open-agreements 0.1.0 → 0.2.0

package/README.md

@@ -1,10 +1,61 @@
 # OpenAgreements
 
 [![npm version](https://img.shields.io/npm/v/open-agreements)](https://www.npmjs.com/package/open-agreements)
+[![npm downloads](https://img.shields.io/npm/dm/open-agreements.svg)](https://npmjs.org/package/open-agreements)
 [![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](https://opensource.org/licenses/MIT)
 [![Agent Skill](https://img.shields.io/badge/agent--skill-open--agreements-purple)](https://skills.sh)
+[![CI](https://github.com/open-agreements/open-agreements/actions/workflows/ci.yml/badge.svg)](https://github.com/open-agreements/open-agreements/actions/workflows/ci.yml)
+[![MCP Server Status](https://img.shields.io/endpoint?url=https%3A%2F%2Fopenagreements.ai%2Fapi%2Fstatus%3Fformat%3Dshields)](https://openagreements.openstatus.dev/)
+[![codecov](https://img.shields.io/codecov/c/github/open-agreements/open-agreements/main)](https://app.codecov.io/gh/open-agreements/open-agreements)
+[![GitHub stargazers](https://img.shields.io/github/stars/open-agreements/open-agreements?style=social)](https://github.com/open-agreements/open-agreements/stargazers)
+[![Tests: Vitest](https://img.shields.io/badge/tests-vitest-6E9F18)](https://vitest.dev/)
+[![OpenSpec Traceability](https://img.shields.io/badge/openspec-traceability%20gate-brightgreen)](./scripts/validate_openspec_coverage.mjs)
+[![Socket Badge](https://socket.dev/api/badge/npm/package/open-agreements)](https://socket.dev/npm/package/open-agreements)
+[![install size](https://packagephobia.com/badge?p=open-agreements)](https://packagephobia.com/result?p=open-agreements)
 
-Fill standard legal agreement templates and produce signable DOCX files. 25 templates covering NDAs, cloud terms, contractor agreements, SAFEs, and NVCA financing documents.
+<!-- TODO: Add OpenSSF Scorecard badge once repo is indexed at securityscorecards.dev -->
+<!-- TODO: Add OpenSSF Best Practices badge after registration at bestpractices.dev -->
+<!-- TODO: Re-evaluate Snyk badge — Advisor migrated to security.snyk.io (July 2024) -->
+
+<p align="center">
+  <img src="docs/assets/demo-fill-nda.gif" alt="Fill a Mutual NDA in Claude Code — prompt, answer questions, get a signed-ready DOCX" width="720">
+</p>
+
+> *Demo: Claude fills a Common Paper Mutual NDA in under 2 minutes. Sped up for brevity.*
+
+Fill standard legal agreement templates and produce signable DOCX files. Templates cover NDAs, cloud terms, employment docs, contractor agreements, SAFEs, and NVCA financing documents.
+
+Built by the team behind [UseJunior.com](https://usejunior.com) — in production at Am Law 100 firms.
+
+## Quality and Trust Signals
+
+- CI runs on pull requests and pushes to `main`.
+- Live service health is published via OpenStatus at `openagreements.openstatus.dev`.
+- Coverage is published to Codecov with repository-defined patch/project gates in `codecov.yml`.
+- The active JS test framework is Vitest, with JUnit test results uploaded for Codecov test analytics.
+- OpenSpec scenario traceability is enforced via `npm run check:spec-coverage`. For a local matrix export, run `npm run check:spec-coverage -- --write-matrix integration-tests/OPENSPEC_TRACEABILITY.md`.
+- Recipe source drift canary (`npm run check:source-drift`) verifies expected source hash plus structural replacement/normalize anchors.
+- Assumption-level regressions are tracked in `docs/assumptions.md` and validated via targeted regression tests + CI gates.
+- LibreOffice-powered DOCX visual rendering uses a pinned build config on macOS (`config/libreoffice-headless.json`); run `npm run check:libreoffice` before visual Allure evidence tests.
+- Maintainer: [Steven Obiajulu](https://www.linkedin.com/in/steven-obiajulu/) (MIT-trained mechanical engineer; Harvard Law trained lawyer).
+
+## How It Works
+
+1. Step 1: Choose a template (36 standard agreements)
+2. Step 2: Fill in your details (interactive prompts or MCP)
+3. Step 3: Get a professionally formatted DOCX
+
+OpenAgreements supports two execution modes with different trust boundaries:
+
+- Hosted remote MCP connector (`https://openagreements.ai/api/mcp`) for fast setup in Claude.
+- Fully local package execution (`npx`, global install, or local stdio MCP package) for machine-local workflows.
+
+There is no global default mode recommendation. Choose based on document sensitivity, internal policy, and workflow speed needs. See `docs/trust-checklist.md` for a 60-second data-flow summary.
+
+### Quick Decision
+
+- If your document is sensitive, use fully local package execution.
+- If you prioritize convenience, use the hosted remote MCP connector.
 
