SCIBASE-AI · jaasieldelgado131 · Jun 4, 2026
diff --git a/revenue-trial-pricing-guard/README.md b/revenue-trial-pricing-guard/README.md
@@ -0,0 +1,42 @@
+# Revenue Trial Pricing Guard
+
+This module is a focused Revenue Infrastructure slice for issue #20. It validates free trials, coupons, annual/volume discounts, and consortium pricing before subscription invoices are released.
+
+The guard is intentionally dependency-free and synthetic-data-only. It does not call Stripe, PayPal, invoice providers, wallets, external APIs, or private billing systems.
+
+## What It Checks
+
+- Reused free trials on the same billing identity
+- Trial overruns beyond the configured trial window
+- Missing conversion evidence before trial-to-paid billing
+- Expired coupons
+- Coupon-to-plan mismatches
+- Consortium discounts used by accounts that fail institution, domain, or minimum-seat requirements
+- Non-stackable coupons combined on one invoice
+- Annual, volume, coupon, and consortium discounts exceeding the configured discount cap
+
+## Reviewer Commands
+
+```bash
+node revenue-trial-pricing-guard/test.js
+node revenue-trial-pricing-guard/demo.js
+```
+
+The demo writes reviewer artifacts to `revenue-trial-pricing-guard/artifacts/`:
+
+- `demo-output.json`
+- `reviewer-report.md`
+- `discount-risk-map.svg`
+- `trial-pricing-guard-demo.mp4`
+
+## Issue #20 Mapping
+
+- Tiered subscription billing: evaluates plan-specific coupon eligibility, billing cycles, volume discounts, and consortium pricing.
+- Free trials and coupons: blocks trial reuse, expired discounts, missing conversion evidence, and unsafe coupon stacking.
+- Institutional pricing: verifies consortium eligibility using synthetic institution IDs, seat thresholds, and email domains.
+- Invoice safety: emits deterministic `RELEASE_INVOICE`, `REVIEW_BEFORE_RELEASE`, or `HOLD_INVOICE` decisions before invoice release.
+- Privacy and safety: uses synthetic fixtures only, with no real customers, secrets, credentials, payment processors, or external services.
+
+## Why This Is Distinct
+
+Existing same-issue slices cover broad billing ledgers, compute metering, tax/VAT, invoice delivery, quota rollover, compute replay, collections, analytics-seat licensing, and data-product freshness. This guard focuses narrowly on discount integrity for trials, coupons, and consortium pricing before invoices leave the platform.
diff --git a/revenue-trial-pricing-guard/artifacts/demo-output.json b/revenue-trial-pricing-guard/artifacts/demo-output.json
@@ -0,0 +1,198 @@
+{
+  "summary": {
+    "invoiceDate": "2026-06-04",
+    "accountCount": 5,
+    "releaseCount": 1,
+    "reviewCount": 0,
+    "holdCount": 4,
+    "totalAtRiskCents": 4437850,
+    "totalNetInvoiceCents": 5875796,
+    "totalAtRiskDollars": 44378.5,
+    "totalNetInvoiceDollars": 58757.96
+  },
+  "accounts": [
+    {
+      "accountId": "acct-clean-lab",
+      "accountName": "Clean Lab Renewal",
+      "plan": "lab_group",
+      "baseCents": 758400,
+      "discountCents": 75840,
+      "netInvoiceCents": 682560,
+      "effectiveDiscountPercent": 0.1,
+      "action": "RELEASE_INVOICE",
+      "findings": [],
+      "discountEvents": [
+        {
+          "type": "annual",
+          "id": "annual_cycle",
+          "amountCents": 75840
+        }
+      ],
+      "atRiskCents": 0
+    },
+    {
+      "accountId": "acct-repeat-trial",
+      "accountName": "Repeat Trial Startup",
+      "plan": "individual_pro",
+      "baseCents": 5800,
+      "discountCents": 1160,
+      "netInvoiceCents": 4640,
