@fairmint/captable-ai 0.1.39 → 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
@@ -18172,7 +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"
   },
   {
@@ -19561,18 +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

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@fairmint/captable-ai",
-  "version": "0.1.39",
+  "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",