Add PRD/TSD specs and initial TRSL research + Trust Service workplans
Establishes specs/ProductRequirementsDocument.md and specs/TechnicalSpecificationDocument.md, plus two workplans: prior-art research for the TargetRevenueSourceLicense draft, and bootstrapping the Trust Service reference implementation. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
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workplans/TREV-WP-0001-license-prior-art-research.md
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workplans/TREV-WP-0001-license-prior-art-research.md
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---
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id: TREV-WP-0001
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type: workplan
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title: "TargetRevenueSourceLicense prior-art and adjacent-concept research"
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domain: infotech
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repo: target-revenue
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status: active
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owner: claude
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topic_slug: infotech
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created: "2026-07-28"
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updated: "2026-07-28"
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---
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# TargetRevenueSourceLicense prior-art and adjacent-concept research
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Research prior art and adjacent licensing/monetization concepts to ground an
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initial draft of the Target Revenue Source License (TRSL). The concept is
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already established in `spec/TargetRevenueLicenseConcept.md` and
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`specs/ProductRequirementsDocument.md`; `history/260728-InitialExploration.md`
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already surfaces several reference points (Fair Source, PolyForm
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NonCommercial, Business Source License 1.1, FSL, OSI Open Source Definition,
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SPDX `LicenseRef-` conventions, German §31/§307/§32 considerations). This
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workplan deepens and formalizes that groundwork into a research artifact
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sufficient to brief specialist legal drafting (PRD Roadmap Phase 2, MVP
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deliverable `TargetRevenueSourceLicense-Draft.md`).
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This workplan does **not** produce final legal text. It produces the research
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basis and an initial non-binding draft skeleton for specialist review, per
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`specs/TechnicalSpecificationDocument.md` §8 (out-of-scope reinforcement).
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## Survey delayed-open-source and source-available license models
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```task
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id: TREV-WP-0001-T01
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status: todo
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priority: high
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```
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Survey and compare structurally similar models: Business Source License 1.1
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(MariaDB), Functional Source License (FSL), PolyForm Noncommercial /
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PolyForm Shield, Fair Source (fair.io), Elastic License 2.0, Sentry's SSPL-
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adjacent choices, and any other revenue- or time-triggered conversion
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licenses. For each, capture: the trigger mechanism (fixed date vs. revenue vs.
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hybrid), the pre-conversion restriction scope, the automatic-conversion legal
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wording, and known criticisms or disputes. Record findings so they can be
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diffed directly against TRSL's Phase/Target/Conversion model in
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`spec/TargetRevenueLicenseConcept.md` §7, §10, §18.
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## Survey OSI Open Source Definition and Fair Source boundary framing
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```task
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id: TREV-WP-0001-T02
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status: todo
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priority: high
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```
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Confirm and document precisely why TRSL's pre-conversion state cannot be
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described as "Open Source" under the OSI Open Source Definition
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(field-of-endeavour non-discrimination), and how Fair Source's "source
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available with limited business-protection restriction, later converts to
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OSI-approved license" framing applies or should be adapted. Produce
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recommended terminology guardrails (source-available vs. open source vs.
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commercially licensed) for use consistently across all TRF documents.
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## Survey patent-grant and Future License precedent (MIT vs Apache-2.0)
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```task
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id: TREV-WP-0001-T03
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status: todo
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priority: medium
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```
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Research the practical and legal tradeoffs between MIT and Apache-2.0 as
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canonical Future Licenses, focusing on: the extent and legal certainty of any
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implied patent grant under MIT, Apache-2.0's explicit patent grant and
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patent-litigation termination clause, and precedent for offering both as
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parallel canonical options (per PRD open question 3 /
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`spec/TargetRevenueLicenseConcept.md` §24.3). Produce a recommendation on
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whether the TRSL pre-conversion phase itself needs an express patent license
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independent of the eventual Future License choice.
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## Survey contributor-rights instruments for dual-future licensing
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```task
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id: TREV-WP-0001-T04
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status: todo
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priority: medium
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```
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Research contributor license agreement (CLA) and copyright assignment
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patterns used by projects that must promise two future states (a restricted
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phase license plus an eventual permissive license) — e.g. how BSL/FSL-based
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projects and other dual/relicensing projects handle contributor rights.
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Compare against the Developer Certificate of Origin (DCO), and determine
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whether a DCO alone is sufficient or whether TRSL requires a broader inbound
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grant (per `history/260728-InitialExploration.md` §8 and
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`spec/TargetRevenueLicenseConcept.md` §21.4).
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## Survey jurisdiction-specific standard-terms constraints
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```task
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id: TREV-WP-0001-T05
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status: todo
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priority: medium
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```
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Deepen the German-law groundwork already sketched in
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`history/260728-InitialExploration.md` §10 (§31 UrhG scoped rights of use,
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§307 BGB standard-terms clarity requirement, §32 UrhG author remuneration)
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and identify whether comparable standard-terms / consumer-protection
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constraints in other jurisdictions relevant to likely early commercial users
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(e.g. US, EU generally) impose similar clarity requirements on terms such as
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"commercial use," "captured," "Development Credit," and "Conversion Event."
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Flag terms that most urgently need objective, litigation-safe definitions.
