feat: add typed tier assurance guardrails
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13 changed files with 727 additions and 7 deletions
33
SCOPE.md
33
SCOPE.md
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@ -15,7 +15,8 @@ adapting, and implementing pricing models across the product lifecycle. See
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- Generic pricing core under `adaptive_pricing_core/`, including:
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canonical pricing schema and validation, boundary evaluation, comparable
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customer LTV, customer-tuning solver, provider-publication primitives, Stripe
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mapping, and governance models.
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mapping, governance models, and typed customer assurance claims backed by
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tenancy-posture minimums.
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- Generic framework documentation and research (`INTENT.md`, `docs/`,
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`research/`, `registry/`).
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- Project-specific proving grounds under `projects/<slug>/`, with Coulomb
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@ -36,6 +37,12 @@ adapting, and implementing pricing models across the product lifecycle. See
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they still require supplemental operational or contract logic.
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- Autonomous customer-visible pricing rollouts or irreversible pricing changes
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without human approval.
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- Treating a tier's assurance wording as authorization, placement state, or a
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substitute for current service/provider posture evidence. The tier records
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the commercial minimum; operational owners declare and enforce what exists.
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- Plan-derived tenant guardrail ceilings until `ADAPTIVE-WP-0010` establishes a
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jointly accepted contract with `tenant-engine`. No ceiling schema or feed is
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implemented yet.
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- Project-specific deployment material in generic doc paths (use
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`projects/<slug>/`).
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@ -44,20 +51,35 @@ adapting, and implementing pricing models across the product lifecycle. See
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- **Phase:** framework plus executable core. The repo is no longer just docs and
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research around a single MVP; it now contains reusable pricing-core modules
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and one concrete deployment.
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- **Implemented milestones:** `ADAPTIVE-WP-0003` through `ADAPTIVE-WP-0008`
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- **Implemented milestones:** `ADAPTIVE-WP-0003` through `ADAPTIVE-WP-0009`
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are finished. The repo now has canonical pricing models, explainable boundary
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validation, comparable-customer LTV simulation, customer-tuning, provider
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shadow publication, and governance workflows.
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shadow publication, governance workflows, and typed tier assurance claims.
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- **Generic runtime surface:** reusable implementation lives under
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`adaptive_pricing_core/`.
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`adaptive_pricing_core/`. Assurance claims are optional and default empty;
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when present, the schema validates typed `{I,A,E,P,R,V}` minima, the boundary
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engine checks wording and coupled floors, and governance requires one-time
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approval when a tier definition adds, changes, or removes a claim.
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- **Deployment surface:** Coulomb Social remains the first proving ground under
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`projects/coulomb-pricing/observatory/`, including the dashboard/API, data
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loaders, tuning pilot, Stripe shadow-publication flow, and governed
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recommendation surfaces.
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- **Current commercial posture:** all current Coulomb pricing models remain
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silent on isolation, availability, retention, and performance assurances.
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The claim machinery is a preparatory guardrail; it does not invent a live
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customer promise.
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- **Tenancy posture:** root `tenancy.yaml` declares the observatory as a local,
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unauthenticated, single-user design-time tool (`I0/A0/E0`, `P/R: n/a`,
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`V0`). Exposing it as a shared service is a new scope decision requiring a
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fresh posture assessment before deployment.
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- **Execution boundary:** Stripe support is currently a provider abstraction and
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local shadow-state publisher, not live Stripe API management.
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- **Next proposed seam:** `ADAPTIVE-WP-0010` explores plan-derived tenant
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guardrail ceilings, but its interface and ownership contract with
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`tenant-engine` are not yet agreed and no implementation has started.
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- **Coordination:** State Hub integration (`ADAPTIVE-WP-0001`) remains the repo
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workflow backbone for orientation, workplan tracking, and brief sync.
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workflow backbone for orientation, workplan tracking, generated
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`WORK-RECORDS.md`, and brief sync.
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## Getting Oriented
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@ -67,6 +89,7 @@ adapting, and implementing pricing models across the product lifecycle. See
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- Customer tuning: `docs/CustomerTuningSolver.md`
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- Provider publication: `docs/StripePublication.md`
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- Governance workflow: `docs/GovernanceWorkflows.md`
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- Tenancy posture declaration: `tenancy.yaml`
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- Implementation roadmap: `docs/ImplementationRoadmap.md`
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- Agent instructions: `AGENTS.md`
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- Workplans: `workplans/`
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67
WORK-RECORDS.md
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67
WORK-RECORDS.md
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@ -0,0 +1,67 @@
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# Work Records — adaptive-pricing
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> Generated by `statehub fix-consistency` (CUST-WP-0061-T04, work-record
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> stage 3). Do not edit by hand — edit the source file/block listed for
