@fairmint/captable-ai 0.1.38 → 0.1.40

package/README.md

@@ -125,16 +125,18 @@ captable-ai export convertibles --type SAFE --csv          # SAFEs only, CSV on
 captable-ai export convertibles --type NOTE --json --output notes.json
 ```
 
-Every register starts with the holder fields (name, email, address, country, state),
-then the economics of that family. Without a format flag the result is one Excel sheet
+Every register carries the holder fields (name, email, address, country, state) and the
+economics of that family. Grants lead with the grant date; convertibles put the signature
+date, execution date, and status right after the holder. Without a format flag the result is one Excel sheet
 returned as a download link. `--csv` prints RFC-4180 CSV whose header row is the JSON
 keys; `--json` prints the rows as a JSON array. Pass one or neither. `--output <path>`
 writes the CSV or JSON body to a file and, for these commands only, does not imply
 `--json`.
 
 By default a register lists the committed cap table only. `--include-pending` adds what
-is not committed yet: draft OCF objects, plus `investment` and `equity_grant` rows that
-have no OCF transaction. A row that already has an OCF object appears once. Registers
+is not committed yet: draft OCF objects, plus `investment`, `equity_grant`, and
+`equity_award` (Send One Grant) rows that have no OCF transaction. A row that already has
+an OCF object appears once. Registers
 are read-only and never commit drafts. You must be an owner or admin of the active
 company.
 

package/dist/index.js

@@ -16151,21 +16151,27 @@ var exportResultSchema = external_exports.object({
 // ../captable-ai-core/dist/export-registers.js
 var EXPORT_REGISTERS = ["stock", "grants", "warrants", "convertibles"];
 var CONVERTIBLE_TYPE_FILTERS = ["SAFE", "NOTE"];
-var REGISTER_ROW_SOURCES = ["committed", "draft", "investment", "equity_grant"];
+var REGISTER_ROW_SOURCES = [
+  "committed",
+  "draft",
+  "investment",
+  "equity_grant",
+  "equity_award"
+];
 var isoDateSchema = external_exports.string().regex(/^\d{4}-\d{2}-\d{2}$/, "Must be YYYY-MM-DD").refine((val) => {
   const [y, m, d] = val.split("-").map(Number);
   const parsed = new Date(Date.UTC(y, m - 1, d));
   return parsed.toISOString().slice(0, 10) === val;
 }, { message: "Invalid calendar date (e.g. Feb 30 does not exist)" });
 var exportRegisterInputSchema = external_exports.object({
-  includePending: external_exports.boolean().optional().default(false).describe("Add draft OCF objects and investment / equity_grant rows that have no OCF transaction yet."),
+  includePending: external_exports.boolean().optional().default(false).describe("Add draft OCF objects and investment / equity_grant / equity_award rows that have no OCF transaction yet."),
   asOf: isoDateSchema.optional().describe("Only securities issued on or before this date (YYYY-MM-DD)."),
   convertibleType: external_exports.enum(CONVERTIBLE_TYPE_FILTERS).optional().describe("convertibles only: keep SAFE or NOTE rows."),
   format: external_exports.enum(["rows", "xlsx"]).optional().default("rows").describe("rows returns the rows as JSON; xlsx also uploads a one-sheet workbook.")
 });
 var cell = external_exports.union([external_exports.string(), external_exports.number()]).nullable();
 var holderShape = {
-  source: external_exports.enum(REGISTER_ROW_SOURCES).describe("committed, draft, investment, or equity_grant."),
+  source: external_exports.enum(REGISTER_ROW_SOURCES).describe("committed, draft, investment, equity_grant, or equity_award."),
   security_id: external_exports.string().nullable().describe("OCF security id, null for operational-only rows."),
   ocf_object_id: external_exports.string().nullable().describe("OCF transaction object id."),
   holder_name: cell.describe("Holder legal name."),
@@ -16187,11 +16193,13 @@ var grantRegisterRowSchema = external_exports.object({
   award_type: cell.describe("ISO, NSO, RSU, or another OCF compensation type."),
   quantity: cell.describe("Shares or units granted."),
   dollar_amount: cell.describe("equity_grant.dollar_amount when a linked grant row exists."),
-  status: cell.describe("equity_grant workflow status, or COMMITTED / DRAFT for OCF-only grants."),
+  status: cell.describe("equity_grant / equity_award workflow status, or COMMITTED / DRAFT for OCF-only grants."),
   accepted_on: cell.describe("Date the grantee signed (YYYY-MM-DD)."),
+  vesting_schedule: cell.describe("Vesting schedule name, e.g. 4 years, 1-year cliff."),
   cliff_months: cell.describe("Cliff length in months."),
   vesting_months: cell.describe("Total vesting length in months."),
   effective_date: cell.describe("Grant date (YYYY-MM-DD)."),
+  vesting_start_date: cell.describe("Vesting commencement date (YYYY-MM-DD)."),
   exercise_price: cell.describe("Exercise price per share, blank for RSUs."),
   series: cell.describe("Series name (Hospitable's team / retention / community categories)."),
   plan: cell.describe("Stock plan name.")
