Advance WP-0007: degeneration research, profile catalog, canonicalization checklist
T01: specs/TargetDegenerationPolicyResearch.md. Survey finds no precedent (BSL/FSL/Elastic) implements progress-sensitive degeneration - TRSL's model is original design. Proposes a candidate v1 formula (90-day rolling "quiet period" pause on Remission Credit accrual during active Development Credit periods), resolves the contributor-diversity input as explicitly not-adopted (no gaming-resistant signal exists yet), and resolves the longstop/progress-sensitivity relationship as a hard, unconditional backstop. Does not recommend v0 vs v1 for T02 - that's the human gate. T02: recommendation added (confirm v0 for the first pilot cohort, name v1 as the next iteration) - left todo per the human-accept policy. T03: specs/CanonicalMonetizationProfiles.md with worked narratives for all six catalog profiles, plus two new fixtures (product-ideation, general-consulting), both schema-validated and added to the parametrized conformance test. T04: specs/CanonicalizationReviewChecklist.md, an 8-item checklist layered on the already-implemented promote_extension_canonical() mechanism (WP-0006-T03) - defines what a reviewer must verify, not a new promotion mechanism.
This commit is contained in:
parent
8894acc584
commit
58a4dd1db2
8 changed files with 658 additions and 4 deletions
236
specs/TargetDegenerationPolicyResearch.md
Normal file
236
specs/TargetDegenerationPolicyResearch.md
Normal file
|
|
@ -0,0 +1,236 @@
|
|||
# Target Degeneration Policy Research
|
||||
|
||||
Status: Research artifact, Stage 1 (`workplans/TREV-WP-0007-degeneration-policy-and-canonical-profiles.md` T01)
|
||||
Feeds: `workplans/TREV-WP-0007-degeneration-policy-and-canonical-profiles.md` T02 (human-gated formula decision)
|
||||
Primary artifacts: `specs/TargetRevenueLicenseConcept.md` §13, `specs/OpenQuestions-WorkingDefaults.md` Q7/Q8, `history/260729-TRSL-PriorArt-Survey.md`
|
||||
|
||||
**Scope note:** this document surveys comparative models and proposes a
|
||||
candidate v1 degeneration formula. It does **not** itself adopt or confirm
|
||||
any formula as a permanent norm — that is T02's explicit human-gated
|
||||
decision (`SCOPE.md` §4). This document's job is to make that decision
|
||||
well-informed, not to make it.
|
||||
|
||||
---
|
||||
|
||||
## 1. What "degeneration" already means here, and why it needs more work
|
||||
|
||||
Per concept §13, `Outstanding Target = max(0, T₀ − C(t) − R(t))`, where
|
||||
`C(t)` is cumulative Development Credit (real commercial monetization) and
|
||||
`R(t)` is cumulative Remission Credit (a transparent, non-revenue
|
||||
reduction under a published policy). The Stage 0 pilot default
|
||||
(`trsl:policy:linear-longstop-v0`, Working Default Q7) is deliberately
|
||||
minimal: pure linear time-decay toward a declared Longstop Date, with
|
||||
**no** sensitivity to whether Development Credit is actively accruing.
|
||||
Q7 itself flags this as "blocked on research" for two specific inputs
|
||||
concept §13.2 lists but v0 does not use:
|
||||
|
||||
1. **Progress-sensitive pause when material Development Credit arrives.**
|
||||
2. **Diversity-of-payers factors.**
|
||||
|
||||
This document resolves (1) with a concrete proposal, and resolves (2) by
|
||||
recommending it is *not* adopted for v1 — a decision, not an omission.
