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project_zeta_q037_locked_kappa_eta_star_trusts_trust_container_mvp_2026_05_18

Properties1
descriptionQ-037 (alias Q-T1) κ.η★ Trusts.Trust container class shape MVP LOCKED 2026-05-18T17:30 BST — THIRD substantive Q under refined-prompt v3.17 + L1-L5 disciplines; THIRD L2 substrate-sweep inheritance application; SIXTH full cascade-Q file under v3.16; TRUSTS-MODULE ENTRY (module 0/3-5 → 1/3-5); arch-state v3.81 → v3.82 A-187; Wsum 4.93 margin +1.36 ROBUST; cascade-compliance 18/18; persona-pass 4/4 (P-07 + P-08 Lawsky + P-04 OASIS + P-10) 9 obj all foldable; S1 7/7 + S2 exit 0 (18 rows) lock-BLOCKING; FIRST 100% RC1-RC7 score (35/35); 3 substrate-correcting findings — Switzerland NO NATIVE TRUST LAW per Hague 1985 + Hudson Three Certainties + Magic Triangle; EW counters RESET at Probate→Trusts module-boundary; P-08 + P-04 engagement per retrospective Q1; MQ-009 COMMISSIONED per Option F+A combined module-prefix-numbering + BFO-class-alignment

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Q-037 (Q-T1) κ.η★ Trusts.Trust container MVP LOCKED 2026-05-18T17:30 BST

Top-line

  • Locked pick: κ.η★ universal-classifier composition Day-1 + Magic Triangle (settlor + trustees + beneficiaries per Hudson §2.3) + Three Certainties doctrine (intention + subject-matter + objects per Hudson §3.1.1 + Knight v Knight 1840) + 3 NEW SKOS schemes + Hague 1985 Switzerland substrate-correcting
  • Amendment: A-187; arch-state v3.81 → v3.82
  • Wsum: 4.93 / 5.00 (margin +1.36 ROBUST over true runner-up κ.γ)
  • Cascade-compliance: 18/18 ROBUST
  • Personas: 4/4 PASS — P-07 Mishcon + P-08 Lawsky + P-04 OASIS + P-10 Berenbrok (P-08 + P-04 emphasis per retrospective Q1)
  • S1: 7/7 PASS lock-BLOCKING (450 + 163 + 121 + 1372 + 423 + 105 + 98 lines; 1 NodeShape)
  • S2: sssom-py validate exit 0 (18 rows)
  • RC1-RC7: 35/35 (100% — FIRST in cascade history)
  • Substrate-correcting findings: 3 — (1) Switzerland NO NATIVE TRUST LAW per Hague 1985 + 2007 ratification (foreign-recognition-only); (2) Hudson Three Certainties doctrine canonical UK&W (Knight v Knight 1840 origin); (3) Magic Triangle pattern load-bearing for required-FK composition

Lock numbering + significance

  • THIRTY-SIXTH refined-prompt-era ζ.2 lock under v3.17 L1-L5
  • THIRD SUBSTANTIVE Q under v3.17 (Q-035 first; Q-036 second)
  • THIRD L2 substrate-sweep inheritance application — inherits_substrate_from Q-032 + Q-008 R.δ + Q-CM-1 + Q-024.1 + Q-029
  • SIXTH FULL CASCADE-Q FILE under v3.16 (precedents Q-032 + Q-033 + Q-CM-1 + Q-035 + Q-036)
  • TRUSTS-MODULE ENTRY (Q-T1 alias) — Probate module 7/8 stays CLOSED; Trusts module 0/3-5 → 1/3-5 STARTED
  • 1st-consecutive bold-synthesis on FRESH Trusts substrate (EW-4 counter RESET from 16-consecutive Probate-cluster per retrospective C4)
  • FIRST 100% RC1-RC7 score (35/35) in cascade history

Class shape (14 slots)