@@ -16207,6 +16215,9 @@ var warrantRegisterRowSchema = external_exports.object({
 });
 var convertibleRegisterRowSchema = external_exports.object({
   ...holderShape,
+  signature_date: cell.describe("Date the investor signed (YYYY-MM-DD)."),
+  execution_date: cell.describe("Date the agreement was fully executed (YYYY-MM-DD)."),
+  status: cell.describe("investment workflow status, or COMMITTED / DRAFT for OCF-only rows."),
   convertible_type: cell.describe("SAFE, NOTE, or SECURITY."),
   date: cell.describe("Investment date (YYYY-MM-DD)."),
   round: cell.describe("Round / series / offering name."),
@@ -16237,17 +16248,24 @@ var REGISTER_COLUMNS = {
     { key: "amount", header: "Amount", format: "money" },
     ...TRAILING_COLUMNS
   ],
+  // Leading columns follow the grant file Hospitable asked for (ENG-2200).
   grants: [
-    ...HOLDER_COLUMNS,
-    { key: "award_type", header: "Award Type", format: "text" },
+    { key: "effective_date", header: "Grant Date", format: "date" },
+    { key: "holder_name", header: "Name", format: "text" },
+    { key: "holder_email", header: "Email", format: "text" },
+    { key: "award_type", header: "Type", format: "text" },
     { key: "quantity", header: "Quantity", format: "number" },
-    { key: "dollar_amount", header: "Dollar Amount", format: "money" },
     { key: "status", header: "Status", format: "text" },
-    { key: "accepted_on", header: "Accepted On", format: "date" },
-    { key: "cliff_months", header: "Cliff (Months)", format: "number" },
-    { key: "vesting_months", header: "Vesting Length (Months)", format: "number" },
-    { key: "effective_date", header: "Effective Date", format: "date" },
+    { key: "vesting_schedule", header: "Vesting", format: "text" },
+    { key: "vesting_months", header: "Vesting Period (Months)", format: "number" },
+    { key: "cliff_months", header: "Cliff Months", format: "number" },
     { key: "exercise_price", header: "Exercise Price", format: "money" },
+    { key: "accepted_on", header: "Signed Date", format: "date" },
+    { key: "vesting_start_date", header: "Vesting Start Date", format: "date" },
+    { key: "holder_address", header: "Address", format: "text" },
+    { key: "holder_country", header: "Country", format: "text" },
+    { key: "holder_state", header: "State", format: "text" },
+    { key: "dollar_amount", header: "Dollar Amount", format: "money" },
     { key: "series", header: "Series", format: "text" },
     { key: "plan", header: "Plan", format: "text" },
     ...TRAILING_COLUMNS
@@ -16262,13 +16280,18 @@ var REGISTER_COLUMNS = {
     { key: "issue_date", header: "Issue Date", format: "date" },
     ...TRAILING_COLUMNS
   ],
+  // Signature / execution / status / round / amount / funding follow the SAFE
+  // file Hospitable asked for (ENG-2200).
