--- id: TREV-WP-0013 type: workplan title: "Remission Credit automation (degeneration policy execution)" domain: infotech repo: target-revenue status: finished owner: claude topic_slug: infotech created: "2026-07-30" updated: "2026-08-05" state_hub_workstream_id: "4a423219-2a3e-413c-b0dc-f8542c2afba1" --- # Remission Credit automation (degeneration policy execution) Spun out of `workplans/TREV-WP-0012-phase-provenance-and-policy-modeling.md` (use case 4). Every Phase declares a `degeneration_policy` (`trsl:policy:linear-longstop-v0` is the accepted v1 norm, `specs/OpenQuestions-WorkingDefaults.md` Q7), which is supposed to generate `remission-credit` Target Ledger entries over time when Development Credit progress is insufficient (FR-6, `specs/ProductRequirementsDocument.md`). **Nothing in this codebase previously computed or wrote these entries.** `fold.py` can consume them if they exist; this workplan produces them. This gap predated the Control Plane UI work — it was never in scope for WP-0006 (Trust Service) or WP-0009 (Control Plane), and surfaced when reviewing the UI's Phase-registration flow prompted a fuller look at what a Phase's lifecycle actually requires end to end. Blocked on `workplans/TREV-WP-0012-phase-provenance-and-policy-modeling.md` T03's decision (how a policy id maps to its spec file) — **unblocked** when WP-0012 finished and WP-0015 landed `specs/policies/linear-longstop-v0.md`. ```task id: TREV-WP-0013-T01 status: done priority: high state_hub_task_id: "d6ab7448-c009-4398-b616-560e8085cf1a" ``` **Design the remission calculation and scheduling model.** `R(t) = T0 × clamp((t - t0)/(tL - t0), 0, 1)` (Q7) needs: a chosen recognition cadence (daily/monthly UTC per Q7's own text), an idempotent "has this period's remission already been recorded" check (ledger entries are append-only — a re-run must not double-remit), and a decision on where `t0` (Phase activation) comes from if it isn't already a manifest field (registration time? an explicit `activated_at`?). Cross-check against whatever `trsl:policy:linear-longstop-v0`'s spec file (once WP-0012-T03 lands) says, rather than re-deriving the formula from Q7 prose alone. **Result (2026-08-05):** Design recorded in `src/target_revenue/remission.py` module docstring and `specs/policies/linear-longstop-v0.md` Status section: 1. **t0** = Trust Service `phase_manifests.registered_at`. No new manifest `activated_at` field for Stage 0 — a Phase is not active until registered. Pure callers pass `t0` explicitly. 2. **Cadence / idempotency**: cumulative delta model, not period-keyed rows. Each run remits `max(0, R(as_of) − Σ policy remission-credit)`. Re-run at the same `as_of` is a no-op; missed schedules catch up without double-counting. Dust floor `MIN_REMISSION_AMOUNT = 0.01`. Scheduled convention: monthly UTC (1st 00:00) or longstop if sooner. 3. **Actor**: dedicated Licensor credential labeled `system:policy-engine` (rights operator), auto-issued on first use. Never a null `submitted_by_token`; never a human credential for policy-driven rows. Control Plane audit still records which human *triggered* an on-demand run. 4. Formula checked against `specs/policies/linear-longstop-v0.md`, not re-derived from Q7 prose alone. ```task id: TREV-WP-0013-T02 status: done priority: high state_hub_task_id: "078da2e7-594b-4bd3-85b6-881a808f1ca2" ``` **Implement and test** the calculation as a pure function (mirroring `fold.py`'s determinism discipline) plus whatever writes the resulting `remission-credit` entries into the hosted Target Ledger — a scheduled job, an on-demand Control Plane action, or both. Decide which actor "submits" these entries for attribution purposes (no human credential naturally owns a policy-driven entry) and record that decision explicitly rather than leaving `submitted_by_token` implicitly null. **Result:** `src/target_revenue/remission.py` — pure `cumulative_remission` / `plan_remission` / `build_remission_entry_input` plus hosted `apply_remission_for_phase` / `apply_remission_for_all_phases`. Trust Service routes: `POST /phases/{id}/remission` (on-demand, Operator+), `POST /remission/run` (batch for cron). Control Plane: `control_plane.apply_policy_remission` + form on phase detail. Tests: `tests/test_remission.py` (pure), `tests/test_remission_hosting.py` (Docker Postgres — append, idempotency, `system:policy-engine` attribution, metrics forecasts). ```task id: TREV-WP-0013-T03 status: done priority: medium state_hub_task_id: "fe12ee80-2868-4857-83ca-04bd7223e270" ``` **Surface it in the Control Plane UI**: `phase_detail.html`'s Ledger table already renders `remission-credit` rows generically once they exist; verify that holds, and add a metrics-level explanation (e.g. next scheduled remission date/amount) if `metrics.py` doesn't already forecast one. **Result:** `metrics.compute_metrics` gains optional `activated_at` and forecasts `remission_if_applied_now`, `next_scheduled_remission_at`, `next_scheduled_remission_amount` (labeled **forecast**, never facts). Hosted metrics and Control Plane phase detail pass `registered_at` as t0. `phase_detail.html` shows the forecast table, activation/longstop facts, and an Operator+ "Apply policy remission now" button. Existing ledger table continues to render `remission-credit` rows generically.