tegwick
58a4dd1db2
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.
115 lines
11 KiB
Markdown
115 lines
11 KiB
Markdown
# target-revenue
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**Status:** Concept and specification only (Stage 0). Not production legal text. Do not attach TRSL to production software yet.
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The **Target Revenue Framework (TRF)** is a phased software monetization system: a defined development **Phase** accumulates **Development Credit** and **Remission Credit** against an immutable **Initial Target** until the **Milestone Release** automatically converts to a permissive **Future License** (MIT or Apache-2.0). A **Trust Service** publishes manifests, ledgers, extensions, and attestations as factual evidence — it does not decide conversion.
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> Commercial beneficiaries fund the creation and early availability of a software improvement; once the declared target is satisfied, the governed release becomes permissively open source.
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## Terminology guardrail
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Before conversion, software under TRSL is **source-available** with commercial-use restrictions. It is **not** Open Source under the [OSI Open Source Definition](https://opensource.org/osd) (field-of-endeavour non-discrimination). After the Conversion Event, the Milestone Release is available under the declared OSI-style Future License.
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| State | Accurate label |
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| --- | --- |
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| Pre-conversion, noncommercial | Source-available (permitted uses) |
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| Pre-conversion, commercial | Commercially licensed / entitlement required |
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| Post-conversion | Open source under Future License |
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## Reading order
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1. [`INTENT.md`](INTENT.md) — durable purpose and design principles
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2. [`SCOPE.md`](SCOPE.md) — what is in scope *now* vs later maturity
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3. [`specs/TargetRevenueLicenseConcept.md`](specs/TargetRevenueLicenseConcept.md) — normative concept draft (ultimate source; governs if it and the extracts below ever diverge)
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4. [`specs/ProductRequirementsDocument.md`](specs/ProductRequirementsDocument.md) — goals, FRs, roadmap
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5. [`specs/TechnicalSpecificationDocument.md`](specs/TechnicalSpecificationDocument.md) — schema field tables and boundaries
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6. [`specs/OpenQuestions-WorkingDefaults.md`](specs/OpenQuestions-WorkingDefaults.md) — provisional Stage 0 defaults
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Exploration transcript (non-normative): [`history/260728-InitialExploration.md`](history/260728-InitialExploration.md)
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Program assessment: [`history/260728-SWOT-Assessment.md`](history/260728-SWOT-Assessment.md)
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## Normative documents (day-to-day reference)
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Extracted and stabilized from the concept draft under `workplans/TREV-WP-0003-normative-core-extraction.md` (T01–T05 done; T06 human review still open — see that workplan). Use these for terminology, not the concept draft's prose, in ordinary implementation work:
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| Document | Covers |
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| --- | --- |
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| [`specs/TargetRevenueFrameworkCore.md`](specs/TargetRevenueFrameworkCore.md) | Seven core terms, target formula, five-verb lifecycle, nine core rules, foundational invariants |
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| [`specs/PhaseManifestSpecification.md`](specs/PhaseManifestSpecification.md) | Phase Manifest field tiers and validation rules |
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| [`specs/TargetLedgerSpecification.md`](specs/TargetLedgerSpecification.md) | Ledger entry types, hash chain, Outstanding Target fold |
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| [`specs/MonetizationExtensionSpecification.md`](specs/MonetizationExtensionSpecification.md) | Six-field extension contract, registered vs. canonical |
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**Forbidden synonyms:** do not treat undifferentiated "revenue captured" as equivalent to Development Credit (see `CONTRIBUTING.md` § Terminology); do not call pre-conversion software "Open Source" (see the guardrail table above).
