@open-agreements/open-agreements 0.4.0 → 0.5.0

package/content/recipes/nvca-rofr-co-sale-agreement/replacements.json

@@ -7,11 +7,70 @@
   "[AMENDED AND RESTATED]": "{amended_restated_upper}",
   "[Amended and Restated]": "{amended_restated}",
   "[judicial district]": "{judicial_district}",
-  "[state]": "{state_lower}",
   "[description of business]": "{business_description}",
   "[Signature Page Follows]": "{signature_page_marker}",
   "[_____ __, 20___]": "{effective_date}",
   "[specify percentage]": "{specify_percentage}",
-  "[45]": "{rofr_response_days}",
-  "[Key Holders]": "{key_holders_label}"
+  "[Key Holders]": "{key_holders_label}",
+  "[________], 20[__]": "{effective_date}",
+  "among [____________], a Delaware": "among {company_name}, a Delaware",
+  "U.S. District Court for the District of [_____]": "U.S. District Court for the {judicial_district}",
+  "Depositions shall be conducted in accordance with the > [state]": "{state_lower}",
+  "submit to the jurisdiction of the state courts of > [state]": "{state_lower}",
+  "except in the state courts of > [state]": "{state_lower}",
+  "or any state court of > [state]": "{state_lower}",
+  "not later than > [45]": "{rofr_response_days}",
+  "(ii) > [45]": "{rofr_response_days}",
+  "Series > [___]": "{optional_blank_value}",
+  "Section 2 of Article Fourth, Part B": "Section Two of Article Fourth, Part B{optional_blank_value}",
+  ". In order to enforce the foregoing covenant": "In order to enforce the foregoing covenant{optional_blank_value}",
+  ". Unless and only to the extent otherwise superseded by an underwriting agreement entered into in connection with the underwritten Public Offering": "Unless and only to the extent otherwise superseded by an underwriting agreement entered into in connection with the underwritten Public Offering{optional_blank_value}",
+  "Email:   ": "Email:{optional_blank_value}",
+  "clause[(s)]": "clause{optional_blank_value}",
+  "clauses (a)": "clause (a){optional_blank_value}",
+  "clause (a) or (c) above": "clause (a) above{optional_blank_value}",
+  "(a)[, (c), (d) or (e)]": "(a){optional_blank_value}",
+  "[WHEREAS, the Company, [certain of]": "{optional_blank_value}",
+  "[, the Existing Investors]": "{optional_blank_value}",
+  "[amending and restating the Prior Agreement in its entirety and]": "{optional_blank_value}",
+  "[but excluding any shares of Common Stock issued upon Conversion of Preferred Stock pursuant to a Special Mandatory Conversion (as defined in the Restated Certificate)]": "{optional_blank_value}",
+  "[Additionally, in no event shall [____]": "{optional_blank_value}",
+  "[“DPA” means Section 721 of the Defense Production Act, as amended, including all implementing regulations thereof.": "{optional_blank_value}",
+  "“DPA Triggering Rights” means (i) “control” (as defined in the DPA);": "{optional_blank_value}",
+  "“Entity Transfer” means any sale, assignment, derivative transaction, issuance, encumbrance, hypothecation, pledge, conveyance in trust, gift, transfer by request, devise or descent, or other transfer or disposition of any kind, including, but not limited to, transfers to receivers, levying creditors, trustees or receivers in bankruptcy proceedings or general assignees for the benefit of creditors, whether voluntary or by operation of law, directly or indirectly of any ownership or economic interest in such entity.": "{optional_blank_value}",
+  "[“Foreign Person” means either (i) a Person or government that is a “foreign person” within the meaning of the DPA or (ii) a Person through whose investment a “foreign person” within the meaning of the DPA would obtain any DPA Triggering Rights.]": "{optional_blank_value}",
+  "[; provided, however, that any such person shall cease to be considered an Investor for purposes of this Agreement at any time such person and his, her or its Affiliates collectively hold fewer than [____________]": "{optional_blank_value}",
+  "[and Series [_]": "{optional_blank_value}",
+  "[“Qualified Direct Listing” has the meaning ascribed to it in the Restated Certificate.]": "{optional_blank_value}",
+  "[full-time]": "{optional_blank_value}",
+  "[or consultant (excluding service solely as member of the Board)]": "{optional_blank_value}",
+  "[, European Union, or United Kingdom]": "{optional_blank_value}",
+  "[, the Consolidated List of Persons, Groups, and Entities Subject to EU Financial Sanctions, and the UK’s Consolidated Sanctions List]": "{optional_blank_value}",
+  "[In the event of a conflict between this Agreement and any other agreement that may have been entered into by a Key Holder with the Company that contains a preexisting right of first refusal, the Company and the Key Holder acknowledge and agree that the terms of this Agreement shall control and the preexisting right of first refusal shall be deemed satisfied by compliance with Section 2.1(a) and this Section 2.1(b).]": "{optional_blank_value}",
+  "[In the event of a conflict between this Agreement and the Company’s Bylaws containing a preexisting right of first refusal, the terms of the Bylaws will control and compliance with the Bylaws shall be deemed compliance with this Section 2.1(a) and (b) in full.]": "{optional_blank_value}",