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> each record and re-run fix-consistency to refresh this index. Archived
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> workplans are omitted; closed decisions/intakes/engagements stay listed
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> so recently-resolved work is still visible. [auto]
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| Kind | ID | Status | Lane | Source |
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| --- | --- | --- | --- | --- |
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| workplan | ADAPTIVE-WP-0001 | finished | — | workplans/ADAPTIVE-WP-0001-statehub-bootstrap.md |
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| workplan | ADAPTIVE-WP-0003 | finished | — | workplans/ADAPTIVE-WP-0003-canonical-pricing-core-and-schema.md |
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| workplan | ADAPTIVE-WP-0004 | finished | — | workplans/ADAPTIVE-WP-0004-boundary-engine-and-explainable-validation.md |
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| workplan | ADAPTIVE-WP-0005 | finished | — | workplans/ADAPTIVE-WP-0005-comparable-customer-ltv-and-simulation-upgrade.md |
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| workplan | ADAPTIVE-WP-0006 | finished | — | workplans/ADAPTIVE-WP-0006-customer-tuning-solver-prototype.md |
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| workplan | ADAPTIVE-WP-0007 | finished | — | workplans/ADAPTIVE-WP-0007-provider-abstraction-and-stripe-publication.md |
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| workplan | ADAPTIVE-WP-0008 | finished | — | workplans/ADAPTIVE-WP-0008-governance-and-recommendation-workflows.md |
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| workplan | ADAPTIVE-WP-0009 | finished | — | workplans/ADAPTIVE-WP-0009-tenancy-posture-alignment.md |
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| workplan | ADAPTIVE-WP-0010 | proposed | — | workplans/ADAPTIVE-WP-0010-plan-derived-guardrail-ceilings.md |
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| workplan | ADHOC-2026-07-02 | finished | — | workplans/ADHOC-2026-07-02.md |
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| workplan | ADHOC-2026-07-03 | finished | — | workplans/ADHOC-2026-07-03.md |
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| task | ADAPTIVE-WP-0001-T01 | done | — | workplans/ADAPTIVE-WP-0001-statehub-bootstrap.md |
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| task | ADAPTIVE-WP-0001-T02 | done | — | workplans/ADAPTIVE-WP-0001-statehub-bootstrap.md |
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| task | ADAPTIVE-WP-0001-T03 | done | — | workplans/ADAPTIVE-WP-0001-statehub-bootstrap.md |
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| task | ADAPTIVE-WP-0003-T01 | done | — | workplans/ADAPTIVE-WP-0003-canonical-pricing-core-and-schema.md |
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| task | ADAPTIVE-WP-0003-T02 | done | — | workplans/ADAPTIVE-WP-0003-canonical-pricing-core-and-schema.md |
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| task | ADAPTIVE-WP-0003-T03 | done | — | workplans/ADAPTIVE-WP-0003-canonical-pricing-core-and-schema.md |
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| task | ADAPTIVE-WP-0003-T04 | done | — | workplans/ADAPTIVE-WP-0003-canonical-pricing-core-and-schema.md |
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| task | ADAPTIVE-WP-0003-T05 | done | — | workplans/ADAPTIVE-WP-0003-canonical-pricing-core-and-schema.md |
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| task | ADAPTIVE-WP-0004-T01 | done | — | workplans/ADAPTIVE-WP-0004-boundary-engine-and-explainable-validation.md |
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| task | ADAPTIVE-WP-0004-T02 | done | — | workplans/ADAPTIVE-WP-0004-boundary-engine-and-explainable-validation.md |
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| task | ADAPTIVE-WP-0004-T03 | done | — | workplans/ADAPTIVE-WP-0004-boundary-engine-and-explainable-validation.md |
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| task | ADAPTIVE-WP-0004-T04 | done | — | workplans/ADAPTIVE-WP-0004-boundary-engine-and-explainable-validation.md |
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| task | ADAPTIVE-WP-0004-T05 | done | — | workplans/ADAPTIVE-WP-0004-boundary-engine-and-explainable-validation.md |
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| task | ADAPTIVE-WP-0005-T01 | done | — | workplans/ADAPTIVE-WP-0005-comparable-customer-ltv-and-simulation-upgrade.md |
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| task | ADAPTIVE-WP-0005-T02 | done | — | workplans/ADAPTIVE-WP-0005-comparable-customer-ltv-and-simulation-upgrade.md |
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| task | ADAPTIVE-WP-0005-T03 | done | — | workplans/ADAPTIVE-WP-0005-comparable-customer-ltv-and-simulation-upgrade.md |
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| task | ADAPTIVE-WP-0005-T04 | done | — | workplans/ADAPTIVE-WP-0005-comparable-customer-ltv-and-simulation-upgrade.md |
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| task | ADAPTIVE-WP-0005-T05 | done | — | workplans/ADAPTIVE-WP-0005-comparable-customer-ltv-and-simulation-upgrade.md |
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| task | ADAPTIVE-WP-0006-T01 | done | — | workplans/ADAPTIVE-WP-0006-customer-tuning-solver-prototype.md |
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| task | ADAPTIVE-WP-0006-T02 | done | — | workplans/ADAPTIVE-WP-0006-customer-tuning-solver-prototype.md |
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| task | ADAPTIVE-WP-0006-T03 | done | — | workplans/ADAPTIVE-WP-0006-customer-tuning-solver-prototype.md |
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| task | ADAPTIVE-WP-0006-T04 | done | — | workplans/ADAPTIVE-WP-0006-customer-tuning-solver-prototype.md |
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| task | ADAPTIVE-WP-0006-T05 | done | — | workplans/ADAPTIVE-WP-0006-customer-tuning-solver-prototype.md |
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| task | ADAPTIVE-WP-0007-T01 | done | — | workplans/ADAPTIVE-WP-0007-provider-abstraction-and-stripe-publication.md |
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| task | ADAPTIVE-WP-0007-T02 | done | — | workplans/ADAPTIVE-WP-0007-provider-abstraction-and-stripe-publication.md |
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| task | ADAPTIVE-WP-0007-T03 | done | — | workplans/ADAPTIVE-WP-0007-provider-abstraction-and-stripe-publication.md |
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| task | ADAPTIVE-WP-0007-T04 | done | — | workplans/ADAPTIVE-WP-0007-provider-abstraction-and-stripe-publication.md |
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| task | ADAPTIVE-WP-0007-T05 | done | — | workplans/ADAPTIVE-WP-0007-provider-abstraction-and-stripe-publication.md |
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| task | ADAPTIVE-WP-0008-T01 | done | — | workplans/ADAPTIVE-WP-0008-governance-and-recommendation-workflows.md |
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| task | ADAPTIVE-WP-0008-T02 | done | — | workplans/ADAPTIVE-WP-0008-governance-and-recommendation-workflows.md |
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| task | ADAPTIVE-WP-0008-T03 | done | — | workplans/ADAPTIVE-WP-0008-governance-and-recommendation-workflows.md |
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| task | ADAPTIVE-WP-0008-T04 | done | — | workplans/ADAPTIVE-WP-0008-governance-and-recommendation-workflows.md |
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| task | ADAPTIVE-WP-0008-T05 | done | — | workplans/ADAPTIVE-WP-0008-governance-and-recommendation-workflows.md |
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| task | ADAPTIVE-WP-0009-T01 | done | — | workplans/ADAPTIVE-WP-0009-tenancy-posture-alignment.md |
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| task | ADAPTIVE-WP-0009-T02 | done | — | workplans/ADAPTIVE-WP-0009-tenancy-posture-alignment.md |
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| task | ADAPTIVE-WP-0009-T03 | done | — | workplans/ADAPTIVE-WP-0009-tenancy-posture-alignment.md |
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| task | ADAPTIVE-WP-0009-T04 | done | — | workplans/ADAPTIVE-WP-0009-tenancy-posture-alignment.md |
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| task | ADAPTIVE-WP-0009-T05 | done | — | workplans/ADAPTIVE-WP-0009-tenancy-posture-alignment.md |