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## TRSL license candidate
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[`specs/TargetRevenueSourceLicense-V1C1.md`](specs/TargetRevenueSourceLicense-V1C1.md) is the first candidate written as actual operative license text (Version 1, Candidate 1) rather than a bracket-annotated skeleton — **accepted by the maintainer 2026-07-29 as adequate briefing material for counsel, but still preliminary, not final, not for production use** (specialist legal review and full Appendix A resolution remain outstanding; see the notice at the top of that file). It is grounded in the prior-art and jurisdiction research archived under `history/260729-TRSL-*.md`, and supersedes the earlier skeleton now archived at `history/260729-TargetRevenueSourceLicense-Draft.md`.
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[`specs/TargetRevenueCommercialUseAgreement-V1C1.md`](specs/TargetRevenueCommercialUseAgreement-V1C1.md) is the companion Commercial Use Agreement template the License refers to but does not itself set terms for — same preliminary-candidate status, but **less** mature than the License: it had no dedicated prior-art research pass, and its Section 13 (Indemnification) is deliberately left unwritten rather than guessed.
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## Enforcement Network concept
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[`specs/EnforcementNetworkConcept.md`](specs/EnforcementNetworkConcept.md) is a new, separate concept (2026-07-29): independent, locally-licensed Enforcement Partners pursue unauthorized Commercial Use in their home jurisdiction for a share of Recovery, so License §3 enforcement scales without the Licensor litigating everywhere directly. **The central open risk is that lawyer contingency fees are not legal everywhere** — Germany notably restricts them — so the concept requires a jurisdiction-conditional Litigation Funder/Local Counsel structure, not a single global fee mechanism. Backed by `workplans/TREV-WP-0005-enforcement-network-research.md`, now **finished** (all 8 jurisdictions plus mechanism design and the human-gated synthesis, accepted 2026-07-29 — see `history/260729-TREN-*.md`). Findings: 50% is only exactly valid in the UK; most jurisdictions cap lower (18–35%) or ban direct lawyer contingency outright (Germany, India); India cleanly confirms the split-role model is both necessary and legal there; Japan's fee-splitting rule means even the split-role fallback needs jurisdiction-specific structuring, not just an availability check.
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The concept's §13 now defines a **Global Contingency Share Determination Rule**, sequential rather than a "pick the higher number" calculation: (1) 50% where an outcome-contingent fee is lawful at that level; (2) else the jurisdiction's own lower lawful cap; (3) else — where no outcome-contingent fee is lawful at all (Germany, India) — **no Contingency Share**, and instead a non-contingent **Standard Financing Amount** (a fixed sum, paid regardless of outcome, defaulting to $1,000 local-currency-equivalent, recalculated annually, announced by 31 July for the following 1 January) toward the cost of bringing the case. Because it doesn't depend on winning, it isn't a contingent fee at all — a deliberate fix after an earlier draft's "fixed bounty" framing was still outcome-contingent (paid only on success) and so would not have escaped prohibitions like India's Rule 20 ("a fee contingent on the results of litigation"). §13.0 also makes explicit that none of this creates a right to sue — pressing charges remains exclusively the Licensor's decision; the rule only makes a ready, low-friction default available once that decision is made.
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## Repository layout
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| Path | Role |
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| --- | --- |
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| `INTENT.md` | Stable purpose (change rarely) |
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| `SCOPE.md` | Living Stage 0 scope |
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| `specs/` | Concept source, product/tech specs, working defaults, and normative extracts |
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| `workplans/` | Active delivery plans |
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| `history/` | Dated non-normative exploration and assessments |
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| `examples/` | Golden Phase packages (`phase-001`, from WP-0002) |
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| `schemas/` | Machine-readable JSON Schemas (WP-0002) |
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| `src/target_revenue/` | Pure Python validators, hash chain, Outstanding Target fold, conversion detection (WP-0002) |
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| `docs/adr/` | Architecture decisions; ADR-0001 (Stage 0 library stack) **accepted** 2026-07-29 |
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**`spec/` vs `specs/` (resolved 2026-07-29):** the concept document originally lived under a separate singular `spec/` directory, which `history/260728-SWOT-Assessment.md` flagged as a "perpetual footgun." It has been merged into `specs/` alongside the product/tech specs and normative extracts — there is now one specs directory for the whole repository. The historical split, and the decision to merge it, remain visible in `history/260728-SWOT-Assessment.md` (unedited, as a dated record) rather than rewritten here.