 ## Use with Claude Code
 
@@ -49,31 +100,63 @@ open-agreements fill common-paper-mutual-nda -d values.json -o my-nda.docx
 
 ### What Happens
 
-1. Claude runs `list --json` to discover 25 templates and their fields
+1. Claude runs `list --json` to discover available templates and their fields
 2. Claude interviews you for field values (grouped by section, up to 4 questions per round)
 3. Claude runs `fill <template>` to render a DOCX preserving all original formatting
 4. You review and sign the output document
 
+## Use with Cursor
+
+This repository includes a Cursor plugin manifest with MCP wiring:
+
+- Plugin manifest: `.cursor-plugin/plugin.json`
+- MCP config: `mcp.json`
+- Skill: `skills/open-agreements/SKILL.md`
+
+The default MCP setup in `mcp.json` includes:
+
+- Hosted OpenAgreements MCP connector (`https://openagreements.ai/api/mcp`)
+- Local workspace MCP server (`npx -y @open-agreements/contracts-workspace-mcp`)
+- Local template drafting MCP server (`npx -y @open-agreements/contract-templates-mcp`)
+
+To publish this plugin in Cursor Marketplace, submit this repository at:
+
+- https://cursor.com/marketplace/publish
+
 ## Templates
 
-25 templates across three tiers. Run `open-agreements list` for the full inventory.
+28 templates across three tiers. Run `open-agreements list` for the full inventory.
 
 | Tier | Count | Source | How It Works |
 |------|-------|--------|--------------|
-| Internal templates | 14 | [Common Paper](https://commonpaper.com), [Bonterms](https://bonterms.com) | Shipped in package, CC BY 4.0 |
+| Internal templates | 17 | [Common Paper](https://commonpaper.com), [Bonterms](https://bonterms.com), OpenAgreements | Shipped in package, CC BY 4.0 |
 | External templates | 4 | [Y Combinator](https://www.ycombinator.com/documents) | Vendored unchanged, CC BY-ND 4.0 |
 | Recipes | 7 | [NVCA](https://nvca.org/model-legal-documents/) | Downloaded on demand (not redistributable) |
 
-**Internal templates** (NDAs, cloud terms, contractor agreements, etc.) are CC BY 4.0 — we ship the DOCX with `{tag}` placeholders.
+**Internal templates** (NDAs, cloud terms, employment forms, contractor agreements, etc.) are CC BY 4.0 — we ship the DOCX with `{tag}` placeholders.
 
 **External templates** (YC SAFEs) are CC BY-ND 4.0 — we vendor the original unchanged. The filled output is a transient derivative on your machine.
 
 **Recipes** (NVCA financing documents) are freely downloadable but not redistributable — we ship only transformation instructions and download the source DOCX from nvca.org at runtime.
 
