open-agreements 0.1.1 → 0.2.1

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

@@ -0,0 +1,83 @@
+{
+  "paragraph_rules": [
+    {
+      "id": "costs-of-enforcement-select-each-party",
+      "section_heading": "Costs of Enforcement",
+      "paragraph_contains": "Each party will bear its own costs in respect of any disputes arising under this Agreement.",
+      "paragraph_end_contains": "this Agreement.]",
+      "replacements": {
+        "[If any action at law or in equity (including, arbitration) is necessary to enforce or interpret the terms of any of the Transaction Agreements, the prevailing party shall be entitled to reasonable attorneys’ fees, costs and necessary disbursements in addition to any other relief to which such party may be entitled.]": "",
+        "[Each party will bear its own costs in respect of any disputes arising under this Agreement.]": "Each party will bear its own costs in respect of any disputes arising under this Agreement."
+      },
+      "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",
+      "section_heading_any": [
+        "Qualifications"
+      ],
+      "paragraph_contains": "The Purchasers shall have received from",
+      "paragraph_end_contains": "counsel for the Company",
+      "replacements": {
+        "[___________]": "{company_counsel_name}"
+      },
+      "trim_unmatched_trailing_bracket": true,
+      "expected_min_matches": 1
+    },
+    {
+      "id": "fill-board-composition-placeholders",
+      "section_heading": "Conditions of the Purchasers’ Obligations at Closing",
+      "section_heading_any": [
+        "Qualifications"
+      ],
+      "paragraph_contains": "authorized size of the Board of Directors",
+      "paragraph_end_contains": "Board of Directors shall be comprised of",
+      "replacements": {
+        "[______]": "{board_size}",
+        "[_________________]": "{director_names}"
+      },
+      "trim_unmatched_trailing_bracket": true,
+      "expected_min_matches": 1
+    },
+    {
+      "id": "trim-purchaser-country-concern-bracket",
+      "section_heading": "Representations and Warranties of the Purchaser",
+      "section_heading_any": [
+        "Residence"
+      ],
+      "paragraph_contains": "Except as otherwise disclosed in writing to the Company, the Purchaser is not a “person of a country of concern”",
+      "paragraph_end_contains": "Outbound Investment Security Program.]",
+      "trim_unmatched_trailing_bracket": true,
+      "expected_min_matches": 1
+    },
+    {
+      "id": "trim-purchaser-covered-person-bracket",
+      "section_heading": "Representations and Warranties of the Purchaser",
+      "section_heading_any": [
+        "Residence"
+      ],
+      "paragraph_contains": "The Purchaser is not a “covered person” as that term is defined in the DSP",
+      "paragraph_end_contains": "term is defined in the DSP.]",
+      "trim_unmatched_trailing_bracket": true,
+      "expected_min_matches": 1
+    }
+  ]
+}

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

@@ -0,0 +1,41 @@
+{
+  "[Insert Company Name]": "{company_name}",
+  "[Company name]": "{company_name}",
+  "[____________]": "{company_name}",
+  "[Insert Investor Name]": "{investor_name}",
+  "[Company Counsel Name and Address]": "{company_counsel}",
+  "[name of Investor\u2019s counsel]": "{investor_counsel}",
+  "[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}",
+  "[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}",
+  "[Initial Closing.]": "{closing_heading}",
+  "[initial]": "{initial_word_lower}",
+  "[Initial]": "{initial_word_title}",
+  "[Initial/applicable]": "{initial_word_title}",
+  "[applicable/Initial]": "{initial_word_title}",
+  "[location]": "{arbitration_location}",
+  "[judicial district]": "{judicial_district}",
+  "[Balance Sheet Date]": "{balance_sheet_date}",
+  "[the Balance Sheet Date]": "{balance_sheet_date}",
+  "[insert Plan Year and Name]": "{benefit_plan_name}",
+  "[Signature Page Follows]": "{signature_page_marker}",
+  "[state]": "{state_lower}",
+  "[specify percentage]": "{specify_percentage}",
+  "[monthly]": "{financial_reporting_period}",
+  "[list the individual director names]": "{director_names}",
+  "[name the applicable Purchasers]": "{applicable_purchasers}"
+}

