@fairmint/captable-ai 0.1.14 → 0.1.16

package/dist/index.js

@@ -170,8 +170,11 @@ function parsePortals(body) {
   if (!portals.every(isStoredPortal)) return null;
   return portals;
 }
+function cachedPortalsNeedNameRefresh(portals) {
+  return portals.some((portal) => typeof portal.name !== "string" || portal.name.trim() === "");
+}
 async function refreshPortalsIfStale(creds, force = false) {
-  if (!force && creds.portalsLastFetchedAt && Date.now() - Date.parse(creds.portalsLastFetchedAt) < PORTALS_TTL_MS) {
+  if (!force && !cachedPortalsNeedNameRefresh(creds.portals) && creds.portalsLastFetchedAt && Date.now() - Date.parse(creds.portalsLastFetchedAt) < PORTALS_TTL_MS) {
     return creds;
   }
   if (isTokenExpired(creds.accessToken)) {
@@ -205,6 +208,22 @@ async function markPortalsFetched(creds) {
   creds.portalsLastFetchedAt = (/* @__PURE__ */ new Date()).toISOString();
   await writeCredentials(creds);
 }
+async function refreshCachedPortalNames() {
+  try {
+    const creds = await readCredentials();
+    if (!creds) return;
+    const updated = await refreshPortalsIfStale(creds, true);
+    const config2 = await readConfig();
+    const activeId = config2.activePortal?.id;
+    if (!activeId) return;
+    const portal = updated.portals.find((candidate) => candidate.id === activeId);
+    if (portal) await setActivePortal(portal);
+  } catch {
+    process.stderr.write(
+      "Warning: Could not refresh company name after updating the company list.\n"
+    );
+  }
+}
 
 // src/output.ts
 import { renameSync, rmSync, writeFileSync } from "fs";
@@ -526,10 +545,73 @@ var COMMAND_REGISTRY = [
   {
     name: "onboarding setup",
     group: "onboarding",
-    description: "Idempotently create the authenticated user's first production workspace.",
-    usage: "captable-ai onboarding setup --legal-name <name> --company-type <type> --role <role> --cap-table-source <source> --stakeholder-count <bucket> --accept-terms [--country <code>] [--other-role <role>] [--other-cap-table-source <source>] [--json]",
+    description: "Idempotently create the authenticated user's first production workspace. Only --accept-terms is required; the company profile is read from uploaded documents.",
+    usage: "captable-ai onboarding setup --accept-terms [--legal-name <name>] [--company-type <type>] [--country <code>] [--role <role>] [--other-role <role>] [--cap-table-source <source>] [--other-cap-table-source <source>] [--stakeholder-count <bucket>] [--json]",
     requiresAuth: true,
-    requiresPortal: false
+    requiresPortal: false,
+    flags: [
+      {
+        name: "accept-terms",
+        description: "Confirm acceptance of Fairmint's Terms of Service (required).",
+        type: "boolean"
+      },
+      {
+        name: "legal-name",
+        description: "Company name. Left unset until you or document extraction supplies one.",
+        type: "string"
+      },
+      {
+        name: "company-type",
+        description: "Legal entity type. Left unrecorded when omitted.",
+        type: "string",
+        enum: ["us_c_corporation", "us_llc", "foreign_entity", "not_incorporated"]
+      },
+      {
+        name: "country",
+        description: "ISO 3166-1 alpha-2 code. Only with --company-type foreign_entity.",
+        type: "string"
+      },
+      {
+        name: "role",
+        description: "Your role at the company.",
+        type: "string",
+        enum: [
+          "CEO",
+          "COO",
+          "CMO",
+          "CFO",
+          "CTO",
+          "CRO",
+          "Director",
+          "Founder",
+          "co-founder",
+          "co-CEO",
+          "other"
+        ]
+      },
+      {
+        name: "other-role",
+        description: "Free-text role. Required when --role other.",
+        type: "string"
+      },
+      {
+        name: "cap-table-source",
+        description: "Where the cap table is maintained today.",
