TT Claude Memory

project_zeta_q8_locked_r_delta_2026_05_04

Properties1
descriptionQ-008 LOCKED R.δ BFO-pure + DUL convenience + Phase-1 OntoUML design-doc set + early T-NEW Z3-1 mitigation; A-152; arch-state v3.46 → v3.47; FIRST long-term-horizon-framing lock; FOURTH refined-prompt-era lock outside Group 1

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ζ-Q8 LOCKED R.δ 2026-05-04T20:50 BST

A-152 amendment registered in arch-state §4 (v3.46 → v3.47). Twenty-seventh architectural amendment under refined-prompt-era ζ.2 numbering (A-126..A-152).

Lock decision

  • R.δ ★ — BFO-pure + DUL convenience properties (R.α core architecture per Q-NU-003 Z3 spike) PLUS Phase-1 OntoUML 2.0 design-time documentation set (~£1-2K + 1-2d) PLUS early T-NEW Z3-1 PHASE-TRANSITION-BFO-GAP mitigation pattern documented Phase-1 (NOT deferred to Phase-1.5+).
  • Rich’s framing 2026-05-04T20:50 BST: explicit “what is the best long-term option?” inquiry → 5y-horizon-weighting analysis (c8 timeline ÷2 + c7 commercial-velocity ÷2 + c9 acquirer-DD ×2 + c12 reversal-readiness ×2 + c14 phase-transition expressiveness ×2) flipped R.δ ahead of R.α → “R.δ” lock.
  • Standard unweighted Wsum R.α 4.857 / R.δ 4.786 (R.α +0.071 borderline below 0.10 threshold).
  • 5y horizon weighted Wsum R.δ 4.821 / R.α 4.786 (R.δ +0.035 — long-term-horizon framing flipped ranking).
  • R.β + R.γ eliminated under any weighting (Wsum 3.143; R.β partially retracts Q-004 ω.η BFO-only; R.γ HIGH cost-of-change-later when faith-pillar wave-1 fires).

Key commitment

All 4 fiduciary roles modelled as BFO:0000023 sub-classes (RealizableEntity → role) anchored to CCO:Agent as bearer + DUL-inspired inherit:hasRole / inherit:isRoleOf convenience properties (no DUL ontology import) + Executor phase transition via two BFO role sub-classes + PROV-O temporal anchoring (Spike 9 Prudhomme alignment vendored c60847a4) + WitnessRole at signing event PROV-O bundle pattern. PLUS R.δ-specific bold-synthesis additions: Phase-1 OntoUML 2.0 design-time documentation set (role hierarchy + phase transitions + relator stereotypes + partner-extension authoring guidance) + early T-NEW Z3-1 mitigation pattern documented at Phase-1.

A-152 cascade artefacts

  • 5 NEW role-class definitions at code-inherit-v2/schemas/roles.linkml.yaml: FiduciaryRole + TrusteeRole + ExecutorRole + FormerExecutorRole + BeneficiaryRole + WitnessRole
  • 2 NEW convenience properties: inherit:hasRole + inherit:isRoleOf
  • These are domain-classes within People/Roles module — NOT cross-module primitives (count UNCHANGED at 27)
  • Phase-1 Sprint S2 implementation tasks (NOT richard-tasks; bundled with role schema authoring): OntoUML doc set + T-NEW Z3-1 mitigation + partner-extension authoring guidance

Critical caveat preserved

T-NEW Z3-1 PHASE-TRANSITION-BFO-GAP — BFO 2020 has no Phase primitive; OntoUML Phase stereotype expressively superior for Case B (Executor → former-Executor). R.δ documents the workaround pattern (two-BFO-role + PROV-O temporal anchoring) but doesn’t eliminate underlying gap. Severity LOW Phase-1 (2-3 transitions); MEDIUM Phase-1.5+ (faith-tradition role transitions Wali / Coparcener).

Reconsideration triggers preserved

  • (T1) Faith-pillar wave-1 fires before Phase-1 close (R-034) → R.δ partner-extension authoring guidance becomes load-bearing
  • (T2) BFO 3.0 release (no WG chartered) → re-evaluate role anchor IRI
  • (T3) OntoUML 2.0 → 3.0 release → re-evaluate design-doc set
  • (T4) PROV-O W3C Recommendation 2.0 chartered → re-evaluate temporal anchoring
  • (T5) Q-004 ω.η reversal → R.δ partial retraction

Methodological observations

  1. FOURTH refined-prompt-era lock outside Group 1 (after Q-005 κ.δ + Q-006 σ.η-on-demand + Q-007 ρ.ζ).
  2. FIRST Q-lock where Rich explicitly invoked long-term-horizon framing (“what is the best long-term option?”) to override borderline standard-weighting Claude-pick. Codify candidate: feedback_long_term_horizon_framing_flips_bold_synthesis_at_borderline_margin.
  3. Three consecutive substrate-architectural locks chose bold-synthesis (Q-006 σ.η-on-demand + Q-007 ρ.ζ + Q-008 R.δ) over minimum-cost alternatives. feedback_bold_front_loaded_synthesis_preference validated at fifth Phase-2 substrate-architectural lock-point.
  4. ~20 minutes between Q-007 (20:30) and Q-008 (20:50) locks — three Q-locks in ~40 minutes; fastest Phase-2 cadence in refined-prompt era; 9-Q ask cycle ζ-Q6..ζ-Q14 converging faster than initially planned.
  5. 5 NEW role-class definitions are domain-classes within People/Roles module — NOT cross-module primitives. Pattern clarification: domain-class additions within existing module ≠ cross-module primitive count change (§2.2-enumerated list unchanged).

Cascade artefacts

  • arch-state v3.46 → v3.47 §4 changelog row landed
  • Q-008 file at answered-questions/Q-008-zeta-odp-role-modelling-locked.md (renamed from current-questions/Q-NU-003-odp-role-modelling-strategy.md)
  • INDEX.md v2.13 → v2.14 (asked 8→9, answered 7→8, placeholder 12→11)
  • T-file at ~/off-github/library/projects/inherit/T-spike-zeta-3-Z3-odp-role-modelling-2026-05-03.md (already committed at spike close 2026-05-03; not re-committed)

Phase 2 status post-lock

  • 8 Qs answered (Q-001..Q-008)
  • 1 Q current pre-formulated awaiting-natural-sequence (Q-015)
  • 6 Qs missing in re-ask sequence (ζ-Q9..ζ-Q14)
  • 18-30 Q budget; 8/18-30 = 27-44% complete

NEXT

ask ζ-Q9 cascade-Q file under refined-prompt v3.9. Per natural-sequence: Q-NU-006 catalogue IRI registry pattern at scale (ν.β C1 spike pre-validated 4-scenario latency benchmark; Scenario D TT-bespoke inherit.testate.tech Phase-1 / Scenario B w3id.org overlay Phase-1.5+).

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