+  "[Forfeiture of Rights. Notwithstanding the foregoing, if the total number of shares of Transfer Stock that the Company and the Investors have agreed to purchase in the Company Notice, Investor Notices and Undersubscription Notices is less than the total number of shares of Transfer Stock, then the Company and the Investors shall be deemed to have forfeited any right to purchase such Transfer Stock, and the selling Key Holder shall be free to sell all, but not less than all, of the Transfer Stock to the Prospective Transferee on terms and conditions substantially similar to (and in no event more favorable than) the terms and conditions set forth in the Proposed Transfer Notice, it being understood and agreed that (i) any such sale or transfer shall be subject to the other terms and restrictions of this Agreement, including, without limitation, the terms and restrictions set forth in Sections 2.2 and 6.9(b); (ii) any future Proposed Key Holder Transfer shall remain subject to the terms and conditions of this Agreement, including this Section 2; and (iii) such sale shall be consummated within 45 days after receipt of the Proposed Transfer Notice by the Company and, if such sale is not consummated within such 45 day period, such sale shall again become subject to the Right of First Refusal and Secondary Refusal Right on the terms set forth herein.]": "{optional_blank_value}",
+  "[(including any shares that such Participating Investor has agreed to purchase pursuant to the Secondary Refusal Right)]": "{optional_blank_value}",
+  "[(including any shares that all Participating Investors have collectively agreed to purchase pursuant to the Secondary Refusal Right)]": "{optional_blank_value}",
+  "[selling Key Holder]": "{optional_blank_value}",
+  "[To the extent one or more of the Participating Investors exercise such right of participation in accordance with the terms and conditions set forth herein, the number of shares of Transfer Stock that the selling Key Holder may sell in the Proposed Key Holder Transfer shall be correspondingly reduced.]": "{optional_blank_value}",
+  "[Limitation on Foreign Person Investors": "{optional_blank_value}",
+  ". Notwithstanding the covenants set forth in this Section 2, no Investor that is a Foreign Person shall be permitted to obtain greater than 9.9% of the outstanding voting shares of the Company.]": "{optional_blank_value}",
+  "[Entity Transfers. No Key Holder that is a trust, corporation, partnership, limited liability company or other entity shall engage or permit any Entity Transfer without complying with this Agreement mutatis mutandis as if such Entity Transfer were a direct Transfer of Transfer Stock by the Key Holder.]": "{optional_blank_value}",
+  "[; (d) to a pledge of Transfer Stock that creates a mere security interest in the pledged Transfer Stock, provided that the pledgee thereof agrees in writing in advance to be bound by and comply with all applicable provisions of this Agreement to the same extent as if it were the Key Holder making such pledge;]": "{optional_blank_value}",
+  "[or (e) to the sale by the Key Holder of up to [__]": "{optional_blank_value}",
+  "[(d) Foreign Person that pursuant to any such transfer would acquire any DPA Triggering Rights, unless otherwise approved by the majority of the disinterested members of the]": "{optional_blank_value}",
+  "[or Qualified Direct Listing, as applicable]": "{optional_blank_value}",
+  "[in which the consideration received by the Investors in such Deemed Liquidation Event is in the form of cash and/or publicly traded securities, or if the Investors receive substantially similar rights]": "{optional_blank_value}",
+  "[The parties (i) hereby irrevocably and unconditionally submit to the jurisdiction of the state courts of [state]": "{optional_blank_value}",
+  "[Upon the effectiveness of this Agreement, the Prior Agreement shall be deemed amended and restated and superseded and replaced in its entirety by this Agreement, and shall be of no further force or effect.]": "{optional_blank_value}",
+  "[Qualified]": "{optional_blank_value}",
+  "[provided that such consent shall not be required if the Key Holders do not then own shares of Capital Stock representing at least [__]": "{optional_blank_value}",
+  "[Notwithstanding Section 6.8(a) above, (i) this Agreement may not be amended, modified or terminated and the observance of any term hereunder may not be waived with respect to any Investor or Key Holder without the written consent of such Investor or Key Holder unless such amendment, modification, termination or waiver applies to all Investors and Key Holders, respectively, in the same fashion [(it being agreed that a waiver of the provisions of Section 2 with respect to a particular transaction shall be deemed to apply to all Investors in the same fashion if such waiver does so by its terms, notwithstanding the fact that certain Investors may nonetheless, by agreement with the Company, purchase or sell securities in such transaction; [provided, however, if, after giving effect to any waiver of Section 2 with respect to a particular transaction, a waiving Investor in fact purchases or sells securities in such transaction (a “Participating Investor”), the aforementioned waiver shall be deemed to apply to any Investor only if that Investor has been provided the opportunity to purchase or sell a proportional number of the securities in such transaction based on relative participation of all Participating Investors)]": "{optional_blank_value}",
+  "[__________]": "{optional_blank_value}",
+  "[Each party will bear its own costs in respect of any disputes arising under this Agreement.]": "{optional_blank_value}",
+  "[The prevailing party shall be entitled to reasonable attorney’s fees, costs, and necessary disbursements in addition to any other relief to which such party may be entitled.]": "{optional_blank_value}",
+  "[Key Holder Name": "{optional_blank_value}",
+  "Personal Address": "{optional_blank_value}",
+  "Personal Email]": "{optional_blank_value}",
+  "[Signature Page to [Amended and Restated]": "{optional_blank_value}"
 }

