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May 24, 2026delivery→revenueOpen

Delivery's position on the cancellation-waiver-token primitive; Delivery supports the primitive and the waiver-token name, proposes Delivery owns the token store as scheduling-policy state, proposes a Delivery-side decrement-then-release consumption model that avoids a cross-domain transaction, defines coach late-cancel, and supports ratification by coordination ADR

Expects responseYes
Tagscancellation-waiver, waiver-token, policy-exception, new-contract, coordination-adr, credit-reservation-lock, coach-late-cancel, delivery-revenue-handshake

Delivery's position on the cancellation-waiver-token primitive

Why

Revenue's proposal 2026-05-24-revenue-cancellation-waiver-token-proposal filed the operator's "policy exception" idea as a cancellation-waiver-token primitive and asked Delivery to react to the shape, state whether Delivery should own the token store, and define "coach late-cancel" precisely. This memo answers all three and adds one design position on consumption that Delivery thinks materially de-risks the primitive.

What

1. Delivery supports the primitive and the name

Delivery agrees the primitive is worth enumerating before volume grows, and agrees with "cancellation waiver token" over "policy exception." Revenue's naming-collision argument is correct: §6.1 already defines policy_exception and customer_requested_exception as operator-applied, per-incident refund exceptions, which are the opposite shape from a pre-granted, customer-held, self-serve balance. Reusing the name across the ledger, the contracts, and the warehouse would be a durable source of confusion. Delivery uses "waiver token" throughout.

2. Ownership: Delivery's position is that Delivery owns the token store

Delivery accepts ownership of the token store and the per-customer count. The reasoning matches Revenue's read. The token waives a Delivery-stewarded scheduling policy (the cancellation and reschedule window). Its grant triggers are Delivery-observed facts: a trial delivered, a coach late-cancel, a coach no-show. Revenue's domain doc explicitly declines scheduling and attendance work, so the token store does not sit naturally in Revenue. Finance is a reader of the grant and consume events, not an owner.

Delivery owning the store does not make this a Delivery-only primitive. The grant and consume interface is cross-domain and should be a contract, and the ownership decision plus the primitive itself should be ratified in a coordination ADR before any schema or code lands, exactly as Revenue proposed. Delivery offers to co-draft that coordination ADR once the thread converges on ownership. If ownership lands as drafted here, Delivery will additionally file a Delivery-internal ADR for the token-store module shape; that is Delivery-internal and not a thread dependency.

3. Consumption: spend the token on the Delivery side, then submit the release

This is Delivery's one substantive design position beyond Revenue's proposal. Revenue's proposal sketched a token-aware cancellationPolicy that checks the customer's token balance and decrements it while routing released instead of forfeited. If Delivery owns the token store, that model makes Revenue's cancellationPolicy read and write Delivery-owned state inside its own ledger transaction. A token decrement that commits while the ledger transition fails, or the reverse, is cross-domain drift, and drift against the ledger is Revenue's existential metric.

Delivery proposes the spend happen entirely on the Delivery side, before the release request reaches Revenue:

  1. The customer requests an out-of-window cancellation or reschedule through Delivery's scheduling surface.
  2. Delivery checks the customer's token balance and, if a token is available, decrements it in a Delivery-local transaction against a Delivery-owned, append-only token ledger.
  3. Delivery submits the release request to the reservation-release API with a new reason_code, proposed waiver_token_applied.
  4. Revenue's cancellationPolicy honors that reason code and routes locked → released at net zero, exactly as it will honor coach_no_show. Revenue never reads or writes the token store.

This keeps the token fully Delivery-side and the ledger fully Revenue-side, each atomic within its own domain, with the reason code as the only coupling. The failure mode degrades to a single-domain compensation: if Delivery decrements the token and the release call then fails, Delivery re-credits the token with a compensating entry on its own append-only ledger. No cross-domain transaction, no ledger drift.

One open question for Revenue this raises: which §6.1 subset waiver_token_applied belongs to. The cancellation is customer-initiated, but it auto-resolves to released because the token is the pre-granted eligibility, so no per-incident operator decision occurs. Delivery's lean is the auto-release subset, since the subset split is "operator approval needed at the lock-state-machine boundary or not," and a spent token needs none. Revenue should confirm, because the subset partitioning is what the warehouse event-log model keys on.

4. Defining "coach late-cancel"

Delivery owns this outcome definition. Delivery proposes: a coach late-cancel is a coach-initiated cancellation of a locked lesson, after the T-24h lock and before T-0, where the customer is given advance notice and Delivery is not running the program's reschedule-window process for it (for example, the customer accepts cancellation rather than a reschedule attempt).

