specs/TrustServiceOnboarding.md defines the mechanism: a Phase Manifest file is committed to the declaring repo (durable, independently foldable forever) and separately registered with the hosted service; once registered, the Ledger's live authoritative copy is the hosted service only, not a second competing file. Licensor token bootstrapping is explicitly out of scope here (a WP-0008-T01 governance action). scripts/trf_onboard.py: a dependency-light CLI (stdlib urllib + target_revenue.validation only, no FastAPI/psycopg needed to onboard a Phase) with validate/register-phase/append-entry/status subcommands. The Licensor token is read only from a named environment variable, never accepted as a literal argument. tests/test_trf_onboard.py (4 tests, no network/Docker) proves invalid-manifest and missing-token-env cases fail before any HTTP attempt, by monkeypatching the request function to raise if called. tests/test_onboarding_hosted.py (1 Docker-gated test) runs an actual uvicorn server on a real socket and drives the full register -> append -> status round trip through the CLI as an external repo would invoke it.
106 lines
7.1 KiB
Markdown
106 lines
7.1 KiB
Markdown
# Trust Service Onboarding: Multi-Repo Registration Mechanism
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Status: Draft v0.1
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Date: 2026-07-29
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Workplan: `workplans/TREV-WP-0006-trust-service-implementation.md` T07
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Primary artifacts: `specs/PhaseManifestSpecification.md`, `specs/TargetLedgerSpecification.md`, `specs/TrustServiceProductRequirementsDocument.md`, `docs/adr/ADR-0002-hosted-trust-service-stack.md`, `scripts/trf_onboard.py`
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**Scope note:** this document defines the **mechanism** by which any repo
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registers a Phase against a running hosted Trust Service instance. It does
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**not** select which repos or Phases go first — that is
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`workplans/TREV-WP-0008-governance-and-pilot-rollout.md` T02 (repo/Phase
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survey) and T03 (draft pilot manifests), which use this mechanism rather
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than redefine it. It also does not authorize any real Phase to go live —
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that remains gated behind WP-0008-T05 regardless of how well this
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mechanism works.
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---
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## 1. What a repo commits to itself vs. submits to the Trust Service
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A recurring confusion this document exists to close: a Phase Manifest is
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**not** solely a Trust Service database row. It has two authoritative
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copies with different roles, and both are required, not just one:
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| Artifact | Lives in | Role |
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|---|---|---|
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| Phase Manifest file (e.g. `trf/phase-<slug>.json`) | The declaring repo's own version control, committed | The repo's own durable, git-history-backed record of what it declared and when — survives independent of any Trust Service instance's uptime or even existence (TSD §1.2's offline-verifiability property applies here too: this file alone, plus its ledger export, must remain independently foldable forever). |
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| The same Phase Manifest, registered | The hosted Trust Service's `phase_manifests` table (`migrations/0001_registries.sql`) | The multi-tenant, queryable, publicly-servable copy other parties (Customers, auditors, Enforcement Partners) read without needing access to the declaring repo at all. |
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| Target Ledger entries | The hosted Trust Service's `ledger_entries` table only | Per ADR-0002, the Ledger's authoritative live copy is the hosted service once a Phase is registered there — a repo does **not** also maintain a second, competing ledger file post-registration (that would reintroduce exactly the "which copy is authoritative" ambiguity Stage 0's single-golden-fixture model never had to answer). A repo *may* keep periodic exports for its own archival/offline-verification purposes (§4 below), but those are copies, not a second source of truth. |
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| Extension registrations, Conversion Attestation | The hosted Trust Service, per T03/T06 | Same reasoning as the Ledger. |
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**Rule of thumb:** anything that must exist and remain meaningful even if
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this Trust Service instance is retired, replaced, or briefly down belongs
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committed to the repo (the Manifest declaration itself). Anything that
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must be a single, live, multi-party-queryable authority belongs
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exclusively in the hosted service once registered (the Ledger).