package/content/recipes/nvca-stock-purchase-agreement/clean.json

@@ -1,13 +1,18 @@
 {
   "removeFootnotes": true,
   "removeParagraphPatterns": [
-    "^This sample document is the work product of a national coalition of attorneys",
-    "^For those who will redline this against prior NVCA versions",
     "^The Stock Purchase Agreement sets forth the basic terms of the purchase and sale of the preferred stock",
     "^Note to Drafter:",
     "^Preliminary Note\\b",
     "^Alternative 1:",
     "^Alternative 2:",
-    "^\\[Alternative"
+    "^\\[Alternative",
+    "^Last [Uu]pdated"
+  ],
+  "removeRanges": [
+    {
+      "start": "^This sample document is the work product",
+      "end": "are flagged as .Revised."
+    }
   ]
 }

package/content/recipes/nvca-stock-purchase-agreement/metadata.yaml

@@ -76,6 +76,11 @@ fields:
     type: string
     description: Titlecase word used for single-closing phrasing
     default: Initial
+  - name: closing_type
+    type: enum
+    description: Single closing or additional closings
+    options: [single, additional]
+    default: single
   - name: dispute_resolution_mode
     type: enum
     description: Dispute resolution alternative in SPA (Alternative 1 arbitration or Alternative 2 courts)
@@ -121,7 +126,7 @@ fields:
   - name: applicable_purchasers
     type: string
     description: Names of the applicable purchasers
-required_fields:
+priority_fields:
   - company_name
   - investor_name
   - company_counsel