+      "effectiveDiscountPercent": 0.2,
+      "action": "HOLD_INVOICE",
+      "findings": [
+        {
+          "severity": "block",
+          "code": "trial_reuse",
+          "message": "Free trial was reused after a prior trial on the same billing identity.",
+          "atRiskCents": 5800
+        },
+        {
+          "severity": "block",
+          "code": "trial_overrun",
+          "message": "Trial age is 36 days, above the 30-day policy.",
+          "atRiskCents": 5800
+        },
+        {
+          "severity": "review",
+          "code": "missing_conversion_evidence",
+          "message": "Trial account has no conversion evidence before invoice release.",
+          "atRiskCents": 1450
+        },
+        {
+          "severity": "review",
+          "code": "coupon_missing_conversion_evidence",
+          "message": "Coupon trial_conversion_20 requires conversion evidence before billing.",
+          "atRiskCents": 580
+        }
+      ],
+      "discountEvents": [
+        {
+          "type": "coupon",
+          "id": "trial_conversion_20",
+          "amountCents": 1160
+        }
+      ],
+      "atRiskCents": 13630
+    },
+    {
+      "accountId": "acct-expired-coupon",
+      "accountName": "Expired Promo Lab",
+      "plan": "lab_group",
+      "baseCents": 94800,
+      "discountCents": 21804,
+      "netInvoiceCents": 72996,
+      "effectiveDiscountPercent": 0.23,
+      "action": "HOLD_INVOICE",
+      "findings": [
+        {
+          "severity": "block",
+          "code": "expired_coupon",
+          "message": "Coupon spring_promo_15 expired on 2026-05-15.",
+          "atRiskCents": 14220
+        }
+      ],
+      "discountEvents": [
+        {
+          "type": "coupon",
+          "id": "spring_promo_15",
+          "amountCents": 14220
+        },
+        {
+          "type": "volume",
+          "id": "seat_volume",
+          "amountCents": 7584
+        }
+      ],
+      "atRiskCents": 14220
+    },
+    {
+      "accountId": "acct-consortium-mismatch",
+      "accountName": "Ineligible Consortium Invoice",
+      "plan": "institutional",
+      "baseCents": 3528000,
+      "discountCents": 1587600,
+      "netInvoiceCents": 1940400,
+      "effectiveDiscountPercent": 0.45,
+      "action": "HOLD_INVOICE",
+      "findings": [
+        {
+          "severity": "block",
+          "code": "consortium_ineligible",
+          "message": "Coupon consortium_research_30 requires consortium eligibility that this account does not satisfy.",
+          "atRiskCents": 1058400
+        },
+        {
+          "severity": "review",
+          "code": "discount_cap_exceeded",
+          "message": "Effective discount 45% exceeds cap 40%.",
+          "atRiskCents": 176400
+        }
+      ],
+      "discountEvents": [
+        {
+          "type": "coupon",
+          "id": "consortium_research_30",
+          "amountCents": 1058400
+        },
+        {
+          "type": "annual",
+          "id": "annual_cycle",
+          "amountCents": 352800
+        },
+        {
+          "type": "volume",
+          "id": "seat_volume",
+          "amountCents": 176400
+        }
+      ],
+      "atRiskCents": 1234800
+    },
+    {
+      "accountId": "acct-stack-conflict",
+      "accountName": "Stacked Discount Consortium",
+      "plan": "institutional",
+      "baseCents": 7056000,
+      "discountCents": 3880800,
+      "netInvoiceCents": 3175200,
+      "effectiveDiscountPercent": 0.55,
+      "action": "HOLD_INVOICE",
+      "findings": [
+        {
+          "severity": "block",