+        type: "string",
+        enum: ["none", "spreadsheet", "carta", "pulley", "angellist", "other"]
+      },
+      {
+        name: "other-cap-table-source",
+        description: "Free-text source. Required when --cap-table-source other.",
+        type: "string"
+      },
+      {
+        name: "stakeholder-count",
+        description: "Approximate number of stakeholders on the cap table.",
+        type: "string",
+        enum: ["1_10", "11_25", "26_50", "50_100", "100_plus"]
+      }
+    ]
   },
   {
     name: "import start",
@@ -16637,60 +16719,109 @@ var hasControlCharacter = (value) => Array.from(value).some((character) => {
 });
 var legalNameSchema = shortTextSchema(255).refine((value) => !hasControlCharacter(value), "Legal name cannot contain control characters").describe("Confirmed legal name of the company.");
 var countryCodeSchema = external_exports.string().trim().transform((value) => value.toUpperCase()).pipe(external_exports.string().regex(/^[A-Z]{2}$/, "Must be an ISO 3166-1 alpha-2 country code")).describe("ISO 3166-1 alpha-2 country of incorporation. Required for foreign entities.");
-var roleSchema = external_exports.discriminatedUnion("role", [
-  external_exports.object({
-    role: external_exports.enum(ONBOARDING_ROLES).describe("Founder's role at the company."),
-    otherRole: external_exports.never().optional().describe("Omit unless role is other.")
-  }),
-  external_exports.object({
-    role: external_exports.literal(ONBOARDING_OTHER_ROLE).describe("Founder's role at the company."),
-    otherRole: shortTextSchema(100).describe("Free-text role when role is other.")
-  })
-]);
-var capTableSourceSchema = external_exports.discriminatedUnion("capTableSource", [
-  external_exports.object({
-    capTableSource: external_exports.enum([
-      ONBOARDING_CAP_TABLE_SOURCES.NONE,
-      ONBOARDING_CAP_TABLE_SOURCES.SPREADSHEET,
-      ONBOARDING_CAP_TABLE_SOURCES.CARTA,
-      ONBOARDING_CAP_TABLE_SOURCES.PULLEY,
-      ONBOARDING_CAP_TABLE_SOURCES.ANGELLIST
-    ]).describe("Where the current cap table is maintained."),
-    otherCapTableSource: external_exports.never().optional().describe("Omit unless capTableSource is other.")
-  }),
-  external_exports.object({
-    capTableSource: external_exports.literal(ONBOARDING_CAP_TABLE_SOURCES.OTHER).describe("Where the current cap table is maintained."),
-    otherCapTableSource: shortTextSchema(100).describe("Free-text cap table tool when capTableSource is other.")
-  })
-]);
-var commonSetupSchema = external_exports.object({
-  legalName: legalNameSchema,
-  stakeholderCount: external_exports.enum(ONBOARDING_STAKEHOLDER_COUNT_BUCKETS).describe("Approximate number of stakeholders on the cap table."),
-  termsAccepted: external_exports.literal(true).describe("Whether the user accepted Fairmint's Terms of Service; must be true.")
-}).and(roleSchema).and(capTableSourceSchema);
-var companySchema = external_exports.discriminatedUnion("companyType", [
-  external_exports.object({
-    companyType: external_exports.enum([ONBOARDING_COMPANY_TYPES.US_C_CORPORATION, ONBOARDING_COMPANY_TYPES.US_LLC]).describe("Confirmed company type."),
-    country: external_exports.never().optional().describe("Omit for US companies.")
-  }),
-  external_exports.object({
-    companyType: external_exports.literal(ONBOARDING_COMPANY_TYPES.FOREIGN_ENTITY).describe("Confirmed company type."),
-    country: countryCodeSchema.refine((country) => country !== "US", {
-      message: "Foreign entities must use a non-US country"
-    }).describe("ISO 3166-1 alpha-2 country of incorporation. Required for foreign entities.")
-  }),
-  external_exports.object({
-    companyType: external_exports.literal(ONBOARDING_COMPANY_TYPES.NOT_INCORPORATED).describe("Confirmed company type."),
-    country: external_exports.never().optional().describe("Omit until the company is incorporated.")