package/content/recipes/nvca-stock-purchase-agreement/normalize.json

@@ -12,22 +12,6 @@
       "trim_unmatched_trailing_bracket": true,
       "expected_min_matches": 1
     },
-    {
-      "id": "fill-initial-closing-minimum-shares",
-      "section_heading": "Conditions of the Purchasers’ Obligations at Closing",
-      "section_heading_any": [
-        "Proceedings and Documents",
-        "Voting Agreement"
-      ],
-      "paragraph_contains": "A minimum of",
-      "paragraph_end_contains": "Shares must be sold at the [Initial] Closing.]",
-      "replacements": {
-        "[_________]": "{minimum_shares_initial_closing}",
-        "[_______]": "{minimum_shares_initial_closing}"
-      },
-      "trim_unmatched_trailing_bracket": true,
-      "expected_min_matches": 1
-    },
     {
       "id": "fill-company-counsel-name",
       "section_heading": "Conditions of the Purchasers’ Obligations at Closing",

package/content/recipes/nvca-stock-purchase-agreement/replacements.json

@@ -8,20 +8,17 @@
   "[name of Investor's counsel]": "{investor_counsel}",
   "[insert name of Company counsel]": "{company_counsel_name}",
   "[name of lead Purchaser]": "{lead_purchaser_name}",
-  "[___]#1": "{series_designation}",
-  "[___]#2": "{series_designation}",
-  "[___]#3": "{series_designation}",
-  "[___]#4": "{series_designation}",
-  "[___]#6": "{series_designation}",
-  "[________]#1": "{agreement_date_month_day}",
-  "[__]#1": "{agreement_year_two_digits}",
-  "[__]#2": "{par_value_per_share}",
-  "[__]#3": "{purchase_price_per_share}",
-  "[__]#4": "{series_designation}",
+  "SERIES > [___]": "{series_designation}",
+  "Series > [___]": "{series_designation}",
+  "is made as of > [________]": "{agreement_date_month_day}",
+  ", 20 > [__]": "{agreement_year_two_digits}",
+  "Stock, $ > [__]": "{par_value_per_share}",
+  "purchase price of $ > [__]": "{purchase_price_per_share}",
+  "such Series > [__]": "{series_designation}",
   "[applicable]": "{applicable_word}",
   "[with respect to such Closing]": "{optional_closing_reference}",
   "[or, as applicable, a purchase price of $[___] per share with respect to the shares of Series [____] Preferred Stock being issued [in the Initial Closing] pursuant to any cancellation or conversion of Convertible Securities (as defined below) as set forth in Section 1.3 below]": "{optional_clause_text}",
-  "[s]#1": "{optional_plural_suffix}",
+  "Closing > [s]": "{optional_plural_suffix}",
   "[Initial Closing.]": "{closing_heading}",
   "[initial]": "{initial_word_lower}",
   "[Initial]": "{initial_word_title}",
@@ -37,5 +34,11 @@
   "[specify percentage]": "{specify_percentage}",
   "[monthly]": "{financial_reporting_period}",
   "[list the individual director names]": "{director_names}",
-  "[name the applicable Purchasers]": "{applicable_purchasers}"
+  "[name the applicable Purchasers]": "{applicable_purchasers}",
+  "A minimum of > [_________]": "{minimum_shares_initial_closing}",
+  "A minimum of > [_______]": "{minimum_shares_initial_closing}",
+  "expenses of > [_______]": "{investor_counsel}",
+  "U.S. District Court for the District of [_____]": "U.S. District Court for the {judicial_district}",
+  "\u201cSeries > [___]": "{series_designation}",
+  "\"Series > [___]": "{series_designation}"
 }

package/content/recipes/nvca-stock-purchase-agreement/selections.json

@@ -0,0 +1,17 @@
+{
+  "groups": [
+    {
+      "id": "additional_closings",
+      "type": "checkbox",
+      "standalone": true,
+      "markerless": true,
+      "options": [
+        {
+          "marker": "Additional Closings",
+          "trigger": { "field": "closing_type", "equals": "additional" },
+          "replaceWith": "[Reserved]"
+        }
+      ]
+    }
+  ]
+}

package/content/recipes/nvca-voting-agreement/clean.json

@@ -2,6 +2,16 @@
   "removeFootnotes": true,
   "removeParagraphPatterns": [
     "^Note to Drafter:",
-    "^Preliminary Note\\b"
+    "^Preliminary Note\\b",
+    "^\\[?Alternative 1:",
+    "^\\[?Alternative 2:",
+    "^\\[Alternative",
+    "^Last [Uu]pdated"
+  ],
+  "removeRanges": [
+    {
+      "start": "^This sample document is the work product",
+      "end": "are flagged as .Revised."
+    }
   ]
 }

