TT Claude Memory

project_zeta_q040_locked_nu_eta_star_trusts_trust_distribution_mvp_2026_05_18

Properties1
descriptionQ-040 (Q-T4) ν.η★ Trusts.TrustDistribution class shape MVP LOCKED 18 May + TRUSTS-MODULE SUBSTANTIVE CLOSE AT 4/3-5 — A-191 amendment registered; arch-state v3.85 → v3.86; SIXTH substantive Q under v3.17 L1-L5; 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; 4th-consecutive bold-synthesis on Trusts substrate (EW-4 counter 3→4; reset anticipated at Trusts→Assets Q-A1 boundary); 2 substrate-correcting DELTA findings (Pitt v Holt 2013 narrowed Hastings-Bass + ITPA 2014 advancement default 50%→100%).

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Q-040 (Q-T4) ν.η★ Trusts.TrustDistribution class shape MVP LOCKED 2026-05-18T20:00 BST

Lock summary

  • Locked pick: ν.η★ universal-classifier composition Day-1 + composes Q-CM-1 AssetTransferEvent (transfer_mechanism=trust-distribution + transfer_trigger=trust-vesting) + 1 NEW SKOS (DistributionKindScheme 5 values) + 4 Catala typing-surface rules + Hudson §10 + TA 1925 ss.31-32 + ITPA 2014 + Pitt v Holt 2013 canonical UK&W
  • Amendment: A-191; arch-state v3.85 → v3.86 + Trusts-module substantive close marker at 4/3-5
  • Phase-3 axis: 14/30-45 → 15/30-45; Trusts module 3/3-5 → 4/3-5 SUBSTANTIVE CLOSE; Probate module 7/8 stays CLOSED
  • Lock-numbering: FORTIETH refined-prompt-era ζ.2 lock; 4th-consecutive bold-synthesis on Trusts substrate (EW-4 counter 3→4; reset anticipated at Trusts→Assets Q-A1 boundary)
  • Wsum: 4.94 / 5.00 (margin +1.37 ROBUST over runner-up ν.γ basic-SKOS-flat-slots UK-only)
  • S1: 7/7 PASS lock-BLOCKING (pydantic 413L + json-schema 127L + typescript 84L + jsonld 80L + python 324L + sqla 33L + shacl —non-closed 96L 1 NodeShape)
  • S2: sssom-py validate exit 0; 15 rows lock-BLOCKING VALIDATED
  • Cascade-compliance: 21/21 ROBUST (adds Q-039 + Trusts-module-close-marker to chain)
  • Personas pass: 4 personas — P-07 Mishcon + P-08 Lawsky (Hudson §10 + Hastings-Bass formalisation) + P-09 HMRC (advancement-IHT ITPA-2014 branching) + P-FR-FAITH-01 Sharia (waqf-distribution analog); 6 obj all foldable; ZERO (c)-objections require structural change
  • substrate_correcting_findings_count: 2 — (1) Pitt v Holt [2013] UKSC 26 NARROWED Re Hastings-Bass [1975] Ch 25 to breach-of-fiduciary-duty cases only (voluntary mistake-rectification narrowed substantially); (2) TA 1925 s.32 AMENDED by ITPA 2014 default 50% → 100% post-2014-10-01
  • MQ-009 ε+δ THIRD substantive cascade use Day-1 — q_t_alias=Q-T4 (Axis-1 ε) + bfo_alignment ‘BFO:0000015 process (INHERITED via Q-CM-1 η.η A-183)’ (Axis-2 δ); SECOND CASCADE USE of MQ-009 INHERITED-via-Q-CM-1 pattern after Q-035