|
||||
|
||||
---
|
||||
|
||||
## 2. Comparative survey
|
||||
|
||||
`history/260729-TRSL-PriorArt-Survey.md` already covers BSL/FSL/Elastic
|
||||
for the license *category* question (delayed open source vs. permanent
|
||||
restriction); this section re-reads the same precedent specifically for
|
||||
what it implies about degeneration/trigger *mechanisms*:
|
||||
|
||||
| Model | Trigger mechanism | Progress-sensitivity | Relevance to TRSL |
|
||||
|---|---|---|---|
|
||||
| **BSL 1.1** | Fixed Change Date, set per release, typically ~4 years | None — pure calendar trigger | Confirms a fixed backstop date is a well-precedented, easily-explained mechanism (concept §13.1's "remain easy to explain and calculate" goal). Provides no guidance on progress-sensitivity since BSL has none. |
|
||||
| **FSL** | Fixed, per-version, exactly 2 years | None | Same as BSL: simpler than TRSL needs to be, since FSL treats commercial success and commercial failure identically. TRSL's Development-Credit-linked model is already a meaningful design step beyond both precedents, not a refinement of an existing progress-sensitive scheme — there is no direct precedent to copy for the pause mechanism proposed in §4. |
|
||||
| **Elastic License 2.0** | None (permanent restriction) | N/A | Confirms the negative case: no trigger at all is a valid design (for a different goal), not something TRSL should drift toward by making degeneration so slow or so easily paused that it functions like ELv2's permanent restriction in practice. This is a design constraint on §4's pause mechanism: pausing must never become *indefinite* pausing. |
|
||||
| **Venture/vesting "cliff + linear" patterns (informal analogy, not a license precedent)** | Time-based linear vesting after a cliff | None, but structurally similar to a linear ramp | Not a license model — cited only as the closest informal analogy for *why* a linear ramp toward a hard date is an easily-understood mechanism to non-lawyers (Phase declarers, Customers). Included for design intuition, not as legal precedent. |
|
||||
|
||||
**Finding:** no surveyed license precedent actually implements
|
||||
progress-sensitive degeneration — TRSL's Development-Credit-linked
|
||||
Remission Credit model is already outside this precedent set. §4's
|
||||
proposal is therefore original design work reasoned from concept §13.1's
|
||||
intended properties, not an adaptation of an existing scheme.
|
||||
|
||||
---
|
||||
|
||||
## 3. Resolving concept §13.2 input 1: progress-sensitive pause
|
||||
|
||||
**Problem statement (concept §13.1):** degeneration should "preserve
|
||||
incentives during periods of genuine commercial validation" and "react to
|
||||
insufficient material progress" — v0 does neither; it decays identically
|
||||
whether the Phase is thriving or abandoned.
|
||||
|
||||
**Proposed mechanism — a rolling "quiet period" pause:**
|
||||
|
||||
- Define a **quiet period** for a Phase as any point in time `t` such that
|
||||
no `development-credit` ledger entry has `recognized_at` within the
|
||||
trailing window `[t − W, t]`, for a published window length `W`
|
||||
(default proposal: **90 days**).
|
||||
- Remission Credit accrues under the same linear formula as v0
|
||||
(`R(t) = T₀ × clamp((t − t₀)/(t_L − t₀), 0, 1)`) **only during quiet
|
||||
periods**. During any non-quiet period (a `development-credit` entry
|
||||
landed within the last `W` days), the Remission clock **pauses** — it
|
||||
neither accrues nor reverses; time spent in a non-quiet period simply
|
||||
does not count toward the numerator `(t − t₀)`.
|
||||
- Consistent with concept §13.4 (already settled, not reopened here):
|
||||
only `development-credit` entries count toward "material progress" for
|
||||
this purpose. Remission-credit, correction, and checkpoint entries never
|
||||
affect quiet-period status — otherwise a policy could reduce its own
|
||||
trigger for pausing itself, a circularity concept §13.4 already
|
||||
forecloses for operations revenue and which applies equally here.
|
||||
- **The Longstop Date itself is never extended by pausing.** See §5 below
|
||||
— this is deliberately a hard backstop, not something the pause
|
||||
mechanism can push out indefinitely.
|
||||
|
||||
**Why a pause, not a slowdown or reversal:** a proportional slowdown
|
||||
(e.g., halving the accrual rate during active periods) is harder to
|
||||
explain and calculate (violates concept §13.1's simplicity goal) for
|
||||
marginal benefit over an on/off pause, and a *reversal* of already-accrued
|
||||
Remission Credit would violate the "transparent, non-gameable" property
|
||||
(PRD NFR-5) by creating a path where genuine, already-published Remission
|
||||
Credit could later disappear — the pure fold's monotonicity (Remission
|
||||
Credit never decreases without an explicit, visible correction entry) is
|
||||
worth preserving.