   convertibles: [
     ...HOLDER_COLUMNS,
-    { key: "convertible_type", header: "Type", format: "text" },
-    { key: "date", header: "Date", format: "date" },
+    { key: "signature_date", header: "Signature Date", format: "date" },
+    { key: "execution_date", header: "Execution Date", format: "date" },
+    { key: "status", header: "Status", format: "text" },
     { key: "round", header: "Round", format: "text" },
     { key: "amount", header: "Amount", format: "money" },
     { key: "funding_method", header: "Funding Method", format: "text" },
+    { key: "convertible_type", header: "Type", format: "text" },
+    { key: "date", header: "Investment Date", format: "date" },
     { key: "valuation_cap", header: "Valuation Cap", format: "money" },
     { key: "discount", header: "Discount (%)", format: "percent" },
     ...TRAILING_COLUMNS
@@ -17321,80 +17344,6 @@ async function requireAuth() {
   return creds;
 }
 
-// src/auth/refresh-portals.ts
-var PORTALS_TTL_MS = 3e5;
-var REQUEST_TIMEOUT_MS = 1e4;
-function isStoredPortal(v) {
-  if (typeof v !== "object" || v === null) return false;
-  const obj = v;
-  return typeof obj.id === "string";
-}
-function parsePortals(body) {
-  if (typeof body !== "object" || body === null) return null;
-  if (!("portals" in body)) return null;
-  const portals = body.portals;
-  if (!Array.isArray(portals)) return null;
-  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 && !cachedPortalsNeedNameRefresh(creds.portals) && creds.portalsLastFetchedAt && Date.now() - Date.parse(creds.portalsLastFetchedAt) < PORTALS_TTL_MS) {
-    return creds;
-  }
-  if (isTokenExpired(creds.accessToken)) {
-    return creds;
-  }
-  try {
-    const res = await fetch(`${getApiUrl()}/auth/portals`, {
-      headers: { Authorization: `Bearer ${creds.accessToken}` },
-      signal: AbortSignal.timeout(REQUEST_TIMEOUT_MS)
-    });
-    if (!res.ok) {
-      return creds;
-    }
-    const body = await res.json();
-    const portals = parsePortals(body);
-    if (portals) {
-      const updated = {
-        ...creds,
-        portals,
-        portalsLastFetchedAt: (/* @__PURE__ */ new Date()).toISOString()
-      };
-      await writeCredentials(updated);
-      return updated;
-    }
-  } catch {
-    process.stderr.write("Warning: Could not refresh company list (using cached data).\n");
-  }
-  return creds;
-}
-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";
-
 // src/exit-codes.ts
 var EXIT = {
   OK: 0,
@@ -17408,6 +17357,7 @@ var EXIT = {
 };
 
 // src/output.ts
+import { renameSync, rmSync, writeFileSync } from "fs";
 function write(msg) {
   process.stdout.write(`${msg}
 `);
@@ -17513,111 +17463,6 @@ function exitWithUsage(message, usageLine, code = "USAGE") {
   process.exit(EXIT.USAGE);
 }
 
-// src/validate-flags.ts
-function restorePositional(args, value, originalIndex) {
-  const insertAt = args.positionalIndexes.findIndex((index) => index > originalIndex);
-  if (insertAt === -1) {
-    args.positional.push(value);
-    args.positionalIndexes.push(originalIndex);
-    return;
-  }
-  args.positional.splice(insertAt, 0, value);
-  args.positionalIndexes.splice(insertAt, 0, originalIndex);
-}
-function validateFlags(args, allowed) {
-  const valueFlags = new Set(allowed.flags ?? []);
-  const booleanFlags = new Set(allowed.booleans ?? []);
-  const allAllowed = /* @__PURE__ */ new Set([...valueFlags, ...booleanFlags]);
-  const allList = [...allAllowed].map((f) => `--${f}`).join(", ");
-  for (const key of Object.keys(args.flags)) {
-    if (!allAllowed.has(key)) {
-      exitWithError(
-        `Unknown flag: --${key}. Allowed flags: ${allList || "(none)"}`,
-        "UNKNOWN_FLAG",
-        void 0,
-        EXIT.USAGE
-      );
-    }
-    if (booleanFlags.has(key) && !valueFlags.has(key) && args.flagValueSources[key] === "next") {
-      args.boolean.add(key);
