Session scope: Wednesday 22 April 2026. Long interactive session absorbing a previous-session transcript paste + working through 2026-04-22 decisions + executing preparatory commits for the 24-Z library-grounded research dispatch.

Session narrative arc

  1. Fresh-session handoff — previous session’s transcript pasted in; I oriented against memories + git state; provided status report before taking action per Rich’s “catch up and report before starting any more work” directive.
  2. Q2 + Q5 scorecards — I built a Q2 scorecard (Q2 memo didn’t have one); surfaced Q5’s existing scorecard.
  3. Q5 verdict: ε + δ locked (single codebase + tenant-scoped + consortium handover Phase-2+).
  4. Jurisdictional scope critique — Rich flagged “too UK-centric” concern. I acknowledged drift honestly + surfaced Option A-F scorecard. Option D locked (E&W + Scotland + Switzerland).
  5. Q2 verdict: α_max — “do as many as possible” — all three faith-tradition Catala Phase-1 + ε marketplace committed Phase-3+. 30-48 month Phase-1 timeline accepted. 7 reification-mitigations promoted to MANDATORY + enforceable.
  6. Z-research programme scoping — surfaced 23-Z list; Rich approved all 23 + hybrid (c) disposition for Z1-Z5.
  7. INHERIT-Core drift caught — Rich noticed I’d stopped mentioning the Core + 6-families split. I acknowledged honestly, surfaced v6.6 evidence (A4.38 + A4.39 + X9.15 + X9.16 still live in mega-spec), added Z24-MODULARITY making it 24 files. INHERIT-Core Option A locked (explicit 7th module; 81.5% scorecard).
  8. Catalogue as 6th top-level locked on Rich’s wishlist-items rationale (items testator does NOT yet own).
  9. Partner-model correction — Rich flagged that dealer partnerships aren’t single-per-jurisdiction like legal families. Three-shape framing emerged: Shape A legal-advisory triad per jurisdiction; Shape B Catalogue competitive marketplace + category-sponsorship (“prestige ownership” — Rails of Sheffield sponsors Model Railways); Shape C cross-cutting platform-integration (corrected from “Assets only” to multi-module platforms).
  10. MFI three-partner pivot recovery — Rich asked me to find the 16 April evening brainstorm documents where single-partner → three-partner (succession + tax + faith) comparison engine evolved. Confirmed these are already in committed docs (2026-04-16-inherit-tt-roadmap-ideas-design.md v2.0 + partner-model v2.5 + inherit-governance-charter v2.1 + partners-by-type-ew-sco-ire + L5.28 in critique-ready spec). Mockups 01-31 predate the pivot; mockup 32 (comparison-engine-grid) is the refactor.
  11. Shape C commercial model scorecard — Rich asked for explanation + scorecard of “completely transparent composition.” 5 options scored; Option 1 (transparent) at 90% + Option 3 (enterprise-exception) as fallback locked.
  12. Repo-naming verdict — Rich chose Option (ii) consistent code-{brand} pattern: testatetech/code-inherit-v2 + testatetech/code-inheritkit.
  13. Z1-Z5 disposition: (c) hybrid — 19 new agents + 1 staleness-review agent for existing Z1-Z5 notes.
  14. Preparatory work execution — Rich chose Option 1: do all preparatory commits in this session, leave only Wave-1 dispatch for fresh session.

Preparatory commits delivered

  1. Architecture-proposal v1.5 at docs/superpowers/specs/2026-04-22-inherit-v2-architecture-proposal.md (415-line rewrite vs v1.4 219 lines). Committed + pushed SHA 03a7a3f.
  2. 19 Z-notes stub files (Z6-Z24) at ~/off-github/library/projects/inherit/ with topic-specific requirements + cross-references from v1.5.
  3. 19 research-request YAML blocks appended to ~/off-github/library/research-requests.md → v1.1.
  4. Handoff prompt at docs/superpowers/scoping/2026-04-22-z-research-programme-handoff.md v1.0. Committed + pushed SHA 5b8c1fb.
  5. Three durable memories saved: project_v2_architecture_locked_2026_04_22.md + project_partner_model_three_shapes.md + project_z_research_programme_24_files.md.
  6. Scotland memory superseded on phase-timing (Scots-succession-law substance retained).
  7. MEMORY.md index updated with 3 new entries + Scotland supersession flag.
  8. **Richard-task 127** added + committed to davieshq/docs-personal SHA 85ebbc8 — 3 OWL 2 DL library acquisitions pre-authorised for Z17-ONTOLOGY.

Key methodological learnings (durable for future sessions)

  1. v6.6 inheritance counts as a first-class scorecard criterion — previously omitted; under-scored evolutionary options. Added ×1.5 weight.
  2. Reification-mitigations must be tooling-enforceable, not documented-but-unenforced — per α_max commitment, “modules without provenance metadata do not compile” is the enforcement discipline.
  3. Drift-catching is a valid collaborative mode — Rich caught me under-surfacing module decomposition + over-collapsing per-partner model to single-shape. Honest acknowledgement + scorecard recovery restored alignment without time lost.
  4. “Run from a fresh session” handoff — major preparatory work completes in origin session; fresh session starts with a handoff prompt that reads a named file + executes a bounded task. Reduces context-reconstruction risk.

Supersedes + relationships

  • Supersedes: Option G+ recommendation (2026-04-18 scorecard session memory), Scotland-Phase-2 (phase-timing only), Ⅱ-permanent recommendation (v1.0-v1.4 of architecture-proposal).
  • Informed by: v6.6 discovery session (2026-04-22 AM), asset-catalogue-scope session (2026-04-22 midday), partner-model triad origin (2026-04-16 evening), Q1/Q2/Q3/Q4/Q5 research memos (2026-04-21).
  • Cascades to: v2.0 mega-spec rewrite (starts post-Wave-6 adversarial critique). 23 Z-notes populations across 6 waves. Cascade-edits to E1.2 + E1.4 + E1.14 + F7.1-4 + F7.7 + F7.20 + R3.9 + A4.10 + A4.26-28 + A4.32 + A4.38 + A4.39 + A4.40 + A4.40a + A4.40b + A4.46 + X9.1 + X9.1bis + X9.15 + X9.16 + new F7.21 + F7.22 + F7.23 + A4.32b + A4.32c + A4.40-A4.40b.

Next-session expectations

Fresh session reads handoff prompt + dispatches Wave 1. Completion criteria: all 24 Z-notes populated + staleness-review done + consolidation memo + adversarial critique delivered. Rich then adjudicates + v2.0 mega-spec rewrite begins.