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| task | ADAPTIVE-WP-0009-T06 | done | — | workplans/ADAPTIVE-WP-0009-tenancy-posture-alignment.md |
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| task | ADAPTIVE-WP-0010-T01 | todo | — | workplans/ADAPTIVE-WP-0010-plan-derived-guardrail-ceilings.md |
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| task | ADAPTIVE-WP-0010-T02 | wait | — | workplans/ADAPTIVE-WP-0010-plan-derived-guardrail-ceilings.md |
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| task | ADAPTIVE-WP-0010-T03 | wait | — | workplans/ADAPTIVE-WP-0010-plan-derived-guardrail-ceilings.md |
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| task | ADAPTIVE-WP-0010-T04 | wait | — | workplans/ADAPTIVE-WP-0010-plan-derived-guardrail-ceilings.md |
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| task | ADHOC-2026-07-02-T01 | done | — | workplans/ADHOC-2026-07-02.md |
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| task | ADHOC-2026-07-02-T02 | done | — | workplans/ADHOC-2026-07-02.md |
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| task | ADHOC-2026-07-03-T01 | done | — | workplans/ADHOC-2026-07-03.md |
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@ -21,6 +21,7 @@ from .comparable_ltv import (
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select_reference_estimate,
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)
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from .pricing_models import (
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AssuranceClaim,
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ChargeComponent,
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Commitment,
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PricingModel,
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@ -33,6 +34,7 @@ from .pricing_models import (
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__all__ = [
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"BoundaryPolicy",
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"AssuranceClaim",
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"ChargeComponent",
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"ComparableCustomerProfile",
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"ComparableLTVEstimate",
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@ -852,8 +852,171 @@ def _commitment_backed_concession(
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)
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def _assurance_claims(
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configuration: PricingConfiguration,
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_policy: BoundaryPolicy,
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_metrics: PricingMetrics,
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_baseline: PricingMetrics,
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) -> ConstraintResult:
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claims = configuration.model.assurance_claims
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if not claims:
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return ConstraintResult(
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id="assurance-claims",
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title="Tier assurance claims",
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severity="hard",
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status="pass",
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summary="The tier makes no customer assurance claim.",
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reason="Silent tiers are unaffected by Tenancy Posture §11.",
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actual_value=0,
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threshold_value=0,
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unit="claims",
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)
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violations: list[dict[str, str]] = []
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def fail(claim_id: str, axis: str, section: str, reason: str) -> None:
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violations.append(
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{"claim_id": claim_id, "axis": axis, "section": section, "reason": reason}
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)
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for claim in claims:
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levels = claim.minimum_levels
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wording = " ".join(claim.customer_wording.lower().split())
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if not levels:
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fail(claim.id, "all", "§11.1/§11.3", "claim has no typed minimum levels")
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if not claim.delivering_service.strip():
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fail(claim.id, "all", "§11.3", "delivering service is not named")
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if not claim.evidence_ref.strip():
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fail(claim.id, "all", "§11.3", "evidence reference is missing")
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required_axis = {
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"isolation": "E",
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"availability": "V",
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"retention": "R",
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"performance": "P",
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}.get(claim.kind)
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if required_axis and required_axis not in levels:
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fail(
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claim.id,
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required_axis,
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"§11.1/§11.3",
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f"{claim.kind} claim does not record a {required_axis} minimum",
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)
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if claim.kind == "isolation":
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if "cannot reach" in wording and levels.get("E", -1) < 4:
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fail(
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claim.id,
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"E",
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"§11.4",
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"'cannot reach' wording requires E4",
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)
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if levels.get("E", -1) >= 4 and levels.get("P", -1) < 3:
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fail(claim.id, "P", "§3.2", "E4 is reachable only at P3 or above")
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if claim.kind == "retention":
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horizon = claim.maximum_erasure_horizon_days
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if horizon is None:
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fail(
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claim.id,
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"R",
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"§4.5.4/§11.1",
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"retention claim has no maximum erasure horizon",
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)
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if levels.get("P", -1) < 2 and not claim.provider_contract_ref:
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fail(
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claim.id,
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"P",
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"§4.5.4",
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"retention promise below P2 needs a provider contract that bounds the shared horizon",
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)
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deleted_is_gone = "deleted" in wording and (
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" is gone" in wording or " are gone" in wording or "permanently removed" in wording