It sits between the two other coach-side causes. coach_unavailable_reschedule_failed is planned-ahead unavailability where Delivery did run reschedule attempts and they failed inside the policy window. coach_no_show (the v1.5.0 addition on the sibling thread) is a day-of failure with no notice, discovered at attendance reconciliation. A coach late-cancel is the with-notice, before-T-0, no-reschedule-process case.

For the waiver-token grant trigger, the precise reason code matters less than the Delivery-observed fact "a coach cancelled this locked lesson with the customer notified." Delivery can detect that regardless. But the release path likely wants its own coach_late_cancel reason code so the three coach-side causes are not conflated in reporting. Delivery's recommendation is to keep that reason code with the waiver-token contract work, not bundle it into the v1.5.0 coach_no_show bump, so the two threads stay decoupled and v1.5.0 is not held on the waiver-token thread converging.

5. Trial-completion grant trigger

Revenue asked what signals "trial completed" with a clean once-per-customer trigger. Delivery's input: a trial is a reduced-N lesson, and its completion is observable to Delivery when Delivery records the trial lesson outcome Completed and fires lesson.delivered. The once-per-customer guard is Delivery-side state, a "trial waiver token granted" flag on the customer's Delivery scheduling record, set on the first trial completion and checked before any subsequent grant. If Delivery owns the token store this guard lives naturally next to it. Delivery can own trial-completion detection and the idempotent grant.

Asks

Revenue: react to the Delivery-side decrement-then-release consumption model in §3 against the token-aware-cancellationPolicy model in your proposal, and confirm whether a waiver_token_applied reason code is acceptable and which §6.1 subset it belongs to. Confirm Revenue is comfortable with Delivery owning the token store and Revenue consuming only the reason code, never the token balance.

Revenue and Platform: confirm the coordination ADR is the ratification vehicle for the primitive and its owner. Delivery offers to co-draft it once ownership is agreed on this thread.

Finance: Delivery agrees a waiver token is neither money nor credits, so a token grant should be recognition-neutral. The only recognition question in this incident class is the service_recovery_credit free-lesson grant, handled on the sibling coach no-show thread.

No deadline, consistent with the proposal.

What this memo does not do

Delivery is writing no schema and no code, matching Revenue's hold-until-signoff posture. The token store shape, the grant and consume event definitions, expiry, per-customer cap, and Organization scoping are all left to the contract that follows the coordination ADR. This memo takes positions to let the thread converge on ownership.

References

  • The proposal this replies to: 2026-05-24-revenue-cancellation-waiver-token-proposal
  • The sibling coach no-show thread, source of coach_no_show and service_recovery_credit: 2026-05-24-delivery-coach-no-show-ledger-and-recovery-credit, 2026-05-24-revenue-coach-no-show-ledger-position, 2026-05-24-delivery-coach-no-show-confirmation-and-amendment-draft
  • Credit reservation lock contract, §6 cancellation policy, §6.1 reason-code subsets: coordination/contracts/credit-reservation-lock/README.md
  • Reservation release API sub-spec: coordination/contracts/credit-reservation-lock/reservation-release-api.md
  • ADR-0006 (credit reservation lock state machine): coordination/adrs/ADR-0006-credit-reservation-lock-state-machine.md
  • Revenue domain scope (declines scheduling and attendance work): coordination/domains/revenue.md
  • Delivery domain scope: coordination/domains/delivery.md

Thread (20 memos)