package/{recipes → content/recipes}/nvca-voting-agreement/metadata.yaml

@@ -1,70 +1,66 @@
 name: NVCA Model Voting Agreement
 description: >-
-  Standard-form voting agreement for venture capital financings, covering board
-  composition, drag-along rights, and stockholder voting obligations.
+  Standard-form voting agreement for venture capital financings, covering board composition, drag-along rights, and
+  stockholder voting obligations.
 source_url: https://nvca.org/wp-content/uploads/2024/10/NVCA-Model-VA-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: 3496d7ae9343d1b5b7db13239313c6512e7e0d68d13273538c4dbf06416a5f0d
 optional: false
 fields:
   - name: company_name
     type: string
     description: Full legal name of the company
-    required: true
   - name: investor_name
     type: string
     description: Full name of the lead investor
-    required: true
   - name: investor_2_name
     type: string
     description: Full name of the second investor (if applicable)
-    required: false
   - name: key_holder_name
     type: string
     description: Name of the key holder (typically founder/CEO)
-    required: true
   - name: effective_date
     type: string
     description: Effective date of the agreement (e.g. January 15, 2025)
-    required: true
   - name: company_counsel
     type: string
     description: Company counsel name and address
-    required: true
   - name: counsel_cc
     type: string
     description: Additional counsel to CC on notices, or empty string if none
-    required: false
-    default: ""
+    default: ''
   - name: judicial_district
     type: string
     description: Federal judicial district for disputes (e.g. District of Delaware)
-    required: true
     default: District of Delaware
   - name: state_of_incorporation_lower
     type: string
     description: State of incorporation in lowercase (e.g. delaware)
-    required: true
     default: delaware
   - name: specify_percentage
     type: string
     description: Percentage threshold for drag-along and amendment provisions (number only, e.g. 60)
-    required: true
   - name: amended_restated_upper
     type: string
-    description: "AMENDED AND RESTATED or empty string"
-    required: false
-    default: ""
+    description: AMENDED AND RESTATED or empty string
+    default: ''
   - name: amended_restated
     type: string
-    description: "Amended and Restated or empty string"
-    required: false
-    default: ""
+    description: Amended and Restated or empty string
+    default: ''
   - name: signature_page_marker
     type: string
     description: Signature page marker text
-    required: false
     default: Signature Page Follows
+required_fields:
+  - company_name
+  - investor_name
+  - key_holder_name
+  - effective_date
+  - company_counsel
+  - judicial_district
+  - state_of_incorporation_lower
+  - specify_percentage

package/{templates → content/templates}/bonterms-mutual-nda/metadata.yaml

@@ -1,58 +1,58 @@
 name: Bonterms Mutual NDA
 description: >-
-  Cover page for the Bonterms Mutual NDA (Version 1.0). The standard terms
-  are incorporated by reference from bonterms.com.
+  Cover page for the Bonterms Mutual NDA (Version 1.0). The standard terms are incorporated by reference from
+  bonterms.com.
 source_url: https://github.com/Bonterms/Mutual-NDA
-version: "1.0"
+version: '1.0'
 license: CC0-1.0
 allow_derivatives: true
 attribution_text: >-
-  Based on the Bonterms Mutual NDA Cover Page, available at
-  https://bonterms.com/forms/bonterms-mutual-nda-v1/.
-  Made available under CC0 1.0.
+  Based on the Bonterms Mutual NDA Cover Page, available at https://bonterms.com/forms/bonterms-mutual-nda-v1/. Made
+  available under CC0 1.0.
 fields:
   - name: party_1_name
     type: string
     description: Full legal name of the first party
-    required: true
     section: Parties
   - name: party_2_name
     type: string
     description: Full legal name of the second party
-    required: true
     section: Parties
   - name: effective_date
     type: date
     description: Date the NDA takes effect
-    required: true
     section: Terms
   - name: purpose
     type: string
     description: Permitted purpose for sharing confidential information
-    required: true
     default: Evaluating a potential business relationship
     section: Terms
   - name: nda_term
     type: string
     description: Duration of the NDA agreement and disclosure period
-    required: true
     default: 1 year
     section: Terms
   - name: confidentiality_period
     type: string
     description: How long confidential information remains protected after NDA expires
-    required: true
     default: 1 year
     section: Terms
   - name: governing_law
     type: string
     description: State or jurisdiction whose laws govern the agreement
-    required: true
     default: California
     section: Legal
   - name: courts
     type: string
     description: Courts with jurisdiction over disputes
-    required: true
     default: courts located in San Francisco, California
     section: Legal
+required_fields:
+  - party_1_name
+  - party_2_name
+  - effective_date
+  - purpose
+  - nda_term
+  - confidentiality_period
+  - governing_law
+  - courts