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)
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horizon_disclosed = horizon is not None and str(horizon) in wording and "day" in wording
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if deleted_is_gone and levels.get("R", -1) < 4 and not horizon_disclosed:
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fail(
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claim.id,
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"R",
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"§11.4",
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"'deleted data is gone' requires R4 or the erasure horizon in customer wording",
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)
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regulatory_language = any(
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phrase in wording
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for phrase in ("regulator approved", "regulator-endorsed", "article 17 compliant")
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)
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if (
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levels.get("R", -1) >= 4
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and claim.erasure_mechanism == "key-destruction"
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and regulatory_language
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):
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fail(
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claim.id,
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"R/E",
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"§4.5/§11.4",
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"key-destruction wording may not imply regulatory endorsement",
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)
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if claim.kind == "performance" and levels.get("P", -1) < 2:
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if not claim.resource_governor_ref:
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fail(
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claim.id,
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"P",
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"§8.3.1/§11.6",
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"performance-differentiated tier requires P2 or an enforceable resource governor",
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)
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if claim.kind == "availability":
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if "zone" in wording and levels.get("V", -1) < 3:
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fail(claim.id, "V", "§11.4", "zone-loss wording requires V3")
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if ("region" in wording or "regional loss" in wording) and levels.get("V", -1) < 4:
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fail(claim.id, "V", "§11.4", "regional-loss wording requires V4")
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if "high availability" in wording and not any(
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term in wording for term in ("restart", "node", "zone", "region")
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):
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fail(
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claim.id,
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"V",
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"§11.4",
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"'high availability' must name the failure it survives",
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)
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if violations:
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axes = ", ".join(sorted({item["axis"] for item in violations}))
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return ConstraintResult(
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id="assurance-claims",
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title="Tier assurance claims",
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severity="hard",
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status="fail",
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summary=f"Assurance claims violate typed minima on axis/axes {axes}.",
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reason="; ".join(
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f"{item['claim_id']} [{item['axis']} {item['section']}]: {item['reason']}"
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for item in violations
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),
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actual_value=len(violations),
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threshold_value=0,
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unit="violations",
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details={"violations": violations},
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suggested_action="Raise the typed minima, narrow the customer wording, or attach the required provider control.",
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)
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return ConstraintResult(
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id="assurance-claims",
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title="Tier assurance claims",
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severity="hard",
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status="pass",
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summary=f"All {len(claims)} assurance claim(s) map to explicit framework minima.",
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reason="Customer wording, delivering service, evidence and coupled axis floors are recorded.",
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actual_value=len(claims),
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threshold_value=len(claims),
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unit="claims",
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details={"claim_ids": [claim.id for claim in claims]},
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)
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def default_constraints() -> tuple[BoundaryConstraint, ...]:
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return (
|
||||
BoundaryConstraint("assurance-claims", "Tier assurance claims", "hard", _assurance_claims),
|
||||
BoundaryConstraint("segment-eligibility", "Segment eligibility", "hard", _segment_eligibility),
|
||||
BoundaryConstraint("usage-variance-limit", "Usage variance limit", "hard", _usage_variance_limit),
|
||||
BoundaryConstraint("payment-fee-limit", "Payment fee limit", "hard", _payment_fee_limit),
|
||||
|
|
|
|||
|
|
@ -4,6 +4,8 @@ from dataclasses import dataclass, field
|
|||
from decimal import Decimal
|
||||
from typing import Any, Literal
|
||||
|
||||
from .pricing_models import PricingModel
|
||||
|
||||
GovernanceDecision = Literal["proceed", "approval_required", "blocked"]
|
||||
RecommendationType = Literal["research", "simulation", "model_change", "execution"]
|
||||
RecommendationPriority = Literal["high", "medium", "low"]
|
||||
|
|
@ -46,6 +48,7 @@ class ApprovalRequirement:
|
|||
approver_role: str
|
||||
reason: str
|
||||
blocking: bool = True
|
||||
evidence_refs: tuple[str, ...] = ()
|
||||
|
||||
|
||||
@dataclass(frozen=True)
|
||||
|
|
@ -138,6 +141,95 @@ class SafeTuningContract:
|
|||
notes: tuple[str, ...] = ()
|
||||
|
||||
|
||||
def assurance_claim_approval_requirements(
|
||||
model: PricingModel,
|
||||
previous_model: PricingModel | None,
|
||||
*,
|
||||
approver_role: str = "operator",
|
||||
) -> tuple[ApprovalRequirement, ...]:
|
||||
"""Return one-time approval gates for assurance changes at tier definition.
|
||||
|
||||
Callers must pass the previously approved definition. Publication and
|
||||
campaign workflows must not call this for an unchanged model: Tenancy
|
||||
Posture section 11.3 records the approval once when a tier is defined.
|
||||
"""
|
||||
|
||||
current = {claim.id: claim for claim in model.assurance_claims}
|
||||
previous = {
|
||||
claim.id: claim
|
||||
for claim in (previous_model.assurance_claims if previous_model is not None else ())
