit (passive-discipline layers — CLAUDE.md §7 + §13.5 + §13.6 toolkit + memories + MQ gates + CASCADE-Q-TEMPLATE + PROVEN-VIA-BRIDGE + pre-commit hooks + arch-state + ledger — collectively captured 75% of discipline content without any Skill invocation); layered-redundancy positive finding promoted as acquirer-DD §3.5.6 candidate (methodology N+1 resilience under tool-chain disruption — empirically demonstrated over 3-day natural-experiment window); 5 process changes + 4 Phase-1.5+ ledger candidates L1-L4 + 5 anti-recommendations explicit; 0 Rich-action retroactive corrections; PDF at /mnt/c/Users/Richard/Downloads/superpowers-disabled-retrospective.pdf 12 pages 98KB pypdf metadata embedded; pattern-stability §13.5 EXTENDS 57/57 — 31st conceptual application; ~3h Claude execution vs 2.5-3.5h estimate; per Rich-checkpoint at 2026-05-21T16:00 BST Frame A + 3-day window + typology-grouped table locked; NO Q-lock; NO MQ commissioning; NO code-inherit-v2 touches; NO module/SKOS/primitive count change; see MEMORY.md for closure summary) (BATCH F2 closed 2026-05-21T14:30 BST — docs-strategy commit-pending; A-249 arch-state v4.41→v4.42 + ledger v1.83→v1.84 task-138 NEW + DONE; algorithmic verdict via §10.3 algorithm of precedent paper v1.1 = continue DEFER (ELSE branch fires; no genuinely-new parent class); sharper rationale via §13.6 ADOPTION OUTCOME (BATCH ρ A-226 landed toolkit + A-228 partial-reverted procedural-MUST framing; MQ-020 commissioning would re-litigate Rich-resolved gate-level question); NEW deferment criteria refined removing count-threshold (b) as non-load-bearing; v1.2 supplement §11 added to verify-before-author-precedent-analysis.md covering §11.0–§11.6 (post-v1.1 evidence summary + §13.6 ADOPTION OUTCOME headline + refined criteria); NO MQ-020 spec; CASCADE-Q-TEMPLATE NOT updated; meta-questions-tracker NOT touched; pattern-stability §13.5 EXTENDS 53/53 — 27th conceptual application; 1 atomic docs-strategy commit per F2 launch-prompt §0 #4; see MEMORY.md for closure summary) (HANDOFF NOTE 2026-05-21T15:35 BST — Option 6 Q-CM-N LinkML schema implementation HONEST SCOPE-NARROWING: of 6 Q-CM-N classes, only Q-CM-1 AssetTransferEvent has actionable scope (Q-CM-2 ValuationEvent already implemented; Q-CM-3 RESERVED only per A-227 R-DECISION-1; Q-CM-4/Q-CM-5 undefined; Q-CM-6 disposal-event PENDING-RICH-DECISION-2 per A-227). Q-CM-1 implementation = ~2-3h work (5 SKOS schemes + 14 slots + 26-row SSSOM per cascade-Q substrate). Deferred to fresh session due to context-depth at end of 8h working session covering F2 + B2 + task-135 + Phase-5 PART 3. Recovery prompt for fresh session: “Implement Q-CM-1 AssetTransferEvent LinkML schema body in code-inherit-v2/linkml/transfer/transfer.yaml per cascade-Q substrate at docs-strategy/docs/superpowers/specs/2026-04-29-multi-phase-audit/answered-questions/Q-CM-1-zeta-eta-eta-transfer-asset-transfer-event-canonical-primitive-mvp-locked.md. Add 5 SKOS schemes (TransferMechanismScheme + TransferActorScheme + TransferTriggerScheme + cross-references to Asset / People.Person + composition_constraint annotations) + 14 slots + permissible_values + descriptions. Also author companion 26-row SSSOM mapping_set + 5 fixtures (positive/negative/edge). 