TT Claude Memory

project_zeta_q031_locked_delta_eta_star_grant_of_representation_mvp_2026_05_18

Properties1
description2026-05-18T08:00 BST. Q-031 δ.η★ Probate.GrantOfRepresentation class shape MVP LOCKED (A-179 arch-state v3.73 → v3.74). THIRD foundational rule for Probate module Phase-α after Q-029 β.η★ Estate + Q-030 γ.η★ WillRecognition. FIRST Q under freshly-applied v3.15 second-tightening pass (commit 8a32f4b) + canonical-command-fix (commit 1e5b0b2) + Tier-2 wrapper Fix B+C (off-github commit 970ba09). Universal-classifier composition Day-1 composing 15 prior cascade locks under PROPER v3.15 Harvard-depth substrate sweep (vs prior pattern-transfer baseline). Two NEW SKOS classifier schemes Day-1 (UniversalGrantTypeScheme 5 jurisdiction-neutral + SubmissionChannelScheme 4 per T60 cross-module primitive #14). SSSOM 22-row mapping_set Day-1. GrantOfRepresentation class 21 slots — 15 baseline + 6 NEW substrate-correcting (proof_form per Parry §18.10-12 + pre_grant_vested_in_public_trustee per AEA 1925 s.9 + submission_channel per T60 + digital_statement_of_truth_used per MyHMCTS + ecs_dispute_status per CJEU C-187/23 + swiss_3_month_waiting_period_elapsed per ZGB). 9 substrate-correcting findings folded vs prior pattern-transfer framing. 16 sub_clarifications_locked. Wsum 4.94 margin +1.53 ROBUST. Per-flavour FV+IC+FR 5.0. International-scope PASS. Cascade-compliance 14/14. Named-persona 5 (P-07 + P-09 + P-04 + P-10 + P-FR-FAITH-01) 15 obj — 2 (a) + 11 (b) + 2 (c)-FOLDED. S1+S2 lock-BLOCKING VALIDATED + S3 Catala 4-rule lock-DEFERABLE Phase-1 S2. RC1-RC7 33/35 94% ROBUST. TWENTY-EIGHTH ζ.2 lock under v3.15. ELEVENTH consecutive bold-synthesis substrate-derived.

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Q-031 δ.η★ Probate.GrantOfRepresentation MVP LOCKED 2026-05-18

Lock: δ.η★ universal-classifier composition Day-1. A-179 arch-state v3.73 → v3.74. THIRD foundational rule for Probate module Phase-α after Q-029 β.η★ Estate + Q-030 γ.η★ WillRecognition. FIRST Q under freshly-applied v3.15 (second-tightening commit 8a32f4b + canonical-command-fix 1e5b0b2 + Tier-2 wrapper commits 970ba09 off-github).

Process distinction — pattern-transfer vs Harvard-depth substrate

Q-031 was first framed earlier in this session via pattern-transfer from Q-029/Q-030 memories — reached Wsum 4.86. Rich directed Q-031b PAUSE-AND-REFRAME under freshly-readable v3.15. Re-framing applied full step 6 substrate sweep (6a T-file + 6b Tier-2 pgvector + 6c library reads + 6d memory + 6e 5 parallel web tracks + 6h v6.6 + 6i RC1-RC7). Result — Wsum 4.86 → 4.94 (+0.10) with 9 substrate-correcting findings the pattern-transfer missed entirely. Validates v3.11 empirical observation (b) — Harvard-depth surfaces substrate-correcting findings that tactical-mode cannot.

δ.η★ shape

Universal-classifier composition Day-1 composing 15 prior cascade locks.

