@open-agreements/open-agreements 0.2.0 → 0.2.2

package/dist/core/checklist/state-manager.js

@@ -0,0 +1,147 @@
+import { existsSync, mkdirSync, readdirSync, readFileSync, writeFileSync } from 'node:fs';
+import { homedir } from 'node:os';
+import { join } from 'node:path';
+import { randomUUID } from 'node:crypto';
+import { z } from 'zod';
+import { appendJsonl, readJsonl } from './jsonl-stores.js';
+import { ClosingChecklistSchema } from './schemas.js';
+const STATE_ROOT = join(homedir(), '.open-agreements', 'checklists');
+export const ChecklistStateSchema = z.object({
+    checklist_id: z.string().min(1),
+    revision: z.number().int().nonnegative(),
+    checklist: ClosingChecklistSchema,
+});
+function stateRoot(root) {
+    return root ?? STATE_ROOT;
+}
+function checklistDir(uuid, root) {
+    return join(stateRoot(root), uuid);
+}
+function statePath(uuid, root) {
+    return join(checklistDir(uuid, root), 'state.json');
+}
+function metaPath(uuid, root) {
+    return join(checklistDir(uuid, root), 'meta.json');
+}
+function historyPath(uuid, root) {
+    return join(checklistDir(uuid, root), 'history.jsonl');
+}
+function writeJson(path, value) {
+    writeFileSync(path, `${JSON.stringify(value, null, 2)}\n`, 'utf-8');
+}
+function readJson(path) {
+    return JSON.parse(readFileSync(path, 'utf-8'));
+}
+export function createChecklist(dealName, initialData, opts) {
+    const uuid = randomUUID();
+    const dir = checklistDir(uuid, opts?.root);
+    mkdirSync(dir, { recursive: true });
+    const now = new Date().toISOString().slice(0, 10);
+    const checklist = initialData ?? {
+        deal_name: dealName,
+        updated_at: now,
+        documents: {},
+        checklist_entries: {},
+        action_items: {},
+        issues: {},
+    };
+    const state = {
+        checklist_id: uuid,
+        revision: 0,
+        checklist,
+    };
+    const meta = {
+        deal_name: dealName,
+        created_at: now,
+        uuid,
+    };
+    writeJson(statePath(uuid, opts?.root), state);
+    writeJson(metaPath(uuid, opts?.root), meta);
+    return { uuid, dir };
+}
+export function listChecklists(opts) {
+    const root = stateRoot(opts?.root);
+    if (!existsSync(root))
+        return [];
+    const entries = readdirSync(root, { withFileTypes: true });
+    const results = [];
+    for (const entry of entries) {
+        if (!entry.isDirectory())
+            continue;
+        const mp = metaPath(entry.name, opts?.root);
+        const sp = statePath(entry.name, opts?.root);
+        if (!existsSync(mp) || !existsSync(sp))
+            continue;
+        try {
+            const meta = readJson(mp);
+            const state = readJson(sp);
+            results.push({
+                ...meta,
+                revision: state.revision,
+                updated_at: state.checklist.updated_at,
+            });
+        }
+        catch {
+            // Skip corrupt entries
+        }
+    }
+    return results.sort((a, b) => a.deal_name.localeCompare(b.deal_name));
+}
+export function resolveChecklist(nameOrId, opts) {
+    const root = stateRoot(opts?.root);
+    if (!existsSync(root))
+        return null;
+    // Exact UUID match
+    const exactDir = checklistDir(nameOrId, opts?.root);
+    if (existsSync(join(exactDir, 'state.json')))
+        return nameOrId;
+    // Fuzzy match by deal name
+    const entries = readdirSync(root, { withFileTypes: true });
+    const needle = nameOrId.toLowerCase();
+    for (const entry of entries) {
+        if (!entry.isDirectory())
+            continue;
+        const mp = metaPath(entry.name, opts?.root);
+        if (!existsSync(mp))
+            continue;
+        try {
+            const meta = readJson(mp);
+            if (meta.deal_name.toLowerCase() === needle)
+                return entry.name;
+        }
+        catch {
+            // Skip
+        }
+    }
+    // Substring match as fallback
+    for (const entry of entries) {
+        if (!entry.isDirectory())
+            continue;
+        const mp = metaPath(entry.name, opts?.root);
+        if (!existsSync(mp))
+            continue;
+        try {
+            const meta = readJson(mp);
+            if (meta.deal_name.toLowerCase().includes(needle))
+                return entry.name;
+        }
+        catch {
+            // Skip
+        }
+    }
+    return null;
+}
+export function getChecklistState(uuid, opts) {
+    const path = statePath(uuid, opts?.root);
+    return ChecklistStateSchema.parse(readJson(path));
+}
+export function saveChecklistState(uuid, state, opts) {
+    writeJson(statePath(uuid, opts?.root), state);
+}
+export async function appendHistory(uuid, record, opts) {
+    await appendJsonl(historyPath(uuid, opts?.root), record);
+}
+export function getHistory(uuid, opts) {
+    return readJsonl(historyPath(uuid, opts?.root));
+}
+//# sourceMappingURL=state-manager.js.map