+          "code": "non_stackable_coupon_combo",
+          "message": "One or more non-stackable coupons were combined on the same invoice.",
+          "atRiskCents": 2116800
+        },
+        {
+          "severity": "review",
+          "code": "discount_cap_exceeded",
+          "message": "Effective discount 55% exceeds cap 40%.",
+          "atRiskCents": 1058400
+        }
+      ],
+      "discountEvents": [
+        {
+          "type": "coupon",
+          "id": "consortium_research_30",
+          "amountCents": 2116800
+        },
+        {
+          "type": "coupon",
+          "id": "accessibility_credit_10",
+          "amountCents": 705600
+        },
+        {
+          "type": "annual",
+          "id": "annual_cycle",
+          "amountCents": 705600
+        },
+        {
+          "type": "volume",
+          "id": "seat_volume",
+          "amountCents": 352800
+        }
+      ],
+      "atRiskCents": 3175200
+    }
+  ]
+}
diff --git a/revenue-trial-pricing-guard/artifacts/discount-risk-map.svg b/revenue-trial-pricing-guard/artifacts/discount-risk-map.svg
diff --git a/revenue-trial-pricing-guard/artifacts/reviewer-report.md b/revenue-trial-pricing-guard/artifacts/reviewer-report.md
@@ -0,0 +1,30 @@
+# Trial/Coupon/Consortium Pricing Guard Report
+
+Invoice date: 2026-06-04
+
+## Portfolio Summary
+
+- Accounts evaluated: 5
+- Released invoices: 1
+- Review holds: 0
+- Blocked invoices: 4
+- Net invoice amount: $58757.96
+- Discount risk detected: $44378.50
+
+## Account Decisions
+
+| Account | Action | Net invoice | At risk | Finding codes |
+| --- | --- | ---: | ---: | --- |
+| acct-clean-lab | RELEASE_INVOICE | $6825.60 | $0.00 | none |
+| acct-repeat-trial | HOLD_INVOICE | $46.40 | $136.30 | trial_reuse, trial_overrun, missing_conversion_evidence, coupon_missing_conversion_evidence |
+| acct-expired-coupon | HOLD_INVOICE | $729.96 | $142.20 | expired_coupon |
+| acct-consortium-mismatch | HOLD_INVOICE | $19404.00 | $12348.00 | consortium_ineligible, discount_cap_exceeded |
+| acct-stack-conflict | HOLD_INVOICE | $31752.00 | $31752.00 | non_stackable_coupon_combo, discount_cap_exceeded |
+
+## Revenue Infrastructure Mapping
+
+- Tiered subscription billing: checks plan-level coupon eligibility, billing cycle discounts, and seat-volume conflicts.
+- Free trials and coupons: blocks reused trials, expired coupons, missing trial-conversion evidence, and non-stackable coupon combinations.
+- Consortium pricing: verifies institution/domain/seat eligibility before discount release.
+- Invoice safety: emits deterministic RELEASE_INVOICE, REVIEW_BEFORE_RELEASE, or HOLD_INVOICE actions before billing leaves the platform.
+- Privacy: uses synthetic fixtures only; no payment processor calls, customer identifiers, credentials, or external APIs.
diff --git a/revenue-trial-pricing-guard/artifacts/trial-pricing-guard-demo.mp4 b/revenue-trial-pricing-guard/artifacts/trial-pricing-guard-demo.mp4
diff --git a/revenue-trial-pricing-guard/demo.js b/revenue-trial-pricing-guard/demo.js
@@ -0,0 +1,81 @@
+"use strict";
+
+const fs = require("node:fs");
+const path = require("node:path");
+const scenarios = require("./fixtures/scenarios.json");
+const { centsToDollars, evaluatePortfolio } = require("./guard");
+
+const outputDir = path.join(__dirname, "artifacts");
+fs.mkdirSync(outputDir, { recursive: true });
+
+const result = evaluatePortfolio(scenarios);
+const jsonPath = path.join(outputDir, "demo-output.json");
+fs.writeFileSync(jsonPath, `${JSON.stringify(result, null, 2)}\n`);
+
+const rows = result.accounts