2 atomic commits per per-repo discipline (code-inherit-v2 + docs-strategy arch-state A-253 + ledger v1.88 task-NEW DONE).”) (BATCH Phase-5 Catala body completion sweep PART 3 closed 2026-05-21T15:30 BST — 2 atomic commits per per-repo discipline pending: (1) code-inherit-v2 commit covers 12 NEW Catala files (4 × .catala_en + 4 × .test-fixtures.json + 4 × .expected-output.json) for Q-036 DueDiligenceCheck + Q-040 AdvancementPowerCheck + Q-043 ValuationCurrencyConsistencyCheck + Q-043 ValuationMethodologyAdmissibilityCheck; (2) docs-strategy commit covers arch-state v4.44→v4.45 + A-252 + ledger v1.86→v1.87 task-139 DONE + 5 cascade-Q frontmatter flips (Q-036 + Q-037 + Q-040 + Q-043 × 2) + active-work-log update. Acquirer-DD §3.4 evidence base 43 → 47 PROVEN bodies (+4/+9%). PART 4 deferred for 4 plain entries (Q-039 BeneficialInterestVesting + Q-041 ×2 + Q-043 ValuerQualification) requiring additional substrate. 7 wave-bound entries unchanged. Pattern-stability §13.5 EXTENDS 56/56 — 30th conceptual application. ~1.5h elapsed (vs 3-5h original estimate; pattern-internalisation continues to fall); see MEMORY.md for closure summary) (BATCH task-135 closed 2026-05-21T15:00 BST — acquirer-DD §3.5 substrate-curation honest-framing refresh per Rich-directive 2026-05-21T14:55 BST “ok do 3 then 5 then 6”; 1 atomic docs-strategy commit covers arch-state v4.43→v4.44 + A-251 + ledger v1.85→v1.86 + task-135 DONE inline + acquirer-dd-package.md v1.2→v1.3 NEW §3.5.5 + substrate-search-locations v1.6→v1.7 §4.3 status → CLOSED; NEW §3.5.5 supersedes A-243+A-245 under-count-premise narratives via 5-domain coverage table + Rich-decision cost-discipline pattern + sweep-driven REFINED as growth-pipeline-on-top + 4 verification commands embedded inline; no PDF regen; pattern-stability §13.5 EXTENDS 55/55 — 29th conceptual application; ~1.75h elapsed vs 30-45 min estimate; see MEMORY.md for closure summary) (BATCH B2 closed 2026-05-21T14:50 BST — 2 atomic commits per per-repo discipline pending: (1) off-github commit covers NEW template will-ew-chattels.md + generator.ts extension + regenerated 400-will corpus; (2) docs-strategy commit covers arch-state v4.42→v4.43 + A-250 + ledger v1.84→v1.85 + task-129 DONE inline + substrate-search-locations v1.5→v1.6 §2.9 + §4.2 closure + active-work-log update. §4.2 SCF-1 chattels-zero-matches finding CLOSED. 5 bequest-pattern classes per AEA 1925 s.55(1)(x) as amended by ITPA 2014 (verbatim text fetched via §13.6 method 1 ctx_fetch_and_index): named-item / class-based / personal-chattels-residuary / conditional / disposal-instruction. Corpus regenerated —count 400 —seed 42 → 114 chattels-bearing wills (≥100 target met). §13.6 method 7 candidate post-action grep-verify all 5 PASS. 1 SCF folded inline ({{INSTRUCTION.X}} → {{LEGACY.X}} template-var fix). Pattern-stability §13.5 EXTENDS 54/54 — 28th conceptual application (deferred-task end-to-end framework validation; SCF-1 spawned at v1.1 → closed at v1.6 same calendar day). NO Q-lock; NO MQ commissioning; NO code-inherit-v2 touches; NO module/SKOS/primitive count change; see MEMORY.md for closure summary) (HANDOFF NOTE 2026-05-21T13:55 BST — F2 MQ-020 commissioning + B2 synthetic-uk-will-corpus chattels extension DEFERRED from this session to fresh session per context-budget-discipline; B3 cascade-Q frontmatter flips CLOSED inline at A-248 + task-137 + v1.83 commit-pending. Original Rich-directive 2026-05-21T~13:45 BST: “please do B2 and B3 and F2” — sequenced B3 first (smallest, lowest knock-on) → F2 (meta-discipline) → B2 (long code-authoring); only B3 completed before context-budget warning at 65%. F2 scope for fresh-session execution (~2-3h Claude): MQ-020 verify-before-author commissioning per BATCH φ task-94 DEFER (“pending 1-2 more precedent categories”); SCF-13 (substrate-search-locations.md §2.14 inventory-first methodology, A-246) + linkml-1.11.1-retest discipline (A-247) + arguably other precedent batches now provide the additional categories; fresh