Q-023 LOCKED ω̃.ι ★ — Catala Phase-1.5+ formal-verification activation-trigger META-Q (constrained-bold-synthesis) 2026-05-05

Lock summary

Locked option: ω̃.ι ★ constrained-bold-synthesis. Locked 2026-05-05T09:08 BST per Rich approval “lock ω̃.ι - now use refined-end-of-turn-directive.md to display the next question”. A-163 amendment arch-state v3.57 → v3.58 §4 lastmod-prose. FIRST v3.12 production use validated.

Components (5+ Day-1 patterns composed)

  1. Q-002 ξ.+ baseline preserved — Phase-1 Catala formal-verification test-suite + Cedar Analysis + standards-track Phase-1 (per A-130)
  2. Q-019 ε.ζ baseline preserved — Catala WillAuthoringReview/WillUpdateReview/WillCredentialReview on-publish CI-time
  3. richard-task #220 SCOPE-DOWN respected — Phase-1 = E&W IHT main rules ~6-12 statutes (NRB s.7 + TNRB s.8A-8C + RNRB tapering s.8D + s.8FA + chargeable transfer s.3 + main rate s.7(1) + charity rate Sch 1A); 25-statute extension Phase-1.5+ trigger T3 (acquirer-DD-asks event)
  4. T57 5-tier verification-scope §carve-out:
    • typecheck HARD (Phase-1)
    • clerk-test HARD (Phase-1)
    • 6-12 statute golden vectors HARD (Phase-1; 6/6 HMRC F1=1.000 per cumulative-state-2026-05-02)
    • Mopsa-on-date-sensitive SOFT warn-not-block during upstreaming (Phase-1)
    • PBT-subset SOFT (Phase-1)
    • NONE F-extracted* — explicit non-claim per T57 “INHERIT rules NOT F*-verified end-to-end”
  5. Mopsa-Phase-1-SOFT separate-tool against Catala output (Mopsa+Catala upstreaming “in-progress” 2026-04 per T57)
  6. Rocq vendor-badge Day-1 cite — InheritKit assurance Day-1 cites “Catala compiler carries Rocq small-step semantics mechanisation (4,261+2,846 LOC, 527 commits, 1-min re-verify per CatalaLang/catala-formalization)”; explicit non-claim “INHERIT rule corpus is Rocq-mechanised”
  7. F compiler-only badge Day-1 cite* — InheritKit assurance Day-1 cites “Catala compiler carries F*-mechanised translation correctness (POPL 2021; ~3500 LOC proof on ~100 LOC compiler step)”; explicit non-claim per T57
  8. 5-criteria composite Phase-1.5+ activation trigger per v3.12 #9 3-field codification:
    • T1 Mopsa+Catala upstreaming releases stable (monthly Phase-1 review Rich+Paul; arch-state amendment + master-plan §15)
    • T2 ≥1 actionable counter-example hint observed Phase-1 production (quarterly Phase-1 review Rich+Paul+partner-firm-pilot-lead; arch-state §13 + acquirer-DD §3)
    • T3 partner-firm DD asks for “all 25 statutes verified” (per-DD-engagement Rich+acquirer-DD-team-lead; richard-task #220 promote-to-FULL + master-plan §15)
    • T4 cross-jurisdiction Phase-1.5+ wave starts event-anchored to Q-015 λ.η wave-per-jurisdiction (event-anchored; Rich+Paul; arch-state §13 + per-jurisdiction Catala spec)
    • T5 Catala team upstreams faith-tradition primitives R-029 positive trigger (quarterly Catala-team Zulip + GitHub monitor Rich; arch-state amendment + R-029 status update)
  9. Cross-jurisdiction wave alignment Q-015 λ.η — Catala cross-jurisdiction expansion event-anchored to Q-015 λ.η Phase-1.5+ wave-per-jurisdiction (Scotland / Switzerland / Texas / Florida / Hindu / Muslim / Jewish per A-115)

Sub_clarifications_locked (11 keys)

phase_1_verification_scope_5_tier + mopsa_phase_1_soft_gate_with_flip_to_hard_trigger + richard_task_220_scope_down_respected + rocq_vendor_badge_day_1_cite + fstar_compiler_only_badge_day_1_cite + phase_1_5_uplift_trigger_5_criterion_composite + cross_jurisdiction_wave_alignment_q_015 + phase_5_deferred_authoring + s1_mopsa_micro_spike_lock_deferable + d1_25_statute_extension_cost_benchmark_lock_deferable + v3_12_first_production_use_compliance.

