@fairmint/captable-ai 0.1.9 → 0.1.11

package/dist/index.js

@@ -599,6 +599,22 @@ var COMMAND_REGISTRY = [
       }
     ]
   },
+  {
+    name: "objects review-non-cash",
+    group: "captable",
+    description: "List unmarked convertible issuances whose stored evidence suggests possible non-cash consideration.",
+    usage: "captable-ai objects review-non-cash [--status draft|committed] [--json]",
+    requiresAuth: true,
+    requiresPortal: true,
+    flags: [
+      {
+        name: "status",
+        description: "Review only latest draft or committed objects.",
+        type: "string",
+        enum: ["draft", "committed"]
+      }
+    ]
+  },
   {
     name: "objects get",
     group: "captable",
@@ -16559,6 +16575,31 @@ var snapshotMetricsSchema = external_exports.object({
     unallocated: external_exports.number()
   }).nullable()
 });
+var warrantResolutionItemSchema = external_exports.object({
+  securityId: external_exports.string(),
+  stakeholderId: external_exports.string().nullable(),
+  stakeholderName: external_exports.string().nullable(),
+  active: external_exports.boolean(),
+  warrantUnitStatus: external_exports.enum(["known", "unresolved"]),
+  warrantUnits: external_exports.number().nullable(),
+  warrantUnitSource: external_exports.literal("issuance_quantity").nullable(),
+  shareQuantityStatus: external_exports.enum(["known", "deferred", "unresolved"]),
+  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(),
+  exercisePrice: external_exports.object({
+    amount: external_exports.string(),
+    currency: external_exports.string()
+  }).nullable(),
+  relatedSecurityId: external_exports.string().nullable()
+});
+var warrantsSnapshotSchema = external_exports.object({
+  numberOfSecurities: external_exports.number().int().nonnegative(),
+  unresolvedCount: external_exports.number().int().nonnegative(),
+  deferredCount: external_exports.number().int().nonnegative(),
+  totalUnderlyingShares: external_exports.number().nonnegative(),
+  items: external_exports.array(warrantResolutionItemSchema).optional()
+});
 var snapshotSchema = external_exports.object({
   status: snapshotStatusSchema,
   locale: snapshotLocaleSchema,
@@ -16569,6 +16610,7 @@ var snapshotSchema = external_exports.object({
     stockClasses: external_exports.array(external_exports.unknown())
   }).nullable(),
   convertibles: convertiblesPayloadSchema.nullable(),
+  warrants: warrantsSnapshotSchema,
   metrics: snapshotMetricsSchema
 });
 
@@ -17003,6 +17045,27 @@ Human table sorts lowest extraction confidence first. Conf markers:
 
 Global:
   --json                   Machine-readable JSON output (API order, not confidence-sorted)`;
+var HELP_OBJECTS_REVIEW_NON_CASH = `objects review-non-cash \u2014 Review possible unclassified non-cash convertibles
+
+Builds a read-only, portal-wide review queue from unmarked convertible issuances
+whose stored consideration text, comments, or source-document name mentions
+services or other possible non-cash consideration. Matches are evidence for human
+review only: this command never classifies, patches, or commits an OCF object.
+
+Usage:
+  captable-ai objects review-non-cash [--status draft|committed] [--json]
+
+Options:
+  --status STATUS   Review only latest draft or committed objects
+
+Workflow:
+  1. Run with --status committed --json and review each source agreement.
+  2. For confirmed wholly non-cash issuances, patch only consideration_text with
+     NON_CASH: <document-verbatim description> using the reported object version.
+  3. Dry-run and commit exactly the reviewed object IDs together.
+
+Global:
+  --json            Machine-readable output including evidence and object version`;
 var HELP_OBJECTS_GET = `objects get \u2014 Show one OCF object
 
 After the OCF payload, prints a one-line vesting summary when the object (or
@@ -17120,6 +17183,8 @@ var HELP_OBJECTS_GROUP = `objects \u2014 OCF objects
 