+  .map((account) => {
+    const findings = account.findings.map((finding) => finding.code).join(", ") || "none";
+    return `| ${account.accountId} | ${account.action} | $${centsToDollars(account.netInvoiceCents).toFixed(2)} | $${centsToDollars(account.atRiskCents).toFixed(2)} | ${findings} |`;
+  })
+  .join("\n");
+
+const report = [
+  "# Trial/Coupon/Consortium Pricing Guard Report",
+  "",
+  `Invoice date: ${result.summary.invoiceDate}`,
+  "",
+  "## Portfolio Summary",
+  "",
+  `- Accounts evaluated: ${result.summary.accountCount}`,
+  `- Released invoices: ${result.summary.releaseCount}`,
+  `- Review holds: ${result.summary.reviewCount}`,
+  `- Blocked invoices: ${result.summary.holdCount}`,
+  `- Net invoice amount: $${result.summary.totalNetInvoiceDollars.toFixed(2)}`,
+  `- Discount risk detected: $${result.summary.totalAtRiskDollars.toFixed(2)}`,
+  "",
+  "## Account Decisions",
+  "",
+  "| Account | Action | Net invoice | At risk | Finding codes |",
+  "| --- | --- | ---: | ---: | --- |",
+  rows,
+  "",
+  "## Revenue Infrastructure Mapping",
+  "",
+  "- Tiered subscription billing: checks plan-level coupon eligibility, billing cycle discounts, and seat-volume conflicts.",
+  "- Free trials and coupons: blocks reused trials, expired coupons, missing trial-conversion evidence, and non-stackable coupon combinations.",
+  "- Consortium pricing: verifies institution/domain/seat eligibility before discount release.",
+  "- Invoice safety: emits deterministic RELEASE_INVOICE, REVIEW_BEFORE_RELEASE, or HOLD_INVOICE actions before billing leaves the platform.",
+  "- Privacy: uses synthetic fixtures only; no payment processor calls, customer identifiers, credentials, or external APIs.",
+  ""
+].join("\n");
+
+fs.writeFileSync(path.join(outputDir, "reviewer-report.md"), report);
+
+const barWidth = 620;
+const barHeight = 34;
+const maxRisk = Math.max(...result.accounts.map((account) => account.atRiskCents), 1);
+const bars = result.accounts.map((account, index) => {
+  const width = Math.round((account.atRiskCents / maxRisk) * barWidth);
+  const y = 80 + index * 58;
+  const color = account.action === "RELEASE_INVOICE" ? "#16a34a" : account.action === "REVIEW_BEFORE_RELEASE" ? "#f59e0b" : "#dc2626";
+  return [
+    `<text x="36" y="${y - 10}" font-family="Arial" font-size="16" fill="#111827">${account.accountId}</text>`,
+    `<rect x="36" y="${y}" width="${barWidth}" height="${barHeight}" rx="4" fill="#e5e7eb"/>`,
+    `<rect x="36" y="${y}" width="${Math.max(width, account.atRiskCents > 0 ? 8 : 0)}" height="${barHeight}" rx="4" fill="${color}"/>`,
+    `<text x="${barWidth + 56}" y="${y + 23}" font-family="Arial" font-size="15" fill="#111827">$${centsToDollars(account.atRiskCents).toFixed(2)} at risk</text>`
+  ].join("\n");
+}).join("\n");
+
+const svg = [
+  `<svg xmlns="http://www.w3.org/2000/svg" width="900" height="${150 + result.accounts.length * 58}" viewBox="0 0 900 ${150 + result.accounts.length * 58}">`,
+  '<rect width="100%" height="100%" fill="#f8fafc"/>',
+  '<text x="36" y="42" font-family="Arial" font-size="26" font-weight="700" fill="#111827">Revenue discount risk map</text>',
+  `<text x="36" y="66" font-family="Arial" font-size="15" fill="#475569">Blocked invoices: ${result.summary.holdCount} | Review: ${result.summary.reviewCount} | Total at risk: $${result.summary.totalAtRiskDollars.toFixed(2)}</text>`,
+  bars,
+  "</svg>"
+].join("\n");
+
+fs.writeFileSync(path.join(outputDir, "discount-risk-map.svg"), svg);
+
+console.log(`Wrote ${jsonPath}`);
+console.log(report);