Score-frame

  • Wsum 4.79 unweighted margin 0.50 ROBUST over ω̃.ε runner-up 4.29 (above 0.20 robust threshold)
  • 7/8 perturbations favour ω̃.ι ★
  • Perturbation #4 c6 ÷2 (symmetric ÷2 on most-relied-on per v3.12 #3) reveals c6 (cross-jurisdiction Q-015 λ.η integration) drives 60% of margin → flag over-reliance-detected LIGHT JUSTIFIED (Q-015 integration is acquirer-DD-binding substrate-derived, not pattern-matching)
  • Perturbation #8 — A-25 stress-test forcing 25-statute Phase-1 — flips to ω̃.θ; NOT the case under richard-task #220 SCOPE-DOWN

Cost rows (R3a/R3b split per v3.12 #8)

  • R1 build £3-5K
  • R2 timeline +0.5-1mo
  • R3a Y1 ramp £1-2K/yr
  • R3b Y2+ steady-state £0.2-0.5K/yr
  • R4 Y2+ uplift £10-15K
  • R5 5y cumulative no-uplift £5-8K
  • R6 5y acquirer-ready £15-23K — LOWEST among options scoring >4.0; bold-synthesis pays for itself within Year-1 via lower R4 acquirer-DD-uplift cost

Reversal cost (v3.12 reversal-cost realism guard)

ω̃.ι ★ → ω̃.ε degrade cost 1-2 weeks (NOT “3-5 days”) — factors deployed Phase-1 Mopsa-CI-pipeline removal + acquirer-DD §3 commitments staked + partner-firm SDK consumer impacts (Mopsa output surface).

v3.12 FIRST production use compliance

  • HARD PRE-FLIGHT PASS (Tier-2 pgvector 10 chunks sim 0.779-0.804 + 5 web tracks + T57 + cumulative-state read)
  • step 4d OPTION COMMITMENT CLASSIFICATION applied
  • symmetric ÷2 perturbation on most-relied-on c6 (#4)
  • R3a/R3b cost split
  • 11 sub_clarifications_locked
  • N≥5 counter-pattern check explicit (yielded CONSTRAINED-bold-synthesis)
  • Phase-N+1 trigger 3-field codification across all 5 trigger criteria (no incomplete-trigger-spec flags)

Substrate-correcting findings (per v3.11 Harvard-depth uniform default)

  1. Catala still PoC at DGFiP 2026 (Web track a) — not yet production at French tax authorities; DGFiP transitioning to Mlang. Phase-1.5+ trigger T1 “Mopsa+Catala upstreaming releases stable” substrate-corrects this risk
  2. UK Wills SI commencement timeline (Web track e) — far longer than government-response-on-16-May (T-11 days from now); Bill → Parliament → Royal Assent → secondary legislation → commencement. Cross-jurisdiction wave T4 trigger event-anchored to Q-015 λ.η wave lifecycle absorbs this
  3. Mopsa+Catala upstreaming “in-progress” as of T57 lastmod 2026-04 — Phase-1-Mopsa-soft-as-separate-tool is the bridge until upstream lands
  4. T57 explicit warning “INHERIT v2 is formally verified” claim must NOT leak into marketing; sub_clarifications_locked.fstar_compiler_only_badge_day_1_cite carves explicit non-claim

2 NEW richard-tasks (lock-DEFERABLE Phase-1 spikes)

  • S1 Mopsa-on-INHERIT-rules micro-spike (~3-5d) — validates ESOP 2024 16-bugs result reproduces on INHERIT-rule corpus; protects against ω̃.ι ★ Mopsa-soft → ω̃.δ degrade
  • D1 25-statute Catala extension cost benchmark (~½-1d) — sanity-check trigger T3 cost-realism band; extrapolated from S4+S8 statute-time-cost ratios

Pattern observations

  • FIFTEENTH refined-prompt-era ζ.2 lock outside Group 1 (Q-005 + Q-006..Q-015 + Q-019 + Q-021 + Q-022 + Q-023)
  • FOURTEENTH consecutive bold-synthesis substrate-architectural lock with explicit N≥5 counter-pattern check confirming Mopsa-Phase-1 substrate-derived (T57 ESOP 2024 16-bugs + 6/6 HMRC F1=1.000) but 25-statute / PBT-HARD aspiration-derived → trigger-deferred = CONSTRAINED bold-synthesis (composes 5+ patterns Day-1 while RESPECTING Phase-FIT step 4d + richard-task #220 SCOPE-DOWN)
  • 14-Q lock cadence ~12.7h since 2026-05-04T20:10 BST σ.η-on-demand
  • 4 architectural axes substantially decided: Q-019 ε.ζ TIMING + Q-021 χ.η WIRE FORMATS + Q-022 σ̃.η GATE SEQUENCE + Q-023 ω̃.ι VERIFICATION TIER ESCALATION

Cascade artefacts

  • A-163 amendment arch-state v3.57 → v3.58 §4 lastmod-prose
  • Q-023 cascade-Q file at docs/superpowers/specs/2026-04-29-multi-phase-audit/answered-questions/Q-023-zeta-catala-formal-verification-activation-trigger-locked.md v1.0 NEW (not graduated from Q-NU; framed fresh under v3.12 in Q-022 lock-cascade response)
  • INDEX.md asked 18→19 + answered 18→19 + placeholder stays 5 + lastmod-prose Q-023 entry + version 2.24 → 2.25
  • Memory file (this file) saved + MEMORY.md index entry
  • active-work-log Q-023 lock entry
  • 2 NEW richard-tasks (S1 + D1)
  • Commit + push origin/main pending

NEXT Q

Q-024 = Faith-tradition Phase-1.5+ wave-1 trigger META-Q (R-034 Hindu-pillar cultural-alignment risk; highest knock-on next per dep-map ranking) under refined-prompt v3.12. Intersect Q-015 λ.η faith-tradition Phase-1.5+ wave-per-pillar lock + R-029 Catala faith-tradition first-mover window 12-18mo + T49 cultural-alignment evidence + A-115 advisory-layered faith-tradition pattern.