-  })
-]);
-var onboardingWorkspaceSetupInputSchema = commonSetupSchema.and(companySchema);
+var onboardingWorkspaceSetupInputSchema = external_exports.object({
+  termsAccepted: external_exports.literal(true).describe("Whether the user accepted Fairmint's Terms of Service; must be true."),
+  legalName: legalNameSchema.optional(),
+  companyType: external_exports.enum([
+    ONBOARDING_COMPANY_TYPES.US_C_CORPORATION,
+    ONBOARDING_COMPANY_TYPES.US_LLC,
+    ONBOARDING_COMPANY_TYPES.FOREIGN_ENTITY,
+    ONBOARDING_COMPANY_TYPES.NOT_INCORPORATED
+  ]).optional().describe("Confirmed company type. Left unrecorded when omitted."),
+  country: countryCodeSchema.optional(),
+  role: external_exports.enum([...ONBOARDING_ROLES, ONBOARDING_OTHER_ROLE]).optional().describe("Founder's role at the company."),
+  otherRole: shortTextSchema(100).optional().describe("Free-text role when role is other."),
+  capTableSource: external_exports.enum([
+    ONBOARDING_CAP_TABLE_SOURCES.NONE,
+    ONBOARDING_CAP_TABLE_SOURCES.SPREADSHEET,
+    ONBOARDING_CAP_TABLE_SOURCES.CARTA,
+    ONBOARDING_CAP_TABLE_SOURCES.PULLEY,
+    ONBOARDING_CAP_TABLE_SOURCES.ANGELLIST,
+    ONBOARDING_CAP_TABLE_SOURCES.OTHER
+  ]).optional().describe("Where the current cap table is maintained."),
+  otherCapTableSource: shortTextSchema(100).optional().describe("Free-text cap table tool when capTableSource is other."),
+  stakeholderCount: external_exports.enum(ONBOARDING_STAKEHOLDER_COUNT_BUCKETS).optional().describe("Approximate number of stakeholders on the cap table.")
+}).superRefine((value, ctx) => {
+  if (value.companyType === ONBOARDING_COMPANY_TYPES.FOREIGN_ENTITY) {
+    if (value.country === void 0) {
+      ctx.addIssue({
+        code: "custom",
+        path: ["country"],
+        message: "Foreign entities must provide a country of incorporation"
+      });
+    } else if (value.country === "US") {
+      ctx.addIssue({
+        code: "custom",
+        path: ["country"],
+        message: "Foreign entities must use a non-US country"
+      });
+    }
+  } else if (value.country !== void 0) {
+    ctx.addIssue({
+      code: "custom",
+      path: ["country"],
+      message: "Omit country unless companyType is foreign_entity"
+    });
+  }
+  if (value.role === ONBOARDING_OTHER_ROLE) {
+    if (value.otherRole === void 0) {
+      ctx.addIssue({
+        code: "custom",
+        path: ["otherRole"],
+        message: "Describe the role when role is other"
+      });
+    }
+  } else if (value.otherRole !== void 0) {
+    ctx.addIssue({
+      code: "custom",
+      path: ["otherRole"],
+      message: "Omit otherRole unless role is other"
+    });
+  }
+  if (value.capTableSource === ONBOARDING_CAP_TABLE_SOURCES.OTHER) {
+    if (value.otherCapTableSource === void 0) {
+      ctx.addIssue({
+        code: "custom",
+        path: ["otherCapTableSource"],
+        message: "Describe the cap table source when capTableSource is other"
+      });
+    }
+  } else if (value.otherCapTableSource !== void 0) {
+    ctx.addIssue({
+      code: "custom",
+      path: ["otherCapTableSource"],
+      message: "Omit otherCapTableSource unless capTableSource is other"
+    });
+  }
+});
+function dropOrphanOnboardingSetupDetails(input) {
+  const next = { ...input };
+  if (next.companyType !== void 0 && next.companyType !== ONBOARDING_COMPANY_TYPES.FOREIGN_ENTITY) {
+    delete next.country;
+  }
+  if (next.role !== void 0 && next.role !== ONBOARDING_OTHER_ROLE) {
+    delete next.otherRole;
+  }
+  if (next.capTableSource !== void 0 && next.capTableSource !== ONBOARDING_CAP_TABLE_SOURCES.OTHER) {
+    delete next.otherCapTableSource;
+  }
+  return next;
+}
+function resolveOnboardingCompanyProfile(input) {
+  const companyType = input.companyType ?? null;
+  const country = companyType === null ? null : companyType === ONBOARDING_COMPANY_TYPES.FOREIGN_ENTITY ? input.country ?? null : ONBOARDING_COMPANY_TYPE_TO_ISSUER[companyType].countryOfFormation;