2 NEW SKOS classifier schemes Day-1

UniversalGrantTypeScheme (5 jurisdiction-neutral values):

  • testate-grant-with-executor (UK&W grant_of_probate + Scotland confirmation+executor_nominate + Swiss Erbschein testate + ECS Art 67 testate)
  • administration-with-will-annexed (UK&W letters_of_administration_with_will_annexed + Scotland confirmation+executor_dative testate)
  • intestate-administration (UK&W letters_of_administration + Scotland confirmation+executor_dative intestate + Swiss Erbschein intestate + ECS Art 67 intestate)
  • limited-grant (UK&W limited_grant)
  • supplementary-or-de-bonis-non (UK&W de_bonis_non + Scotland eik_confirmation supplementary)

SubmissionChannelScheme (4 values per T60 JurisdictionalSubmission primitive #14):

  • ApiSubmission (HMRC MTD VAT pattern; no current probate-grant API)
  • PortalUploadSubmission (UK&W MyHMCTS mandatory post-2 Nov 2020)
  • EmailAttachmentSubmission (Swiss cantonal Erbschein)
  • PaperSubmission (UK&W PA1P/PA1A citizen + Scotland Form C1)

SSSOM 22-row mapping_set Day-1

Bridges UniversalGrantTypeScheme + SubmissionChannelScheme to UK&W localGrantTypes 5 + Scotland Confirmation 3 + Switzerland Erbschein + EU SR 650/2012 ECS Article 67 + Article 62 recognition + T60 JurisdictionalSubmission subclasses.

GrantOfRepresentation class — 21 slots (15 baseline + 6 NEW substrate-correcting)

Baseline 15: id + estate REQUIRED FK Q-029 + will NULLABLE FK Q-026.2 + will_recognition NULLABLE FK Q-030 + grant_type REQUIRED + issuing_jurisdiction REQUIRED + issuing_authority REQUIRED string + grant_date REQUIRED + grant_reference_number REQUIRED + acting_executor_or_administrator NULLABLE FK Q-008 R.δ + caveat_status enum + iht_filing_status enum + ecs_in_lieu_of_national_grant boolean + small_estate_summary boolean + faith_tradition_pillar NULLABLE FK Q-024.1 A-115.

6 NEW substrate-correcting:

  • proof_form enum {common, solemn} (Parry & Kerridge §18.10-12 — UK&W binary proof regime; post-common-form revocation NOT time-barred)
  • pre_grant_vested_in_public_trustee boolean (AEA 1925 s.9 invariant per Parry §18.17-18 — load-bearing testate-vs-intestate distinction)
  • submission_channel REQUIRED SubmissionChannelScheme (per T60 JurisdictionalSubmission primitive #14 candidate Phase-1.5+ uplift)
  • digital_statement_of_truth_used boolean (UK&W MyHMCTS post-2 Nov 2020 advisory)
  • ecs_dispute_status enum {none, pending, resolved} (CJEU C-187/23 23-Jan-2025 — ECS cannot issue when succession is disputed)
  • swiss_3_month_waiting_period_elapsed boolean (ZGB Art 559 — Swiss statutory waiting period before Erbschein issuance)

4 Catala rules (typing-surface Phase-1 S2 + rule-body Phase-5 per Q-019)

  • GrantValidityCheck (proofForm-conditional branches; P-01 + P-07 fold)
  • AEA1925S9PublicTrusteeVestingCheck (UK&W intestacy invariant per Parry §18.17-18)
  • ECSDisputeBlockingCheck (NEW per CJEU C-187/23)
  • Scotland2024S8ForfeitureCheck (NEW per T&S(S)A 2024 s.8 — refuse executor_dative on murder/culpable-homicide prosecution)

9 substrate-correcting findings folded vs pattern-transfer baseline

  1. Parry & Kerridge §18.10-12 common/solemn proof form (post-common-form revocation not time-barred)
  2. AEA 1925 s.9 Public Trustee pre-grant vesting (testate-vs-intestate load-bearing)
  3. UK&W MyHMCTS portal mandatory since 2 Nov 2020 + digital statement of truth
  4. Nov 2025 probate fees update — £300 application + £16/copy (cost basis only)
  5. Scotland T&S(S)A 2024 s.8 forfeiture-on-petition for murder/culpable homicide (corrected from s.80 per Q-032 lock)
  6. Swiss Erbschein 3-month statutory waiting period (ZGB Art 559)
  7. ECS CJEU C-187/23 (23-Jan-2025) — dispute precludes issuance
  8. T60 JurisdictionalSubmission typology — submission-channel as cross-module primitive
  9. No public ontology for grant-of-representation — P-04 OASIS engagement-track Phase-1.5+ per A-141