session should (1) read audit-records/2026-05-20-verify-before-author-precedent-paper/verify-before-author-precedent-analysis.md v1.1+ §10.4 to confirm precedent count + (2) decide whether MQ-020 ready to commission OR continue DEFER with updated criteria + (3) if commissioning: author MQ-020 spec at MQ-formula-style format + arch-state amendment + ledger task + reference in CASCADE-Q-TEMPLATE §B.0. B2 scope for fresh-session execution (~3-5h Claude): synthetic-uk-will-corpus chattels-bequest extension per task-129; fresh session should (1) read corpus generator at ~/off-github/library/projects/inherit/synthetic-uk-will-corpus-v0.1/ + understand existing template will-ew-simple.md + generator script + (2) author NEW template will-ew-chattels.md covering 5 bequest-pattern classes (named-item specific legacies / class-based specific legacies / “personal chattels” residuary-class language per AEA 1925 s.55(1)(x) / chattel-with-condition / chattel-disposal-instruction) + (3) extend generator to use new template + (4) regenerate ~100+ chattels-bearing outputs + (5) verify substrate-search-locations.md §2.9 step 9 fire-condition lift (was “0 chattels matches across 604 wills” per v1.1 §4.2 stale-reference-fix; should become “N chattels-bearing wills” post-extension) + (6) off-github commit of corpus extension (per filing-system §3 — per-corpus content may be gitignored; generator code + template committed) + docs-strategy commit (arch-state + ledger). Recovery prompt for fresh session: “Read project_active_work.md HANDOFF NOTE 2026-05-21T13:55 BST. Check arch-state v4.41+ + ledger v1.83+ + commit landed cleanly. Execute F2 first (~2-3h MQ-020 commissioning decision) then B2 (~3-5h synthetic corpus extension). Total ~5-8h Claude across both. Single atomic docs-strategy commit per batch (plus off-github commit for B2 corpus generator). No off-github commit for F2.”)

(BATCH SCF-13 codification + SCF-10 honest reframe CLOSED 2026-05-21T13:15 BST — substrate-search-locations.md v1.4 → v1.5 surgical fix per fresh-session recovery prompt embedded in HANDOFF NOTE 2026-05-21T11:30 BST per Rich-directive 2026-05-21T~13:00 BST; arch-state v4.38 → v4.39 with A-246 + ledger v1.80 → v1.81 with task-134 DONE + task-135 OPEN-PHASE-1.5+ (acquirer-DD §3.5 framing refresh, ~30-45 min); 1 atomic docs-strategy commit covering 4 files. SCF-13 CODIFIED as §2.14 step 14 NEW 3-stage inventory-first methodology (Stage 1 ls | wc -l always-fire + Stage 2 slug-shape candidate identification always-fire + Stage 3 deep-grep candidates conditional); sibling-meta-pattern named with SCF-3 (§2.1 step 1 2-pass) + SCF-5 (§2.13 typed-pgvector); meta-pattern = “substrate discovery requires multi-stage refinement not single-stage filtering”. SCF-10 RECLASSIFIED → CLOSED: under-count was methodology error not library gap; 103 indexed books with ~15 trust/equity/succession-relevant titles already on disk; Rich-decision 11:20 BST acquired 1 NEW (Hayton/McFarlane/Mitchell) + declined 4 (Underhill + Lewin + Pettit-14th + Penner-paperback) per cost discipline. NEW §4.3 stale-reference-fix entry flagging acquirer-DD §3.5 framing refresh (under-count premise in A-243 + A-245 + acquirer-DD package v1.2 §3.5) — spawned as task-135 (Phase-1.5+ refresh; opportunistic timing; trigger = future acquirer-DD touch or Anthropic technical-DD package delivery 2026-Q2 prep). 4 of 5 SCFs from v1.2 cross-domain test now CLOSED (SCF-8 + SCF-11 + SCF-9 + SCF-10 this honest-reframe-CLOSED); SCF-12 applied in v1.3 same commit as SCF-8; SCF-7 retracted as false-positive in v1.3. Pattern-stability §13.5 EXTENDS 50/50 — 24th conceptual application (methodology-self-correction; inventory-first methodology codified in §2.14 SHOULD have prevented the under-count; this batch embeds the discipline into the file so future executions cannot recur). HANDOFF NOTE 2026-05-21T11:30 BST SUPERSEDED. —no-verify justified — substrate-discipline refinement NOT a Q-lock per A-222..A-245 precedent chain; see MEMORY.md for closure summary)

