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 @@
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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",
-  "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/delaware-franchise-tax/SKILL.md

@@ -23,8 +23,8 @@ File your Delaware annual franchise tax and annual report.
 ## Security model
 
 - This skill **does not** download or execute any code.
-- It **does not** access the Delaware eCorp portal programmatically (the portal prohibits automated tools).
 - All portal interactions are performed by the user, guided step-by-step by the agent.
+- If the user opts in to browser automation (Playwright via CDP), the agent may assist with portal navigation — but credit card and banking details must **always** be entered by the user directly.
 
 ## When to Use
 
@@ -117,28 +117,64 @@ Total due:                     $XXX + $50 = $XXX
 
 ## Phase 3: File via Portal
 
-Guide the user step by step. The agent reads instructions aloud; the user operates the browser.
+The agent can automate the portal using Playwright if Chrome is running with remote debugging enabled. Otherwise, guide the user step-by-step.
+
+### Automation Setup (Playwright via CDP)
+
+If the user says "use playwright", "use the browser" or requests similar automation:
+
+1. **Launch Chrome with remote debugging** (see `reference/ecorp-portal-playwright-notes.md` for commands)
+2. **Connect via Playwright** (see reference for CDP connection snippet)
+3. **Portal field reference**: See `reference/ecorp-portal-playwright-notes.md` for:
+   - All field selector IDs
+   - Date field workaround (must use JS `el.value =` not Playwright `.fill()`)
+   - State dropdown abbreviations (use `value="NY"` not `label="New York"`)
+   - Director name fields (separate first/middle/last fields, NOT one name field)
+   - APVC activation sequence
+   - Session/eId behavior
+
+### Filing Steps
 
 1. **Navigate**: Open https://icis.corp.delaware.gov/ecorp/logintax.aspx
 2. **Login**: Enter Business Entity File Number. Solve CAPTCHA (if the user shares a screenshot, the agent can try to read it). Click **Continue**.
 3. **Entity verification**: Confirm entity name, registered agent, and registered office match your records.
-4. **Officers and directors**: Review and confirm or update names and addresses. Enter Nature of Business if prompted.
-5. **Stock information**: Enter authorized shares, par value, issued shares, and gross assets for each class.
-6. **Tax method**: Select **Assumed Par Value Capital Method** (or whichever method produced the lower tax). Verify the displayed tax matches your calculation from Phase 2. If it does not match, stop and troubleshoot before proceeding.
-7. **Payment**: Enter credit card or ACH details. Total = tax + filing fee. **Click Submit ONCE** — the portal warns about duplicate charges on double-click. If tax exceeds $5,000, ACH payment is required.
-8. **Confirmation**: Save the confirmation number. Screenshot the confirmation page.
-
-## Phase 4: Record and Remind
-
-Save a filing record with the following details:
-- Entity name
-- Delaware file number
-- Tax year
-- Calculation method used and intermediate values
-- Amount paid (tax + filing fee)
-- Confirmation number
-- Date filed
-- Next due date (March 1 of next year for corps, June 1 for LLCs)
+4. **Fill form fields** (all on one page):
+   - **Stock info**: Issued shares (per-class field, NOT the readonly total), gross assets, asset date (must == fiscal year end)
+   - **Address**: Principal business address with state abbreviation
+   - **Nature of business**: Select from dropdown (e.g., "Technology/Software")
+   - **Officer**: First/middle/last name, title, address
+   - **Directors**: Set total count, click "Enter Directors Info", fill first/middle/last name + address for each
+   - **Authorization**: First/middle/last name, title, address
+   - **T&C checkbox**: Must check `chkCertify` before continuing
+5. **Recalculate tax**: Click "Recalculate Tax" button. Verify the displayed tax matches your calculation from Phase 2. If it still shows the Authorized Shares method amount, the asset date is probably wrong — fix it via JavaScript.
+6. **Review**: Click "Continue Filing" to see the Review Copy. Verify all data.
+7. **Payment**: Click "Proceed to Payment". The agent **must stop here** — credit card and banking details must be entered by the user. If tax exceeds $5,000, ACH payment is required.
+8. **Confirmation**: After payment:
+   - Click **"Display Confirmation Copy"** (`onclick="downloadConfirmation();return false;"`) to save receipt PDF
+   - Click **"Email Confirmation Copy"** to email the filed report (opens popup at `Email.aspx`, enter email address)
+   - **CRITICAL**: "Once you leave this screen, you will no longer be able to obtain a confirmation copy" — save/email before navigating away
+   - Record the Service Request Number from the URL: `srNo=XXXXX`
+
+## Phase 4: Save Receipt and Remind
+
+### Save the confirmation PDF
+
+The downloaded confirmation PDF **is** the filing record — no need to create a separate one.
+
+The portal downloads the receipt as `Ecorp_Confirmation_<ServiceRequestNumber>.pdf` to the default Downloads folder. Move it to a durable location:
+- `~/Documents/Tax/Delaware/<EntityName>/` on local disk
+- A "Tax" or "Corporate Records" folder in cloud storage if available
+- Keep the original filename — it contains the Service Request Number for future reference
+
+```bash
+# Example
+mkdir -p ~/Documents/Tax/Delaware/My-Corp-Name
+mv ~/Downloads/Ecorp_Confirmation_*.pdf ~/Documents/Tax/Delaware/My-Corp-Name/
+```
+
+Ask the user where they keep tax records and move the file there.
+
+### Set a reminder
 
 Remind the user to set an annual reminder for approximately 2 weeks before the deadline:
 - **Mid-February** for corporations (March 1 deadline)
@@ -156,6 +192,7 @@ For detailed calculation formulas and official guidance, see the `reference/` di
 - `reference/tax-calculation.md` — full formulas for both methods with examples
 - `reference/filing-instructions.md` — fees, payment methods, deadlines
 - `reference/faq.md` — frequently asked questions
+- `reference/ecorp-portal-playwright-notes.md` — field selectors, gotchas, and automation tips for the eCorp portal
 
 **Official source**: https://corp.delaware.gov/paytaxes/
 **Help line**: 302-739-3073, Option 3