16 sub_clarifications_locked

  1. universal_grant_type_scheme_skos_5_value_jurisdiction_neutral
  2. submission_channel_scheme_skos_4_value_per_t60_jurisdictional_submission_typology
  3. sssom_mapping_set_22_rows_validated_day_1_uk_e_w_scotland_switzerland_ecs
  4. catala_4_rules_phase_5_deferred_typing_surface_phase_1_s2 (GrantValidity + AEA1925s9PublicTrusteeVesting + ECSDisputeBlocking per C-187/23 + Scotland2024s80Forfeiture per T&S(S)A)
  5. estate_fk_required_per_q_029_a_177
  6. will_fk_nullable_per_q_026_2_a_173
  7. will_recognition_fk_nullable_per_q_030_a_178
  8. executor_administrator_role_bearer_fk_per_q_008_r_delta_nullable_for_ecs_in_lieu
  9. faith_tradition_pillar_nullable_per_q_024_1_a_171_advisory_layered
  10. proof_form_common_vs_solemn_enum_uk_e_w_advisory_per_parry_kerridge_substrate_correcting
  11. pre_grant_public_trustee_vesting_boolean_per_aea_1925_s_9_load_bearing_invariant
  12. caveat_status_iht_filing_status_digital_statement_of_truth_used_enums_day_1
  13. iht400_iht421_form_field_mapping_table_phase_1_5_partner_firm_dd_per_a_141
  14. ecs_in_lieu_plus_dispute_status_enums_per_p_10_b_fold_and_cjeu_c_187_23_substrate_correcting
  15. swiss_3_month_waiting_period_boolean_advisory_per_zgb_substrate_correcting
  16. oasis_legaldocml_engagement_track_phase_1_5_plus_per_p_04_c_fold_richard_task_target

Methodology footprint (v3.15 fully-readable)

StepOutcome
6a T-FILE CHECKT59 HMRC IHT400-no-API + T60 JurisdictionalSubmission #14
6b TIER-2 PGVECTOR5 queries via spike-env (Switzerland Erbschein 0.878 top hit; Scotland confirmation 0.768; ECS 0.786; personal representative 0.780; grant-of-probate 0 t-file hits — honest substrate-thinness)
6c LIBRARYBarlow Ch 8-10 + Parry & Kerridge §18.10-18.18 + Spice 2025 + McClean & Morris + Reid/Zimmermann Vols 2-4
6d MEMORYScotland-as-second-jurisdiction substance current + Q-028/Q-029/Q-030 cascade
6e WEB 5 parallelMyHMCTS post-2020 + T&S(S)A 2024 s.8 + Erbschein ZGB 2023 + ECS C-187/23 + ontology landscape
6h V6.6 SUBSTRATEUK&W localGrantTypes + Scotland confirmation block + Switzerland Erbschein + ECS — all distilled clean-break
6i RC1-RC733/35 (94%) ROBUST; no <3/5
Step 7 scorecard17 criteria × 8 options; Wsum 4.94 Σ raw 84/85
Step 7 per-flavour auditFV+IC+FR 5.0 no near-veto
Step 7 international-scope sub-auditPASS — UK&W + Scotland + Switzerland + EU SR explicit naming
Step 7 cascade-compliance sub-audit14/14 clean
Sensitivity perturbations8/8 ROBUST; floor +0.42
Step 7.5 named-persona pass5 personas; 15 obj — 2 (a) + 11 (b) + 2 (c)-FOLDED-inline-via-cascade-routing

Spike outcomes

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

GeneratorLines
gen-pydantic475
gen-json-schema233
gen-typescript176 (5 informational warnings on uriorcurie type-base — known LinkML 1.10 behaviour; 1 export interface emitted)
gen-jsonld1326
gen-python520
gen-shacl —non-closed138 (1 NodeShape — GrantOfRepresentation)
gen-sqla48
Total2916L (vs Q-030 2349L; larger due to 7 enums + 6 NEW slots)

S2 SSSOM 1.1 validate (lock-BLOCKING): VALIDATED — sssom-py validate exit 0 on 22-row mapping_set.

S3 Catala 4-rule typing-surface (lock-DEFERABLE): Phase-1 S2 scheduled per Q-019 ε.ζ on-publish CI-time.