+### Guidance Extraction
+
+Source documents contain expert commentary — footnotes, drafting notes, `[Comment: ...]` blocks — written by domain specialists (e.g., securities lawyers). The recipe cleaner removes this content to produce a fillable document, but can also extract it as structured JSON:
+
+```bash
+open-agreements recipe clean source.docx -o cleaned.docx \
+  --recipe nvca-indemnification-agreement \
+  --extract-guidance guidance.json
+```
+
+This produces a `guidance.json` with every removed footnote, comment, and drafting note tagged by source type and document position. The guidance is a local-only artifact (not committed or shipped) that AI agents or human authors can reference while filling the form. See [Adding Recipes — Guidance Extraction](docs/adding-recipes.md#guidance-extraction) for format details.
+
+**Why programmatic extraction?** The source document is the single source of truth. Re-running extraction after a publisher update produces fresh guidance with zero manual effort, preserves the exact language of domain experts, and captures everything — an AI can summarize on the fly, but cannot recover discarded content.
+
 Each template is a self-contained directory:
 
 ```
-templates/<name>/
+content/templates/<name>/
 ├── template.docx     # DOCX with {tag} placeholders
 ├── metadata.yaml     # Fields, license, source, attribution
 └── README.md         # Template-specific documentation
@@ -113,12 +196,120 @@ open-agreements list
 open-agreements list --json
 ```
 
+## Contracts Workspace CLI (Separate Package)
+
+OpenAgreements now includes a sibling package for repository/workspace operations:
+
+- Package: `@open-agreements/contracts-workspace`
+- Binary: `open-agreements-workspace`
+- Docs: `docs/contracts-workspace.md`
+
+This package is intentionally separate from `open-agreements` so teams can adopt:
+
+- template filling only
+- workspace management only
+- or both together
+
+Core workspace features:
+
+- topic-first `init` planning (minimal suggested structure with top-level domains)
+- forms catalog with URL + SHA-256 validation
+- YAML status indexing and linting with filename-driven `_executed` status
+
+The v1 model is filesystem-only and works in locally synced cloud-drive folders (for example, Google Drive sync). No Drive API/OAuth integration is required.
+
+## Local MCP for Workspace Demo
+
+For local connector demos, there is a local stdio MCP package:
+
+- Package: `@open-agreements/contracts-workspace-mcp`
+- Binary: `open-agreements-workspace-mcp`
+- Docs: `docs/contracts-workspace.md`
+
+Quick start:
+
+```bash
+npm run build:workspace-mcp
+node packages/contracts-workspace-mcp/bin/open-agreements-workspace-mcp.js
+```
+
+## Local MCP for Template Drafting
+
+For local Gemini/Cursor template drafting flows, use:
+
+- Package: `@open-agreements/contract-templates-mcp`
+- Binary: `open-agreements-contract-templates-mcp`
+
+Quick start:
+
+```bash
+npm run build:contract-templates-mcp
+node packages/contract-templates-mcp/bin/open-agreements-contract-templates-mcp.js
+```
+
+## Website (Vercel)
+
+A static marketing site is generated from `site/` with Eleventy.
+
+- Entry points: `site/index.njk`, `site/templates.njk`, `site/template-detail.njk`
+- Styles: `site/styles.css`
+- Demo media: `site/assets/demo-fill-nda.gif`
+- Deployment config: `vercel.json`
+- Discovery outputs (generated during `npm run build:site`): `_site/llms.txt`, `_site/llms-full.txt`, `_site/sitemap.xml`, `_site/robots.txt`
+
+Local preview:
+
+```bash
+npm run build:site
+python3 -m http.server 8080 --directory _site
+```
+
+Then open `http://localhost:8080`.
+
+Vercel deploy notes:
+
+- Import this repository in Vercel
+- Keep project root as repo root
+- The included `vercel.json` deploys `_site/` as static output
+
+## Optional Content Roots (Future-Proofing)
+
+To support logical unbundling as form libraries grow, `open-agreements` can load content from additional roots via:
+
+- env var: `OPEN_AGREEMENTS_CONTENT_ROOTS`
+- format: path-delimited list of absolute/relative directories (for example, `dirA:dirB` on macOS/Linux)
+- expected structure under each root: `templates/`, `external/`, and/or `recipes/` (or nested under `content/`)
+
+Lookup precedence is:
+
+1. roots in `OPEN_AGREEMENTS_CONTENT_ROOTS` (in listed order)
+2. bundled package content (default fallback)
+
+This keeps default installs simple while allowing advanced users to move large content libraries outside the core package.
+
 ## Contributing
 
 See [CONTRIBUTING.md](CONTRIBUTING.md) for how to add templates, recipes, and other improvements.
 
