@fairmint/captable-ai 0.1.16 → 0.1.18

package/dist/index.js

@@ -15827,8 +15827,17 @@ var ocfObjectSchema = external_exports.object({
   createdAt: external_exports.string().nullable().optional().describe("ISO timestamp of when the row was first inserted (DB `created_at`). Used by studiov2 as a last-resort date fallback for undated OCF objects (e.g. STAKEHOLDER, STOCK_CLASS). Present on list responses only.")
 });
 var objectPatchInputSchema = external_exports.object({
-  ocfPatch: external_exports.record(external_exports.string(), external_exports.unknown()).describe("Partial OCF object payload. The server shallow-merges this object onto the latest stored OCF object and validates the merged result."),
-  version: external_exports.number().int().nonnegative().optional().describe("Optional optimistic-concurrency version. If provided, it must match the latest version.")
+  ocfPatch: external_exports.record(external_exports.string(), external_exports.unknown()).optional().describe("Partial OCF object payload. The server shallow-merges this object onto the latest stored OCF object and validates the merged result. May be omitted when only documentId changes."),
+  version: external_exports.number().int().nonnegative().optional().describe("Optional optimistic-concurrency version. If provided, it must match the latest version."),
+  documentId: external_exports.string().uuid().nullable().optional().describe("Optional source document for the draft. Pass a UUID to relink, null to unlink, or omit to preserve the current link.")
+}).refine((input) => input.ocfPatch !== void 0 || input.documentId !== void 0, {
+  path: ["ocfPatch"],
+  message: "Provide ocfPatch or documentId \u2014 nothing to apply."
+});
+var objectUpdateInputSchema = external_exports.object({
+  ocf: external_exports.record(external_exports.string(), external_exports.unknown()).describe("Full OCF data payload."),
+  version: external_exports.number().int().describe("Expected current version for optimistic concurrency. Must match the latest stored version."),
+  documentId: external_exports.string().uuid().nullable().optional().describe("Optional source document for the new draft. Pass a UUID to relink, null to unlink, or omit to preserve the current link.")
 });
 var objectCreateInputSchema = external_exports.object({
   objectId: external_exports.string().optional().describe("Optional OCF object ID. Defaults to ocf.id or ocf._id when omitted."),
@@ -16046,6 +16055,7 @@ var ERROR_CODES = {
   MISSING_DEPENDENCIES: "MISSING_DEPENDENCIES",
   BROKEN_REFERENCES: "BROKEN_REFERENCES",
   DOCUMENT_INTEGRITY_FAILED: "DOCUMENT_INTEGRITY_FAILED",
+  DOCUMENT_NOT_LINKED: "DOCUMENT_NOT_LINKED",
   INVALID_CURSOR: "INVALID_CURSOR",
   BATCH_TOO_LARGE: "BATCH_TOO_LARGE",
   RATE_LIMITED: "RATE_LIMITED"
@@ -16068,6 +16078,7 @@ var ERROR_CODE_VALUES = [
   ERROR_CODES.MISSING_DEPENDENCIES,
   ERROR_CODES.BROKEN_REFERENCES,
   ERROR_CODES.DOCUMENT_INTEGRITY_FAILED,
+  ERROR_CODES.DOCUMENT_NOT_LINKED,
   ERROR_CODES.INVALID_CURSOR,
   ERROR_CODES.BATCH_TOO_LARGE,
   ERROR_CODES.RATE_LIMITED
@@ -16957,6 +16968,16 @@ var warrantResolutionItemSchema = external_exports.object({
   shareQuantity: external_exports.number().nullable(),
   shareQuantitySource: external_exports.enum(["issuance_quantity_1_to_1", "converts_to_quantity", "fixed_percent"]).nullable(),
   formulaText: external_exports.string().nullable(),
+  // Underlying share class the warrant converts into (ENG-2089). status "known"
+  // means the OCF issuance pins the class via converts_to_stock_class_id;
+  // "deferred" means the class does not exist yet (SAFE-paired warrants).
+  underlyingClass: external_exports.object({
+    stockClassId: external_exports.string().nullable(),
+    status: external_exports.enum(["known", "deferred"]),
+    source: external_exports.literal("converts_to_stock_class_id").nullable()
+  }).nullable().optional(),
+  underlyingClassName: external_exports.string().nullable().optional(),
+  displayName: external_exports.string().optional(),
   exercisePrice: external_exports.object({
     amount: external_exports.string(),
     currency: external_exports.string()
@@ -17532,6 +17553,9 @@ Input:
 