Key substrate

  • Hudson Equity and Trusts §10 trustee discretion canonical UK&W; reviewable for Wednesbury unreasonableness
  • Trustee Act 1925 s.31 maintenance (income for minors) + s.32 advancement (capital for benefit)
  • Inheritance and Trustees’ Powers Act 2014 — amended s.32 default 50% → 100% for trusts created on/after 1 October 2014
  • Re Hastings-Bass [1975] Ch 25 (CA) — original trustee-mistake-rectification doctrine
  • Pitt v Holt [2013] UKSC 26 — Supreme Court restatement NARROWED Hastings-Bass to breach-of-duty cases
  • Schmidt v Rosewood [2003] UKPC 26 — cross-link Q-039 task-37 for discretionary-class info rights (distribution records)
  • Trustee Act 2000 ss.1-5 — statutory duty of care (cross-link Q-038)
  • IRC v Broadway Cottages [1955] Ch 20 + McPhail v Doulton [1971] AC 424 + Saunders v Vautier (1841) 4 Beav 115 (cross-link Q-039)
  • Trusts (Scotland) Act 1921 + T&S(S)A 2024 s.20 distributions

TrustDistribution class 13 slots

  1. id
  2. trust REQUIRED FK Q-037 κ.η A-187
  3. trustee REQUIRED FK Q-038 λ.η A-189 (transfer_actor=trustee per Q-CM-1)
  4. beneficial_interest REQUIRED FK Q-039 μ.η A-190 (refines Q-CM-1 to_owner target)
  5. asset_transfer_event REQUIRED FK Q-CM-1 η.η A-183 — composition_constraint enforces transfer_mechanism=trust-distribution + transfer_trigger=trust-vesting
  6. distribution_kind REQUIRED DistributionKindScheme
  7. distribution_date REQUIRED Mopsa-c
  8. discretion_exercised NULLABLE boolean (REQUIRED for distribution_kind=discretionary)
  9. advancement_per_ta_1925_s32 NULLABLE boolean (REQUIRED for distribution_kind=advancement; ITPA-2014 default branching)
  10. amount NULLABLE string Money
  11. jurisdiction REQUIRED
  12. faith_tradition_pillar NULLABLE per A-115
  13. notes NULLABLE

1 NEW SKOS scheme Day-1

DistributionKindScheme 5 universal values:

  • fixed-share (per Q-039 interest_kind + IRC v Broadway Cottages 1955)
  • discretionary (per McPhail v Doulton 1971 + Hudson §10)
  • advancement (TA 1925 s.32 + ITPA 2014 default-100% post-2014-10-01)
  • final-trust-vesting (Saunders v Vautier 1841 OR trust-period-expiry)
  • interim-income (TA 1925 s.31 maintenance for minors income-only)

4 Catala typing-surface rules (Phase-1 S2; bodies Phase-5)

  1. DistributionDiscretionValidityCheck — P-07 + P-08 fold; Hudson §10; branches on distribution_kind requiring discretion_exercised=TRUE for discretionary
  2. AdvancementPowerCheck — P-07 + P-09 fold; TA 1925 s.32; branches on trust_creation_date for ITPA-2014 default; checks amount-not-exceeding-beneficial-entitlement
  3. TrustDistributionTransferConstraintCheck — P-01 fold; composition_constraint enforces asset_transfer_event.transfer_mechanism=trust-distribution + transfer_trigger=trust-vesting
  4. WaqfDistributionCheck — P-FR-FAITH-01 Sharia fold; Phase-1.5+ wave-1; mawqufun-alayhi distribution per Q-024.1

SSSOM 15-row mapping_set Day-1

sssom-py validate exit 0 — bridges DistributionKindScheme 5 + boolean slots + composition_constraint to UK&W (Hudson + TA 1925 + ITPA 2014 + Hastings-Bass + Pitt v Holt + Schmidt v Rosewood + IRC v Broadway Cottages + McPhail v Doulton + Saunders v Vautier + Trustee Act 2000) + Scotland (Trusts Scotland 1921 + T&S(S)A 2024) + Hindu HUF coparcener-distribution + Muslim waqf mawqufun-alayhi distribution + composes Q-CM-1 + composes Q-039.