 - [Adding templates](docs/adding-templates.md) (CC BY 4.0 / CC0 sources)
 - [Adding recipes](docs/adding-recipes.md) (non-redistributable sources)
+- [Employment source policy](docs/employment-source-policy.md) (trust and terms classifications)
+- [Code of Conduct](CODE_OF_CONDUCT.md) (community expectations and enforcement)
+
+## Releasing
+
+Releases are automated through GitHub Actions using npm trusted publishing (OIDC) with provenance enabled.
+
+1. Update versions in root package + publishable MCP packages.
+2. Push commit + tag with `git push origin main --tags`
+3. Run the local Gemini extension gate (copy/symlink into `~/.gemini/extensions/open-agreements` and verify both local MCP servers start/respond).
+4. The `Release` workflow publishes from the tag after running build, validation, tests, isolated runtime smoke, and package checks.
+
+Workflow guardrails:
+
+- tag must match root + publishable package versions
+- release commit must be contained in `origin/main`
+- publish fails if any target npm version already exists
 
 ## Architecture
 
@@ -129,19 +320,26 @@ See [CONTRIBUTING.md](CONTRIBUTING.md) for how to add templates, recipes, and ot
 - **Skill Pattern**: Agent-agnostic `ToolCommandAdapter` interface
 
 ```
-src/
-├── cli/              # Commander.js CLI
-├── commands/         # fill, validate, list, recipe, scan
+content/                    # All content directories
+├── templates/              # Internal templates (CC BY 4.0)
+├── external/               # External templates (CC BY-ND 4.0)
+└── recipes/                # Recipes (downloaded at runtime)
+
+src/                        # TypeScript source + collocated unit tests
+├── cli/                    # Commander.js CLI
+├── commands/               # fill, validate, list, recipe, scan
 ├── core/
-│   ├── engine.ts     # docx-templates wrapper
-│   ├── metadata.ts   # Zod schemas + loader
-│   ├── recipe/       # Recipe pipeline (clean → patch → fill → verify)
-│   ├── external/     # External template support
-│   ├── validation/   # template, license, output, recipe
+│   ├── engine.ts           # docx-templates wrapper
+│   ├── metadata.ts         # Zod schemas + loader
+│   ├── recipe/             # Recipe pipeline (clean → patch → fill → verify)
+│   ├── external/           # External template support
+│   ├── validation/         # template, license, output, recipe
 │   └── command-generation/
-│       ├── types.ts  # ToolCommandAdapter interface
-│       └── adapters/ # Claude Code adapter
-└── index.ts          # Public API
+│       ├── types.ts        # ToolCommandAdapter interface
+│       └── adapters/       # Claude Code adapter
+└── index.ts                # Public API
+
+integration-tests/          # Integration and end-to-end tests
 ```
 
 ## Resources

package/bin/open-agreements.js

@@ -1,2 +1,4 @@
 #!/usr/bin/env node
-import '../dist/cli/index.js';
+import { runCli } from '../dist/cli/index.js';
+
+await runCli(process.argv);