 Options:
   --version N       Expected current version (auto-fetched if omitted)
+  --document UUID   Link the draft to this document (must be a portal cap-table document)
+  --clear-document  Unlink the source document (documentId: null); requires
+                    --stdin/--file because update always needs the full payload
 
 Global:
   --json            Machine-readable JSON output
@@ -17540,12 +17564,19 @@ Examples:
   # Read from a file:
   captable-ai objects update abc-123 --file ./stakeholder.json
 
+  # Relink the source document:
+  captable-ai objects update abc-123 --file ./stakeholder.json --document 8c25f303-1f15-4b02-b9b2-0c41442643ee
+
+  # Remove a wrong or missing document link:
+  captable-ai objects update abc-123 --file ./stakeholder.json --clear-document
+
   # Pipe from jq (extract the bare OCF payload first):
   captable-ai objects get abc-123 --json | jq '.data.ocf | .legal_name = "Acme Corp"' | captable-ai objects update abc-123 --stdin`;
 var HELP_OBJECTS_PATCH = `objects patch \u2014 Patch an OCF object
 
 Usage:
   captable-ai objects patch <object-id> (--stdin | --file <path>) [--version N] [--json]
+  captable-ai objects patch <object-id> --document <uuid> | --clear-document [--version N] [--json]
 
 Shallow-merges a partial OCF payload onto the latest stored object, validates the
 merged object, and writes a draft. This is not RFC 6902 JSON Patch.
@@ -17556,12 +17587,21 @@ Input:
 
 Options:
   --version N       Optional expected current version
+  --document UUID   Link the draft to this document (must be a portal cap-table document)
+  --clear-document  Unlink the source document (documentId: null); may be used
+                    without --stdin/--file for a document-only change
 
 Global:
   --json            Machine-readable JSON output
 
 Examples:
-  echo '{"name":{"legal_name":"Acme Corp"}}' | captable-ai objects patch stakeholder-1 --stdin`;
+  echo '{"name":{"legal_name":"Acme Corp"}}' | captable-ai objects patch stakeholder-1 --stdin
+
+  # Relink the source document (no payload needed):
+  captable-ai objects patch tx-1 --document c0dcf3e3-5de0-46d1-aacf-d86e9e52f459
+
+  # Relink with an accompanying field edit:
+  echo '{"comments":["fixed"]}' | captable-ai objects patch tx-1 --stdin --document c0dcf3e3-5de0-46d1-aacf-d86e9e52f459`;
 var HELP_OBJECTS_REVERT = `objects revert \u2014 Preview or revert draft objects
 
 Usage:
@@ -20388,6 +20428,14 @@ More results available. Next page:
 