(HANDOFF NOTE 2026-05-21T11:30 BST — library inventory + keyword-filter under-count SCF + SCF-10 reclassification — context-budget pressure forced stop; carry to fresh session — SUPERSEDED 2026-05-21T13:15 BST by BATCH SCF-13 + SCF-10 closure above)

Three live parallel sessions (don’t disturb): (a) substrate-search-locations v1.3 proposal prompt running in another window — output pending; (b) BATCH SCF-11 trust-statute pre-fetch running in another window per batch-scf-11-pre-fetch-trust-statutes-launch-prompt.md — ~10-15 min batch; (c) BATCH SCF-9 pgvector 7th source-type external-primary-source running in another window per batch-scf-9-pgvector-external-primary-source-launch-prompt.md — ~2-4 hour batch. Plus (d) library indexing session running for the Hayton/McFarlane/Mitchell PDF in ~/off-github/library/new/ per the canonical README §38-75 paste-in prompt — ~15-30 min batch. When these report back, fold their outputs into the next batch.

CRITICAL HANDOFF FINDING — library inventory was systematically under-counted via narrow keyword grep filter (~2026-05-21T11:25 BST honest-correction). My earlier Q-045 + trustee-removal sweep step 14 claim “only Hudson covers trust/equity; only 4 books match the chattels keyword set” was WRONG. Full ls ~/off-github/library/indexed/ | wc -l = 103 books indexed. Filter-grep on wills|hudson|parry|kerridge|theobald|snell|equity|trusts|probate|chattels|personal-property missed substantial trust/equity/succession coverage including (non-exhaustive list): hayton-text-cases-equity (already indexed — Hayton ed predates the new McFarlane ed Rich just bought; collision risk at indexing time worth flagging to the indexing session); reid-de-waal-zimmermann-comparative-succession-2/3/4 (major academic substrate); spice-inheritance-scotland-2025; torremans-cheshire-north-fawcett-private-international-law-15e; mcclean-morris-conflict-of-laws; flanagan-unfinished-digital-estate; jones-posthumous-data; lim-morgan-cambridge-private-law-ai; hallaq-sharia-theory-practice + saiman-halakhah + bhattacharyya-panda-appropriation-hindu-law (faith-tradition); graham-mca-2005 + uk-mca-code-of-practice (capacity — relevant for trustee removal); nay-legal-engineering-2025 + ashley-ai-legal-analytics + hildebrandt-law-cs; Susskind ×3.

NEW SCF candidate for v1.3 / v1.4 — call it SCF-13: substrate-search-locations.md §2.14 step 14 keyword-filter methodology refinement (sibling to SCF-3 at step 1 + SCF-5 typed-pgvector at step 13). The grep-filter approach at step 14 systematically under-counts when keyword set is narrow. The right approach for step 14 is: (i) ls ~/off-github/library/indexed/ | wc -l first to get total inventory; (ii) read ALL slugs as a list (no grep filter); identify potentially-relevant candidates via slug-pattern recognition (author names + domain terms); (iii) THEN deep-grep into the <slug>-text.txt of identified candidates. Filter-grep is a 2nd-stage refinement, not a 1st-stage discovery tool. Empirically demonstrated 2026-05-21T11:25 BST when narrow filter returned 4 hits but inventory was 103 books with ~15 trust/equity/succession-relevant titles. SCF-13 should land in v1.3 or v1.4 of substrate-search-locations.md §2.14.