package/content/recipes/nvca-voting-agreement/metadata.yaml

@@ -55,7 +55,7 @@ fields:
     type: string
     description: Signature page marker text
     default: Signature Page Follows
-required_fields:
+priority_fields:
   - company_name
   - investor_name
   - key_holder_name

package/content/recipes/nvca-voting-agreement/replacements.json

@@ -14,5 +14,6 @@
   "[judicial district]": "{judicial_district}",
   "[state]": "{state_of_incorporation_lower}",
   "[specify percentage]": "{specify_percentage}",
-  "[Signature Page Follows]": "{signature_page_marker}"
+  "[Signature Page Follows]": "{signature_page_marker}",
+  "U.S. District Court for the District of [_____]": "U.S. District Court for the {judicial_district}"
 }

package/content/templates/bonterms-mutual-nda/metadata.yaml

@@ -47,7 +47,7 @@ fields:
     description: Courts with jurisdiction over disputes
     default: courts located in San Francisco, California
     section: Legal
-required_fields:
+priority_fields:
   - party_1_name
   - party_2_name
   - effective_date

package/content/templates/bonterms-professional-services-agreement/metadata.yaml

@@ -37,7 +37,7 @@ fields:
     description: 'Type of rights in deliverables: "licensed" or "assigned"'
     default: licensed
     section: Terms
-required_fields:
+priority_fields:
   - customer_name
   - provider_name
   - effective_date

package/content/templates/closing-checklist/metadata.yaml

@@ -27,6 +27,6 @@ fields:
   - name: open_issues
     type: array
     description: Unlinked issues (issue_id, title, status, summary)
-required_fields:
+priority_fields:
   - deal_name
   - updated_at

package/content/templates/common-paper-ai-addendum/metadata.yaml

@@ -162,6 +162,6 @@ fields:
     type: string
     description: Notice email address for the Customer
     section: Signature Block
-required_fields:
+priority_fields:
   - company_name
   - agreement_description

package/content/templates/common-paper-ai-addendum-in-app/metadata.yaml

@@ -106,4 +106,4 @@ fields:
     type: boolean
     description: Customer AI-specific Covered Claims apply
     section: AI Liability
-required_fields: []
+priority_fields: []

package/content/templates/common-paper-amendment/metadata.yaml

@@ -90,7 +90,7 @@ fields:
     type: string
     description: Notice email address for the second party
     section: Signature Block
-required_fields:
+priority_fields:
   - company_name
   - party_1
   - party_2

package/content/templates/common-paper-business-associate-agreement/metadata.yaml

@@ -158,7 +158,7 @@ fields:
     type: string
     description: Notice email address for the Company
     section: Signature Block
-required_fields:
+priority_fields:
   - company_name
   - party_role
   - principal_agreement

package/content/templates/common-paper-cloud-service-agreement/metadata.yaml

@@ -390,7 +390,7 @@ fields:
     type: string
     description: Notice email address for the Customer
     section: Signature Block
-required_fields:
+priority_fields:
   - provider_name
   - customer_name
   - provider_legal_name

package/content/templates/common-paper-csa-click-through/metadata.yaml

@@ -66,7 +66,7 @@ fields:
     type: string
     description: Reference to pricing page
     section: Payment
-required_fields:
+priority_fields:
   - provider_name
   - cloud_service
   - governing_law

package/content/templates/common-paper-csa-with-ai/metadata.yaml

@@ -592,7 +592,7 @@ fields:
     type: string
     description: Notice email address for the Customer
     section: Signature Block
-required_fields:
+priority_fields:
   - company_name
   - provider_name
   - customer_name

package/content/templates/common-paper-csa-with-sla/metadata.yaml

@@ -533,7 +533,7 @@ fields:
     type: string
     description: Notice email address for the Customer
     section: Signature Block
-required_fields:
+priority_fields:
   - company_name
   - provider_name
   - customer_name

package/content/templates/common-paper-csa-without-sla/metadata.yaml

@@ -502,7 +502,7 @@ fields:
     type: string
     description: Notice email address for the Customer
     section: Signature Block
-required_fields:
+priority_fields:
   - company_name
   - provider_name
   - customer_name