 // src/commands/objects-patch.ts
 import { readFileSync } from "fs";
+
+// src/uuid.ts
+var UUID_PATTERN = /^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$/;
+function isUuid(value) {
+  return UUID_PATTERN.test(value);
+}
+
+// src/commands/objects-patch.ts
 async function readStdin() {
   const chunks = [];
   for await (const chunk of process.stdin) {
@@ -20426,7 +20474,10 @@ async function runObjectsPatch(args, rawArgv) {
 `);
     process.exit(0);
   }
-  validateFlags(args, { flags: ["file", "version"], booleans: ["stdin"] });
+  validateFlags(args, {
+    flags: ["file", "version", "document"],
+    booleans: ["stdin", "clear-document"]
+  });
   const objectId = args.positional[0];
   if (!objectId) {
     exitWithUsage(
@@ -20442,7 +20493,18 @@ async function runObjectsPatch(args, rawArgv) {
   }
   const useStdin = hasFlag(args, "stdin");
   const filePath = getFlagValue(args, "file") ?? "";
-  if (!useStdin && !filePath) {
+  const documentFlag = getFlagValue(args, "document");
+  const clearDocument = hasFlag(args, "clear-document");
+  const hasDocumentFlag = documentFlag !== void 0 || clearDocument;
+  if (documentFlag !== void 0 && clearDocument) {
+    exitWithError(
+      "Specify either --document <uuid> or --clear-document, not both.",
+      "VALIDATION_FAILED",
+      void 0,
+      EXIT.VALIDATION
+    );
+  }
+  if (!useStdin && !filePath && !hasDocumentFlag) {
     exitWithUsage(
       "Specify how to supply the OCF patch payload: --stdin (piped JSON) or --file <path>.",
       "Usage: captable-ai objects patch <object-id> (--stdin | --file <path>) [--version N] [--json]"
@@ -20454,7 +20516,7 @@ async function runObjectsPatch(args, rawArgv) {
       "Usage: captable-ai objects patch <object-id> (--stdin | --file <path>) [--version N] [--json]"
     );
   }
-  let rawPatch;
+  let rawPatch = "{}";
   if (useStdin) {
     if (process.stdin.isTTY) {
       exitWithError(
@@ -20465,7 +20527,7 @@ async function runObjectsPatch(args, rawArgv) {
       );
     }
     rawPatch = await readStdin();
-  } else {
+  } else if (filePath) {
     try {
       rawPatch = readFileSync(filePath, "utf-8");
     } catch (err) {
@@ -20495,9 +20557,27 @@ async function runObjectsPatch(args, rawArgv) {
     }
     version2 = Number.parseInt(versionRaw, 10);
   }
+  let documentId;
+  if (documentFlag !== void 0) {
+    if (!isUuid(documentFlag.trim())) {
+      exitWithError(
+        "--document must be a document UUID",
+        "VALIDATION_FAILED",
+        void 0,
+        EXIT.VALIDATION
+      );
+    }
+    documentId = documentFlag.trim();
+  } else if (clearDocument) {
+    documentId = null;
+  }
   const res = await apiRequest(`/${portalId}/objects/${encodeURIComponent(objectId)}`, {
     method: "PATCH",
-    body: { ocfPatch, version: version2 }
+    body: {
+      ocfPatch,
+      version: version2,
+      ...documentId !== void 0 ? { documentId } : {}
+    }
   });
   const obj = res.data;
   if (!obj) {
@@ -20795,7 +20875,10 @@ async function runObjectsUpdate(args, rawArgv) {
 `);
     process.exit(0);
   }
-  validateFlags(args, { flags: ["file", "version"], booleans: ["stdin"] });
+  validateFlags(args, {
+    flags: ["file", "version", "document"],
+    booleans: ["stdin", "clear-document"]
+  });
   const objectId = args.positional[0];
   if (!objectId) {
     exitWithUsage(
@@ -20858,6 +20941,30 @@ async function runObjectsUpdate(args, rawArgv) {
     }
   }
   const ocf = parseOcfPayload(rawOcf);
+  const documentFlag = getFlagValue(args, "document");
+  const clearDocument = hasFlag(args, "clear-document");
+  if (documentFlag !== void 0 && clearDocument) {
+    exitWithError(
+      "Specify either --document <uuid> or --clear-document, not both.",
+      "VALIDATION_FAILED",
+      void 0,
+      EXIT.VALIDATION
+    );
+  }
+  let documentId;
+  if (documentFlag !== void 0) {
+    if (!isUuid(documentFlag.trim())) {
+      exitWithError(
+        "--document must be a document UUID",
+        "VALIDATION_FAILED",
+        void 0,
+        EXIT.VALIDATION
+      );
+    }
+    documentId = documentFlag.trim();
+  } else if (clearDocument) {
+    documentId = null;
+  }
   const versionRaw = getFlagValue(args, "version");
   const portalId = await getActivePortalId();
   let version2;
@@ -20882,7 +20989,7 @@ async function runObjectsUpdate(args, rawArgv) {
   }
   const res = await apiRequest(`/${portalId}/objects/${encodeURIComponent(objectId)}`, {
     method: "POST",
-    body: { ocf, version: version2 }
+    body: { ocf, version: version2, ...documentId !== void 0 ? { documentId } : {} }
   });
   const obj = res.data;
   if (!obj) {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@fairmint/captable-ai",
-  "version": "0.1.16",
+  "version": "0.1.18",
   "description": "Agent-native CLI for Captable AI — manage companies, upload documents, run OCF extraction, and commit cap tables from the terminal.",
   "keywords": [
     "captable",