BFO + PROV-O alignment per MQ-009 Axis-2 δ

  • BFO: BFO:0000015 process (INHERITED via Q-CM-1 η.η A-183 AssetTransferEvent; no new BFO primitives invented) — SECOND cascade use of INHERITED-via-Q-CM-1 pattern (after Q-035 first application)
  • PROV-O: Activity inherited via Q-CM-1; prov:atTime on distribution_date + prov:wasAssociatedWith on trustee

Trusts module SUBSTANTIVE CLOSE at 4/3-5 — via in-Q sub_clarification (Option F precedent from Q-036; NO separate MQ)

4 substantive Trusts classes lock the module:

  1. Q-037 Trust (container)
  2. Q-038 Trustee (actor)
  3. Q-039 BeneficialInterest (payload/structure)
  4. Q-040 TrustDistribution (runtime event)

Magic Triangle complete (Q-037+Q-038+Q-039) + runtime event (Q-040) = module complete.

Deferred to Phase-1.5+ trigger-gated:

  • TrustVariation (VTA 1958 + TA 1925 s.57) — UK-only-substrate-thin; international-symmetry weak
  • BreachOfTrust (Hudson §18-19; remedies + tracing) — litigation-edge LOW priority
  • TrusteeInvestmentDecision (TA 2000 ss.4-5) — overlaps Q-038 trustee-duty regime

L2 substrate-sweep inheritance (5 prior Qs)

  • Q-CM-1 η.η A-183 (canonical primitive; composed directly)
  • Q-037 κ.η A-187 (Trust container; trust_creation_date load-bearing for ITPA-2014 branching)
  • Q-038 λ.η A-189 (Trustee actor; statutory_duty_of_care_applies cross-link)
  • Q-039 μ.η A-190 (BeneficialInterest recipient; refines to_owner target)
  • Q-035 θ.η A-185 (AssentToBeneficiary pattern-source; composition_constraint annotation pattern transfer)

DELTA sweep ~12 min (pattern-transfer-heavy from Q-035 + Hudson §10 case-law lighter than Q-039 §3.5).

EW-4 counter 3→4 (healthy; reset anticipated at Q-A1 boundary)

EW-4 counter at 4 means 4-consecutive bold-synthesis on Trusts substrate (Q-037 + Q-038 + Q-039 + Q-040). Approaching 5-consecutive retrospective trigger; module-close at 4/3-5 with Q-040 is the natural anchor for EW-4 reset at Trusts→Assets Q-A1 boundary (per Q-039 retrospective C4 + look-ahead §3). EW-1/EW-2/EW-3/EW-5 not fired.

THIRD direct downstream Q-CM-1 composer validates cross-module-primitive replication

Q-035 AssentToBeneficiary (1st; Probate module) + Q-036 AdministrationAccount (2nd via inheritance) + Q-040 TrustDistribution (3rd; Trusts module).

Probate → Trusts crossover validates MQ-007 A-124 cross-module-primitive interleaving discipline at scale. Both transfer_mechanism=trust-distribution + transfer_trigger=trust-vesting values already enumerated in Q-CM-1 — NO Q-CM-1 amendment required. Confirms canonical-primitive-via-enum-extension pattern replicable for future Q-A1 Assets + Q-Commerce-1 + Q-Delegation-1 composers.

NEXT

  • Q-A1 Assets module entry (Q-041) — L2 inheritance from Q-CM-1 + Q-037 (trust-property assets) + Q-029 (estate-property assets) + Q-035 (transfer payload pattern); EW-4 RESET point; estimated cycle ~2-3h
  • MQ-010 commissioning decision post-Q-T4 lock — Rich Option F selection determines scope (persona-rotation-discipline / EW-counter-reset-at-module-boundary / 100% RC1-RC7 quality-target codification candidates per Q-037 retrospective Q1/C4)
  • Phase-1.5+ task-39 candidate (Pitt v Holt structured-trustee-mistake-rectification scoped to breach-of-duty cases) + task-40 candidate (advancement-quantum-quantification slot) — both DEFERRED NOT Day-1

Commit

Q-040 (Q-T4) ν.η★ Trusts.TrustDistribution class shape MVP LOCKED — A-191 + arch-state v3.85 → v3.86 + TRUSTS-MODULE SUBSTANTIVE CLOSE AT 4/3-5

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