package/content/templates/common-paper-data-processing-agreement/metadata.yaml

@@ -512,7 +512,7 @@ fields:
     type: string
     description: Company name for the Customer signatory (entity only)
     section: Signature Block
-required_fields:
+priority_fields:
   - company_name
   - product_name
   - underlying_agreement

package/content/templates/common-paper-design-partner-agreement/metadata.yaml

@@ -148,7 +148,7 @@ fields:
     type: string
     description: Notice email address for the Partner
     section: Signature Block
-required_fields:
+priority_fields:
   - company_name
   - product_description
   - governing_law

package/content/templates/common-paper-independent-contractor-agreement/metadata.yaml

@@ -96,7 +96,7 @@ fields:
     type: string
     description: Notice email address for the Contractor
     section: Signature Block
-required_fields:
+priority_fields:
   - company_name_and_address
   - contractor_name_and_address
   - services_description

package/content/templates/common-paper-letter-of-intent/metadata.yaml

@@ -82,7 +82,7 @@ fields:
     type: string
     description: Notice email address for the Customer
     section: Signature Block
-required_fields:
+priority_fields:
   - company_name
   - product_name
   - product_description

package/content/templates/common-paper-mutual-nda/metadata.yaml

@@ -97,7 +97,7 @@ fields:
     type: string
     description: Notice email address for the second party
     section: Signature Block
-required_fields:
+priority_fields:
   - purpose
   - effective_date
   - mnda_term

package/content/templates/common-paper-one-way-nda/metadata.yaml

@@ -73,7 +73,7 @@ fields:
     type: string
     description: Notice email address for the Recipient
     section: Signature Block
-required_fields:
+priority_fields:
   - discloser_name_and_address
   - effective_date
   - purpose

package/content/templates/common-paper-order-form/metadata.yaml

@@ -190,7 +190,7 @@ fields:
     type: string
     description: Notice email address for the Customer
     section: Signature Block
-required_fields:
+priority_fields:
   - company_name
   - provider_name
   - customer_name

package/content/templates/common-paper-order-form-with-sla/metadata.yaml

@@ -248,7 +248,7 @@ fields:
     type: string
     description: Notice email address for the Customer
     section: Signature Block
-required_fields:
+priority_fields:
   - company_name
   - provider_name
   - customer_name

package/content/templates/common-paper-partnership-agreement/metadata.yaml

@@ -361,7 +361,7 @@ fields:
     type: string
     description: Notice email address for the Partner
     section: Signature Block
-required_fields:
+priority_fields:
   - company_name
   - governing_law
   - jurisdiction

package/content/templates/common-paper-pilot-agreement/metadata.yaml

@@ -140,7 +140,7 @@ fields:
     type: string
     description: Notice email address for the Customer
     section: Signature Block
-required_fields:
+priority_fields:
   - company_name
   - product_description
   - pilot_period

package/content/templates/common-paper-professional-services-agreement/metadata.yaml

@@ -447,7 +447,7 @@ fields:
     type: string
     description: Notice email address for the Customer
     section: Signature Block
-required_fields:
+priority_fields:
   - company_name
   - provider_name
   - customer_name

package/content/templates/common-paper-software-license-agreement/metadata.yaml

@@ -10,4 +10,4 @@ attribution_text: >-
   Based on the Common Paper Software License Agreement, available at https://commonpaper.com. Licensed under CC BY 4.0.
   Copyright Common Paper, Inc.
 fields: []
-required_fields: []
+priority_fields: []

package/content/templates/common-paper-statement-of-work/metadata.yaml

@@ -170,7 +170,7 @@ fields:
     type: string
     description: Notice email address for the Customer
     section: Signature Block
-required_fields:
+priority_fields:
   - company_name
   - provider_name
   - customer_name

package/content/templates/common-paper-term-sheet/metadata.yaml

@@ -70,7 +70,7 @@ fields:
     type: string
     description: Notice email address for the second party
     section: Signature Block
-required_fields:
+priority_fields:
   - company_name
   - topic
   - topic_details

package/content/templates/openagreements-employee-ip-inventions-assignment/metadata.yaml