|
||||
|
||||
**Gaming resistance:** a Licensor cannot indefinitely suspend degeneration
|
||||
by manufacturing tiny, infrequent Development Credit entries, because (a)
|
||||
each entry must correspond to a real Commercial Entitlement transaction
|
||||
recorded in the Target Ledger with an evidence reference (TSD §3.2), which
|
||||
is auditable, and (b) the absolute Longstop Date (§5) still fires
|
||||
regardless of how many quiet-period pauses occurred — the worst case for a
|
||||
Licensor gaming small entries is "no Remission Credit accrues before
|
||||
Longstop," not "conversion never happens."
|
||||
|
||||
---
|
||||
|
||||
## 4. Resolving concept §13.2 input 2: contributor diversity factors
|
||||
|
||||
**Recommendation: do not adopt for v1.** Reasoning, not silent omission:
|
||||
|
||||
- There is no reliable, ledger-derivable signal for "diversity of
|
||||
commercial contributors" that resists trivial gaming — a single
|
||||
Licensor-controlled entity can create arbitrarily many nominally
|
||||
distinct Commercial Entitlement holders (shell companies, related
|
||||
parties, multiple email addresses for the same actual payer) with no
|
||||
mechanism in this framework to detect or prevent it. Adopting a factor
|
||||
that's this easy to manufacture would violate PRD NFR-5 (resistance to
|
||||
manipulation) more than it would deliver the intended signal.
|
||||
- Building a real identity/relatedness model to make this signal
|
||||
trustworthy is a substantial project of its own (KYC-adjacent, with its
|
||||
own data-protection and cost implications) — wildly disproportionate to
|
||||
what a Stage 1 pilot-rollout formula needs, and not something this
|
||||
research task should smuggle in as a side effect of picking a
|
||||
degeneration formula.
|
||||
- No pilot data exists yet (`workplans/TREV-WP-0008-governance-and-pilot-rollout.md`
|
||||
has not run) to know whether diversity even correlates with the thing
|
||||
the framework actually cares about (genuine commercial validation) in
|
||||
practice, as opposed to being a plausible-sounding proxy.
|
||||
|
||||
**This is deferred, not rejected** — revisit once real pilot Phases
|
||||
produce actual multi-payer data and a concrete, gaming-resistant
|
||||
diversity signal can be designed against real cases rather than
|
||||
speculatively.
|
||||
|
||||
---
|
||||
|
||||
## 5. Resolving concept §13.3: relationship between progress-sensitive degeneration and the fixed Longstop
|
||||
|
||||
Concept §13.3 leaves this explicitly open ("the detailed relationship...
|
||||
remains an open design question"). **Proposed resolution: the Longstop is
|
||||
an absolute backstop, never itself affected by pausing.**
|
||||
|
||||
- The pause mechanism in §3 only affects the *rate* at which the linear
|
||||
schedule's numerator `(t − t₀)` accumulates before the Longstop.
|
||||
- The Longstop Date `t_L` itself is fixed at Phase declaration (Working
|
||||
Default Q8, unchanged) and is **never extended, paused, or recalculated**
|
||||
by any amount of quiet-period pausing.
|
||||
- Consequence: heavy pausing (frequent Development Credit, i.e., strong
|
||||
commercial validation) means **less** Remission Credit accrues before
|
||||
`t_L`, but at `t_L` itself, the policy still remits
|
||||
`max(0, T₀ − C(t_L))` in full — full remission at Longstop is
|
||||
unconditional, exactly as v0 already guarantees, preserving concept
|
||||
§13.1's "provide an eventual path to conversion even when the initial
|
||||
product hypothesis fails" property without exception.
|
||||
- This is a clean, easy-to-explain rule: *"pausing changes how much you
|
||||
give away for free before the deadline; it never changes the deadline
|
||||
itself."*
|
||||
|
||||
---
|
||||
|
||||
## 6. Candidate v1 formula: `trsl:policy:progress-paused-longstop-v1`
|
||||
|
||||
Combining §3 and §5, formally:
|
||||
|
||||
```
|
||||
Let:
|
||||
T0 = phase.initial_target.amount
|
||||
t0 = Phase activation timestamp
|
||||
tL = phase.longstop_at
|
||||
W = quiet-period window (proposed default: 90 days)
|
||||
D = the set of development-credit ledger entries for the Phase
|
||||
|
||||
quiet(t) = true iff no entry in D has recognized_at in [t - W, t]
|
||||
|
||||
effective_elapsed(t) = the total duration, summed over [t0, t],
|
||||
of subintervals where quiet(t) is true
|
||||
(i.e., "clock time spent in a quiet period")
|
||||
|
||||
R(t) = T0 * clamp(effective_elapsed(t) / (tL - t0), 0, 1) for t < tL
|
||||
R(tL) = T0 - C(tL) [full remission of whatever remains, unconditionally]
|
||||
```
|
||||
|
||||
**Worked example** (illustrative, not from real data): `T0 = 100,000
|
||||
USD`, `t0` = Phase activation, `tL = t0 + 365 days`, `W = 90 days`.