 ${HELP_OBJECTS_LIST}
 
+${HELP_OBJECTS_REVIEW_NON_CASH}
+
 ${HELP_OBJECTS_GET}
 
 ${HELP_OBJECTS_DUMP}
@@ -20141,6 +20206,136 @@ Reverted ${res.data.revertedCount} draft object(s).
 `);
 }
 
+// src/commands/objects-review-non-cash.ts
+var NON_CASH_PREFIX = "NON_CASH:";
+var POSSIBLE_NON_CASH_TERMS = /\b(?:non[- ]cash|services?|consulting|advisory|advisor|intellectual property|ip assignment|debt forgiveness|in[- ]kind)\b/i;
+function stringValue(value) {
+  return typeof value === "string" && value.trim().length > 0 ? value.trim() : null;
+}
+function collectCommentText(value) {
+  if (typeof value === "string") return value.trim() ? [value.trim()] : [];
+  if (!Array.isArray(value)) return [];
+  return value.flatMap((comment) => {
+    if (typeof comment === "string") return comment.trim() ? [comment.trim()] : [];
+    if (!comment || typeof comment !== "object") return [];
+    const text = Reflect.get(comment, "text") ?? Reflect.get(comment, "comment");
+    return typeof text === "string" && text.trim() ? [text.trim()] : [];
+  });
+}
+function hasValidNonCashMarker(considerationText) {
+  if (typeof considerationText !== "string") return false;
+  const trimmed = considerationText.trimStart();
+  if (!trimmed.startsWith(NON_CASH_PREFIX)) return false;
+  return trimmed.slice(NON_CASH_PREFIX.length).trim().length > 0;
+}
+function findNonCashReviewCandidates(objects, documents) {
+  const documentsById = new Map(documents.map((document) => [document.id, document]));
+  const candidates = [];
+  for (const object2 of objects) {
+    if (object2.subtype !== "TX_CONVERTIBLE_ISSUANCE") continue;
+    if (hasValidNonCashMarker(object2.ocf.consideration_text)) continue;
+    const evidence = [];
+    const considerationText = stringValue(object2.ocf.consideration_text);
+    if (considerationText && (considerationText.startsWith(NON_CASH_PREFIX) || POSSIBLE_NON_CASH_TERMS.test(considerationText))) {
+      evidence.push({ field: "consideration_text", text: considerationText });
+    }
+    for (const comment of collectCommentText(object2.ocf.comments)) {
+      if (POSSIBLE_NON_CASH_TERMS.test(comment)) {
+        evidence.push({ field: "comments", text: comment });
+      }
+    }
+    const document = object2.documentId ? documentsById.get(object2.documentId) : void 0;
+    if (document && POSSIBLE_NON_CASH_TERMS.test(document.name)) {
+      evidence.push({ field: "document", text: document.name });
+    }
+    if (evidence.length === 0) continue;
+    candidates.push({
+      objectId: object2.id,
+      version: object2.version,
+      status: object2.status,
+      securityId: stringValue(object2.ocf.security_id),
+      customId: stringValue(object2.ocf.custom_id),
+      investmentAmount: object2.ocf.investment_amount ?? null,
+      considerationText,
+      documentId: object2.documentId ?? null,
+      documentName: document?.name ?? null,
+      evidence
+    });
+  }
+  return candidates.sort((left, right) => left.objectId.localeCompare(right.objectId));
+}
+async function runObjectsReviewNonCash(args, rawArgv) {
+  if (argvRequestsHelp(rawArgv)) {
+    process.stdout.write(`${HELP_OBJECTS_REVIEW_NON_CASH}
+`);
+    process.exit(0);
+  }
+  validateFlags(args, { flags: ["status"] });
+  if (args.positional.length > 0) {
+    exitWithError(
+      `Unexpected argument: ${args.positional[0]}. This command takes no positional arguments.`,
+      "UNEXPECTED_ARGUMENT",
+      void 0,
+      EXIT.USAGE
+    );
+  }
+  const status = getFlagValue(args, "status");
+  if (status !== void 0 && status !== "draft" && status !== "committed") {
+    exitWithError(
+      `--status must be one of: draft, committed (got: "${status}")`,
+      "VALIDATION_FAILED",
+      void 0,