@@ -68,4 +68,4 @@ fields:
     description: Internal computed footer text for document-system traceability
     default: ''
     section: Document Management
-required_fields: []
+priority_fields: []

package/content/templates/openagreements-employment-confidentiality-acknowledgement/metadata.yaml

@@ -57,4 +57,4 @@ fields:
     description: Internal computed footer text for document-system traceability
     default: ''
     section: Document Management
-required_fields: []
+priority_fields: []

package/content/templates/openagreements-employment-offer-letter/metadata.yaml

@@ -72,4 +72,4 @@ fields:
     description: Internal computed footer text for document-system traceability
     default: ''
     section: Document Management
-required_fields: []
+priority_fields: []

package/content/templates/working-group-list/metadata.yaml

@@ -18,5 +18,5 @@ fields:
   - name: working_group
     type: array
     description: Array of working group members (name, organization, role, email)
-required_fields:
+priority_fields:
   - deal_name

package/dist/cli/index.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../src/cli/index.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,OAAO,EAAE,MAAM,WAAW,CAAC;AAyBpC,wBAAgB,aAAa,IAAI,OAAO,CAsPvC;AA8CD,wBAAsB,MAAM,CAAC,IAAI,WAAe,GAAG,OAAO,CAAC,IAAI,CAAC,CAG/D"}
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../src/cli/index.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,OAAO,EAAE,MAAM,WAAW,CAAC;AAyBpC,wBAAgB,aAAa,IAAI,OAAO,CA2PvC;AA8CD,wBAAsB,MAAM,CAAC,IAAI,WAAe,GAAG,OAAO,CAAC,IAAI,CAAC,CAG/D"}

package/dist/cli/index.js

@@ -24,6 +24,7 @@ export function createProgram() {
         .argument('<template>', 'Template name to fill')
         .option('-o, --output <path>', 'Output file path')
         .option('-d, --data <json-file>', 'JSON file with field values')
+        .option('--values <json-file>', 'Alias for --data')
         .option('--set <key=value...>', 'Set a field value (repeatable)')
         .option('--memo [format]', 'Generate memo artifact(s): json, markdown, or both (default: both)')
         .option('--memo-json <path>', 'Output path for memo JSON')
@@ -32,8 +33,9 @@ export function createProgram() {
         .option('--memo-baseline <template-id>', 'Baseline template id for deterministic variance checks')
         .action(async (template, opts) => {
         let values = {};
-        if (opts.data) {
-            values = JSON.parse(readFileSync(opts.data, 'utf-8'));
+        const dataPath = opts.data ?? opts.values;
+        if (dataPath) {
+            values = JSON.parse(readFileSync(dataPath, 'utf-8'));
         }
         for (const pair of opts.set ?? []) {
             const eq = pair.indexOf('=');
@@ -76,6 +78,7 @@ export function createProgram() {
         .option('-i, --input <path>', 'Source DOCX file (auto-downloads if omitted)')
         .option('-o, --output <path>', 'Output file path')
         .option('-d, --data <json-file>', 'JSON file with field values')
+        .option('--values <json-file>', 'Alias for --data')
         .option('--keep-intermediate', 'Preserve intermediate files')
         .option('--computed-out <path>', 'Write computed interaction artifact JSON')
         .option('--no-normalize-brackets', 'Disable post-fill bracket artifact normalization')
@@ -84,7 +87,7 @@ export function createProgram() {
             recipeId,
             input: opts.input,
             output: opts.output,
-            data: opts.data,
+            data: opts.data ?? opts.values,
             keepIntermediate: opts.keepIntermediate,
             computedOut: opts.computedOut,
             normalizeBrackets: opts.normalizeBrackets,
@@ -124,8 +127,9 @@ export function createProgram() {
         .description('Initialize a new checklist in the state directory')
         .argument('<deal-name>', 'Deal name for the checklist')
         .option('-d, --data <json-file>', 'JSON file with initial checklist data (brownfield)')
+        .option('--values <json-file>', 'Alias for --data')
         .action(async (dealName, opts) => {
-        await runChecklistCreate({ dealName, data: opts.data });
+        await runChecklistCreate({ dealName, data: opts.data ?? opts.values });
     });
     checklistCmd
         .command('list')