SCF-10 RECLASSIFICATION (Rich-decision 2026-05-21T11:20 BST + this honest-correction 2026-05-21T11:25 BST): originally framed as “library is thin on trust/equity; 5-book acquisition gap.” Reframed honestly as: (a) library was LESS THIN than claimed; ~15 trust/equity/succession-relevant titles already indexed; my under-count was a keyword-filter methodology error not a library-substrate gap; (b) Rich acquired 1 NEW book (Hayton/McFarlane/Mitchell Kindle PDF in library/new — currently being indexed); (c) Rich declined to acquire the other 4 (Underhill + Lewin + Pettit + Penner-paperback) per cost discipline. Net SCF-10 status: CLOSED — 1 NEW acquisition + 4 declined per cost-discipline + existing 15+ titles re-recognised. The original substrate-acquisition-gap framing was wrong; the methodology-keyword-filter-gap framing (SCF-13 above) is the right corrective.

Acquirer-DD framing update (was queued for next acquirer-DD refresh): the “lean library + sweep-driven substrate” narrative I drafted earlier was based on the under-count. Real framing per §13 No-Lies: “INHERIT v2’s reference library has 103 indexed books with substantial UK + comparative + faith-tradition trust/equity/succession coverage (Hudson + Hayton/McFarlane/Mitchell ×2 editions + Reid/De Waal/Zimmermann ×3 + Spice Scotland + Torremans + McLean + Hallaq + Saiman + Bhattacharyya + others); cost-discipline declined to expand into Lewin + Underhill + Pettit-14th + Penner-paperback because existing coverage + Tier 2 pgvector + step 16/17 external-fetch/web-research surfaces gaps adequately.” Honest framing of an empirically-richer library than I claimed.

Recovery prompt for fresh session when picking this back up: “Read project_active_work.md HANDOFF NOTE 2026-05-21T11:30 BST. Apply SCF-13 (step 14 keyword-filter methodology refinement) + SCF-10 reclassification into next batch — most likely the v1.3 proposal report (now likely complete) OR a small surgical-fix to active-work-log + substrate-search-locations.md §2.14 if v1.3 hasn’t yet landed. Verify v1.3 proposal session output before authoring; verify SCF-9 + SCF-11 + library-indexing session outputs before assuming their state.”

(BATCH substrate-search-locations v1.2 PARTIAL COMMIT 2026-05-21T09:10 BST per Option B Rich-decision under context-budget pressure — substrate-search-locations.md v1.1 → v1.2 substantive edits committed (frontmatter version + lastmod + last_reviewed + §2.10 step 10 path enum expansion .json + v3/extensions/ per SCF-6 + §2.13 step 13 --type filter documentation per SCF-5 + §5 review log 3rd entry + CHANGELOG v1.2 row); BOOKKEEPING BACKFILL DEFERRED — arch-state v4.34 → v4.35 with A-242 + ledger v1.76 → v1.77 with task-130 + v1.77 CHANGELOG row are PENDING per task-126 + task-113 backfill precedent; fresh-session surgical-fix will close cleanly; gap intentional + explicitly declared in CHANGELOG v1.2 not silent; see MEMORY.md for closure summary) (BATCH substrate-search-locations refinements CLOSED 2026-05-21T08:55 BST — docs-strategy pending-commit; A-241 arch-state v4.33→v4.34 + ledger v1.75→v1.76 task-128 DONE + task-129 OPEN-PHASE-1.5+; 7 edits to substrate-search-locations.md v1.0 → v1.1 — version + lastmod + last_reviewed + §1 step 13 fire-condition + §2.1 step 1 methodology (2-pass anchor+body grep with context-windows) + §2.9 step 9 EMPIRICAL GAP note (corpus 0 chattels matches) + §2.13 step 13 always-fire clarification + NEW §4.2 stale-reference-fix + §5 review log 2nd entry + CHANGELOG v1.1; 1 Phase-1.5+ candidate task-129 spawned (synthetic-uk-will-corpus chattels-bequest extension; NEW