package/dist/core/checklist/state-manager.js.map

@@ -0,0 +1 @@
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package/dist/core/checklist/status-labels.d.ts

@@ -0,0 +1,6 @@
+/**
+ * Human-readable labels for checklist enum statuses.
+ */
+export declare const STATUS_LABELS: Record<string, string>;
+export declare function humanStatus(status: string): string;
+//# sourceMappingURL=status-labels.d.ts.map

package/dist/core/checklist/status-labels.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"status-labels.d.ts","sourceRoot":"","sources":["../../../src/core/checklist/status-labels.ts"],"names":[],"mappings":"AAAA;;GAEG;AACH,eAAO,MAAM,aAAa,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAwBhD,CAAC;AAEF,wBAAgB,WAAW,CAAC,MAAM,EAAE,MAAM,GAAG,MAAM,CAElD"}

package/dist/core/checklist/status-labels.js

@@ -0,0 +1,29 @@
+/**
+ * Human-readable labels for checklist enum statuses.
+ */
+export const STATUS_LABELS = {
+    // ChecklistEntryStatusEnum
+    NOT_STARTED: 'Not Started',
+    DRAFT: 'Draft',
+    CIRCULATED: 'Circulated',
+    FORM_FINAL: 'Form Final',
+    PARTIALLY_SIGNED: 'Partially Signed',
+    FULLY_EXECUTED: 'Fully Executed',
+    DELIVERED: 'Delivered',
+    FILED_OR_RECORDED: 'Filed / Recorded',
+    // ChecklistItemStatusEnum (action items)
+    IN_PROGRESS: 'In Progress',
+    COMPLETED: 'Completed',
+    ON_HOLD: 'On Hold',
+    // SignatoryStatusEnum
+    PENDING: 'Pending',
+    RECEIVED: 'Received',
+    N_A: 'N/A',
+    // IssueStatusEnum
+    OPEN: 'Open',
+    CLOSED: 'Closed',
+};
+export function humanStatus(status) {
+    return STATUS_LABELS[status] ?? status;
+}
+//# sourceMappingURL=status-labels.js.map

package/dist/core/checklist/status-labels.js.map

@@ -0,0 +1 @@
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package/dist/core/validation/recipe.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"recipe.d.ts","sourceRoot":"","sources":["../../../src/core/validation/recipe.ts"],"names":[],"mappings":"AAQA,MAAM,WAAW,sBAAsB;IACrC,QAAQ,EAAE,MAAM,CAAC;IACjB,KAAK,EAAE,OAAO,CAAC;IACf,QAAQ,EAAE,OAAO,CAAC;IAClB,MAAM,EAAE,MAAM,EAAE,CAAC;IACjB,QAAQ,EAAE,MAAM,EAAE,CAAC;CACpB;AASD;;;;;;;GAOG;AACH,wBAAgB,cAAc,CAC5B,SAAS,EAAE,MAAM,EACjB,QAAQ,EAAE,MAAM,EAChB,OAAO,CAAC,EAAE;IAAE,MAAM,CAAC,EAAE,OAAO,CAAA;CAAE,GAC7B,sBAAsB,CAwIxB"}

