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docs: ship SurfSense's B2B jobs as paid plugins (ADR 0067) - #2316

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Oct 22, 2026
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MODSetter merged 3 commits into
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docs/paid-job-plugins

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@MODSetter MODSetter commented Oct 22, 2026 •

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What

Records the maintainer's decision that SurfSense's B2B jobs ship as paid plugins, and updates the plans and proposal docs to match. Docs only; no code.

  • New ADR 0067, superseding ADR 0047's "all job content, and job packs" clause.
    • Each B2B job is a paid bundle that runs on the user's machine and installs and runs only with an unexpired SurfSense license, the 30-day trial included. The jobs are the security questionnaire, RFP, RFI and DDQ responses, the contract redline, bank statements into a ledger, medical chronologies, and contract and lease registers.
    • Everything else stays free under Apache-2.0: the app, the general agent, the engines, the study pack, the capability jobs and the shared job infrastructure.
    • A lapsed license stops the job and nothing else, and the user's own files never need a license (ADR 0019 unchanged).
  • The line between an edit and a job. Asking the general agent to redline your own contract stays free, as it works today through the surfsense-revisions skill and revise_document. What is paid is the job: the playbook, the review against it and the issues list, or a questionnaire's mappings and answer matching.
  • plans/community-local/seo/08-b2b-artifact-jobs.md and file-agent-strategy.md: the jobs are the revenue; the free layer carries organic search, user posts and creators; team features move to later; the schedule and kill criteria follow.
  • docs/proposals/file-agent/, docs/proposals/plugins/ and docs/ROADMAP.md:
    • 02 decision 17, the README's free and sold section, M6, M7 and M10, and 06's jobs and premium section now follow the ADR.
    • Local paid bundles and the job-pack loader move before the questionnaire's beta.

Why

While every job was free, no part of the jobs could earn, and every revenue test came back weak. Businesses already pay for these jobs. The go-to-market is organic SEO, user posts and creators, so the free product distributes and the B2B jobs earn.

Still open, recorded in 08's open questions:

  • the license terms for local job plugins: the remote plugins' BSL grant allows free internal production use, so a narrower grant or a closed license is needed, decided with the lawyer;
  • the jobs' price: the Individual license or a business tier;
  • the beta scope.

Follow-ups outside this PR:

  • reword the free surfsense-revisions skill's contract and redline examples, and rename live case 9;
  • the /pricing FAQ line about what a license is needed for, the README plugin section and the Terms, all in the release that ships the first job plugin.

How to test

python scripts/check_docs.py

Reports 0 problems across 162 doc files.

High-level PR Summary

This PR records the maintainer's decision that SurfSense's B2B jobs (security questionnaires, RFP responses, contract redlines, etc.) will ship as paid plugins requiring a SurfSense license, rather than being free under Apache-2.0. The documentation updates reflect this architectural shift: each job becomes a paid bundle running locally on the user's machine, while the core app, general agent, engines, and shared infrastructure remain free and open-source. The user's own files never require a license to open or export. This change affects the product roadmap, pricing strategy, and business model, with the security questionnaire becoming the first paid job plugin in M7.

⏱️ Estimated Review Time: 15-30 minutes

💡 Review Order Suggestion
Order File Path
1 docs/adr/0067-b2b-jobs-ship-as-paid-plugins.md
2 docs/adr/0047-premium-plugins-are-source-available.md
3 docs/adr/README.md
4 docs/proposals/file-agent/README.md
5 plans/community-local/file-agent-strategy.md
6 plans/community-local/seo/08-b2b-artifact-jobs.md
7 docs/proposals/file-agent/02-skills-and-engines.md
8 docs/proposals/file-agent/06-product-shape.md
9 docs/proposals/file-agent/01-sources-and-folders.md
10 docs/proposals/file-agent/04-runtime-and-packs.md
11 docs/proposals/file-agent/05-model-ladder-and-evals.md
12 docs/proposals/plugins/README.md
13 docs/proposals/plugins/bundles/README.md
14 docs/ROADMAP.md

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The security questionnaire, RFP responses, the contract redline, bank
statements, medical chronologies and contract and lease registers ship as
paid bundles that run on the user's machine and unlock with a SurfSense
license, the 30-day trial included. The app, the general agent, the engines
and the shared job infrastructure stay free under Apache-2.0, and a user's
own files never need a license. Supersedes ADR 0047's job-content clause.
08 and the business strategy now put the revenue in the jobs: each B2B job
is a licensed plugin with a 30-day trial, while the free layer (the agent,
Studio, converters, OCR, transcription) carries organic search, user posts
and creators. Team features move to later. Open: the local plugins' license
terms, the jobs' price and the beta scope; the Show HN is settled.
…osal

02 decision 17, the README's free and sold section, M6, M7 and M10, 06's
jobs and premium section, and the bundles proposal now follow ADR 0067.
Local paid bundles and the job-pack loader move before the questionnaire's
beta; the edit-versus-job line keeps user-directed redlines free.
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@MODSetter
MODSetter merged commit 6956302 into dev Oct 22, 2026
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MODSetter deleted the docs/paid-job-plugins branch October 22, 2026 04:40
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Reviewing files that changed from the base of the PR and between 9c59b84 and 5b355df.

📒 Files selected for processing: 14
  • docs/ROADMAP.md
  • docs/adr/0047-premium-plugins-are-source-available.md
  • docs/adr/0067-b2b-jobs-ship-as-paid-plugins.md
  • docs/adr/README.md
  • docs/proposals/file-agent/01-sources-and-folders.md
  • docs/proposals/file-agent/02-skills-and-engines.md
  • docs/proposals/file-agent/04-runtime-and-packs.md
  • docs/proposals/file-agent/05-model-ladder-and-evals.md
  • docs/proposals/file-agent/06-product-shape.md
  • docs/proposals/file-agent/README.md
  • docs/proposals/plugins/README.md
  • docs/proposals/plugins/bundles/README.md
  • plans/community-local/file-agent-strategy.md
  • plans/community-local/seo/08-b2b-artifact-jobs.md
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