project_zeta_q028_locked_nu_eta_star_substitution_clause_mvp_2026_05_17

Q-028 ν.η★ LOCKED 2026-05-17 — Wills.SubstitutionClause MVP; Wills Phase-α CASCADE COMPLETE

Lock: ν.η★ universal-classifier composition Day-1. A-175 arch-state v3.69 → v3.70. FIRST NEW-Q under v3.15 with fully-re-answered Phase-3 substrate. THIRD AND FINAL foundational rule for Wills module Phase-α MVP per A-124.

Wills module Phase-α MVP CASCADE COMPLETE

Three foundational class shapes locked under v3.15 substrate-consultation methodology:

Lock	Class	A-N	Pattern
Q-026.2 ψ.η.β★	Will	A-173	super-amendment subsumes Q-026 ψ.η + Q-026.1 jurisdiction-uplift
Q-027.2 ξ.η’.β★	Bequest	A-174	light-cycle PARTIAL AMEND with FaithTraditionPillar refresh
Q-028 ν.η★	SubstitutionClause	A-175	FIRST new-Q under v3.15

ν.η★ shape

Universal classifier composition Day-1 — composes Q-026.2 + Q-027.2 + Q-024.1 patterns:

Element	Source pattern	Value count
SubstitutionMechanismScheme (NEW)	universal classifier per Q-027.2 ξ.η’.β★ pattern	5 values SM1-SM5
SubstitutionFailureModeScheme (NEW)	universal classifier per Q-027.2 BequestFailureModeScheme pattern	5 values SF1-SF5
JurisdictionScheme (cross-link)	Q-026.2 ψ.η.β★ A-173 super-amendment	3 Phase-1 values
FaithTraditionPillar (cross-link)	Q-024.1 Φ.η.ε★ A-171 sub-pillar refresh	10 sub-pillar values
SSSOM mapping_set Day-1	Q-027.2 31-row pattern transferred	34 rows
Catala SubstitutionValidityCheck	Phase-5-deferred typing surface Phase-1 per Q-019 ε.ζ	recursive max depth 5
Catala MuslimSubstitutionFaraidCheck	Phase-1.5+ wave-1 trigger per Q-024.1 MuslimWasiyyaCheck pattern	trigger MET via Q-024.1

SubstitutionMechanismScheme (5 universal values)

• SM1 simple-substitution — substitutio vulgaris (gift-over E&W + conditional institution Scotland + Ersatzerbe ZGB 487 Switzerland)
• SM2 fideicommissary-substitution — life-estate-and-remainder E&W + liferent and fee Scotland + Nacherbeinsetzung Vorerbe-Nacherbe ZGB 488-492
• SM3 conditional-substitution — conditional gift + bedingte Ersetzung; Mopsa-c condition-date-ambiguity per Q-019 ε.ζ
• SM4 per-stirpes-substitution — Wills Act 1837 s.33 + s.33A 2014 + conditio si sine liberis Scotland + droit de représentation Switzerland + HSA 1956 s.5 orphaned-grandchild Hindu + Quran 4:11-12 faraid forced-substitution Muslim (closeMatch) + Bava Batra bekhor Jewish (closeMatch limited halachic-strict pillar)
• SM5 destination-over — Scotland-specific peculiarity per common-law destination clauses (jurisdiction_applicability metadata; other-jurisdictions Phase-1.5+ trigger)

SubstitutionFailureModeScheme (5 universal failure modes)

• SF1 substitute-also-predeceased — recursive lapse (Catala recursive max depth 5; P-01 fold)
• SF2 substitute-ineligible — Forfeiture Act 1982 UK + Erbunwürdig ZGB 540 + unworthy heir Scotland + disclaimer + capacity defect
• SF3 substitution-condition-failed — Mopsa-c condition-date-ambiguity check (Q-019 ε.ζ inheritance)
• SF4 forced-heirship-override — IFPA 1975 UK + legitim/jus relictae T&S(S)A 2024 + Pflichtteil ZGB 470+ 2023 Erbrechtsrevision + faraid + HUF coparcener + bekhor; Catala MuslimSubstitutionFaraidCheck Phase-1.5+ wave-1
• SF5 anti-lapse-vs-disclaimer-conflict — s.142 IHTA 1984 deed-of-variation determinacy gap; Catala disclaimer-vs-substitution-order rule body Phase-5-deferred

v6.6 substrate consulted (clean-break — source-law citations only)