package/dist/core/validation/recipe.js

@@ -48,12 +48,8 @@ export function validateRecipe(recipeDir, recipeId, options) {
             ComputedProfileSchema.parse(JSON.parse(raw));
         }
         catch (err) {
-            if (err instanceof Error) {
-                errors.push(`computed.json: ${err.message}`);
-            }
-            else {
-                errors.push('computed.json: invalid format');
-            }
+            const message = err instanceof Error ? err.message : 'invalid format';
+            errors.push(`computed.json: ${message}`);
         }
     }
     if (isScaffold) {
@@ -65,68 +61,58 @@ export function validateRecipe(recipeDir, recipeId, options) {
         }
         return { recipeId, valid: errors.length === 0, scaffold: true, errors, warnings };
     }
-    // Validate replacements.json
-    if (hasReplacements) {
-        try {
-            const raw = readFileSync(join(recipeDir, 'replacements.json'), 'utf-8');
-            const replacements = JSON.parse(raw);
-            if (typeof replacements !== 'object' || replacements === null) {
-                errors.push('replacements.json must be a JSON object');
-            }
-            else {
-                const unknownTargets = new Set();
-                for (const [key, value] of Object.entries(replacements)) {
-                    if (typeof value !== 'string') {
-                        errors.push(`replacements.json: value for "${key}" must be a string`);
-                        continue;
-                    }
-                    // Value must contain at least one {identifier} tag
-                    const tags = value.match(TAG_RE);
-                    if (!tags || tags.length === 0) {
-                        errors.push(`replacements.json: value for "${key}" must contain at least one {identifier} tag, got "${value}"`);
-                    }
-                    // All curly-brace tokens in value must be safe identifiers (no control tags)
-                    const allBraces = value.match(ANY_BRACE_RE);
-                    if (allBraces) {
-                        for (const token of allBraces) {
-                            if (!SAFE_TAG_RE.test(token)) {
-                                errors.push(`replacements.json: unsafe tag "${token}" in value for "${key}". Only {identifier} tags allowed.`);
-                                continue;
-                            }
-                            const fieldName = token.slice(1, -1);
-                            if (!metadataFieldNames.has(fieldName)) {
-                                unknownTargets.add(fieldName);
-                            }
+    // Validate replacements.json for runnable recipes.
+    try {
+        const raw = readFileSync(join(recipeDir, 'replacements.json'), 'utf-8');
+        const replacements = JSON.parse(raw);
+        if (typeof replacements !== 'object' || replacements === null) {
+            errors.push('replacements.json must be a JSON object');
+        }
+        else {
+            const unknownTargets = new Set();
+            for (const [key, value] of Object.entries(replacements)) {
+                if (typeof value !== 'string') {
+                    errors.push(`replacements.json: value for "${key}" must be a string`);
+                    continue;
+                }
+                // Value must contain at least one {identifier} tag
+                const tags = value.match(TAG_RE);
+                if (!tags || tags.length === 0) {
+                    errors.push(`replacements.json: value for "${key}" must contain at least one {identifier} tag, got "${value}"`);
+                }
+                // All curly-brace tokens in value must be safe identifiers (no control tags)
+                const allBraces = value.match(ANY_BRACE_RE);
+                if (allBraces) {
+                    for (const token of allBraces) {
+                        if (!SAFE_TAG_RE.test(token)) {
+                            errors.push(`replacements.json: unsafe tag "${token}" in value for "${key}". Only {identifier} tags allowed.`);
+                            continue;
+                        }
+                        const fieldName = token.slice(1, -1);
+                        if (!metadataFieldNames.has(fieldName)) {
+                            unknownTargets.add(fieldName);
                         }
                     }
-                    // Value must not contain the source key (infinite loop prevention)
-                    // For qualified keys, check against the searchText, not the full key.
-                    // Nth keys use single-shot replacement so they can't loop — skip the check.
-                    const parsed = parseReplacementKey(key, value);
-                    if (parsed.type === 'simple' && value.includes(parsed.searchText)) {
-                        errors.push(`replacements.json: value for "${key}" contains the key itself (would cause infinite loop)`);
-                    }
-                    else if (parsed.type === 'context' && value.includes(parsed.searchText)) {
-                        errors.push(`replacements.json: value for "${key}" contains the search text "${parsed.searchText}" (would cause infinite loop)`);
-                    }
-                    // nth keys: no infinite-loop check needed (single-shot replacement)
                 }
-                for (const fieldName of unknownTargets) {
-                    warnings.push(`Replacement target {${fieldName}} not found in metadata fields`);
+                // Value must not contain the source key (infinite loop prevention)
+                // For qualified keys, check against the searchText, not the full key.
+                // Nth keys use single-shot replacement so they can't loop — skip the check.
+                const parsed = parseReplacementKey(key, value);
+                if (parsed.type === 'simple' && value.includes(parsed.searchText)) {
+                    errors.push(`replacements.json: value for "${key}" contains the key itself (would cause infinite loop)`);
+                }
+                else if (parsed.type === 'context' && value.includes(parsed.searchText)) {
+                    errors.push(`replacements.json: value for "${key}" contains the search text "${parsed.searchText}" (would cause infinite loop)`);
                 }
+                // nth keys: no infinite-loop check needed (single-shot replacement)
+            }
+            for (const fieldName of unknownTargets) {
+                warnings.push(`Replacement target {${fieldName}} not found in metadata fields`);
             }
-        }
-        catch (err) {
-            errors.push(`replacements.json: ${err.message}`);
         }
     }
-    else {
-        if (strict) {
-            errors.push('replacements.json not found (required for runnable recipes)');
-        }
-        else {
-            warnings.push('replacements.json not found (required for runnable recipes)');
-        }
+    catch (err) {
+        errors.push(`replacements.json: ${err.message}`);
     }
     // Validate clean.json if present
     const cleanPath = join(recipeDir, 'clean.json');

