obolos 1.4.0 → 1.5.0

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package/package.json CHANGED
@@ -1,6 +1,6 @@
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  {
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  "name": "obolos",
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- "version": "1.4.0",
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+ "version": "1.5.0",
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  "description": "Agent-friendly command line interface for the obolos protocol",
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  "license": "SEE LICENSE IN LICENSE",
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  "repository": {
@@ -58,7 +58,7 @@ skill together; run it when a command or flag this skill names is missing.
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  obolos doctor --json # RPC, chain, deployments, whether a key is configured
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  obolos login # connect this terminal as one of the user's agent wallets
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  obolos login --try # the same on try.obolos.io, when that is where the user's account is
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- obolos companies # companies the acting wallet holds a role in
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+ obolos companies # companies the acting wallet holds a role in, or the agent holds powers at
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  obolos use '#3' # select a company by #id or address
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  obolos whoami # the agent wallet and its powers, or the key's roles there
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  obolos company show
@@ -113,12 +113,9 @@ stand, so nothing is signed again. `obolos login --key` signs in with the user's
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  An agent wallet does only what the user gave it on the Passport page, per wallet and company: Read
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  opens the company, that wallet's holdings and the documents it can open; Vote casts votes and gives
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  proxies; Manage equity runs share classes, shares, grants, vesting, notes, SAFEs and the data room,
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- within the roles the wallet holds; Raise creates and runs rounds; Create a company sets up the one
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- company the user named there. Role grants, upgrades and treasury withdrawals take the user's own
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- key: `cli.missing_power` with `power: null` says so; pass that on. Run `obolos company incorporate` with that ticker,
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- jurisdiction and entity; its deploy works once. `workflow.company.incorporate.plan_moved` means
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- another company was created from that wallet since: deploy nothing and ask the user to give Create a
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- company again. Its sends are sponsored and count against the user's daily limit.
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+ within the roles the wallet holds; Raise creates and runs rounds. Role grants, upgrades and treasury
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+ withdrawals take the user's own key: `cli.missing_power` with `power: null` says so; pass that on. Its
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+ sends are sponsored and count against the user's daily limit.
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  An agent buys no credits. `obolos credits topup [--amount <usd>]` opens the company's billing page in
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  the user's browser and waits up to 15 minutes for the credits. Off a terminal, add `--no-wait`: it
@@ -129,12 +126,10 @@ they loaded the credits, then check with `obolos credits show`.
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  the CLI offers to connect again; otherwise ask the user, then run `obolos login`.
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  - **Exit 3, `cli.missing_power`**: `details` names the `power`, the `wallet` and the `company`. Tell
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  the user to give it under the agent wallet's Powers on the Passport page; never route around it.
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- - **Exit 3, `cli.outside_power`**: the call's values differ from the ones the user approved, such as
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- another ticker. Use the approved values, or ask the user to give the power again with these.
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+ - **Exit 3, `cli.outside_power`**: the call's values differ from the ones the user approved. Use the
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+ approved values, or ask the user to give the power again with these.
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  - **Exit 3, `cli.approval_stale`**: the approval was removed or used up, or the wallet changed. The user
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  gives the powers again on the Passport page.
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- - **Exit 3, `cli.split_operation`**: one operation can't carry these calls together; the deploy goes in an
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- operation of its own, one company at a time.
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  - **Exit 5, `cli.nonce_taken`**: another operation from the wallet went first, and this one never went
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  out. Run the command again.
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  - **Exit 5, `cli.send_failed` with `details.operation`**: the operation went out, but how it ended
@@ -147,6 +142,29 @@ they loaded the credits, then check with `obolos credits show`.
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  `obolos agents check <address>` asks whether a verified person stands behind any agent wallet. It
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  never says who.
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+ ### Making a company with the user
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+
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+ An agent doesn't create companies; the user does, in one obolos window the agent opens. When the user
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+ wants a company:
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+
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+ 1. Ask for its name with the legal ending (Acme Inc.), a ticker, the jurisdiction (an ISO code such as
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+ US, GB, CH) and the entity type (c-corp, llc, ...). An unknown one fails with `invalid_jurisdiction`
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+ or `invalid_entity`, whose details list the choices. A share class name and authorized shares are
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+ optional: the default is common stock, 10,000,000 authorized. Don't ask about founders or shares yet.
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+ 2. Run `obolos company incorporate --name ... --ticker ... --jurisdiction ... --entity ...`
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+ (`--class`, `--authorized` when given), nothing else. Tell the user the window shows the company,
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+ asks whether they want Plus, and creates it once they confirm; its agent then gets every power
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+ there and this terminal connects to it.
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+ 3. When it returns, this terminal works as the company's agent, at the company. Offer what comes next,
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+ one at a time: loading credits (`obolos credits topup`), issuing the user's shares to their wallet at
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+ the company (`obolos whoami` names it) with `obolos shares issue`, vesting, documents for the data
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+ room the window created (`obolos docs upload`). The legal details of an existing entity (state, file
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+ number, address) go in the company's Settings in the app. Every send still waits for the user's yes.
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+
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+ Off a terminal, add `--no-wait` in step 2: it exits 6 with `cli.awaiting_approval`, `details.link` and
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+ `details.userCode`. Give the user both, wait for them to say the company is created, then run
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+ `obolos login --resume`.
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+
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  ## Runs and sending
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  A prepared command writes a hash-verified run file (`.obolos/runs/<workflow>-<id>.json`) and prints
@@ -61,7 +61,7 @@ Choose the remedy from the structured SDK error:
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  - compliance error: identify the rule and the legitimate state, credential or approval needed.
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  - insufficient credits: quote the deficit and prepare a top-up separately. A top-up or preload under
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  the ledger's minimum is refused (`below_minimum`, `preload_below_minimum`). As an agent, the user
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- loads them: `obolos credits topup` opens their browser, and a preload is refused (`agent_preload`).
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+ loads them: `obolos credits topup` opens their browser.
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  - `cli.no_agent_here` (exit 6): no agent this terminal is connected as works at the company. Ask the
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  user to run the `obolos login --company <company>` it names; the page gives their agent there
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  Invest and Read, and the command then goes on as that agent. Never connect it without their word.