3 Phase-1 jurisdictions + 3 faith pillars distilled to v2-native vocabulary per v3.15 step 6h. Source-law citations (Wills Act 1837 s.33 + s.33A + ZGB Art 487-492 + Succession Scotland Act 1964 + T&S(S)A 2024 + HSA 1956 s.5 + Quran Surah An-Nisa 4:11-12 + Talmudic Bava Batra + Forfeiture Act 1982 + IFPA 1975 + IHTA 1984 s.142). NO v6.6 paths in lock outputs.

Methodology footprint (FIRST NEW-Q v3.15)

Step	Outcome
Step 6 RESEARCH SWEEP RC1-RC7	Average 4.57/5 (RC1 4/5 + RC2 3/5 + RC3-RC7 5/5)
Step 6h v6.6 substrate consultation	Applied 3 jurisdictions + 3 faith pillars distilled clean-break
Step 6b Tier-2 pgvector	3 fresh queries; substantive substitution-law library coverage moderate; cross-jurisdictional ontology-modelling 5/5
Step 7 scorecard	14 criteria × 8 options; Wsum 4.92 Σ raw 69/70
Step 7 per-flavour audit	FV 5.0 + IC 5.0 + FR 5.0 cleared no near-veto; ν.α NEAR-VETOED FR c7+c14=2/5; ν.δ NEAR-VETOED IC+FR c3=1/5 LOCK-BLOCKING empty Q-026.2 referent
Step 7 international-scope sub-audit	PASS — 3 Phase-1 + 3 faith pillars symmetric Day-1 + SSSOM 34-row
Step 7 cascade-compliance sub-audit	11/11 clean — A-115 + Q-005 + Q-008 + Q-012 + Q-014 + Q-015 + Q-019 + Q-021 + Q-024.1 + Q-026.2 + Q-027.2
Sensitivity perturbations	8/8 robust; floor +0.10; over-reliance check c7 ÷2 substrate-derived per source-law
Step 7.5 named-persona pass	5 personas (P-01 Catala + P-04 OASIS + P-07 Mishcon + P-08 Lawsky + P-FR-FAITH-01 Sharia Hanafi) 10 objections (4 (a) + 4 (b) + 2 (c)-folded-inline-via-cascade-routing)

11 sub_clarifications_locked

1. substitution_mechanism_scheme_skos_5_value_universal (SM1-SM5)
2. substitution_failure_mode_scheme_skos_5_value_universal (SF1-SF5)
3. sssom_mapping_set_34_rows_validated_day_1 cross-jurisdiction + faith-pillar
4. catala_substitution_validity_check_termination_lemma_phase_1_s2_recursive_max_depth_5 (P-01 fold)
5. catala_per_stirpes_arithmetic_golden_vector_partner_firm_dd_phase_1_5 (P-01 fold)
6. s_33a_remoter_issue_2014_amendment_per_stirpes_recursive_depth_5_catala_check (P-07 fold)
7. case_law_integration_phase_3_q_030_probate_recognition (P-07 (c)-fold)
8. destination_over_universal_classifier_with_jurisdiction_applicability_metadata (P-04 (c)-fold)
9. muslim_substitution_faraid_check_phase_1_5_catala_rule_per_q_024_1_pattern (P-FR-FAITH-01 (b)-fold)
10. faith_tradition_constraint_nullable_q_024_1_a_171_10_sub_pillar_advisory_layered cross-link
11. q_027_2_universal_classifier_pattern_transfer_from_a_174_jurisdiction_q_026_2_a_173_cross_link

S1 + S2 spike outcomes — VALIDATED

S1 LinkML 1.10 7-generator (lock-BLOCKING): 7/7 generators emit clean:

Generator	Lines
gen-pydantic	325
gen-json-schema	132
gen-typescript	104
gen-jsonld	898
gen-python	345
gen-shacl —non-closed	70 (1 NodeShape — SubstitutionClause class only)
gen-sqla	59
Total	1933L

S2 SSSOM 1.1 validate (lock-DEFERABLE): sssom-py validate PASS on 34-row mapping_set; ROBOT sssom:inject CI gate Day-1 eligible per Q-014 V5+ G-ROBOT-SSSOM-INJECT.