package/dist/core/validation/recipe.js.map

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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@open-agreements/open-agreements",
-  "version": "0.2.0",
+  "version": "0.2.2",
   "workspaces": [
     "packages/allure-test-factory",
     "packages/contract-templates-mcp",

package/skills/cloud-service-agreement/SKILL.md

@@ -170,3 +170,12 @@ Use `list_templates` (MCP) or `list --json` (CLI) for the latest inventory and f
 - All templates produce Word DOCX files preserving original formatting
 - Templates are licensed by their respective authors (CC-BY-4.0 or CC0-1.0)
 - This tool does not provide legal advice — consult an attorney
+
+## Bespoke edits (beyond template fields)
+
+If you need to edit boilerplate or add custom language that is not exposed as a template field,
+use the `edit-docx-agreement` skill to surgically edit the generated DOCX and produce a
+tracked-changes output for review. This requires a separately configured Safe Docx MCP server.
+
+Note: templates licensed under CC-BY-ND-4.0 (e.g., YC SAFEs) can be filled for your own use
+but must not be redistributed in modified form.

package/skills/data-privacy-agreement/SKILL.md

@@ -156,3 +156,12 @@ Use `list_templates` (MCP) or `list --json` (CLI) for the latest inventory and f
 - Templates are licensed by their respective authors (CC-BY-4.0 or CC0-1.0)
 - DPAs and BAAs are regulatory documents — ensure they meet your jurisdiction's specific requirements
 - This tool does not provide legal advice — consult an attorney
+
+## Bespoke edits (beyond template fields)
+
+If you need to edit boilerplate or add custom language that is not exposed as a template field,
+use the `edit-docx-agreement` skill to surgically edit the generated DOCX and produce a
+tracked-changes output for review. This requires a separately configured Safe Docx MCP server.
+
+Note: templates licensed under CC-BY-ND-4.0 (e.g., YC SAFEs) can be filled for your own use
+but must not be redistributed in modified form.

package/skills/edit-docx-agreement/CONNECTORS.md

@@ -0,0 +1,20 @@
+# Connectors
+
+## OpenAgreements (for template filling)
+
+Use the standard OpenAgreements connectors (remote MCP or local CLI) for fill operations.
+See https://github.com/open-agreements/open-agreements/blob/main/skills/open-agreements/CONNECTORS.md for details.
+
+## Safe Docx MCP (for surgical DOCX editing)
+
+Safe Docx is a **separate MCP server** that must be configured independently.
+It is not part of the OpenAgreements skill set.
+
+The user must have Safe Docx MCP already set up in their agent environment.
+If Safe Docx tools are not available, instruct the user to:
+
+1. Visit https://github.com/UseJunior/safe-docx for setup instructions
+2. Configure the Safe Docx MCP server in their agent's MCP settings
+3. Restart their agent session
+
+Do not instruct the agent to download or install packages at runtime.