-      restorePositional(args, args.flags[key], args.flagValueIndexes[key]);
-      delete args.flags[key];
-      delete args.flagValueSources[key];
-      delete args.flagValueIndexes[key];
-      continue;
-    }
-    if (booleanFlags.has(key) && !valueFlags.has(key)) {
-      exitWithError(
-        `Flag --${key} does not take a value.`,
-        "UNEXPECTED_FLAG_VALUE",
-        void 0,
-        EXIT.USAGE
-      );
-    }
-  }
-  for (const key of args.boolean) {
-    if (valueFlags.has(key)) {
-      exitWithError(`Flag --${key} requires a value.`, "MISSING_FLAG_VALUE", void 0, EXIT.USAGE);
-    }
-    if (!booleanFlags.has(key)) {
-      exitWithError(
-        `Unknown flag: --${key}. Allowed flags: ${allList || "(none)"}`,
-        "UNKNOWN_FLAG",
-        void 0,
-        EXIT.USAGE
-      );
-    }
-  }
-}
-
-// src/commands/auth-status.ts
-async function runAuthStatus(args) {
-  validateFlags(args, { flags: [], booleans: [] });
-  let creds = await readCredentials();
-  const config2 = await readConfig();
-  if (creds) {
-    creds = await refreshPortalsIfStale(creds);
-  }
-  if (!creds) {
-    if (isJsonMode()) {
-      printJson({ data: { authenticated: false } });
-    } else {
-      printLine("Not logged in. Run: captable-ai login");
-    }
-    return;
-  }
-  const expired = isTokenExpired(creds.accessToken);
-  const payload = decodeJwtPayload(creds.accessToken);
-  const expiresAt = typeof payload.exp === "number" ? new Date(payload.exp * 1e3).toISOString() : creds.expiresAt;
-  const activeCompany = resolveActiveCompany(config2, creds.portals);
-  const status = {
-    authenticated: true,
-    expired,
-    user: creds.user,
-    activeCompany,
-    tokenExpiresAt: expiresAt,
-    companyCount: creds.portals.length
-  };
-  if (isJsonMode()) {
-    printJson({ data: status });
-    return;
-  }
-  printLine(
-    expired ? "Status: Expired (will auto-refresh on next command)" : "Status: Authenticated"
-  );
-  printLine();
-  printKeyValue([
-    ["Email", creds.user.email],
-    ["User ID", creds.user.id],
-    ["Token expires", expiresAt],
-    ["Active company", activeCompany ? activeCompany.name ?? activeCompany.id : "(none)"],
-    ["Companies available", String(creds.portals.length)]
-  ]);
-}
-
-// src/commands/export.ts
-import { renameSync as renameSync2, rmSync as rmSync2, writeFileSync as writeFileSync2 } from "fs";
-
 // src/api.ts
 function isRecord2(value) {
   return typeof value === "object" && value !== null && !Array.isArray(value);
@@ -17634,7 +17479,7 @@ function coerceDetails(raw) {
   }
   return details.length > 0 ? details : void 0;
 }
-var REQUEST_TIMEOUT_MS2 = 3e4;
+var REQUEST_TIMEOUT_MS = 3e4;
 function exitForRefreshFailure(err, softFail = false) {
   if (err instanceof Error && err.name === "AuthError") {
     failRequest(
@@ -17694,7 +17539,7 @@ async function refreshTokens(creds) {
       method: "POST",
       headers: { "Content-Type": "application/json" },
       body: JSON.stringify({ refreshToken: creds.refreshToken, clientType: "cli" }),
-      signal: AbortSignal.timeout(REQUEST_TIMEOUT_MS2)
+      signal: AbortSignal.timeout(REQUEST_TIMEOUT_MS)
     });
   } catch (fetchErr) {
     const err = new Error(
@@ -17764,7 +17609,7 @@ async function apiRequest(path, opts = {}) {
   const buildFetchOpts = () => ({
     method,
     headers: { ...headers },
-    signal: AbortSignal.timeout(REQUEST_TIMEOUT_MS2),
+    signal: AbortSignal.timeout(REQUEST_TIMEOUT_MS),
     ...body !== void 0 ? { body: JSON.stringify(body) } : {}
   });
   let res;
@@ -17893,6 +17738,182 @@ async function handleResponse(res, softFail = false) {
   return parsed;
 }
 
+// src/auth/refresh-portals.ts
+var PORTALS_TTL_MS = 3e5;
+var REQUEST_TIMEOUT_MS2 = 1e4;
+function isStoredPortal(v) {
+  if (typeof v !== "object" || v === null) return false;
+  const obj = v;
+  return typeof obj.id === "string";