|
||||
}
|
||||
changed_ids = sorted(
|
||||
claim_id
|
||||
for claim_id in current.keys() | previous.keys()
|
||||
if current.get(claim_id) != previous.get(claim_id)
|
||||
)
|
||||
|
||||
requirements: list[ApprovalRequirement] = []
|
||||
for claim_id in changed_ids:
|
||||
claim = current.get(claim_id)
|
||||
prior_claim = previous.get(claim_id)
|
||||
evidence_ref = (claim or prior_claim).evidence_ref
|
||||
change = "removed" if claim is None else "added" if prior_claim is None else "changed"
|
||||
requirements.append(
|
||||
ApprovalRequirement(
|
||||
id=f"assurance-claim-{claim_id}-approval",
|
||||
title=f"Assurance claim '{claim_id}' approval",
|
||||
approver_role=approver_role,
|
||||
reason=(
|
||||
f"Tier '{model.id}' {change} customer assurance claim '{claim_id}'. "
|
||||
f"Review its typed minimums and evidence before the tier definition is accepted."
|
||||
),
|
||||
evidence_refs=(evidence_ref,),
|
||||
)
|
||||
)
|
||||
return tuple(requirements)
|
||||
|
||||
|
||||
def assess_tier_definition_assurance(
|
||||
model: PricingModel,
|
||||
previous_model: PricingModel | None,
|
||||
*,
|
||||
approver_role: str = "operator",
|
||||
) -> GovernanceAssessment:
|
||||
approvals = assurance_claim_approval_requirements(
|
||||
model,
|
||||
previous_model,
|
||||
approver_role=approver_role,
|
||||
)
|
||||
if approvals:
|
||||
return GovernanceAssessment(
|
||||
decision="approval_required",
|
||||
summary="Approval required for a changed customer assurance claim.",
|
||||
approvals=approvals,
|
||||
risks=(
|
||||
GovernanceRisk(
|
||||
id="unapproved-assurance-change",
|
||||
severity="high",
|
||||
summary="The tier definition changes a customer-visible assurance obligation.",
|
||||
mitigation="Validate the typed minima, inspect the attached evidence, and record human approval once for this tier revision.",
|
||||
),
|
||||
),
|
||||
supporting_observations=tuple(
|
||||
SupportingObservation(
|
||||
id=f"{approval.id}-evidence",
|
||||
title="Assurance evidence",
|
||||
summary="Evidence attached to the tier-definition approval gate.",
|
||||
source_ref=approval.evidence_refs[0],
|
||||
)
|
||||
for approval in approvals
|
||||
),
|
||||
notes=("Do not reuse this definition-time gate as a per-campaign approval.",),
|
||||
)
|
||||
return GovernanceAssessment(
|
||||
decision="proceed",
|
||||
summary="No assurance claim changed since the approved tier definition.",
|
||||
approvals=(),
|
||||
risks=(),
|
||||
supporting_observations=(),
|
||||
)
|
||||
|
||||
|
||||
def governance_policy_from_dict(raw: dict[str, Any]) -> GovernancePolicy:
|
||||
return GovernancePolicy(
|
||||
policy_id=raw.get("policy_id", "default-governance-policy"),
|
||||
|
|
|
|||
|
|
@ -7,6 +7,7 @@ from pathlib import Path
|
|||
from typing import Any, Literal
|
||||
|
||||
PricingModelStatus = Literal["active", "candidate", "retired"]
|
||||
AssuranceClaimKind = Literal["isolation", "availability", "retention", "performance"]
|
||||
ChargeComponentKind = Literal[
|
||||
"access",
|
||||
"setup",
|
||||
|
|
@ -40,6 +41,9 @@ _ALLOWED_PARAMETER_CLASSES = {
|
|||
"constrained",
|
||||
"provider",
|
||||
}
|
||||
_ALLOWED_ASSURANCE_KINDS = {"isolation", "availability", "retention", "performance"}
|
||||
_AXIS_MAXIMUMS = {"I": 3, "A": 4, "E": 4, "P": 4, "R": 4, "V": 4}
|
||||
_ALLOWED_ERASURE_MECHANISMS = {"row-deletion", "key-destruction"}
|
||||
|
||||
|
||||
def _money(value: str | int | float | Decimal | None) -> Decimal | None:
|
||||
|
|
@ -88,6 +92,20 @@ class TunableParameter:
|
|||
options: tuple[str, ...] = ()
|
||||
|
||||
|
||||
@dataclass(frozen=True)
|
||||
class AssuranceClaim:
|
||||
id: str
|
||||
kind: AssuranceClaimKind | str
|
||||
customer_wording: str
|
||||
minimum_levels: dict[str, int]
|
||||
delivering_service: str
|
||||
evidence_ref: str
|
||||
maximum_erasure_horizon_days: int | None = None
|
||||
provider_contract_ref: str | None = None
|
||||
resource_governor_ref: str | None = None
|
||||
erasure_mechanism: str | None = None
|
||||
|
||||
|
||||
@dataclass(frozen=True)
|
||||
class PricingModel:
|
||||
id: str
|
||||
|
|
@ -104,6 +122,7 @@ class PricingModel:
|
|||
charge_components: tuple[ChargeComponent, ...] = ()
|
||||
commitments: tuple[Commitment, ...] = ()
|
||||
tunable_parameters: tuple[TunableParameter, ...] = ()
|
||||
assurance_claims: tuple[AssuranceClaim, ...] = ()
|
||||
eligibility: tuple[str, ...] = ()
|
||||
provider_hints: dict[str, Any] = field(default_factory=dict)
|
||||
metadata: dict[str, Any] = field(default_factory=dict)
|
||||
|
|
@ -152,6 +171,36 @@ def _parse_tunable_parameter(raw: dict[str, Any]) -> TunableParameter:
|
|||
)
|
||||
|
||||
|
||||
def _parse_assurance_claim(raw: dict[str, Any]) -> AssuranceClaim:
|
||||
def integer_or_raw(value: Any) -> Any:
|
||||
if isinstance(value, str):
|
||||
try:
|
||||
return int(value)
|
||||
except ValueError:
|
||||
return value
|
||||
return value
|
||||
|
||||
return AssuranceClaim(
|
||||
id=str(raw.get("id", "")),
|
||||
kind=str(raw.get("kind", "")),
|
||||
customer_wording=str(raw.get("customer_wording", "")),
|
||||
minimum_levels={
|
||||
str(axis): integer_or_raw(level)
|
||||
for axis, level in raw.get("minimum_levels", {}).items()
|
||||
},
|
||||
delivering_service=str(raw.get("delivering_service", "")),
|
||||
evidence_ref=str(raw.get("evidence_ref", "")),
|
||||
maximum_erasure_horizon_days=(
|
||||
integer_or_raw(raw["maximum_erasure_horizon_days"])
|
||||
if raw.get("maximum_erasure_horizon_days") is not None
|
||||
else None
|
||||
),
|
||||
provider_contract_ref=raw.get("provider_contract_ref"),
|
||||
resource_governor_ref=raw.get("resource_governor_ref"),
|
||||
erasure_mechanism=raw.get("erasure_mechanism"),
|
||||
)
|
||||
|
||||
|
||||
def _legacy_charge_components(raw: dict[str, Any]) -> list[dict[str, Any]]:
|
||||
components: list[dict[str, Any]] = [
|
||||
{
|
||||
|
|
@ -233,6 +282,9 @@ def _parse_pricing_model(raw: dict[str, Any]) -> PricingModel:
|
|||
tunable_parameters=tuple(
|
||||
_parse_tunable_parameter(item) for item in raw.get("tunable_parameters", [])
|
||||
),
|
||||
assurance_claims=tuple(
|
||||
_parse_assurance_claim(item) for item in raw.get("assurance_claims", [])
|
||||
),
|
||||
eligibility=tuple(str(item) for item in raw.get("eligibility", [])),
|
||||
provider_hints=_tuple_dict(raw.get("provider_hints")),
|
||||
metadata=metadata,
|
||||
|
|
@ -320,4 +372,46 @@ def validate_pricing_model(model: PricingModel) -> list[str]:
|
|||
if len(commitment_ids) != len(set(commitment_ids)):
|
||||
issues.append("commitment ids must be unique")
|
||||
|
||||
claim_ids = [claim.id for claim in model.assurance_claims]
|
||||
if len(claim_ids) != len(set(claim_ids)):
|
||||
issues.append("assurance claim ids must be unique")
|
||||
for claim in model.assurance_claims:
|
||||
prefix = f"assurance claim '{claim.id or '<missing>'}'"
|
||||
if not claim.id.strip():
|
||||
issues.append("assurance claim id is required")
|
||||
if claim.kind not in _ALLOWED_ASSURANCE_KINDS:
|
||||
issues.append(f"{prefix} has unsupported kind '{claim.kind}'")
|
||||
for field_name, value in (
|
||||
("customer_wording", claim.customer_wording),
|
||||
("delivering_service", claim.delivering_service),
|
||||
("evidence_ref", claim.evidence_ref),
|
||||
):
|
||||
if not value.strip():
|
||||
issues.append(f"{prefix} requires {field_name}")
|
||||
if not claim.minimum_levels:
|
||||
issues.append(f"{prefix} requires minimum_levels")
|
||||
for axis, level in claim.minimum_levels.items():
|
||||
if axis not in _AXIS_MAXIMUMS:
|
||||
issues.append(f"{prefix} has unknown axis '{axis}'")
|
||||
elif (
|
||||
isinstance(level, bool)
|
||||
or not isinstance(level, int)
|
||||
or not 0 <= level <= _AXIS_MAXIMUMS[axis]
|
||||
):
|
||||
issues.append(f"{prefix} has invalid {axis} level {level!r}")
|
||||
if (
|
||||
claim.maximum_erasure_horizon_days is not None
|
||||
and (
|
||||
isinstance(claim.maximum_erasure_horizon_days, bool)
|
||||
or not isinstance(claim.maximum_erasure_horizon_days, int)
|
||||
or claim.maximum_erasure_horizon_days < 1
|
||||
)
|
||||
):
|
||||
issues.append(f"{prefix} has an invalid maximum erasure horizon")
|
||||
if (
|
||||
claim.erasure_mechanism is not None
|
||||
and claim.erasure_mechanism not in _ALLOWED_ERASURE_MECHANISMS
|
||||
):
|
||||
issues.append(f"{prefix} has unsupported erasure_mechanism")
|
||||
|
||||
return issues
|
||||
|
|
|
|||
|
|
@ -1,6 +1,6 @@
|
|||
# Governance Workflows
|
||||
|
||||
Status: MVP for `ADAPTIVE-WP-0008`.