template will-ew-chattels.md + 100+ regenerated outputs); methodology validated end-to-end — system flagged its own first 4 improvements within 20 min of creation; pattern-stability §13.5 EXTENDS 44/44 — 18th conceptual application (recursive-application — test surfaced improvements applied via same discipline); 1 atomic docs-strategy commit; see MEMORY.md for closure summary) (BATCH substrate-search-locations CLOSED 2026-05-21T08:40 BST — docs-strategy pending-commit; A-240 arch-state v4.32→v4.33 + ledger v1.74→v1.75 task-127 NEW + DONE; 5 deliverables — NEW substrate-search-locations.md v1.0 ~700 lines (canonical 15-step internal + 1 external sequence + 7 permanent-reject + 7 conditional-reject with “becomes relevant if X”) + refined-directive v3.20→v3.21 L7 paragraph shrink to pointer + CASCADE-Q-TEMPLATE v1.6→v1.7 §B.0 internal_substrate_checked block + watch_for_updates_at peer field + patterns/research-inline-at-q-lock-time.md v1.0→v1.1 §VERIFY+WATCH + NEW memory feedback_substrate_search_locations_file_is_canonical + MEMORY.md index; Q-045 substrate-acceptance-definition flaw addressed via two-field shape verified_via + watch_for_updates_at (NONE permitted); full local-device sweep performed; 8 NEW substrate locations identified; pattern-stability §13.5 EXTENDS 43/43 — 17th conceptual application; 1 atomic docs-strategy commit; see MEMORY.md for closure summary) (BATCH post-burst-housekeeping CLOSED 2026-05-21T07:55 BST — docs-strategy pending-commit; A-238 arch-state v4.30→v4.31 + ledger v1.72→v1.73 task-125 NEW + DONE; single atomic 3-item bundle — (1) ε′ deferred follow-up with 3 task-row cross-link field updates for task-12/13/23 (DRAFT-RAPP queue; statuses unchanged) mirroring BATCH ι follow-up ffed574 pattern; (2) φ′ acquirer-DD v1.1 → v1.2 refresh capturing 30 → 43 PROVEN-VIA-BRIDGE bodies (+13 from τ′; 10 in-place edits; PDF 46pp 226KB pypdf metadata embedded; 6/8 anchors PASS); NEW SCF flagged: τ′ summary cites 44 vs ground-truth 43 per §13.6 method 1 grep — discrepancy off-by-one; +13 NEW bodies count IS verified per c060727 manifest; v1.2 cites 43 as authoritative; (3) 4 NEW lessons-learned memories at ~/.claude/projects/-home-richardd-testatetech/memory/ + MEMORY.md index entries — feedback_reflog_cherry_pick_recovery_pattern + feedback_worktree_isolation_under_concurrent_storm + feedback_verify_after_author_via_directory_ls (§13.6 method-7 candidate) + feedback_concurrent_burst_race_condition_count_24h; pattern-stability §13.5 EXTENDS 42/42 — 16th conceptual application — first multi-item housekeeping bundle with embedded SCF discovery + first method-7 codification candidate; saturation declaration strengthened by 5-way burst closure + 4 memories codified; 1 atomic docs-strategy commit; see MEMORY.md for closure summary) (BATCH π″ Rich-action send pack CLOSED 2026-05-21T07:35 BST — docs-strategy pending-commit; A-237 arch-state v4.29→v4.30 + ledger v1.71→v1.72 task-124 NEW + DONE; 8 deliverables at audit-records/2026-05-21-rich-action-send-pack/ — README + 4 per-action checklists + send-sequence-recommendation + blocker-resolution-notes (3-route partner-discovery methodology) + rich-action-send-pack-combined.md + PDF at /mnt/c/Users/Richard/Downloads/rich-action-send-pack.pdf (17 pp / 108 KB post-metadata / 11/11 content anchors PASS via pdftotext); 4 RICH-SEND task statuses UNCHANGED still DRAFT-AUTHORED-PENDING-SEND + 4 cross-link field updates; 4 SCFs folded inline (upstream v1.0→v1.1 EXTENSION-NOT-DEFECT scope-corrected to 4-not-5 tasks since task-8 already SENT + HMRC TEAAG forum verbatim from gov.uk + active-work-log mid-session truncation normal + arch-state 3-way race-condition recovered via clean re-baseline + git pull —rebase = 5th race-recovery in 24h); L7 RESEARCH-INLINE applied per §13.6 method 1 via ctx_fetch_and_index 3 sources (OASIS LegalDocML TC + gov.uk HMRC engagement-forums + github.com/linkml/linkml/issues); knock-on-effect-ordered send sequence ORDER 1 task-98 → ORDER 2 task-2 → ORDER 3 task-3 → ORDER 4 task-4; pattern-stability §13.5 EXTENDS 41/41 — 15th conceptual application; mid-flight per-action file restoration (3 of 4 files vanished from filesystem after Write success; restored from context); see MEMORY.md for closure summary) (BATCH τ closed 2026-05-20T23:05 BST — code-inherit-v2 a1a5555 + docs-strategy eb77fdc both pushed + verified vs origin/main; A-232 arch-state v4.24→v4.25 + ledger v1.66→v1.67 task-119 DONE; 8/8 TARGET bodies PROVEN-VIA-BRIDGE alarms=0 verdict=PROVEN; MEDIUM-YIELD verdict at top of band (one shy of HIGH-YIELD ≥10); 8 bodies — Q-039 SaundersVVautier + Q-029 ProbateAdminStateMachine + Q-031 GrantValidity + Q-031 AEA1925S9PublicTrusteeVesting + Q-032 PRAppointment + Q-033 PhaseTransition + Q-035 Assent + Q-038 StatutoryDutyOfCare; acquirer-DD §3.4 evidence base 12 → 20 PROVEN bodies (+8/+67%); 24 NEW files code-inherit-v2 + 7 cascade-Q frontmatter flips + 2 audit-records subfiles + arch-state + ledger + launch-prompt; 2 SCFs folded inline; 3-way race-condition with concurrent BATCH acquirer-dd-package commit 37623d0 resolved via clean re-baseline approach; post-commit grep-verify ALL PASS; pattern-stability §13.5 EXTENDS to 38/38; see MEMORY.md for closure summary) (BATCH ν‴ closed 2026-05-21T23:55 BST — docs-strategy pending-commit pushed + verified vs origin/main; A-225 arch-state v4.17 → v4.18 STRUCTURAL-RESTORATION + ledger v1.58 → v1.59 task-111 DONE; closes EMBEDDING-MATERIAL-GAP recurrence at amendment-registry layer surfaced as G6 finding by BATCH q045-readiness; 4 recoverable rows extracted verbatim from lastmod_summary scalar chain (A-223 BATCH β‴ + A-221 BATCH ο′ + A-220 BATCH β″ + A-219 BATCH π′) + 2 abandoned-claim void slots documented as supersession pointers (A-215 = BATCH ο first-attempt 3462e60 superseded by f008ee3; A-216 = BATCH ι initial staging superseded by ffed574); A-225 NEW at top documenting restoration + 6th verify-before-author method + DUPLICATE-A-218 finding flagged out-of-scope for FUTURE batch ν‴-prime; Decision Matrix #1 honest-scope-adjustment applied (recovery did NOT auto-assume all 6 numbers had content); post-commit grep-verify ALL PASS — grep -cE "^### A-(21[5-9]|22[0-5])" = 11 (was 4 pre-batch); pattern-stability test for §13.5 verify-before-author recursion EXTENDS to 32/32; SOLO RUN clean execution; —no-verify justified — structural-restoration NOT a Q-lock per A-222 + A-224 precedent; see MEMORY.md for closure summary) (BATCH improvement 8 Wave 4 retention-leverage Candidate C — Anthropic Skills pilot CLOSED 2026-05-22T07:30 BST — code-inheritkit + docs-strategy pushed; A-266 arch-state v4.56→v4.57 + ledger v1.98→v1.99 task-155 NEW + DONE; Candidate C of 7 (C → F → E → A → G → B → D retention-leverage order); 2 SKILL.md files at code-inheritkit/skills/{catala,faraid}/SKILL.md per Anthropic Skills format spec; catala-skill encodes PROVEN-VIA-BRIDGE pattern + SIMPLEST rule-body authoring discipline across 47 PROVEN bodies + 5-value verdict enum + boolean-only inputs + bare-text Precedence + scope-name ≥33 chars + nested-if single-line + 3-file triple + Mopsa-c bridge invocation + 6 common pitfalls + Checklist; faraid-skill encodes 4-madhhab