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## Active work
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| Workplan | Focus |
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| --- | --- |
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| [TREV-WP-0001](workplans/TREV-WP-0001-license-prior-art-research.md) | Prior-art research → TRSL V1C1 license candidate — **finished**, accepted by the maintainer 2026-07-29 |
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| [TREV-WP-0002](workplans/TREV-WP-0002-trust-service-foundation.md) | Schemas, pure Outstanding Target fold, golden fixture — **finished** |
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| [TREV-WP-0003](workplans/TREV-WP-0003-normative-core-extraction.md) | Extract stable normative core docs — **finished**, reviewed and accepted 2026-07-29 |
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| [TREV-WP-0004](workplans/TREV-WP-0004-global-jurisdiction-research.md) | Global jurisdictional research backing the License/CUA candidates — **finished**, T10 synthesis accepted 2026-07-29 with alpha/beta working defaults (full legal review deferred until out of beta — see `SCOPE.md` §1) |
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| [TREV-WP-0005](workplans/TREV-WP-0005-enforcement-network-research.md) | Enforcement Network legal feasibility research — **finished**, T10 synthesis accepted 2026-07-29 on the same alpha/beta basis (Japan's Article 12 risk remains explicitly unresolved) |
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| [TREV-WP-0006](workplans/TREV-WP-0006-trust-service-implementation.md) | Hosted Trust Service reference implementation (PRD Phase 4b) — **finished**, all 9 tasks done (Postgres-backed registries/ledger/metrics/attestation/breach-record, ADR-0002 accepted, onboarding CLI, hosted conformance suite) |
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| [TREV-WP-0007](workplans/TREV-WP-0007-degeneration-policy-and-canonical-profiles.md) | Degeneration policy + canonical monetization profile catalog — active; T01 (degeneration research), T03 (profile catalog), T04 (canonicalization checklist) done; T02 (formula decision) ready for review, awaiting maintainer sign-off |
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| [TREV-WP-0008](workplans/TREV-WP-0008-governance-and-pilot-rollout.md) | Governance formalization + pilot rollout across `coulomb-loop`/`net-kingdom`/`helix-forge`/`railiance-*` — active, not yet started; real Phase declarations gated behind T05 |
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Hub index: [`WORK-RECORDS.md`](WORK-RECORDS.md) · brief: [`.custodian-brief.md`](.custodian-brief.md)
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## Stage 0 library (schemas, pure fold, validators)
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WP-0002 delivers an **offline, dependency-light library** — not a hosted
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Trust Service (`SCOPE.md` §3). It validates the schemas in `schemas/`,
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computes the pure Outstanding Target fold, verifies the SHA-256 hash chain,
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and checks Monetization Extension conformance.
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```bash
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pip install -e ".[dev]"
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python3 -m pytest tests/ # 32 tests, no network required
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python3 scripts/generate_golden_phase.py # regenerate examples/phase-001/ledger.json
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```
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The implementation stack (Python, `jsonschema`, `pytest`, `hatchling`) is
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recorded in [`docs/adr/ADR-0001-stage0-library-stack.md`](docs/adr/ADR-0001-stage0-library-stack.md),
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**accepted 2026-07-29**.
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## What this repo does not claim yet
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- Final legal license text or enforceable TRSL
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- A running production Trust Service
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- A finalized degeneration formula (research + working defaults only)
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- That any real product Phase is governed by TRF today
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See [`SCOPE.md`](SCOPE.md) and [`CONTRIBUTING.md`](CONTRIBUTING.md).
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## License
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Repository contents are under [MIT No Attribution](LICENSE) unless a file states otherwise. That is the license of *this repository*, not the Target Revenue Source License for third-party software.
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