package/skills/edit-docx-agreement/SKILL.md

@@ -0,0 +1,77 @@
+---
+name: edit-docx-agreement
+description: >-
+  Make bespoke edits to a DOCX agreement generated by OpenAgreements (or any existing DOCX),
+  using Safe Docx MCP tools for surgical, formatting-preserving edits and tracked-changes outputs.
+license: MIT
+compatibility: >-
+  Works with any agent. Requires a separately configured Safe Docx MCP server for document editing.
+  OpenAgreements fill capabilities require the OpenAgreements remote MCP or local CLI.
+metadata:
+  author: open-agreements
+  version: "0.2.0"
+---
+
+# edit-docx-agreement
+
+Use this skill when a user asks for **custom edits that are not exposed as template fields** in an OpenAgreements-generated (or any existing) DOCX agreement.
+
+> **Interactivity note**: Always ask the user for missing inputs (file path, change intent, output preferences).
+
+## Security model
+
+This skill bridges two separate systems:
+- **OpenAgreements** (remote MCP or local CLI) — for template filling. Follows the OpenAgreements zero-download security model.
+- **Safe Docx** (local MCP server) — for surgical DOCX editing. Requires separate setup. This is **not** part of the OpenAgreements skill set and has its own trust/security model.
+
+The agent must have Safe Docx MCP tools available to perform edits. If Safe Docx tools are not detected, inform the user and provide setup guidance (see Connectors).
+
+## Decision rule: refill vs edit vs both
+
+1. **Field-only changes** (e.g., party name, date, amount, valuation cap):
+   Re-run OpenAgreements `fill_template` with the updated field values. No Safe Docx needed.
+
+2. **Boilerplate-only changes** (e.g., custom clause, modified standard language):
+   Use Safe Docx MCP tools to surgically edit the existing DOCX.
+
+3. **Mixed changes** (field updates + bespoke edits):
+   Re-fill via OpenAgreements first (to get a clean base with updated fields), save the output locally, then use Safe Docx to apply bespoke edits on the fresh file.
+
+## Execution
+
+### Step 0: Confirm you have a local .docx file path
+
+- If OpenAgreements was run via remote MCP, the fill response returns a download URL (with `expires_at`). Save the DOCX to a local path immediately.
+- If the download link has expired, re-run `fill_template` to get a fresh URL.
+- If OpenAgreements was run via local CLI, use the output file path directly.
+
+### Step 1: Verify Safe Docx MCP is available
+
+Check whether Safe Docx tools (e.g., `read_file`, `replace_text`, `apply_plan`) are available in the current session.
+
+- **If available**: proceed to Step 2.
+- **If not available**: inform the user that Safe Docx MCP is required for bespoke edits and provide setup instructions from the Connectors file. Stop here until the user configures it.
+
+### Step 2: Apply the decision rule
+
+Follow the routing logic above (field-only / boilerplate-only / mixed).
+
+For Safe Docx edits:
+- Use `read_file` to locate target paragraphs
+- Use `replace_text` or `insert_paragraph` for surgical changes
+- Use `apply_plan` for batch edits (fails safely if any step is invalid)
+- Re-read edited paragraphs to verify changes
+
+### Step 3: Deliver reviewable outputs
+
+Use Safe Docx `download` to save:
+- A **tracked-changes** DOCX for legal review
+- A **clean** DOCX for signing (optional but recommended)
+
+Summarize edits for the user (paragraph IDs, before/after text).
+
+## Licensing note
+
+Some templates (notably YC SAFEs) are licensed under CC-BY-ND-4.0. You can fill them for your own use but must not redistribute modified versions of the template itself. The filled output may constitute an "adapted work" — do not redistribute your filled output publicly without reviewing the license terms. See `docs/licensing.md` for details.
+
+This tool does not provide legal advice — consult an attorney.

package/skills/employment-contract/SKILL.md

@@ -155,3 +155,12 @@ Use `list_templates` (MCP) or `list --json` (CLI) for the latest inventory and f
 - OpenAgreements employment templates are licensed under CC-BY-4.0
 - These templates are designed for US at-will employment — state-specific laws may apply
 - This tool does not provide legal advice — consult an attorney
+
+## Bespoke edits (beyond template fields)
+
+If you need to edit boilerplate or add custom language that is not exposed as a template field,
+use the `edit-docx-agreement` skill to surgically edit the generated DOCX and produce a
+tracked-changes output for review. This requires a separately configured Safe Docx MCP server.
+
+Note: templates licensed under CC-BY-ND-4.0 (e.g., YC SAFEs) can be filled for your own use
+but must not be redistributed in modified form.

package/skills/iso-27001-evidence-collection/CONNECTORS.md

@@ -0,0 +1,23 @@
+# Connectors
+
+## How tool references work
+
+This skill uses `~~category` placeholders for optional integrations. The skill works without any connectors configured — they enhance the experience when available.
+
+## Connectors for this skill
+
+| Category | Placeholder | Recommended server | Other options |
+|----------|-------------|-------------------|---------------|
+| Compliance data | `~~compliance` | Compliance MCP server (planned — not yet available) | Local `compliance/` directory files |
+
+### Local compliance data (current default)
+
+If the `compliance/` directory exists with evidence status files, the skill reads those directly. No MCP server needed — just ensure evidence files in `compliance/evidence/*.md` are up to date.
+
+### Compliance MCP server (planned)
+
+A dedicated compliance MCP server with automated gap detection and evidence freshness tracking is planned but not yet available. When released, it will be installable as a standard MCP server. Until then, the skill operates in local-data or reference-only mode.
+
+### Fallback: Reference only
+
+Without any connector, the skill uses embedded checklists and CLI command reference. No organization-specific evidence status is available in this mode.