S4 OASIS LegalDocML reconnaissance (lock-DEFERABLE): Phase-1.5+ engagement-track per P-04 (c)-fold + A-141 standards-engagement. Richard-task to schedule with Monica Palmirani / Bologna CIRSFID type.

Pattern observations

  • TWENTY-EIGHTH refined-prompt-era ζ.2 lock
  • ELEVENTH consecutive bold-synthesis lock post-Q-025 META-break; counter-pattern check substrate-derived confirmed (δ.α minimal-MVP FAILS Scotland/Switzerland/ECS/faith-pillars Phase-1 cascade; substrate-derived NOT aspiration-derived)
  • FIRST Q under fully-readable v3.15 (post-second-tightening 8a32f4b + canonical-command-fix 1e5b0b2)
  • Latent defect surfaced + fixed mid-cascade — Tier-2 pgvector canonical command (v3.9..v3.15.2 specified python3 instead of spike-env python; v3.15.3 fix landed 1e5b0b2; Fix B wrapper + Fix C defensive in 970ba09)
  • Pattern-transfer-vs-Harvard-depth delta documented — Wsum 4.86 → 4.94 (+0.10); 9 substrate-correcting findings folded
  • Probate module advancing — 2/8 → 3/8 (Estate + WillRecognition + GrantOfRepresentation); next likely Q-032 PersonalRepresentative role-bearer expansion OR Q-032 ProbateAdministration state-machine
  • 22-row SSSOM mapping_set Day-1 — comparable scale to Q-030 (20 rows) + Q-029 (21 rows)
  • NEW T60-derived primitive (SubmissionChannelScheme) — first cross-module-primitive uplift candidate surfaced in Probate module via v3.15 mandatory Tier-2 + T-file consult
  • 9 substrate-correcting findings folded — vs prior pattern-transfer framing
  • Phase-3 axis 5/30-45 → 6/30-45

NEXT

Q-032 likely Probate.PersonalRepresentative role-bearer expansion (extending Q-008 R.δ BFO role-bearer with PR-specific slots — appointment_basis enum / acceptance_date / renunciation_status / bond_of_caution_required boolean Scotland-specific / IHT-residual-liability-after-distribution) OR Probate.ProbateAdministration state-machine (PRE-GRANT → POST-GRANT → DISTRIBUTION → CLOSED state transitions per Q-029.estate_administration_phase already-locked); both Phase-3 ζ-Q under A-124 sequence after Q-031 GrantOfRepresentation MVP.

  • [[project_zeta_q030_locked_gamma_eta_star_will_recognition_mvp_2026_05_17]] — Q-030 Probate.WillRecognition (cross-link will_recognition NULLABLE FK)
  • [[project_zeta_q029_locked_beta_eta_star_probate_estate_mvp_2026_05_17]] — Q-029 Probate.Estate (REQUIRED FK)
  • [[project_zeta_q026_2_locked_psi_eta_beta_star_re_answer_2026_05_17]] — Q-026.2 Wills.Will (NULLABLE FK)
  • [[project_zeta_q024_1_q025_1_faith_tradition_cluster_re_answer_2026_05_17]] — Q-024.1 FaithTraditionPillar substrate
  • [[refined_prompt_v3_15_released_v6_6_substrate_consultation_clean_break_2026_05_17]] — v3.15 directive (now fully-readable post-second-tightening commit 8a32f4b)
  • A-179 Q-031 δ.η★ (this lock); A-178 Q-030 γ.η★ predecessor; A-177 Q-029 β.η★ predecessor in Probate module
  • A-124 — Phase-3 module-authoring sequence Wills → Probate → Trusts
  • spike-reference at docs/superpowers/specs/spike-references/2026-05-18-q031-grant-of-representation-mvp/probate.linkml.yaml + probate-grant-of-representation-mapping-set.sssom.tsv (22 rows)
  • Fix B + Fix C deferred-then-implemented this session — ~/off-github/library/projects/inherit/tier-2-pgvector-library-index/query_library.py (defensive try/except for ModuleNotFoundError) + ~/off-github/.../query_library_wrapper.sh (durable wrapper source; deployed at ~/tools/inherit-spike-env/bin/query_library)

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