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## Synthesize findings into an initial TRSL draft skeleton
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```task
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id: TREV-WP-0001-T06
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status: todo
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priority: high
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```
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Using T01–T05, produce `specs/TargetRevenueSourceLicense-Draft.md`: a
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non-binding initial drafting basis (not final legal text) structuring the
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license around the components already identified in
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`spec/TargetRevenueLicenseConcept.md` §21 (permitted noncommercial use,
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commercial-use restriction, automatic Future License conversion, patent
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treatment, termination and cure, warranty/liability exclusions). Explicitly
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mark every clause requiring specialist legal review before use, per
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`spec/TargetRevenueLicenseConcept.md` §21.5.
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126
workplans/TREV-WP-0002-trust-service-implementation-bootstrap.md
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workplans/TREV-WP-0002-trust-service-implementation-bootstrap.md
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---
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id: TREV-WP-0002
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type: workplan
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title: "Trust Service implementation bootstrap"
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domain: infotech
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repo: target-revenue
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status: active
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owner: claude
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topic_slug: infotech
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created: "2026-07-28"
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updated: "2026-07-28"
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---
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# Trust Service implementation bootstrap
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Start the reference implementation of the Trust Service (PRD Roadmap Phase 4,
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`specs/ProductRequirementsDocument.md` §11.1 item 8). The data model and
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component boundaries are already specified in
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`specs/TechnicalSpecificationDocument.md` §3 (Phase Manifest, Target Ledger
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Entry, Extension Contract, Transaction Allocation, Conversion Attestation)
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and §4 (component architecture: Phase Registry, Extension Registry, Target
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Ledger, Metrics, Attestation — observe/record/validate/calculate/publish/
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attest only, never discretionary over conversion).
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This workplan bootstraps the implementation; it does not attempt full
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production hardening, federation (PRD Roadmap Phase 6), or governance
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process design (PRD Roadmap Phase 7).
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## Record stack and storage ADR
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```task
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id: TREV-WP-0002-T01
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status: todo
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priority: high
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```
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`specs/TechnicalSpecificationDocument.md` is explicitly non-binding on
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language, runtime, and storage engine (§10 Traceability Note). Before writing
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code, record an ADR choosing an initial implementation stack and storage
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model (relational, document, or event-sourced/append-log-native), justified
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against the append-only, hash-chained, deterministic-fold requirements in
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TSD §3.2 and §6.1. Resolve TSD open question 5 (signature scheme and
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key-rotation record format) as part of the same ADR.
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## Implement Phase Manifest validation and Phase Registry
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```task
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id: TREV-WP-0002-T02
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status: todo
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priority: high
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```
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Implement the Phase Manifest schema from TSD §3.1 with a pure, deterministic
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conformance validator (required-field checks, immutability enforcement on
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`phase.initial_target.amount` and `phase.id`) per TSD §5. Implement the Phase
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Registry component (TSD §4.1) storing and serving published, immutable
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Manifests. Reject non-conformant manifests at registration, not at query
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time.
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## Implement the Target Ledger as an append-only, hash-chained store
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```task
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id: TREV-WP-0002-T03
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status: todo
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priority: high
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```
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Implement the Target Ledger Entry schema from TSD §3.2: the six entry types
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(`development-credit`, `remission-credit`, `credit-reversal`,
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`remission-correction`, `administrative-correction`, `conversion-checkpoint`),
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`previous_entry_hash` chaining, and signature fields. Enforce append-only
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semantics at the storage layer (no update/delete path exists, not merely
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disallowed by convention). Implement the Outstanding Target calculation as a
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pure fold over a Phase's ordered entries plus its Manifest's
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`initial_target.amount`, independently re-runnable by any conformant
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external tool (TSD §3.2 validation rules, §6.1).
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## Implement the Extension Registry and conformance validator
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```task
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id: TREV-WP-0002-T04
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status: todo
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priority: medium
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```
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Implement the Monetization Extension Contract schema from TSD §3.3 and its
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conformance check: required-field validation plus the rule that
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`allocation.rule` may only consume transaction-level fields and must not
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reference or redefine core terms (Phase, Initial Target, Development Credit,
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Remission Credit, Outstanding Target, Conversion Event, Future License).
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Support the `registered` / `canonical` / `deprecated` status field, with
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`canonical` promotion left as a manual, documented action (governance process
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itself is out of scope here — PRD Roadmap Phase 7).
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## Implement Conversion detection and Attestation publication
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```task
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id: TREV-WP-0002-T05
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status: todo
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priority: high
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```
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Implement Conversion Event detection as a pure read over the Target Ledger
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fold (Outstanding Target reaches zero) and Conversion Attestation generation
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per TSD §3.5. Enforce the legal-technical rule that attestation publication
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is evidence of conversion, never a precondition for it — any conformant
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external tool must be able to independently recompute conversion status from
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the raw Manifest and Ledger without waiting for or requiring an attestation
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(TSD §3.5, PRD FR-7/G6).
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## Stand up conformance test suite and a worked end-to-end example
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```task
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id: TREV-WP-0002-T06
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status: todo
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priority: medium
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```
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Build an automated conformance suite exercising: manifest validation (valid
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and deliberately invalid manifests), ledger append-only enforcement and hash
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chain integrity, extension conformance (a conforming and a non-conforming
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extension example), and a full worked Phase lifecycle from the illustrative
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example in `spec/TargetRevenueLicenseConcept.md` §23 (Initial Target
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$100,000, mixed Development/Remission Credit entries, reaching Outstanding
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Target zero, and a generated Conversion Attestation matching that example's
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numbers).
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