+      EXIT.VALIDATION
+    );
+  }
+  const portalId = await getActivePortalId();
+  const page = await fetchAllObjectPages(portalId, {
+    subtype: "TX_CONVERTIBLE_ISSUANCE",
+    status
+  });
+  const candidates = findNonCashReviewCandidates(page.data.objects, page.data.documents);
+  if (isJsonMode()) {
+    printJson({
+      data: {
+        candidates,
+        reviewedCount: page.data.objects.length
+      },
+      meta: {
+        candidateCount: candidates.length,
+        classification: "human_review_required"
+      }
+    });
+    return;
+  }
+  printLine(
+    `
+Possible unclassified non-cash convertible consideration (${candidates.length} found):
+`
+  );
+  printTable(
+    candidates.map((candidate) => ({
+      id: candidate.objectId,
+      version: candidate.version,
+      security: candidate.customId ?? candidate.securityId ?? "",
+      amount: candidate.investmentAmount && typeof candidate.investmentAmount === "object" ? Reflect.get(candidate.investmentAmount, "amount") ?? "" : "",
+      document: candidate.documentName ?? candidate.documentId ?? "",
+      evidence: candidate.evidence.map((item) => item.field).join(", ")
+    })),
+    [
+      { key: "id", label: "Object ID", width: 38 },
+      { key: "version", label: "Version", width: 8 },
+      { key: "security", label: "Security", width: 18 },
+      { key: "amount", label: "Amount", width: 12 },
+      { key: "document", label: "Document", width: 24 },
+      { key: "evidence", label: "Evidence", width: 28 }
+    ]
+  );
+  printLine(
+    "\nReview the source agreement before patching. This command never classifies or writes objects."
+  );
+  printLine();
+}
+
 // src/commands/objects-update.ts
 import { readFileSync as readFileSync2 } from "fs";
 async function readStdin2() {
@@ -21231,6 +21426,7 @@ Cap Table (read):
                              Review: --stakeholder, --document, --max-confidence N (requires --all)
                              Pagination: --limit (1-250), --cursor, --all
                              Dates: --from / --to as YYYY-MM-DD
+  objects review-non-cash   Find unmarked convertibles that need consideration review
   objects get <id>          Show a single OCF object (vesting summary when present)
   objects dump              Engine-shaped ocf.json (default --status committed; --output path)
   schemas list              List OCF object types
@@ -21528,6 +21724,12 @@ async function main() {
           case "patch":
             await runObjectsPatch(parseArgs(positionalArgs.slice(2)), positionalArgs.slice(2));
             break;
+          case "review-non-cash":
+            await runObjectsReviewNonCash(
+              parseArgs(positionalArgs.slice(2)),
+              positionalArgs.slice(2)
+            );
+            break;
           case "revert":
             await runObjectsRevert(parseArgs(positionalArgs.slice(2)), positionalArgs.slice(2));
             break;
@@ -21539,7 +21741,7 @@ async function main() {
             break;
           default:
             exitWithError(
-              `Unknown objects command: ${sub ?? "(none)"}. Try: objects list | get | dump | update | patch | revert | versions | delete`,
+              `Unknown objects command: ${sub ?? "(none)"}. Try: objects list | review-non-cash | get | dump | update | patch | revert | versions | delete`,
               "UNKNOWN_COMMAND",
               void 0,
               EXIT.USAGE

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@fairmint/captable-ai",
-  "version": "0.1.9",
+  "version": "0.1.11",
   "description": "Agent-native CLI for Captable AI — manage companies, upload documents, run OCF extraction, and commit cap tables from the terminal.",
   "keywords": [
     "captable",