package/{external → content/external}/yc-safe-discount/metadata.yaml

@@ -1,71 +1,67 @@
 name: YC Post-Money SAFE — Discount
-description: >-
-  Y Combinator's Post-Money SAFE (Simple Agreement for Future Equity) with a
-  discount rate and no valuation cap.
+description: Y Combinator's Post-Money SAFE (Simple Agreement for Future Equity) with a discount rate and no valuation cap.
 source_url: https://www.ycombinator.com/documents
-version: "2024.12"
+version: '2024.12'
 license: CC-BY-ND-4.0
 allow_derivatives: false
 attribution_text: >-
-  Based on the Y Combinator Post-Money SAFE, available at
-  https://www.ycombinator.com/documents. Licensed under CC BY-ND 4.0.
-  Copyright Y Combinator.
+  Based on the Y Combinator Post-Money SAFE, available at https://www.ycombinator.com/documents. Licensed under CC BY-ND
+  4.0. Copyright Y Combinator.
 source_sha256: 93d606fc568e39673ab96c581850ece30b4f478972b7b4d4d132df695264b5a5
 fields:
   - name: company_name
     type: string
     description: Full legal name of the company
-    required: true
     section: Parties
   - name: investor_name
     type: string
     description: Full legal name of the investor
-    required: true
     section: Parties
   - name: purchase_amount
     type: string
     description: Dollar amount of the investment (e.g., "100,000")
-    required: true
     section: Deal Terms
   - name: discount_rate
     type: string
-    description: >-
-      Discount rate as a percentage, expressed as 100 minus the discount
-      (e.g., "80" for a 20% discount)
-    required: true
+    description: Discount rate as a percentage, expressed as 100 minus the discount (e.g., "80" for a 20% discount)
     section: Deal Terms
   - name: date_of_safe
     type: date
     description: Date the SAFE is executed
-    required: true
     section: Deal Terms
   - name: state_of_incorporation
     type: string
     description: State where the company is incorporated (e.g., "Delaware")
-    required: true
     section: Company Details
   - name: governing_law_jurisdiction
     type: string
     description: State whose laws govern the agreement (e.g., "Delaware")
-    required: true
     section: Company Details
   - name: company
     type: string
     description: Company name as used in the signature block (typically matches company_name)
-    required: true
     section: Signatures
   - name: company_name_caps
     type: string
     description: Company name in uppercase as used in the header (e.g., "ACME INC.")
-    required: true
     section: Signatures
   - name: name
     type: string
     description: Name of the company signatory
-    required: true
     section: Signatures
   - name: title
     type: string
     description: Title of the company signatory (e.g., "CEO")
-    required: true
     section: Signatures
+required_fields:
+  - company_name
+  - investor_name
+  - purchase_amount
+  - discount_rate
+  - date_of_safe
+  - state_of_incorporation
+  - governing_law_jurisdiction
+  - company
+  - company_name_caps
+  - name
+  - title

package/{external → content/external}/yc-safe-mfn/metadata.yaml

@@ -1,64 +1,64 @@
 name: YC Post-Money SAFE — MFN
 description: >-
-  Y Combinator's Post-Money SAFE (Simple Agreement for Future Equity) with a
-  most favored nation (MFN) provision, no valuation cap, and no discount.
+  Y Combinator's Post-Money SAFE (Simple Agreement for Future Equity) with a most favored nation (MFN) provision, no
+  valuation cap, and no discount.
 source_url: https://www.ycombinator.com/documents
-version: "2024.12"
+version: '2024.12'
 license: CC-BY-ND-4.0
 allow_derivatives: false
 attribution_text: >-
-  Based on the Y Combinator Post-Money SAFE, available at
-  https://www.ycombinator.com/documents. Licensed under CC BY-ND 4.0.
-  Copyright Y Combinator.
+  Based on the Y Combinator Post-Money SAFE, available at https://www.ycombinator.com/documents. Licensed under CC BY-ND
+  4.0. Copyright Y Combinator.
 source_sha256: d3ad99466059b6f4d838e8e5daeeff5752e9866e6b557c6056df772f8509e727
 fields:
   - name: company_name
     type: string
     description: Full legal name of the company
-    required: true
     section: Parties
   - name: investor_name
     type: string
     description: Full legal name of the investor
-    required: true
     section: Parties
   - name: purchase_amount
     type: string
     description: Dollar amount of the investment (e.g., "100,000")
-    required: true
     section: Deal Terms
   - name: date_of_safe
     type: date
     description: Date the SAFE is executed
-    required: true
     section: Deal Terms
   - name: state_of_incorporation
     type: string
     description: State where the company is incorporated (e.g., "Delaware")
-    required: true
     section: Company Details
   - name: governing_law_jurisdiction
     type: string
     description: State whose laws govern the agreement (e.g., "Delaware")
-    required: true
     section: Company Details
   - name: company
     type: string
     description: Company name as used in the signature block (typically matches company_name)
-    required: true
     section: Signatures
   - name: company_name_caps
     type: string
     description: Company name in uppercase as used in the header (e.g., "ACME INC.")
-    required: true
     section: Signatures
   - name: name
     type: string
     description: Name of the company signatory
-    required: true
     section: Signatures
   - name: title
     type: string
     description: Title of the company signatory (e.g., "CEO")
-    required: true
     section: Signatures
+required_fields:
+  - company_name
+  - investor_name
+  - purchase_amount
+  - date_of_safe
+  - state_of_incorporation
+  - governing_law_jurisdiction
+  - company
+  - company_name_caps
+  - name
+  - title

package/{external → content/external}/yc-safe-pro-rata-side-letter/metadata.yaml

@@ -1,49 +1,49 @@
 name: YC Pro Rata Side Letter
 description: >-
-  Y Combinator's Pro Rata Side Letter, granting the investor pro rata rights
-  in connection with a Post-Money SAFE investment.
+  Y Combinator's Pro Rata Side Letter, granting the investor pro rata rights in connection with a Post-Money SAFE
+  investment.
 source_url: https://www.ycombinator.com/documents
-version: "2024.12"
+version: '2024.12'
 license: CC-BY-ND-4.0
 allow_derivatives: false
 attribution_text: >-
-  Based on the Y Combinator Pro Rata Side Letter, available at
-  https://www.ycombinator.com/documents. Licensed under CC BY-ND 4.0.
-  Copyright Y Combinator.
+  Based on the Y Combinator Pro Rata Side Letter, available at https://www.ycombinator.com/documents. Licensed under CC
+  BY-ND 4.0. Copyright Y Combinator.
 source_sha256: 9b769a6a724da0c40e6649df8c774f49cc20dafe7247cc366ce4b98b4c2a3510
 fields:
   - name: company_name
     type: string
     description: Full legal name of the company
-    required: true
     section: Parties
   - name: investor_name
     type: string
     description: Full legal name of the investor
-    required: true
     section: Parties
   - name: date_of_safe
     type: date
     description: Date of the related SAFE agreement
-    required: true
     section: Deal Terms
   - name: company_name_caps
     type: string
     description: Company name in uppercase as used in the header (e.g., "ACME INC.")
-    required: true
     section: Signatures
   - name: investor_name_caps
     type: string
     description: Investor name in uppercase as used in the header (e.g., "JANE DOE")
-    required: true
     section: Signatures
   - name: name
     type: string
     description: Name of the company signatory
-    required: true
     section: Signatures
   - name: title
     type: string
     description: Title of the company signatory (e.g., "CEO")
-    required: true
     section: Signatures
+required_fields:
+  - company_name
+  - investor_name
+  - date_of_safe
+  - company_name_caps
+  - investor_name_caps
+  - name
+  - title

package/{external → content/external}/yc-safe-valuation-cap/metadata.yaml

@@ -1,64 +1,64 @@
 name: YC Post-Money SAFE — Valuation Cap
 description: >-
-  Y Combinator's Post-Money SAFE (Simple Agreement for Future Equity) with a
-  valuation cap and no discount. The most common early-stage investment instrument.
+  Y Combinator's Post-Money SAFE (Simple Agreement for Future Equity) with a valuation cap and no discount. The most
+  common early-stage investment instrument.
 source_url: https://www.ycombinator.com/documents
-version: "2024.12"
+version: '2024.12'
 license: CC-BY-ND-4.0
 allow_derivatives: false
 attribution_text: >-
-  Based on the Y Combinator Post-Money SAFE, available at
-  https://www.ycombinator.com/documents. Licensed under CC BY-ND 4.0.
-  Copyright Y Combinator.
+  Based on the Y Combinator Post-Money SAFE, available at https://www.ycombinator.com/documents. Licensed under CC BY-ND
+  4.0. Copyright Y Combinator.
 source_sha256: 185d24f5bcf13acdf1419bf1d420771088da5dea3b3f3e0cdc7fa5df643649c4
 fields:
   - name: company_name
     type: string
     description: Full legal name of the company
-    required: true
     section: Parties
   - name: investor_name
     type: string
     description: Full legal name of the investor
-    required: true
     section: Parties
   - name: purchase_amount
     type: string
     description: Dollar amount of the investment (e.g., "100,000")
-    required: true
     section: Deal Terms
   - name: valuation_cap
     type: string
     description: Post-money valuation cap in dollars (e.g., "10,000,000")
-    required: true
     section: Deal Terms
   - name: date_of_safe
     type: date
     description: Date the SAFE is executed
-    required: true
     section: Deal Terms
   - name: state_of_incorporation
     type: string
     description: State where the company is incorporated (e.g., "Delaware")
-    required: true
     section: Company Details
   - name: governing_law_jurisdiction
     type: string
     description: State whose laws govern the agreement (e.g., "Delaware")
-    required: true
     section: Company Details
   - name: company
     type: string
     description: Company name as used in the signature block (typically matches company_name)
-    required: true
     section: Signatures
   - name: name
     type: string
     description: Name of the company signatory
-    required: true
     section: Signatures
   - name: title
     type: string
     description: Title of the company signatory (e.g., "CEO")
-    required: true
     section: Signatures
+required_fields:
+  - company_name
+  - investor_name
+  - purchase_amount
+  - valuation_cap
+  - date_of_safe
+  - state_of_incorporation
+  - governing_law_jurisdiction
+  - company
+  - name
+  - title

package/{recipes → content/recipes}/nvca-certificate-of-incorporation/metadata.yaml

@@ -1,43 +1,43 @@
 name: NVCA Model Certificate of Incorporation
 description: >-
-  Amended and restated certificate of incorporation for venture-backed Delaware
-  corporations, defining preferred stock rights, preferences, and privileges.
+  Amended and restated certificate of incorporation for venture-backed Delaware corporations, defining preferred stock
+  rights, preferences, and privileges.
 source_url: https://nvca.org/wp-content/uploads/2025/10/NVCA-Model-COI-10-1-2025.docx
-source_version: "10-1-2025"
+source_version: 10-1-2025
 license_note: >-
-  NVCA model documents are freely downloadable but not redistributable.
-  This recipe contains only transformation instructions, not the source document.
+  NVCA model documents are freely downloadable but not redistributable. This recipe contains only transformation
+  instructions, not the source document.
 source_sha256: d75600769c12724990de48149d7a2bb161f3522daa54b1783672f93697d87d29
 optional: false
 fields:
   - name: original_issue_price
     type: string
     description: Original purchase price per share of Series A Preferred Stock
-    required: true
   - name: initial_purchase_price
     type: string
     description: Initial Series A purchase price per share
-    required: true
   - name: signature_page_marker
     type: string
     description: Signature page marker text
-    required: false
     default: Signature Page Follows
   - name: time_zone
     type: string
     description: Time zone for notices and deadlines (e.g., Eastern, Pacific)
-    required: true
     default: Eastern
   - name: par_value
     type: string
     description: Par value per share of common and preferred stock
-    required: true
-    default: "0.001"
+    default: '0.001'
   - name: specify_percentage
     type: string
     description: Percentage threshold for specified provisions
-    required: true
   - name: effective_date
     type: date
     description: Effective date of the certificate of incorporation
-    required: true
+required_fields:
+  - original_issue_price
+  - initial_purchase_price
+  - time_zone
+  - par_value
+  - specify_percentage
+  - effective_date