+  return {
+    legalName: input.legalName ?? null,
+    companyType,
+    country
+  };
+}
 var onboardingWorkspaceSetupResultSchema = external_exports.object({
   portalId: external_exports.uuid().describe("ID of the user's first production workspace."),
   state: external_exports.literal(ONBOARDING_WORKSPACE_STATES.WORKSPACE_READY).describe("Workspace is created or reused and ready for import."),
   created: external_exports.boolean().describe("True when this request inserted a new portal."),
-  commitReady: external_exports.boolean().describe("True when the draft issuer has formation date and country of formation."),
-  commitBlockers: external_exports.array(external_exports.enum(["formation_date", "country_of_formation"])).describe("Issuer fields that still block a live commit."),
+  commitReady: external_exports.boolean().describe("True when the draft issuer has legal name, formation date, and country of formation."),
+  commitBlockers: external_exports.array(external_exports.enum(["legal_name", "formation_date", "country_of_formation"])).describe("Issuer fields that still block a live commit."),
   session: external_exports.object({
     action: external_exports.enum([
       ONBOARDING_SESSION_ACTIONS.NONE,
@@ -17244,20 +17375,24 @@ var HELP_ONBOARDING = `onboarding \u2014 Create a first workspace and inspect ne
 
 Usage:
   captable-ai onboarding status [--session <import-session-id>] [--json]
-  captable-ai onboarding setup --legal-name <name> --company-type <type>
-    --role <role> --cap-table-source <source> --stakeholder-count <bucket>
-    --accept-terms [options] [--json]
+  captable-ai onboarding setup --accept-terms [--legal-name <name>] [options] [--json]
+
+Accepting the Terms is all that is required. The legal name, entity type, and
+country are read from the documents you upload, so you can skip them here and
+start importing right away.
 
 Setup values:
+  --accept-terms        Confirm acceptance of Fairmint's Terms of Service (required)
+  --legal-name          Company name. Left unset until you or document
+                        extraction supplies one; commit stays blocked until then.
   --company-type        us_c_corporation | us_llc | foreign_entity | not_incorporated
-  --country             ISO country code (required for foreign_entity)
+  --country             ISO country code (only with --company-type foreign_entity)
   --role                CEO | COO | CMO | CFO | CTO | CRO | Director | Founder |
                         co-founder | co-CEO | other
   --other-role          Required when --role other
   --cap-table-source    none | spreadsheet | carta | pulley | angellist | other
   --other-cap-table-source  Required when --cap-table-source other
-  --stakeholder-count   1_10 | 11_25 | 26_50 | 50_100 | 100_plus
-  --accept-terms        Confirm acceptance of Fairmint's Terms of Service`;
+  --stakeholder-count   1_10 | 11_25 | 26_50 | 50_100 | 100_plus`;
 var HELP_IMPORT = `import \u2014 Start and inspect a secure document-import session
 
 Usage:
@@ -17855,6 +17990,7 @@ Committing ${countCopy}...
     exitWithError("Unexpected empty response from server.");
   }
   const data = res.data;
+  await refreshCachedPortalNames();
   if (isJsonMode()) {
     printJson({ data });
     return;
@@ -20476,6 +20612,7 @@ Reverting ${selection.objectIds.length} selected draft object(s)...
   if (!res.data) {
     exitWithError("Unexpected empty response from server.");
   }
+  await refreshCachedPortalNames();
   if (isJsonMode()) {
     printJson({ data: res.data });
     return;
@@ -20865,10 +21002,10 @@ async function runOnboardingStatus(args) {
       nextAction(
         "setup_workspace",
         "Create your first workspace",
-        "captable-ai onboarding setup"
+        "captable-ai onboarding setup --accept-terms"
       )
     ],
-    question: "What is your company's full legal name?"
