TT Claude Memory

project_zeta_q15_wills_will_class_schema_locked_2026_05_01

Properties1
descriptionA-142 (re-issued) amendment locks `Wills.Will` LinkML schema as ✕.ζ ★ Hybrid: single root class + 4 invariant mixins (CapacityRequirementMixin + FormalityRequirementMixin + DispositionFreedomMixin + RevocabilityMixin) per Reid-de-Waal-Zimmermann comparative-succession theory + JurisdictionalParameters data sidecar. Catala integration ~5-12 scopes. Library + T-file grounded (T13 LinkML + T57 Catala + T82 Bass + Reid + Parry-Kerridge + ARP BFO). Margin 0.14 (sensitivity-driven; 7/8 perturbations preserve). First pilot of refined standard end-of-turn directive — phase-fit hard guard executed cleanly + library coverage strong (amazon check skipped) + 6 genuinely innovative options framed.

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⚠️ PRE-REFINED-PROMPT-archived 2026-05-01T20:45 BST per Full Phase-2-3 Reversion — this memory file records a lock that has been DISCARDED. The Q is queued for re-ask under refined-prompt v3.0 discipline. Original lock content preserved below for forensic continuity. Do not act on this memory’s recommendations as if locked. Audit-record: ~/testatetech/docs-strategy/docs/superpowers/specs/2026-04-29-multi-phase-audit/audit-records/2026-05-01-full-phase-2-3-re-ask-under-refined-prompt.md v1.0. Refined-prompt v3.0 reference: ~/testatetech/docs-strategy/docs/superpowers/specs/2026-04-29-multi-phase-audit/refined-end-of-turn-directive.md.

Outcome: Rich-locked ✕.ζ ★ on 2026-05-01T19:30 BST.

A-numbered amendment: A-142 (re-issued) (Tier-1 arch-state v3.27 → v3.28). Original A-142 (AI agent stack revisit) was discarded in 2026-05-01T18:30 phase-fit reversal; this A-142 is new content (re-issued number for first Phase-3 module-authoring lock following the reversal).

FIRST Phase-3 module-authoring lock following 2026-05-01T18:30 phase-fit reversal. Restores plan-driven sequencing per A-124 module-authoring sequence (Wills → Probate → Trusts → Assets → Commerce → Transfer → Delegation → Credentials → Core).

FIRST pilot of refined standard end-of-turn directive (locked 2026-05-01T19:00 BST after phase-fit reversal):

  • Step 1 SAVE+COMMIT: ✓
  • Step 2 STATE THE CURRENT PHASE: ✓ (Phase 3 IN FLIGHT)
  • Step 3 STATE THE Q-COUNT STATUS: ✓ (6 done / 30-45 budget / 13-20% complete pre-lock)
  • Step 4 RUN SPIKES IMMEDIATELY: ✓ (no spikes triggered for this Q; library coverage sufficient)
  • Step 5 PHASE-FIT HARD GUARD: ✓ (6 candidates listed; FORBIDDEN list checked clean; no borderline)
  • Step 6 IDENTIFY GAPS: ✓ (Wills.Will class shape was the most foundational Phase-3 gap)
  • Step 7 AMAZON RESEARCH CHECK: ✓ skipped (8 wills + 5 schema books in library)
  • Step 8 FRAME THE NEXT QUESTION: ✓ (6 genuinely innovative options ✕.α through ✕.ζ; 14-criterion scorecard; 8 sensitivity perturbations)
  • Step 9 EXPLAIN FULLY: ✓ (verbatim quotes with location refs cited; library + T-file + Susskind grounding)
  • Step 10 REVERSAL-READINESS: ✓

Locked configuration ✕.ζ ★ Hybrid:

Wills.Will (single root class)
├── slots: testator + executors[] + witnesses[] + dispositions[] + revocation
│        + governingLaw + executedAt + jurisdictionalParameters
├── mixins: [CapacityRequirementMixin, FormalityRequirementMixin,
│            DispositionFreedomMixin, RevocabilityMixin]
└── required: [testator, governingLaw]

Plus 4 invariant mixins (per Reid-de-Waal-Zimmermann comparative-succession 4 invariants of testamentary disposition: capacity / formality / freedom / revocability) + per-jurisdiction realisations only where invariant differs (e.g., Faraid obligatory-bequest invariant ABSENT in E&W) + JurisdictionalParameters data class indexed by JurisdictionScheme (8 instances; 1 per supported jurisdiction).

Total schema size: 1 root + 4 mixins + ~2-4 mixin-realisations + 1 parameter class = ~7-9 classes.

Catala integration: 1 invariant scope per mixin (4) + 1 per-jurisdiction parameter-binding scope per supported jurisdiction (8) + additional mixin-realisation scopes where invariant changes between jurisdictions = ~5-12 Catala scopes total. T57 [L57] 1:1 Catala-scope-to-legal-text correspondence substantially preserved.