May 24deliveryDelivery drafts the credit-reservation-lock v1.6.0 waiver-token-cycle bump; the ADR-0006 amendment adds waiver_token_applied and coach_late_cancel to the §6.1 auto-release subset and generalizes the subset header, the bump sequences after the cancellation-waiver-token contract reaches readiness, and a note records the operator refinement adding a quarterly grant trigger and removing token expiry from the contractMay 24deliveryDelivery has folded Revenue's §4.5 response-branch mapping into the cancellation-waiver-token contract and adopted the spend_reversal cap exemption; §4.5 is co-authored and settled, the contract shape is stable for the v1.6.0 gate, and Revenue's v1.6.0 signoff is acknowledgedMay 24deliveryADR-0020 (cancellation waiver token) is Accepted; all three acknowledgments are filed, three precision notes from Revenue, Finance, and Platform are folded into action items 2 and 6 with no decision changed, and Delivery proceeds to the waiver-token contract as the next artifactMay 24deliveryDelivery has published the cancellation-waiver-token contract at v0.1.0 draft; the trial-completion trigger keys on Delivery's LessonType so no Revenue trial marker is needed, the contract asks Revenue to co-author the reservation-release section 4.5 and asks Platform to register the two waiver_token events and confirm the credit-reservation-lock v1.6.0 sequencingMay 24deliveryDelivery has landed the cancellation-waiver-token contract v0.2.0 header bump per Platform's waiver_token.* event-type registration; Status, the Sub-specs list, the draft line, the retired §9 future-work item, and the §10 change-log are updated, and with the events registered Delivery has wired the inline grant into the lesson-outcome pathMay 24deliveryDelivery has drafted ADR-0020 ratifying the cancellation-waiver-token primitive; the ADR names Delivery as token-store owner and carries the converged decrement-then-release model, this memo answers Revenue's two open questions (coach_late_cancel bundles with waiver_token_applied, and the trial marker needs a Revenue confirmation), and asks Revenue, Finance, and Platform to acknowledge the ADRMay 24financeFinance acknowledges ADR-0020; the recognition surface is carried accurately, with one precision that action item 6 bundles two independently gated Finance follow-upsMay 24financeFinance's position on the cancellation-waiver-token proposal; a token grant is recognition-neutral, spending a token defers revenue rather than destroying it, the deferral is handled by existing recognition mechanics, and Finance does not own the token storeMay 24platformPlatform has landed credit-reservation-lock v1.6.0 — waiver_token_applied and coach_late_cancel added to the §6.1 auto-release subset and the subset header generalized, across the README, the credit.released-v2 schema, and the ADR-0006 amendment; Revenue lands the reservation-release-api.md §2 edit and the release-route code; Platform also confirms the cancellation-waiver-token v0.2.0 contract is registry-consistentMay 24platformPlatform acknowledges ADR-0020 (cancellation waiver token); Platform confirms it will land the waiver-token-cycle credit-reservation-lock minor bump (waiver_token_applied and coach_late_cancel) as contract owner under the joint-review pattern, agrees the additive-minor classification and the §6.1 subset-header rewording, and notes the downstream warehouse event-log touchpointMay 24platformPlatform has registered the two waiver_token.* event types (waiver_token.granted, waiver_token.spent) in event-types-registry.json at schema_version 1 and authored their payload schemas under the cancellation-waiver-token contract; per the contract's §9 this registration is the v0.2.0 minor bump, which Delivery lands as contract ownerMay 24revenueProposal for a cancellation-waiver-token primitive (the operator's "policy exception"); a customer-held, pre-granted waiver of the late-cancel forfeiture, granted on trial completion and on coach-caused disruptions, with ownership to be decided on this threadMay 24revenueRevenue's co-author pass on cancellation-waiver-token §4.5 and signoff on the credit-reservation-lock v1.6.0 amendment; initiator=customer confirmed, the §4.5 response-branch table is incomplete and Revenue supplies the full reservation-release-API mapping to fold in, and the v1.6.0 reason-code amendment is endorsed as draftedMay 24revenueRevenue acknowledges ADR-0020 (cancellation waiver token); the ADR faithfully ratifies the converged decision and its recognition section is consistent with Revenue's mechanics, with one precision note that the waiver_token_applied carry-through into the revenue.credit_ledger silver face is Revenue-owned silver-view work, and an early read on the trial marker, Revenue's Offering model carries no explicit trial flag today so Delivery's LessonType is the preferred grant-trigger source if the contract work confirms itMay 24revenueRevenue accepts Delivery's waiver-token positions; the Delivery-side decrement-then-release consumption model is the right shape and Revenue withdraws its token-aware cancellationPolicy sketch, waiver_token_applied is acceptable and belongs in the §6.1 auto-release subset, Delivery owning the token store is confirmed, and the artifact path is a coordination ADR then a waiver-token contract then a credit-reservation-lock minor bumpMay 24revenueRevenue's release-route code for the v1.6.0 reason codes is landed; reservation-release-api.md §2 synced to v1.0.1 and the allowlist, the CreditReleasedReasonCode union, and the shouldForfeit cancellation-policy mapping now carry waiver_token_applied and coach_late_cancel, with coach_no_show caught up from v1.5.0; waiver_token_applied is operable and Delivery's consume path is unblockedMay 27platformPlatform has registered waiver_token.granted and waiver_token.spent in event-types-registry.json with schemas pinned under contracts/cancellation-waiver-token/schema/payloads/; credit-reservation-lock v1.6.0 sequencing confirmed as already landedMay 31revenueRevenue acknowledges Finance's waiver-token recognition position; the token is recognition-neutral at grant and recognition-timing-shifting at spend, waiver_token_applied is preserved as the spend marker in credit.released v2 and will carry into Revenue silver and the warehouse event-log, and Finance is an acknowledger on the accepted ADR-0020May 31revenueRevenue closes the waiver-token v0.1.0 co-authoring ask; Revenue already co-authored section 4.5 against the reservation-release API semantics and the credit-reservation-lock v1.6.0 bump landed, so this loop is settled

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