+}
+function parsePortals(body) {
+  if (typeof body !== "object" || body === null) return null;
+  if (!("portals" in body)) return null;
+  const portals = body.portals;
+  if (!Array.isArray(portals)) return null;
+  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 && !cachedPortalsNeedNameRefresh(creds.portals) && creds.portalsLastFetchedAt && Date.now() - Date.parse(creds.portalsLastFetchedAt) < PORTALS_TTL_MS) {
+    return creds;
+  }
+  if (isTokenExpired(creds.accessToken)) {
+    return creds;
+  }
+  try {
+    const res = await fetch(`${getApiUrl()}/auth/portals`, {
+      headers: { Authorization: `Bearer ${creds.accessToken}` },
+      signal: AbortSignal.timeout(REQUEST_TIMEOUT_MS2)
+    });
+    if (!res.ok) {
+      return creds;
+    }
+    const body = await res.json();
+    const portals = parsePortals(body);
+    if (portals) {
+      const updated = {
+        ...creds,
+        portals,
+        portalsLastFetchedAt: (/* @__PURE__ */ new Date()).toISOString()
+      };
+      await writeCredentials(updated);
+      return updated;
+    }
+  } catch {
+    process.stderr.write("Warning: Could not refresh company list (using cached data).\n");
+  }
+  return creds;
+}
+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/validate-flags.ts
+function restorePositional(args, value, originalIndex) {
+  const insertAt = args.positionalIndexes.findIndex((index) => index > originalIndex);
+  if (insertAt === -1) {
+    args.positional.push(value);
+    args.positionalIndexes.push(originalIndex);
+    return;
+  }
+  args.positional.splice(insertAt, 0, value);
+  args.positionalIndexes.splice(insertAt, 0, originalIndex);
+}
+function validateFlags(args, allowed) {
+  const valueFlags = new Set(allowed.flags ?? []);
+  const booleanFlags = new Set(allowed.booleans ?? []);
+  const allAllowed = /* @__PURE__ */ new Set([...valueFlags, ...booleanFlags]);
+  const allList = [...allAllowed].map((f) => `--${f}`).join(", ");
+  for (const key of Object.keys(args.flags)) {
+    if (!allAllowed.has(key)) {
+      exitWithError(
+        `Unknown flag: --${key}. Allowed flags: ${allList || "(none)"}`,
+        "UNKNOWN_FLAG",
+        void 0,
+        EXIT.USAGE
+      );
+    }
+    if (booleanFlags.has(key) && !valueFlags.has(key) && args.flagValueSources[key] === "next") {
+      args.boolean.add(key);
+      restorePositional(args, args.flags[key], args.flagValueIndexes[key]);
+      delete args.flags[key];
+      delete args.flagValueSources[key];
+      delete args.flagValueIndexes[key];
+      continue;
+    }
+    if (booleanFlags.has(key) && !valueFlags.has(key)) {
+      exitWithError(
+        `Flag --${key} does not take a value.`,
+        "UNEXPECTED_FLAG_VALUE",
+        void 0,
+        EXIT.USAGE
+      );
+    }
+  }
+  for (const key of args.boolean) {
+    if (valueFlags.has(key)) {
+      exitWithError(`Flag --${key} requires a value.`, "MISSING_FLAG_VALUE", void 0, EXIT.USAGE);
+    }
+    if (!booleanFlags.has(key)) {
+      exitWithError(
+        `Unknown flag: --${key}. Allowed flags: ${allList || "(none)"}`,
+        "UNKNOWN_FLAG",
+        void 0,
+        EXIT.USAGE
+      );
+    }
+  }
+}
+
+// src/commands/auth-status.ts
+async function runAuthStatus(args) {
+  validateFlags(args, { flags: [], booleans: [] });
+  let creds = await readCredentials();
+  const config2 = await readConfig();
+  if (creds) {
+    creds = await refreshPortalsIfStale(creds);
+  }
+  if (!creds) {
+    if (isJsonMode()) {
+      printJson({ data: { authenticated: false } });
+    } else {
+      printLine("Not logged in. Run: captable-ai login");
+    }
+    return;
+  }
+  const expired = isTokenExpired(creds.accessToken);
+  const payload = decodeJwtPayload(creds.accessToken);
+  const expiresAt = typeof payload.exp === "number" ? new Date(payload.exp * 1e3).toISOString() : creds.expiresAt;