+    question: "Do you accept Fairmint's Terms of Service? That is all we need to open your workspace."
   } : !active ? {
     state: ONBOARDING_STATES.NEEDS_COMPANY_SELECTION,
     companies: credentials.portals,
@@ -20929,19 +21066,6 @@ function setupInput(args) {
   }
   return input;
 }
-function omitInapplicableOnboardingSetupFields(input) {
-  const next = { ...input };
-  if (next.companyType !== ONBOARDING_COMPANY_TYPES.FOREIGN_ENTITY) {
-    delete next.country;
-  }
-  if (next.role !== ONBOARDING_OTHER_ROLE) {
-    delete next.otherRole;
-  }
-  if (next.capTableSource !== ONBOARDING_CAP_TABLE_SOURCES.OTHER) {
-    delete next.otherCapTableSource;
-  }
-  return next;
-}
 async function runOnboardingSetup(args) {
   validateFlags(args, {
     flags: [
@@ -20957,7 +21081,7 @@ async function runOnboardingSetup(args) {
     booleans: ["accept-terms"]
   });
   const parsed = onboardingWorkspaceSetupInputSchema.safeParse(
-    omitInapplicableOnboardingSetupFields(setupInput(args))
+    dropOrphanOnboardingSetupDetails(setupInput(args))
   );
   if (!parsed.success) {
     const details = parsed.error.issues.map((issue2) => ({
@@ -20965,13 +21089,15 @@ async function runOnboardingSetup(args) {
       message: issue2.message
     }));
     exitWithError(
-      "Company setup answers are incomplete or invalid. Run `captable-ai onboarding setup --help` for accepted values.",
+      "Company setup answers are invalid. Only `--accept-terms` is required on its own, but some answers require a partner flag: `--company-type foreign_entity` needs `--country`, `--role other` needs `--other-role`, and `--cap-table-source other` needs `--other-cap-table-source`. Run `captable-ai onboarding setup --help` for accepted values.",
       "VALIDATION_FAILED",
       details,
       EXIT.VALIDATION
     );
   }
   const input = parsed.data;
+  const { legalName } = resolveOnboardingCompanyProfile(input);
+  const workspaceLabel = legalName ?? "your new workspace";
   const response = await apiRequest("/onboarding/workspace", { method: "POST", body: input });
   const result = onboardingWorkspaceSetupResultSchema.safeParse(response.data ?? response);
   if (!result.success) {
@@ -21007,7 +21133,7 @@ async function runOnboardingSetup(args) {
       printJson({ data: data2 });
       return;
     }
-    printSuccess(`Workspace ready: ${input.legalName} (${result.data.portalId})`);
+    printSuccess(`Workspace ready: ${workspaceLabel} (${result.data.portalId})`);
     printLine("Start the import: captable-ai import start");
     return;
   }
@@ -21023,7 +21149,7 @@ async function runOnboardingSetup(args) {
     printJson({ data });
     return;
   }
-  printSuccess(`Workspace ready: ${input.legalName} (${result.data.portalId})`);
+  printSuccess(`Workspace ready: ${workspaceLabel} (${result.data.portalId})`);
   printLine("Reconnect so your session can access it: captable-ai login");
 }
 async function runImportStart(args) {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@fairmint/captable-ai",
-  "version": "0.1.14",
+  "version": "0.1.16",
   "description": "Agent-native CLI for Captable AI — manage companies, upload documents, run OCF extraction, and commit cap tables from the terminal.",
   "keywords": [
     "captable",