  • id
  • trust_type REQUIRED TrustTypeScheme (NEW; 7 values)
  • creation_basis REQUIRED TrustCreationBasisScheme (NEW; 5 values)
  • settlor REQUIRED FK People.Person (placeholder)
  • trustees multivalued REQUIRED FK People.RoleBearer (Q-T2 expansion target)
  • beneficiaries multivalued REQUIRED FK People.Person OR Trusts.BeneficialInterest (Q-T3 placeholder)
  • trust_property multivalued REQUIRED FK Assets.Asset (placeholder)
  • three_certainties_check_passed REQUIRED boolean (Hudson §3.1.1)
  • trust_creation_date REQUIRED Mopsa-c
  • jurisdiction REQUIRED
  • governing_law REQUIRED TrustGoverningLawScheme (NEW; 6 values)
  • hague_1985_recognition_basis NULLABLE
  • faith_tradition_pillar NULLABLE per A-115
  • notes

3 NEW SKOS schemes

  • TrustTypeScheme (7) — express + resulting + constructive + bare + discretionary + interest-in-possession + accumulation-and-maintenance per Hudson canonical UK&W
  • TrustCreationBasisScheme (5) — declaration-of-trust + will-testamentary + court-order + statutory + oral
  • TrustGoverningLawScheme (6) — uk-w-trustee-act-2000 + scotland-trusts-scotland-1921-2024 + switzerland-hague-1985-foreign-recognition-only + foreign-trust-recognition-other + hindu-huf-coparcener-analog + waqf-islamic-charitable-analog

3 substrate-correcting DELTA findings

  1. Switzerland NO NATIVE TRUST LAW — Hague Convention 1985 on Trusts ratified by Switzerland effective 2007 provides foreign-trust-recognition only; civil-law analogs (Stiftung-foundation per ZGB Art 80-89 + fideicommissary substitution per ZGB Art 488) imperfect. Substrate asymmetry vs UK + Scotland captured in TrustGoverningLawScheme + hague_1985_recognition_basis NULLABLE slot. P-10 Berenbrok fold.
  2. Hudson Three Certainties doctrine canonical UK&W — Hudson §3.1.1 canonical authority + Knight v Knight (1840) 3 Beav 148 origin. Validity test for express trust formation (intention + subject-matter + objects). P-08 Lawsky engagement per retrospective Q1 — legal-rule-formalisation framework applies to 3-prong decomposition. three_certainties_check_passed REQUIRED boolean; Phase-1.5+ task-35 structured-decomposition uplift.
  3. Magic Triangle pattern — Hudson §2.3 (settlor + trustees + beneficiaries) load-bearing for required-FK composition. Each vertex is REQUIRED FK in Trust class. Pattern-transfers to Q-T2 Trustee role-bearer (TrusteeRole BFO 0000023 inherits Q-008 R.δ pattern) and Q-T3 BeneficialInterest (non-natural-person beneficiaries class).

4 Catala rules Phase-5-deferred (per MQ-008 tracking)

  • ThreeCertaintiesCheck (P-07 Mishcon + P-08 Lawsky fold; canonical UK&W validity)
  • TrustTypeValidityCheck (P-01 fold; type-vs-basis combinations)
  • SwissForeignTrustRecognitionCheck (P-10 fold; Hague 1985; Phase-1.5+ wave)
  • WaqfTrustEquivalenceCheck Phase-1.5+ wave-1 (P-FR-FAITH-01 fold; Q-024.1 pattern)

All 4 declared in phase_5_catala_rule_bodies: frontmatter per MQ-008.

v3.17 L5 anti-pattern early-warning (ALL COUNTERS RESET at Probate→Trusts module-boundary)

  • EW-1 (3-consecutive-zero-c-objections) — RESET to 0 (Q-037 has 1 (c)-objection folded inline)
  • EW-4 (≥5-consecutive bold-synthesis) — RESET to 1 (Q-037 is 1st on fresh Trusts substrate)
  • EW-2/EW-3/EW-5 not fired

Module-boundary counter-reset discipline working as designed per retrospective C4 recommendation.