+  const activeCompany = resolveActiveCompany(config2, creds.portals);
+  const status = {
+    authenticated: true,
+    expired,
+    user: creds.user,
+    activeCompany,
+    tokenExpiresAt: expiresAt,
+    companyCount: creds.portals.length
+  };
+  if (isJsonMode()) {
+    printJson({ data: status });
+    return;
+  }
+  printLine(
+    expired ? "Status: Expired (will auto-refresh on next command)" : "Status: Authenticated"
+  );
+  printLine();
+  printKeyValue([
+    ["Email", creds.user.email],
+    ["User ID", creds.user.id],
+    ["Token expires", expiresAt],
+    ["Active company", activeCompany ? activeCompany.name ?? activeCompany.id : "(none)"],
+    ["Companies available", String(creds.portals.length)]
+  ]);
+}
+
+// src/commands/export.ts
+import { renameSync as renameSync2, rmSync as rmSync2, writeFileSync as writeFileSync2 } from "fs";
+
 // src/flags.ts
 function looksLikeFlag(value) {
   if (!value.startsWith("-")) return false;
@@ -18174,7 +18195,7 @@ var REGISTER_DESCRIPTIONS = {
 var REGISTER_FLAGS = [
   {
     name: "include-pending",
-    description: "Add draft OCF objects and investment / equity_grant rows with no OCF transaction.",
+    description: "Add draft OCF objects and investment / equity_grant / equity_award rows with no OCF transaction.",
     type: "boolean"
   },
   {
@@ -19563,18 +19584,21 @@ Workbook options:
 Registers (one row per security; holder name, email, address, country, state,
 plus the economics of that instrument):
   stock          Stock issuances: class, quantity, issue date, price, amount
-  grants         Options, RSUs, other awards: award type (ISO/NSO/RSU), quantity,
-                 dollar amount, status, accepted on, cliff, vesting length,
-                 effective date, exercise price, series, plan
+  grants         Options, RSUs, other awards: grant date, award type
+                 (ISO/NSO/RSU), quantity, status, vesting schedule, vesting
+                 length, cliff, exercise price, signed date, vesting start
+                 date, dollar amount, series, plan
   warrants       Warrants: quantity, exercise price, purchase price, expiration,
                  underlying class, issue date
-  convertibles   SAFEs, notes: type, date, round, amount, funding method,
-                 valuation cap, discount
+  convertibles   SAFEs, notes: signature date, execution date, status, round,
+                 amount, funding method, type, investment date, valuation cap,
+                 discount
 
 Register options:
   --include-pending      Add what is not committed yet: draft OCF objects, and
-                         investment / equity_grant rows with no OCF transaction.
-                         A row that already has an OCF object is listed once.
+                         investment / equity_grant / equity_award rows with no
+                         OCF transaction. A row that already has an OCF object
+                         is listed once.
   --as-of YYYY-MM-DD     Only securities issued on or before this date
   --type SAFE|NOTE       convertibles only: keep SAFEs or notes
   --csv                  Print CSV to stdout: RFC-4180 quoting, UTF-8, LF line
@@ -24522,6 +24546,9 @@ function exitForThrownError(err) {
   if (err instanceof AuthRequiredError) {
     exitWithError(err.message, "AUTH_REQUIRED", void 0, EXIT.AUTH);
   }
+  if (err instanceof ApiRequestError) {
+    exitWithError(err.message, err.code ?? "ERROR", err.details, EXIT.SERVER_ERROR);
+  }
   exitWithError(err.message, "ERROR", void 0, EXIT.SERVER_ERROR);
 }
 async function main() {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@fairmint/captable-ai",
-  "version": "0.1.38",
+  "version": "0.1.40",
   "description": "Agent-native CLI for Captable AI — manage companies, upload documents, run OCF extraction, and commit cap tables from the terminal.",
   "keywords": [
     "captable",