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## 2. Licensor bootstrapping (out of band, not part of this mechanism)
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Before any repo can register a Phase, its Licensor identity must already
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be resolved (`workplans/TREV-WP-0008-governance-and-pilot-rollout.md` T01)
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and a row must exist in the `licensors` table with an issued API token
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(`migrations/0001_registries.sql`). This document assumes that step has
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already happened; it is a governance action, not a mechanical one, and is
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explicitly out of this task's scope. The token itself must never be
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committed to the repo — it is a deployment secret (CI secret store,
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environment variable at declaration time), referenced by name in the
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repo's own tooling, never by value.
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## 3. Step-by-step mechanism
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1. **Author the Phase Manifest locally**, conforming to
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`specs/PhaseManifestSpecification.md` and
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`schemas/phase_manifest.schema.json`, following the shape already
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established by `examples/phase-001/manifest.json`.
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2. **Validate offline before doing anything else** —
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`python -m target_revenue.validation` equivalent via
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`scripts/trf_onboard.py validate <manifest-path>` (wraps
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`validation.validate_phase_manifest`, the same check the hosted
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service itself runs at registration, so a rejection is caught locally
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with the identical field-by-field diff rather than discovered only via
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a failed network call).
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3. **Commit the Manifest file to the repo** before registering it — this
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preserves a git-history record of intent to declare, independent of
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whether registration succeeds on the first attempt.
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4. **Register**: `scripts/trf_onboard.py register-phase --url <trust-service-url> --token-env <ENV_VAR_NAME> --manifest <path>`. Performs the same offline validation as step 2 again (defense in depth — a manifest edited after step 2 but before this step must still be caught), then `POST /phases`.
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5. **Append Ledger entries as commercial payments are recognized.** In
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practice this step is automated by whatever billing/payment pipeline
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the product line already uses, not run manually per payment —
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`scripts/trf_onboard.py append-entry --url ... --token-env ... --phase-id ... --entry <path>` is the mechanism that pipeline calls, or a template for it.
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6. **Monitor via the public, unauthenticated read endpoints** —
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`scripts/trf_onboard.py status --url ... --phase-id ...` (wraps
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`GET /phases/{id}/metrics`) — no token needed for this step, since
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metrics are public per FR-9/FR-10.
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7. **Conversion and Attestation require no onboarding action at all.**
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Per WP-0006-T06, the moment the ledger fold reaches
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`Outstanding Target = 0`, conversion is already true; the Trust Service
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publishes the Attestation on first observation. Nothing in this
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mechanism gates on, waits for, or triggers that separately.
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## 4. Offline verifiability remains intact after hosting
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Any party — including the declaring repo itself, independent of the
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Trust Service's continued availability — can export a Phase's current
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Ledger via `GET /phases/{id}/ledger` (public) and independently recompute
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Outstanding Target with `target_revenue.fold.fold_outstanding_target`
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against the committed Manifest file. This is the same offline-first
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property `docs/adr/ADR-0002-hosted-trust-service-stack.md` and
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`specs/TrustServiceProductRequirementsDocument.md` §3 require the hosted
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service to preserve, not a new guarantee invented for onboarding — this
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section just makes explicit that a repo can exercise it as part of its own
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routine (e.g., a periodic CI job that exports and re-verifies), not only a
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theoretical possibility.
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## 5. Explicit non-goals
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- Selecting which of `coulomb-loop`, `net-kingdom`, `helix-forge`, or a
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`railiance-*` repo registers first, or which Milestone Release qualifies
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— `workplans/TREV-WP-0008-governance-and-pilot-rollout.md` T02/T03.
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- Resolving Licensor identity — WP-0008-T01.
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- Authorizing any registration performed via this mechanism to bind real
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money or a real License header change — WP-0008-T05, unaffected by this
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mechanism existing or working correctly.
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- A CI/CD template for automated payment-pipeline integration — a
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reasonable future deliverable once a real pilot Phase's billing
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pipeline is known, not invented speculatively here.
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