Pattern observations

• TWENTY-FOURTH refined-prompt-era ζ.2 lock (counting Q-028)
• EIGHTH consecutive bold-synthesis lock post-Q-025 META-break (Q-026 + Q-026.1 + Q-027 + Q-024.1 + Q-025.1-light + Q-026.2 + Q-027.2-light + Q-028); counter-pattern check CONFIRMS substrate-derived (Wills Act 1837 + ZGB + HSA + Quran ALL statute-grounded Day-1; Q-024.1 + Q-026.2 + Q-027.2 cascade-compliance mandatory)
• FIRST NEW-Q under v3.15 with fully-re-answered Phase-3 substrate — validates v3.15 methodology footprint for new-Q production-use (vs amendment/re-answer cycles Q-024.1 + Q-025.1 + Q-026.2 + Q-027.2)
• Wills module Phase-α MVP CASCADE COMPLETE — three foundational class shapes Will + Bequest + SubstitutionClause locked under v3.15
• Universal-classifier composition pattern continues — Q-027.2 ξ.η’.β★ TransferMechanism pattern transferred directly to Q-028 ν.η★ SubstitutionMechanism + SubstitutionFailureMode; composability-over-novelty per v3.2
• Phase-3 axis 2/30-45 → 3/30-45 (Q-028 IS new-Q increment; Q-026.2 + Q-027.2 were re-answers; supersession not increment)

NEXT

Phase-3 module-authoring cascade per A-124 sequence: Wills → Probate → Trusts → Assets → Commerce → Transfer → Delegation → Credentials → Core. Wills module Phase-α MVP COMPLETE. Q-029 = first foundational Probate-module Q under v3.15. Likely candidates per A-124 + named-persona (c)-fold cascade-routing: Probate.Estate or Probate.Grant (UK&W) / Probate.Confirmation (Scotland) / Probate.Erbschein (Switzerland) — or Probate.WillRecognition class (per Q-026.2 P-07 + Q-026.2 P-08 + Q-028 P-07 (c)-fold cascade-routing references).

External academic review still warranted

Per A-141 — internal-simulation named-persona pass widened objection-set materially but does NOT substitute for genuine external Catala-lead + OASIS-TC-editor + Mishcon-partner + Cardozo-Lawsky + Sharia-jurisprudence engagement. Standards-engagement §A-141 Phase-1.5+ academic peer review post-Q-028 lock completes the Wills MVP cluster (alongside Q-024.1 + Q-026.2 + Q-027.2).

Related

• [[project_zeta_q026_2_locked_psi_eta_beta_star_re_answer_2026_05_17]] — Q-026.2 Will super-amendment (substitution_clauses[] container source)
• [[project_zeta_q027_2_locked_xi_eta_prime_beta_star_re_answer_2026_05_17]] — Q-027.2 Bequest universal-classifier pattern source
• [[project_zeta_q024_1_q025_1_faith_tradition_cluster_re_answer_2026_05_17]] — Q-024.1 FaithTraditionPillar 10-sub-pillar substrate
• [[refined_prompt_v3_15_released_v6_6_substrate_consultation_clean_break_2026_05_17]] — v3.15 directive
• A-173 Q-026.2 ψ.η.β★ Will super-amendment — cross-link source for jurisdiction slot + Will.substitution_clauses[] container
• A-174 Q-027.2 ξ.η’.β★ Bequest — universal-classifier pattern transfer source
• A-171 Q-024.1 Φ.η.ε★ — FaithTraditionPillar 10-sub-pillar substrate source
• A-124 — Phase-3 module-authoring sequence (Wills → Probate → Trusts → Assets → Commerce → Transfer → Delegation → Credentials → Core)
• spike-reference at docs/superpowers/specs/spike-references/2026-05-17-q028-substitution-clause-mvp/wills.linkml.yaml + wills-substitution-mapping-set.sssom.tsv (34 rows)