P-08 + P-04 persona engagement (per retrospective Q1)

  • P-08 Lawsky surfaced 2 objections — Three Certainties structural-decomposition + TrustTypeValidityCheck Lawsky-style decision-table → folded via Phase-1.5+ task-35
  • P-04 OASIS surfaced 2 objections — Trusts-module conformance class hierarchy + AKN role-element mapping → folded via existing task-2 OASIS engagement-track

Persona-rotation discipline working. Both surfaced (a)-objections folded cleanly. Validates retrospective Q1 recommendation.

Phase-1.5+ richard-tasks — 2 NEW

  • task-34 Stiftung-foundation-mapping for Swiss-situs (P-10 (c)-fold cross-link; cross-border conflict-resolution)
  • task-35 three_certainties_check_passed structured decomposition into 3 sub-booleans (P-07 + P-08 (a)-fold; Phase-5 Catala rule body uplift)

MQ-009 COMMISSIONED per Rich Option F+A 2026-05-18T17:35 BST

Combined scope — module-prefix Q-numbering convention codification + BFO-class-alignment convention codification.

Axis 1 — module-prefix Q-numbering: codify Q-T1/Q-A1/Q-Commerce-1/Q-Credentials-1/Q-Delegation-1/Q-Core-1 pattern (emergent with Q-037 + Q-CM-N precedent under MQ-007). Decide alias-vs-replacement; collision-resolution; assignment-rule.

Axis 2 — BFO-class-alignment: codify decision-tree for class selection. Q-037 introduced BFO 0000040 material entity (first cascade use); previously 0000015 process / 0000023 role / 0000035 process_boundary. Decide canonical-tree + when-new-class-warrants vs when-inherit + annotation-consistency.

MQ-009 framing surfaces post-Q-037 commit as next cycle; estimated ~2-3h.

NEXT

  • Q-037 commit + push (immediately after this memory)
  • MQ-009 framing surface + lock cycle — combined module-prefix-numbering + BFO-class-alignment; ~2-3h
  • Q-T2 Trustee role-bearer expansion — pattern-transfer from Q-032 PR; L2 inheritance heavy; estimated ~2-3h cycle (after MQ-009)
  • Phase-3 axis 11/30-45 → 12/30-45
  • Probate module 7/8 CLOSED; Trusts module 0/3-5 → 1/3-5 STARTED

Files committed

  • docs/superpowers/specs/2026-04-29-multi-phase-audit/answered-questions/Q-037-zeta-kappa-eta-trusts-trust-container-mvp-locked.md (NEW; cascade-Q FIRST per v3.16; with mq_009_commissioned frontmatter)
  • docs/superpowers/specs/inherit-v2-architecture-state.md (v3.81 → v3.82 + A-187 prose)
  • docs/superpowers/specs/spike-references/2026-05-18-q037-trusts-trust-container-mvp/trusts.linkml.yaml (NEW)
  • docs/superpowers/specs/spike-references/2026-05-18-q037-trusts-trust-container-mvp/trusts-trust-container-mapping-set.sssom.tsv (NEW)
  • docs/superpowers/specs/2026-04-29-multi-phase-audit/phase-1-5-richard-tasks.md (2 NEW tasks 34 + 35)
  • ~/.claude/projects/-home-richardd-testatetech/memory/project_zeta_q037_locked_*.md (this file)
  • ~/.claude/projects/-home-richardd-testatetech/memory/project_active_work.md (entry)
  • ~/.claude/projects/-home-richardd-testatetech/memory/MEMORY.md (top entry)

Cross-link project_zeta_q036_locked_iota_eta_star_probate_administration_account_mvp_2026_05_18 (predecessor; Probate-module-close) + project_zeta_q035_locked_theta_eta_star_probate_assent_to_beneficiary_mvp_2026_05_18 (FIRST substantive Q under v3.17) + project_zeta_q_cm_1_locked_eta_eta_star_transfer_asset_transfer_event_canonical_primitive_mvp_2026_05_18 (Q-CM-1 future Q-T4 composition target) + project_mq008_locked_phase_5_closure_scope_catala_tracking_phase_1_5_single_spec_doc_2026_05_18 (Phase-5 tracking parent) + feedback_recommendation_reply_template_format (β format validated third time on Q-037 + MQ-009 sub-decision).

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