|
||||
Status: MVP for `ADAPTIVE-WP-0008` and `ADAPTIVE-WP-0009`.
|
||||
|
||||
## Purpose
|
||||
|
||||
|
|
@ -14,6 +14,7 @@ The repository now exposes:
|
|||
- a customer-facing safe-tuning contract surface
|
||||
- pricing health checks
|
||||
- provider-publication audit and revision surfaces
|
||||
- one-time approval for new or changed tier assurance definitions
|
||||
|
||||
## Core And Adapter Layers
|
||||
|
||||
|
|
@ -42,6 +43,19 @@ The policy model covers:
|
|||
For Coulomb, the current policy keeps customer-visible tuning disabled and
|
||||
requires approval for candidate rollouts and approximate Stripe mappings.
|
||||
|
||||
## Tier Assurance Definition Gate
|
||||
|
||||
`assess_tier_definition_assurance()` compares a proposed pricing model with
|
||||
its previously approved definition. Adding, changing, or removing an
|
||||
`assurance_claims` entry returns `approval_required`, with the claim's evidence
|
||||
reference attached to the blocking requirement. An unchanged definition
|
||||
returns `proceed`.
|
||||
|
||||
This gate runs when a tier definition changes. It is deliberately not a
|
||||
campaign, publication, or per-customer approval: the approved tier records the
|
||||
commercial wording and typed tenancy-posture minimum once, while service and
|
||||
provider owners remain authoritative for current operational posture.
|
||||
|
||||
## Recommendation Workflow
|
||||
|
||||
Recommendations now include:
|
||||
|
|
|
|||
|
|
@ -23,6 +23,7 @@ Each pricing model contains:
|
|||
- explicit charge components
|
||||
- commitments
|
||||
- tunable parameters
|
||||
- optional customer assurance claims with typed tenancy-posture minimums
|
||||
- eligibility and provider hints
|
||||
- free-form metadata for deployment-specific details
|
||||
|
||||
|
|
@ -73,6 +74,25 @@ tunable_parameters:
|
|||
max_value: decimal | null
|
||||
options: []
|
||||
|
||||
# Optional. Absence means the tier makes no assurance claim.
|
||||
assurance_claims:
|
||||
- id: string
|
||||
kind: isolation | availability | retention | performance
|
||||
customer_wording: string
|
||||
minimum_levels:
|
||||
I: 0..3
|
||||
A: 0..4
|
||||
E: 0..4
|
||||
P: 0..4
|
||||
R: 0..4
|
||||
V: 0..4
|
||||
delivering_service: string
|
||||
evidence_ref: string
|
||||
maximum_erasure_horizon_days: integer | null
|
||||
provider_contract_ref: string | null
|
||||
resource_governor_ref: string | null
|
||||
erasure_mechanism: row-deletion | key-destruction | null
|
||||
|
||||
eligibility:
|
||||
- string
|
||||
|
||||
|
|
@ -102,6 +122,18 @@ Current runtime validation enforces:
|
|||
- tunable parameter keys are unique
|
||||
- `customer_tunable` parameters declare bounds or enumerated options
|
||||
- commitment ids are unique
|
||||
- assurance claim ids are unique and each claim names a supported kind,
|
||||
customer wording, typed in-range minimums, delivering service, and evidence
|
||||
- retention horizons are positive integers and erasure mechanisms use the
|
||||
canonical vocabulary
|
||||
|
||||
`assurance_claims` records the internal minimum that supports a customer-facing
|
||||
promise; it does not expose the framework ladder on a price page. The boundary
|
||||
engine checks coupled floors and wording, including E4/P3, retention horizons,
|
||||
resource-governed performance, and availability failure scope. Adding,
|
||||
changing, or removing a claim is assessed once at tier definition by
|
||||
`assess_tier_definition_assurance()`. An unchanged claim is not a per-campaign
|
||||
approval gate.