BFO 2020 grounding: Wills.Will rooted at bfo:GenericallyDependentContinuant (the artefact) per A-128. bfo:Process for testamentary act NOT separately modelled at Phase-1 (✕.ε dual-decomposition deferred to Phase-2+ per arp-building-ontologies-bfo [Q-ARP-WILL] revisit option if standards-track narrative requires stricter BFO alignment).

6-option scoring: ✕.α single-class 3.61 / ✕.β subclass×8 3.99 / ✕.γ mixin×4 4.46 / ✕.δ profile-data 3.84 / ✕.ε BFO-dual 3.87 / ✕.ζ ★ Hybrid 4.60 Rich-locked. Margin 0.14 below 0.20 threshold; sensitivity-driven (7/8 perturbations preserve; ✕.δ wins under maintainability-priority perturbation 3 only).

Library + T-file grounding: T13 [L13] LinkML inherited-slot pattern + [L13b] mixin pattern; T57 [L57] Catala scope hierarchies model legal text 1:1; T82 [L82] Bass 4e §5.4 quality attribute trees + modifiability scenarios; parry-kerridge-law-of-succession [Q-PARK-WILLS01] E&W foundational definition; reid-de-waal-zimmermann-comparative-succession-2 [Q-CSUCC2-INTRO] 4 invariants of testamentary disposition (capacity / formality / freedom / revocability) — directly maps to 4 mixins; arp-building-ontologies-bfo [Q-ARP-WILL] BFO GenericallyDependentContinuant + Process distinction (Phase-2+ revisit option).

Susskind 2023 grounding: §6 [Q-SUTL-RHG4KQSZZJ] “rules as code” favours strong invariant expression at schema layer; §17 [Q-SUTL-R7Z0R90MNH] acquirer-narrative — academic-grade decomposition without over-formalism.

NO REVERSAL of: Phase 2 closures (ζ-Q1..ζ-Q8 + MQ-000 + MQ-001 R2 + MQ-002); A-126..A-141 Phase-3 derivative locks; A-128 BFO 2020 Continuant rooting (preserved at root level); A-141 verificationTier per row; A-114 Cedar+Catala substrate; brand-architecture v1.16; master plan v1.10; per-repo BUILD-PLAN v1.4-1.6.

NO new SKOS scheme. NO new A-21 CI gate. CI gate count UNCHANGED at 21. Cross-module primitive count UNCHANGED at 27.

NO new richard-tasks (schema authoring proceeds at Phase-1 Sprint S2 Wills module authoring time per master plan v1.10 §1; no new sub-tasks surfaced).

NO new risks.

Methodological observations:

  1. FIRST Phase-3 module-authoring lock following the 2026-05-01T18:30 phase-fit reversal — process is back on plan-driven track per A-124 module-authoring sequence
  2. FIRST pilot of refined standard end-of-turn directive — all 10 steps executed cleanly; phase-fit hard guard prevented drift; library coverage check correctly skipped amazon (8 wills + 5 schema books = strong coverage)
  3. Margin narrow at baseline (0.14 below 0.20 threshold) but sensitivity stable (7/8 preserve)
  4. ✕.γ mixin-only is a defensible alternative to ✕.ζ ★; could refactor toward ✕.γ if mixin-realisation classification becomes bikeshedding surface during Phase-3 Sprint S2 authoring
  5. ✕.ε BFO dual-decomposition preserved as Phase-2+ revisit option if standards-track narrative requires
  6. Per-jurisdiction Wills Act variation deep-research still required at Phase-1 Sprint S2 module-authoring time (per ζ-Q10 §finding A) — ζ-Q15 locks SHAPE; Sprint S2 authors per-jurisdiction PARAMETER values
  7. Witness/Capacity placeholders referenced as foreign-key slots; primitive elaboration deferred to follow-up Qs (likely ζ-Q18-Witness + ζ-Q19-Capacity)

Spike file: NONE — no new web spike required; library coverage sufficient.

Cascade artefacts: arch-state v3.28 A-142 (re-issued); IK arch-state v1.2; IAS arch-state v1.3; INDEX v2.18; new ζ-Q15 cascade file Q-015-zeta-wills-will-class-schema.md v1.0; this memory file; active-work-log; MEMORY.md index updated.

Phase 3 status post-lock: 7 done (ζ-Q9..ζ-Q14 + ζ-Q15) / 30-45 budget / 16-23% complete.

NEXT: ζ-Q16 candidate = Wills.Bequest class schema authoring (bequest types: specific / pecuniary / residuary / demonstrative / class / charitable; Bequest-to-Beneficiary linking; Bequest-to-Asset linking).

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