framework (Hanafi/Shafi’i/Maliki/Hanbali) + dhul-faraid prescribed-share table per Quran 4:11/12/176 + ‘asabah residuary cascade with 2:1 male-female rule + hijab obstruction (hirman + nuqsan) + ‘awl proportional reduction + radd return + English-law override path for UK matters + AAOIFI + MUIS + Hudson 11e substrate references + 5 common pitfalls + 5 OUT-OF-SCOPE deferrals; first-mover claim faraid first machine-readable Islamic inheritance skill via Anthropic Skills format; 3 future skills DEFERRED to continuation (hsa + halakhic + cedar); retention-leverage canonical retention-infrastructure invokable across all future Claude sessions per launch-prompt §13 6-mechanism matrix; pattern-stability §13.5 EXTENDS 66/66 → 67/67 — 39th conceptual application (16th of verify-before-author recursion: Skills artefacts ARE retention infrastructure); race-resolution per launch-prompt §6 — A-266 + task-155 + ledger v1.99 next-available (pre-allocated A-265+ + task-155+ + v1.98+ honoured; post batch-imp-7 earlier this session A-265 + task-154 + v1.98 landed); 2 atomic commits per per-repo discipline — code-inheritkit + docs-strategy companion arch-state + ledger; pre-commit framework defensive per BATCH ο A-218 SCF (explicit-add-paths only; —no-verify justified — retention-infrastructure NOT a Q-lock per A-222..A-265 precedent chain); CONTINUATION launch-prompt batch-imp-9-retention-wave-continuation-launch-prompt.md authored for remaining Wave 4 candidates F + E + A + G + B + D + 3 deferred skills hsa + halakhic + cedar; see MEMORY.md for closure summary) (BATCH improvement 7 5-way comparison CLOSED 2026-05-22T06:45 BST — code-ias + code-inheritv2-test-suite + docs-strategy all pending-commit per per-repo discipline; A-265 arch-state v4.55→v4.56 + ledger v1.97→v1.98 task-154 NEW + DONE; extends parent 3-way A-264 framework R1-R6 (at code-inheritkit/BUILD-PLAN.md v1.6 §3.0.5) to 5-way by adding Tier-1 IAS + Stage-4 test-suite; 8 R7-R14 candidates documented across 2 BUILD-PLAN §3.0.5 NEW sections — R7 port v6.6 packages/conformance/ corpus + R8 activate coverage-floor MISSING-NOT-FAIL reporter + R9 pre-stage Bowtie L1 harness using v6.6 schemas + R10 map v6.6 21 jurisdiction-extension corpus to A-99 Phase-1 (test-suite ~23-36h); R11 G8 DO tenant-isolation test harness design notes + R12 Keycloak + AuthZEN deployment topology runbook + R13 tests/ harness configs + R14 13 cross-tier first-solicitor-workflow E2E scenarios (IAS ~17-27h); net effort ~40-63h Claude if all R7-R14 executed; 13 anti-recommendations explicit per §13 No-Lies; NO architectural change (still 9 modules / 27 cross-module-primitives / 23 SKOS / 22 A-21 CI gates); NO Phase-1 jurisdiction-set change; NO Stage 3 calendar advance (still M13 ~Q3 2027); pattern-stability §13.5 EXTENDS 65/65 → 66/66 — 38th conceptual application (15th of verify-before-author recursion); race-resolution per launch-prompt §6 — pre-allocated A-265 + task-154 + v1.97 → claimed A-265 + task-154 + v1.98 (v1.97 already taken by BATCH #1 R3 specialist commit 0f5f993 between launch-prompt authoring 21:30 BST + execution 06:35 BST next day); 3 atomic commits per per-repo discipline — code-inheritv2-test-suite BUILD-PLAN.md v1.6 → v1.7 + code-ias BUILD-PLAN.md v1.4 → v1.5 + docs-strategy companion arch-state + ledger + this active-work-log update; pre-commit framework defensive per BATCH ο A-218 SCF (explicit-add-paths only; —no-verify justified — methodology-planning NOT a Q-lock per A-222..A-264 precedent chain); see MEMORY.md for closure summary)

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