|
||||
|
||||
## Transitional Compatibility
|
||||
|
||||
|
|
|
|||
|
|
@ -1,5 +1,6 @@
|
|||
from __future__ import annotations
|
||||
|
||||
from dataclasses import replace
|
||||
from decimal import Decimal
|
||||
from pathlib import Path
|
||||
|
||||
|
|
@ -9,6 +10,7 @@ from adaptive_pricing_core.boundary_engine import (
|
|||
PricingConfiguration,
|
||||
validate_pricing_configuration,
|
||||
)
|
||||
from adaptive_pricing_core.pricing_models import AssuranceClaim
|
||||
from observatory.load import load_pricing_models
|
||||
|
||||
DATA_DIR = Path(__file__).resolve().parent.parent / "data"
|
||||
|
|
@ -18,6 +20,106 @@ def _model(model_id: str):
|
|||
return next(item for item in load_pricing_models(DATA_DIR) if item.id == model_id)
|
||||
|
||||
|
||||
def _configuration_with_claim(claim: AssuranceClaim) -> PricingConfiguration:
|
||||
return PricingConfiguration(
|
||||
model=replace(_model("flat-899-eur-monthly"), assurance_claims=(claim,)),
|
||||
segment="coulomb-social-members",
|
||||
allocated_fixed_cost=Decimal("1.00"),
|
||||
payment_fee_rate_pct=Decimal("5"),
|
||||
)
|
||||
|
||||
|
||||
def _claim(**changes) -> AssuranceClaim:
|
||||
defaults = {
|
||||
"id": "isolation-tier",
|
||||
"kind": "isolation",
|
||||
"customer_wording": "Other tenants cannot reach your data.",
|
||||
"minimum_levels": {"E": 4, "P": 3},
|
||||
"delivering_service": "tenant-engine",
|
||||
"evidence_ref": "evidence/isolation-review.json",
|
||||
}
|
||||
defaults.update(changes)
|
||||
return AssuranceClaim(**defaults)
|
||||
|
||||
|
||||
def test_valid_assurance_claim_passes_with_explainable_result() -> None:
|
||||
result = validate_pricing_configuration(
|
||||
_configuration_with_claim(_claim()),
|
||||
BoundaryPolicy(),
|
||||
)
|
||||
|
||||
assurance = next(item for item in result.constraints if item.id == "assurance-claims")
|
||||
assert assurance.status == "pass"
|
||||
assert assurance.details["claim_ids"] == ["isolation-tier"]
|
||||
|
||||
|
||||
def test_isolation_wording_requires_e4_and_coupled_p3() -> None:
|
||||
result = validate_pricing_configuration(
|
||||
_configuration_with_claim(_claim(minimum_levels={"E": 3, "P": 2})),
|
||||
BoundaryPolicy(),
|
||||
)
|
||||
|
||||
assurance = next(item for item in result.constraints if item.id == "assurance-claims")
|
||||
assert assurance.status == "fail"
|
||||
assert "E §11.4" in assurance.reason
|
||||
|
||||
|
||||
def test_retention_claim_requires_bounded_shared_horizon() -> None:
|
||||
result = validate_pricing_configuration(
|
||||
_configuration_with_claim(
|
||||
_claim(
|
||||
id="retention-tier",
|
||||
kind="retention",
|
||||
customer_wording="Deleted data is gone.",
|
||||
minimum_levels={"R": 3, "P": 1},
|
||||
)
|
||||
),
|
||||
BoundaryPolicy(),
|
||||
)
|
||||
|
||||
assurance = next(item for item in result.constraints if item.id == "assurance-claims")
|
||||
assert assurance.status == "fail"
|
||||
assert "R §4.5.4/§11.1" in assurance.reason
|
||||
assert "P §4.5.4" in assurance.reason
|
||||
assert "R §11.4" in assurance.reason
|
||||
|
||||
|
||||
def test_performance_claim_requires_p2_or_resource_governor() -> None:
|
||||
result = validate_pricing_configuration(
|
||||
_configuration_with_claim(
|
||||
_claim(
|
||||
id="performance-tier",
|
||||
kind="performance",
|
||||
customer_wording="Predictable performance under neighbour load.",
|
||||
minimum_levels={"P": 1},
|
||||
)
|
||||
),
|
||||
BoundaryPolicy(),
|
||||
)
|
||||
|
||||
assurance = next(item for item in result.constraints if item.id == "assurance-claims")
|
||||
assert assurance.status == "fail"
|
||||
assert "P §8.3.1/§11.6" in assurance.reason
|
||||
|
||||
|
||||
def test_availability_wording_requires_matching_failure_scope() -> None:
|
||||
result = validate_pricing_configuration(
|
||||
_configuration_with_claim(
|
||||
_claim(
|
||||
id="availability-tier",
|
||||
kind="availability",
|
||||
customer_wording="High availability survives regional loss.",
|
||||
minimum_levels={"V": 3},
|
||||
)
|
||||
),
|
||||
BoundaryPolicy(),
|
||||
)
|
||||
|
||||
assurance = next(item for item in result.constraints if item.id == "assurance-claims")
|
||||
assert assurance.status == "fail"
|
||||
assert "V §11.4" in assurance.reason
|
||||
|
||||
|
||||
def test_commitment_backed_discount_is_accepted_when_economics_stay_strong() -> None:
|
||||
result = validate_pricing_configuration(
|
||||
PricingConfiguration(
|
||||
|
|
|
|||
|
|
@ -1,8 +1,12 @@
|
|||
from __future__ import annotations
|
||||
|
||||
from dataclasses import replace
|
||||
from pathlib import Path
|
||||
|
||||
from adaptive_pricing_core.governance import assess_tier_definition_assurance
|
||||
from adaptive_pricing_core.pricing_models import AssuranceClaim
|
||||
from observatory.api import build_dashboard_payload
|
||||
from observatory.load import load_pricing_models
|
||||
|
||||
DATA_DIR = Path(__file__).resolve().parent.parent / "data"
|
||||
|
||||
|
|
@ -46,3 +50,30 @@ def test_recommendations_include_governed_execution_gate() -> None:
|
|||
assert execution_gate["confidence"] == "0.88"
|
||||
assert execution_gate["risks"]
|
||||
assert execution_gate["supporting_observations"]
|
||||
|
||||
|
||||
def test_changed_assurance_claim_requires_one_time_definition_approval() -> None:
|
||||
previous = next(
|
||||
item for item in load_pricing_models(DATA_DIR) if item.id == "flat-899-eur-monthly"
|
||||
)
|
||||
current = replace(
|
||||
previous,
|
||||
assurance_claims=(
|
||||
AssuranceClaim(
|
||||
id="availability-tier",
|
||||
kind="availability",
|
||||
customer_wording="Survives a zone loss.",
|
||||
minimum_levels={"V": 3},
|
||||
delivering_service="railiance-platform",
|
||||
evidence_ref="evidence/zone-failover.json",
|
||||
),
|
||||
),
|
||||
)
|
||||
|
||||
assessment = assess_tier_definition_assurance(current, previous)
|
||||
unchanged = assess_tier_definition_assurance(current, current)
|
||||
|
||||
assert assessment.decision == "approval_required"
|
||||