|
||||
|
||||
- Days 0–120: no Development Credit lands. All 120 days are quiet.
|
||||
`effective_elapsed = 120` days. `R = 100,000 × (120/365) ≈ 32,877`.
|
||||
- Day 121: a `development-credit` entry for 5,000 lands. From day 121
|
||||
through day 210 (121 + 90), the Phase is in a non-quiet period —
|
||||
`effective_elapsed` does not advance during these 89 days, so R stays
|
||||
frozen at ≈32,877 even though wall-clock time passes.
|
||||
- Day 211 onward: quiet again (assuming no further credits), so
|
||||
`effective_elapsed` resumes advancing from day 211.
|
||||
- Day 365 (`tL`): regardless of how much pausing occurred,
|
||||
`R(tL) = T0 − C(tL)` — full remission of whatever's left, unconditionally.
|
||||
|
||||
**Difference from v0:** v0 would have accrued Remission Credit steadily
|
||||
across the entire 365-day period with no regard to the day-121 Development
|
||||
Credit; v1 rewards that Development Credit by pausing degeneration for the
|
||||
following 90 days, while still guaranteeing the same unconditional
|
||||
full-remission outcome at the Longstop.
|
||||
|
||||
---
|
||||
|
||||
## 7. v0 vs. candidate v1 — comparison for T02's decision
|
||||
|
||||
| | `linear-longstop-v0` (current pilot default) | `progress-paused-longstop-v1` (this document's candidate) |
|
||||
|---|---|---|
|
||||
| Complexity | Lower — one clamp formula, no window state | Higher — requires tracking a rolling quiet-period window per Phase |
|
||||
| Matches concept §13.1's "preserve incentives during genuine validation" goal | No — decays identically regardless of Development Credit | Yes — directly responsive to Development Credit |
|
||||
| Matches "avoid manipulation through unrelated revenue" | Yes (trivially, since it ignores everything) | Yes, if evidence-reference auditing catches manufactured entries (§3) — a materially stronger claim, not a weaker one, but relies on evidence quality |
|
||||
| Implementation cost for WP-0006's hosted Metrics/Ledger components | None (already implemented) | New: hosted service must compute rolling-window quiet-period state, not just a cumulative sum — a genuinely new calculation, not a formula tweak |
|
||||
| Pilot-readiness | Already implemented and tested (WP-0002) | Not yet implemented — would require new schema/fold work before T02's acceptance could be operationalized |
|
||||
|
||||
**This document does not recommend one over the other** — that is T02's
|
||||
call, informed by whether the added implementation cost (a new,
|
||||
untested calculation the hosted service would need before any pilot Phase
|
||||
could actually use it) is worth the incentive-alignment improvement, given
|
||||
`workplans/TREV-WP-0008-governance-and-pilot-rollout.md`'s timeline
|
||||
pressure to launch pilots soon. A reasonable middle path T02 may want to
|
||||
consider: **confirm `linear-longstop-v0` as the v1 norm for the first
|
||||
pilot cohort, with `progress-paused-longstop-v1` explicitly named as the
|
||||
next planned iteration** once real Development Credit data exists to
|
||||
validate the window length (`W = 90 days` above is a reasoned default,
|
||||
not an empirically-derived one).
|
||||
|
||||
---
|
||||
|
||||
## 8. Non-goals
|
||||
|
||||
- Adopting any formula as final — T02's explicit human-gated decision.
|
||||
- Building the hosted-service implementation of either formula — a
|
||||
follow-on `workplans/TREV-WP-0006-trust-service-implementation.md`-style
|
||||
task if T02 selects the v1 candidate, not scoped here.
|
||||
- Resolving contributor-diversity factors — explicitly deferred (§4), not
|
||||
a gap to backfill under schedule pressure.
|
||||
Loading…
Add table
Add a link
Reference in a new issue