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

@@ -1,47 +1,45 @@
 name: Bonterms Professional Services Agreement
 description: >-
-  Cover page for the Bonterms Professional Services Agreement (Version 1.2).
-  The standard terms are incorporated by reference from bonterms.com.
+  Cover page for the Bonterms Professional Services Agreement (Version 1.2). The standard terms are incorporated by
+  reference from bonterms.com.
 source_url: https://github.com/Bonterms/Professional-Services-Agreement
-version: "1.2"
+version: '1.2'
 license: CC0-1.0
 allow_derivatives: true
 attribution_text: >-
   Based on the Bonterms Professional Services Agreement Cover Page, available at
-  https://bonterms.com/forms/professional-services-agreement-v1.2/.
-  Made available under CC0 1.0.
+  https://bonterms.com/forms/professional-services-agreement-v1.2/. Made available under CC0 1.0.
 fields:
   - name: customer_name
     type: string
     description: Full legal name of the customer
-    required: true
     section: Parties
   - name: provider_name
     type: string
     description: Full legal name of the provider
-    required: true
     section: Parties
   - name: effective_date
     type: date
     description: Date the agreement takes effect
-    required: true
     section: Terms
   - name: governing_law
     type: string
     description: State or jurisdiction whose laws govern the agreement
-    required: true
     default: California
     section: Legal
   - name: courts
     type: string
     description: Courts with jurisdiction over disputes
-    required: true
     default: courts located in San Francisco, California
     section: Legal
   - name: deliverables_type
     type: string
-    description: >-
-      Type of rights in deliverables: "licensed" or "assigned"
-    required: false
+    description: 'Type of rights in deliverables: "licensed" or "assigned"'
     default: licensed
     section: Terms
+required_fields:
+  - customer_name
+  - provider_name
+  - effective_date
+  - governing_law
+  - courts

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

@@ -0,0 +1,39 @@
+name: Closing Checklist
+description: >-
+  A stage-first, document-first closing checklist that tracks canonical
+  documents, checklist entries, signatories, action items, and issues.
+  Accepts structured JSON input and renders a formatted DOCX for distribution.
+source_url: https://github.com/open-agreements/open-agreements
+version: '2.0'
+license: CC0-1.0
+allow_derivatives: true
+attribution_text: >-
+  OpenAgreements Closing Checklist. Licensed under CC0 1.0.
+fields:
+  - name: deal_name
+    type: string
+    description: Name of the deal or transaction
+  - name: updated_at
+    type: string
+    description: ISO date when the checklist was last updated
+  - name: documents
+    type: array
+    description: Canonical documents (document_id, title, optional primary_link, labels)
+  - name: checklist_entries
+    type: array
+    description: Stage-scoped checklist rows (entry_id, stage, sort_key, title, status, optional document_id)
+  - name: action_items
+    type: array
+    description: Action items with optional related_document_ids
+  - name: issues
+    type: array
+    description: Issues with OPEN/CLOSED status and optional related_document_ids
+  - name: working_group
+    type: array
+    description: Compatibility field for legacy template sections (always empty in v2 checklist flow)
+  - name: open_issues
+    type: array
+    description: Compatibility field for legacy template sections (derived from unlinked issues in v2 checklist flow)
+required_fields:
+  - deal_name
+  - updated_at

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

@@ -1,33 +1,31 @@
 name: Common Paper AI Addendum
 description: >-
-  An AI addendum cover page and standard terms, based on Common Paper's standard
-  form. Adds AI-specific provisions to an existing agreement, covering model
-  training, input/output rights, and AI usage policies.
+  An AI addendum cover page and standard terms, based on Common Paper's standard form. Adds AI-specific provisions to an
+  existing agreement, covering model training, input/output rights, and AI usage policies.
 source_url: https://commonpaper.com/standards/ai-addendum/1.0
-version: "1.0"
+version: '1.0'
 license: CC-BY-4.0
 allow_derivatives: true
 attribution_text: >-
-  Based on the Common Paper AI Addendum, available at
-  https://commonpaper.com. Licensed under CC BY 4.0. Copyright Common Paper, Inc.
+  Based on the Common Paper AI Addendum, available at https://commonpaper.com. Licensed under CC BY 4.0. Copyright
+  Common Paper, Inc.
 fields:
   - name: company_name
     type: string
     description: Official company name
-    required: true
     section: Parties
   - name: agreement_description
     type: string
     description: Description of the underlying agreement
-    required: true
     section: Terms
   - name: ai_policy_reference
     type: string
     description: Reference to AI usage policy
-    required: false
     section: Service
   - name: additional_terms
     type: string
     description: Additional AI-specific terms
-    required: false
     section: Legal
+required_fields:
+  - company_name
+  - agreement_description

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

@@ -1,23 +1,21 @@
 name: Common Paper AI Addendum In-App
 description: >-
-  An in-app AI addendum based on Common Paper's standard form. A streamlined
-  version of the AI addendum designed to be accepted electronically within an
-  application.
+  An in-app AI addendum based on Common Paper's standard form. A streamlined version of the AI addendum designed to be
+  accepted electronically within an application.
 source_url: https://commonpaper.com/standards/ai-addendum/1.0
-version: "1.0"
+version: '1.0'
 license: CC-BY-4.0
 allow_derivatives: true
 attribution_text: >-
-  Based on the Common Paper AI Addendum In-App, available at
-  https://commonpaper.com. Licensed under CC BY 4.0. Copyright Common Paper, Inc.
+  Based on the Common Paper AI Addendum In-App, available at https://commonpaper.com. Licensed under CC BY 4.0.
+  Copyright Common Paper, Inc.
 fields:
   - name: ai_policy_reference
     type: string
     description: Reference to AI usage policy
-    required: false
     section: Service
   - name: additional_terms
     type: string
     description: Additional AI-specific terms
-    required: false
     section: Legal
+required_fields: []

package/{templates → content/templates}/common-paper-amendment/metadata.yaml

@@ -1,53 +1,53 @@
 name: Common Paper Amendment
 description: >-
-  An amendment template for modifying existing agreements, based on Common
-  Paper's standard form. References the original agreement and details the
-  specific changes being made.
+  An amendment template for modifying existing agreements, based on Common Paper's standard form. References the
+  original agreement and details the specific changes being made.
 source_url: https://commonpaper.com/standards/amendment
-version: "1.0"
+version: '1.0'
 license: CC-BY-4.0
 allow_derivatives: true
 attribution_text: >-
-  Based on the Common Paper Amendment, available at https://commonpaper.com.
-  Licensed under CC BY 4.0. Copyright Common Paper, Inc.
+  Based on the Common Paper Amendment, available at https://commonpaper.com. Licensed under CC BY 4.0. Copyright Common
+  Paper, Inc.
 fields:
   - name: company_name
     type: string
     description: Company name (shown in header)
-    required: true
     section: Parties
   - name: party_1
     type: string
     description: Full name of the first party to the original agreement
-    required: true
     section: Parties
   - name: party_2
     type: string
     description: Full name of the second party to the original agreement
-    required: true
     section: Parties
   - name: agreement_name
     type: string
     description: Name of the agreement being amended
-    required: true
     section: Terms
   - name: agreement_date
     type: string
     description: Date of the original agreement
-    required: true
     section: Terms
   - name: amendment_effective_date
     type: date
     description: Effective date of this amendment
-    required: true
     section: Terms
   - name: amendment_topic
     type: string
     description: Topic or variable being changed
-    required: true
     section: Terms
   - name: amendment_details
     type: string
     description: Details about what is being changed
-    required: true
     section: Terms
+required_fields:
+  - company_name
+  - party_1
+  - party_2
+  - agreement_name
+  - agreement_date
+  - amendment_effective_date
+  - amendment_topic
+  - amendment_details

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

@@ -1,63 +1,56 @@
 name: Common Paper Business Associate Agreement
 description: >-
-  A HIPAA business associate agreement cover page and standard terms, based on
-  Common Paper's standard form. Covers the use and protection of protected
-  health information (PHI) between a covered entity and a business associate.
+  A HIPAA business associate agreement cover page and standard terms, based on Common Paper's standard form. Covers the
+  use and protection of protected health information (PHI) between a covered entity and a business associate.
 source_url: https://commonpaper.com/standards/business-associate-agreement/1.0
-version: "1.0"
+version: '1.0'
 license: CC-BY-4.0
 allow_derivatives: true
 attribution_text: >-
-  Based on the Common Paper Business Associate Agreement, available at
-  https://commonpaper.com. Licensed under CC BY 4.0. Copyright Common Paper, Inc.
+  Based on the Common Paper Business Associate Agreement, available at https://commonpaper.com. Licensed under CC BY
+  4.0. Copyright Common Paper, Inc.
 fields:
   - name: company_name
     type: string
     description: Official company name
-    required: true
     section: Parties
   - name: party_role
     type: string
     description: Role in the agreement (Business Associate or Covered Entity)
-    required: true
     section: Parties
   - name: principal_agreement
     type: string
     description: Reference to the principal agreement
-    required: true
     section: Terms
   - name: subcontractor_role
     type: string
     description: Role of subcontractors
-    required: false
     section: Terms
   - name: free_text
     type: string
     description: Free text entry
-    required: false
     section: Terms
   - name: aggregation_restrictions
     type: string
     description: Specific aggregation restrictions
-    required: false
     section: Terms
   - name: offshoring_restrictions
     type: string
     description: Specific offshoring rights or restrictions
-    required: false
     section: Terms
   - name: breach_notification_unit
     type: string
     description: Unit for breach notification period
-    required: false
     section: Terms
   - name: fill_in_value
     type: string
     description: General fill-in value
-    required: false
     section: Terms
   - name: custom_effective_date
     type: string
     description: Custom effective date
-    required: false
     section: Terms
+required_fields:
+  - company_name
+  - party_role
+  - principal_agreement