assert assessment.approvals[0].evidence_refs == ("evidence/zone-failover.json",)
|
||||
assert unchanged.decision == "proceed"
|
||||
assert unchanged.approvals == ()
|
||||
|
|
|
|||
|
|
@ -1,9 +1,16 @@
|
|||
from __future__ import annotations
|
||||
|
||||
import json
|
||||
from dataclasses import replace
|
||||
from decimal import Decimal
|
||||
from pathlib import Path
|
||||
|
||||
from adaptive_pricing_core.pricing_models import validate_pricing_catalog
|
||||
from adaptive_pricing_core.pricing_models import (
|
||||
AssuranceClaim,
|
||||
load_pricing_models as load_core_pricing_models,
|
||||
validate_pricing_catalog,
|
||||
validate_pricing_model,
|
||||
)
|
||||
from observatory.load import load_pricing_models
|
||||
|
||||
DATA_DIR = Path(__file__).resolve().parent.parent / "data"
|
||||
|
|
@ -33,3 +40,55 @@ def test_flat_model_still_exposes_access_fee_compatibility_fields() -> None:
|
|||
assert model.access_fee_amount == Decimal("8.99")
|
||||
assert model.access_fee_cadence == "monthly"
|
||||
assert len(model.charge_components) == 1
|
||||
|
||||
|
||||
def test_assurance_claim_schema_is_optional_and_typed() -> None:
|
||||
model = next(
|
||||
item for item in load_pricing_models(DATA_DIR) if item.id == "flat-899-eur-monthly"
|
||||
)
|
||||
assert model.assurance_claims == ()
|
||||
|
||||
invalid = replace(
|
||||
model,
|
||||
assurance_claims=(
|
||||
AssuranceClaim(
|
||||
id="retention",
|
||||
kind="retention",
|
||||
customer_wording="Deleted data is gone.",
|
||||
minimum_levels={"R": True, "P": 1},
|
||||
delivering_service="",
|
||||
evidence_ref="",
|
||||
maximum_erasure_horizon_days=0,
|
||||
erasure_mechanism="magic",
|
||||
),
|
||||
),
|
||||
)
|
||||
issues = validate_pricing_model(invalid)
|
||||
|
||||
assert any("invalid R level" in issue for issue in issues)
|
||||
assert any("requires delivering_service" in issue for issue in issues)
|
||||
assert any("requires evidence_ref" in issue for issue in issues)
|
||||
assert any("invalid maximum erasure horizon" in issue for issue in issues)
|
||||
assert any("unsupported erasure_mechanism" in issue for issue in issues)
|
||||
|
||||
|
||||
def test_assurance_claim_loads_from_json_catalog(tmp_path: Path) -> None:
|
||||
catalog = json.loads((DATA_DIR / "pricing-models.json").read_text(encoding="utf-8"))
|
||||
catalog["models"][0]["assurance_claims"] = [
|
||||
{
|
||||
"id": "availability-tier",
|
||||
"kind": "availability",
|
||||
"customer_wording": "Survives a zone loss.",
|
||||
"minimum_levels": {"V": "3"},
|
||||
"delivering_service": "railiance-platform",
|
||||
"evidence_ref": "evidence/zone-failover.json",
|
||||
}
|
||||
]
|
||||
catalog_path = tmp_path / "pricing-models.json"
|
||||
catalog_path.write_text(json.dumps(catalog), encoding="utf-8")
|
||||
|
||||
models = load_core_pricing_models(catalog_path)
|
||||
claim = models[0].assurance_claims[0]
|
||||
|
||||
assert claim.id == "availability-tier"
|
||||
assert claim.minimum_levels == {"V": 3}
|
||||
|
|
|
|||
36
tenancy.yaml
Normal file
36
tenancy.yaml
Normal file
|
|
@ -0,0 +1,36 @@
|
|||
# Canonical declaration: NetKingdom Tenancy Posture v0.1 draft-8.
|
||||
schema_version: "0.1"
|
||||
framework: netkingdom-tenancy-posture
|
||||
service: coulomb-observatory
|
||||
role: design-time-pricing-analysis
|
||||
|
||||
tenancy:
|
||||
current: { I: 0, A: 0, E: 0, P: "n/a", R: "n/a", V: 0 }
|
||||
target: { I: 0, A: 0, E: 0, P: "n/a", R: "n/a", V: 0 }
|
||||
reviewed: "2026-08-17"
|
||||
review_due: "2027-02-17"
|
||||
service_class: interactive
|
||||
permanent: [I, A, E, P, R, V]
|
||||
reason:
|
||||
I: >-
|
||||
The observatory's local HTTP surface is unauthenticated and single-user
|
||||
by design. It is not a production tenant service.
|
||||
A: >-
|
||||
No authorization boundary exists because the local surface is not
|
||||
exposed or supported as a shared service.
|
||||
E: >-
|
||||
No runtime tenant boundary exists. Project JSON is local proving-ground
|
||||
data and must not be mistaken for a multi-tenant datastore.
|
||||
P: >-
|
||||
No runtime datastore exists; repository JSON is source material, not a
|
||||
provisioned substrate.
|
||||
R: >-
|
||||
No runtime data is retained. Repository history follows source-control
|
||||
governance rather than a service erasure policy.
|
||||
V: >-
|
||||
No availability position exists for a local design-time tool.
|
||||
gap:
|
||||
I: >-
|
||||
Permanent only while the server remains local and single-user. Any
|
||||
proposal to expose it creates a new service and requires reassessment
|
||||
before deployment.
|
||||
|
|
@ -9,6 +9,7 @@ owner: codex
|
|||
topic_slug: helix-forge
|
||||
created: "2026-08-18"
|
||||
updated: "2026-08-18"
|
||||
state_hub_workstream_id: "38613963-4455-4e0c-849f-65fdda68f572"
|
||||
---
|
||||
|
||||
# Plan-derived guardrail spend ceilings
|
||||
|
|
@ -67,6 +68,7 @@ T01 produces a shape both repos accept.
|
|||
id: ADAPTIVE-WP-0010-T01
|
||||
status: todo
|
||||
priority: high
|
||||
state_hub_task_id: "7109ccf7-1267-44b6-9f20-38eff7bb7dd2"
|
||||
```
|
||||
|
||||
Agree the shape of the feed jointly with `tenant-engine`: what
|
||||
|
|
@ -92,6 +94,7 @@ Record the outcome as a decision, since it binds two repos.
|
|||
id: ADAPTIVE-WP-0010-T02
|
||||
status: wait
|
||||
priority: medium
|
||||
state_hub_task_id: "7da0b8f5-93a7-4048-900d-8fa39eb0de96"
|
||||
```
|
||||
|
||||
Blocked on T01.
|
||||
|
|
@ -110,6 +113,7 @@ if the field is named or shaped like an allowance, it will be read as one.
|
|||
id: ADAPTIVE-WP-0010-T03
|
||||
status: wait
|
||||
priority: medium
|
||||
state_hub_task_id: "82788fbd-e0e7-4bb0-94ca-405176e74809"
|
||||
```
|
||||
|
||||
Blocked on T02.
|
||||
|
|
@ -127,6 +131,7 @@ Boundary-engine rules, explainable in the existing style:
|
|||
id: ADAPTIVE-WP-0010-T04
|
||||
status: wait
|
||||
priority: medium
|
||||
state_hub_task_id: "c9220137-baed-4ba1-929c-449ba1a754b9"
|
||||
```
|
||||
|
||||
Blocked on T02.
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue