open-agreements 0.3.1 → 0.5.0

package/dist/core/checklist/index.js

@@ -4,10 +4,12 @@ export { ClosingChecklistSchema } from './schemas.js';
 export { ChecklistPatchModeEnum, JsonPointerSchema, PatchCitationSchema, ChecklistPatchSourceEventSchema, ChecklistPatchOperationSchema, ChecklistPatchEnvelopeSchema, ChecklistPatchApplyRequestSchema, } from './patch-schemas.js';
 export { CHECKLIST_PATCH_VALIDATION_TTL_MS, DANGEROUS_KEYS, applyChecklistPatchOperations, computeChecklistPatchHash, validateChecklistPatch, getChecklistPatchValidationArtifact, setChecklistPatchValidationStore, getChecklistPatchValidationStore, } from './patch-validator.js';
 export { applyChecklistPatch, setChecklistAppliedPatchStore, getChecklistAppliedPatchStore, setChecklistProposedPatchStore, getChecklistProposedPatchStore, } from './patch-apply.js';
-export { humanStatus, STATUS_LABELS } from './status-labels.js';
+export { humanStatus, STATUS_LABELS, reverseHumanStatus, REVERSE_STATUS_LABELS } from './status-labels.js';
 export { createChecklist, listChecklists, resolveChecklist, getChecklistState, saveChecklistState, appendHistory, getHistory, ChecklistStateSchema, } from './state-manager.js';
 export { appendJsonl, readJsonl } from './jsonl-stores.js';
 export { formatChecklistDocx } from './format-checklist-docx.js';
+export { importChecklistFromDocx, } from './docx-import.js';
+export { classifyRow, getDirectChildRows, getDirectChildCells, getCellText, findTableByHeaders, isControlRow, extractRenderVersion, DOCUMENTS_HEADERS, ACTION_ITEMS_HEADERS, ISSUES_HEADERS, RENDER_VERSION_MARKER, } from './docx-table-helpers.js';
 const STAGE_ORDER = ['PRE_SIGNING', 'SIGNING', 'CLOSING', 'POST_CLOSING'];
 const STAGE_HEADINGS = {
     PRE_SIGNING: 'PRE-SIGNING',
@@ -38,6 +40,19 @@ function responsibilityLabel(responsibility) {
         responsibility.role ?? '',
     ]).join(', ');
 }
+/**
+ * Merged responsible column: "Entity (Individual)" format.
+ * Role is preserved in canonical data but NOT rendered in DOCX.
+ */
+function responsibleMergedColumn(r) {
+    if (!r)
+        return '';
+    const org = r.organization ?? '';
+    const individual = r.individual_name ?? '';
+    if (org && individual)
+        return `${org} (${individual})`;
+    return org || individual;
+}
 function citationLabel(citation) {
     const base = citation.text ?? citation.ref ?? '';
     const sources = nonEmpty([citation.link ?? '', citation.filepath ?? '']);
@@ -172,15 +187,14 @@ function buildRenderModel(data) {
     };
 }
 /**
- * Build template values for the closing-checklist DOCX template from
- * document-first v2 checklist input.
+ * Build template values for the closing-checklist DOCX template.
  *
- * Layout:
+ * Layout (5-column):
  *   - Stage headers as bold section rows
- *   - Entry rows: Number | Title | Status | Responsible Party
+ *   - Entry rows: ID | Title | Link | Status | Responsible
  *   - Citations as indented sub-rows under their entry
- *   - Signatories as indented sub-rows
- *   - Linked actions/issues as indented sub-rows
+ *   - Signatories as bracket-checkbox sub-rows
+ *   - Linked actions/issues as bracket-checkbox sub-rows
  */
 export function buildChecklistTemplateContext(data) {
     const model = buildRenderModel(data);
@@ -191,60 +205,63 @@ export function buildChecklistTemplateContext(data) {
             return;
         // Stage heading row
         documentRows.push({
-            number: '',
+            entry_id: '',
             title: `${STAGE_ROMANS[index]}. ${STAGE_HEADINGS[stage]}`,
+            link: '',
             status: '',
-            responsible_party: '',
+            responsible: '',
         });
         for (const row of stageRows) {
             const indent = '\u00A0\u00A0'.repeat(row.depth);
-            const linkSuffix = row.document?.primary_link ? ` (${row.document.primary_link})` : '';
-            // Main entry row
+            // Main entry row (lossless: title is clean, link is separate column)
             documentRows.push({
-                number: row.number,
-                title: `${indent}${row.entry.title}${linkSuffix}`,
+                entry_id: row.entry.entry_id,
+                title: `${indent}${row.entry.title}`,
+                link: row.document?.primary_link ?? '',
                 status: humanStatus(row.entry.status),
-                responsible_party: responsibilityLabel(row.entry.responsible_party),
+                responsible: responsibleMergedColumn(row.entry.responsible_party),
             });
             // Citation sub-rows
             for (const citation of row.entry.citations) {
                 documentRows.push({
-                    number: '',
+                    entry_id: '',
                     title: `${indent}\u00A0\u00A0Ref: ${citationLabel(citation)}`,
+                    link: '',
                     status: '',
-                    responsible_party: '',
+                    responsible: '',
                 });
             }
             // Signatory sub-rows
             for (const signatory of row.entry.signatories) {
-                const sigCheckbox = signatory.status === 'RECEIVED' ? '\u2611' : '\u2610';
+                const sigCheckbox = signatory.status === 'RECEIVED' ? '[x]' : '[ ]';
                 documentRows.push({
-                    number: '',
+                    entry_id: '',
                     title: `${indent}\u00A0\u00A0${sigCheckbox} Signatory: ${signatoryLabel(signatory)}`,
+                    link: '',
                     status: '',
-                    responsible_party: '',
+                    responsible: '',
                 });
             }
             // Linked action sub-rows
             for (const action of row.linkedActions) {
-                const actCheckbox = action.status === 'COMPLETED' ? '\u2611' : '\u2610';
-                const latestCitation = latestCitationLabel(action.citations);
+                const actCheckbox = action.status === 'COMPLETED' ? '[x]' : '[ ]';
                 documentRows.push({
-                    number: '',
+                    entry_id: '',
                     title: `${indent}\u00A0\u00A0${actCheckbox} Action ${action.action_id}: ${action.description}`,
-                    status: latestCitation ? `${humanStatus(action.status)} | ${latestCitation}` : humanStatus(action.status),
-                    responsible_party: responsibilityLabel(action.assigned_to),
+                    link: '',
+                    status: humanStatus(action.status),
+                    responsible: responsibilityLabel(action.assigned_to),
                 });
             }
             // Linked issue sub-rows
             for (const issue of row.linkedIssues) {
-                const issCheckbox = issue.status === 'CLOSED' ? '\u2611' : '\u2610';
-                const latestCitation = latestCitationLabel(issue.citations);
+                const issCheckbox = issue.status === 'CLOSED' ? '[x]' : '[ ]';
                 documentRows.push({
-                    number: '',
+                    entry_id: '',
                     title: `${indent}\u00A0\u00A0${issCheckbox} Issue ${issue.issue_id}: ${issue.title}`,
-                    status: latestCitation ? `${humanStatus(issue.status)} | ${latestCitation}` : humanStatus(issue.status),
-                    responsible_party: '',
+                    link: '',
+                    status: humanStatus(issue.status),
+                    responsible: '',
                 });
             }
         }
@@ -260,7 +277,8 @@ export function buildChecklistTemplateContext(data) {
         issue_id: issue.issue_id,
         title: issue.title,
         status: humanStatus(issue.status),
-        summary: nonEmpty([issue.summary ?? '', latestCitationLabel(issue.citations)]).join(' | '),
+        summary: issue.summary ?? '',
+        citation: latestCitationLabel(issue.citations),
     }));
     return {
         deal_name: model.checklist.deal_name,

package/dist/core/checklist/index.js.map

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package/dist/core/checklist/status-labels.d.ts

@@ -3,4 +3,10 @@
  */
 export declare const STATUS_LABELS: Record<string, string>;
 export declare function humanStatus(status: string): string;
+export declare const REVERSE_STATUS_LABELS: Record<string, string>;
+/**
+ * Convert a human-readable status label back to its enum key.
+ * Returns null if the label is not recognized.
+ */
+export declare function reverseHumanStatus(label: string): string | null;
 //# sourceMappingURL=status-labels.d.ts.map

package/dist/core/checklist/status-labels.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"status-labels.d.ts","sourceRoot":"","sources":["../../../src/core/checklist/status-labels.ts"],"names":[],"mappings":"AAAA;;GAEG;AACH,eAAO,MAAM,aAAa,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAwBhD,CAAC;AAEF,wBAAgB,WAAW,CAAC,MAAM,EAAE,MAAM,GAAG,MAAM,CAElD"}
+{"version":3,"file":"status-labels.d.ts","sourceRoot":"","sources":["../../../src/core/checklist/status-labels.ts"],"names":[],"mappings":"AAAA;;GAEG;AACH,eAAO,MAAM,aAAa,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAwBhD,CAAC;AAEF,wBAAgB,WAAW,CAAC,MAAM,EAAE,MAAM,GAAG,MAAM,CAElD;AAED,eAAO,MAAM,qBAAqB,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAExD,CAAC;AAEF;;;GAGG;AACH,wBAAgB,kBAAkB,CAAC,KAAK,EAAE,MAAM,GAAG,MAAM,GAAG,IAAI,CAE/D"}

package/dist/core/checklist/status-labels.js

@@ -26,4 +26,12 @@ export const STATUS_LABELS = {
 export function humanStatus(status) {
     return STATUS_LABELS[status] ?? status;
 }
+export const REVERSE_STATUS_LABELS = Object.fromEntries(Object.entries(STATUS_LABELS).map(([key, value]) => [value, key]));
+/**
+ * Convert a human-readable status label back to its enum key.
+ * Returns null if the label is not recognized.
+ */
+export function reverseHumanStatus(label) {
+    return REVERSE_STATUS_LABELS[label.trim()] ?? null;
+}
 //# sourceMappingURL=status-labels.js.map

package/dist/core/checklist/status-labels.js.map

@@ -1 +1 @@
-{"version":3,"file":"status-labels.js","sourceRoot":"","sources":["../../../src/core/checklist/status-labels.ts"],"names":[],"mappings":"AAAA;;GAEG;AACH,MAAM,CAAC,MAAM,aAAa,GAA2B;IACnD,2BAA2B;IAC3B,WAAW,EAAE,aAAa;IAC1B,KAAK,EAAE,OAAO;IACd,UAAU,EAAE,YAAY;IACxB,UAAU,EAAE,YAAY;IACxB,gBAAgB,EAAE,kBAAkB;IACpC,cAAc,EAAE,gBAAgB;IAChC,SAAS,EAAE,WAAW;IACtB,iBAAiB,EAAE,kBAAkB;IAErC,yCAAyC;IACzC,WAAW,EAAE,aAAa;IAC1B,SAAS,EAAE,WAAW;IACtB,OAAO,EAAE,SAAS;IAElB,sBAAsB;IACtB,OAAO,EAAE,SAAS;IAClB,QAAQ,EAAE,UAAU;IACpB,GAAG,EAAE,KAAK;IAEV,kBAAkB;IAClB,IAAI,EAAE,MAAM;IACZ,MAAM,EAAE,QAAQ;CACjB,CAAC;AAEF,MAAM,UAAU,WAAW,CAAC,MAAc;IACxC,OAAO,aAAa,CAAC,MAAM,CAAC,IAAI,MAAM,CAAC;AACzC,CAAC"}
+{"version":3,"file":"status-labels.js","sourceRoot":"","sources":["../../../src/core/checklist/status-labels.ts"],"names":[],"mappings":"AAAA;;GAEG;AACH,MAAM,CAAC,MAAM,aAAa,GAA2B;IACnD,2BAA2B;IAC3B,WAAW,EAAE,aAAa;IAC1B,KAAK,EAAE,OAAO;IACd,UAAU,EAAE,YAAY;IACxB,UAAU,EAAE,YAAY;IACxB,gBAAgB,EAAE,kBAAkB;IACpC,cAAc,EAAE,gBAAgB;IAChC,SAAS,EAAE,WAAW;IACtB,iBAAiB,EAAE,kBAAkB;IAErC,yCAAyC;IACzC,WAAW,EAAE,aAAa;IAC1B,SAAS,EAAE,WAAW;IACtB,OAAO,EAAE,SAAS;IAElB,sBAAsB;IACtB,OAAO,EAAE,SAAS;IAClB,QAAQ,EAAE,UAAU;IACpB,GAAG,EAAE,KAAK;IAEV,kBAAkB;IAClB,IAAI,EAAE,MAAM;IACZ,MAAM,EAAE,QAAQ;CACjB,CAAC;AAEF,MAAM,UAAU,WAAW,CAAC,MAAc;IACxC,OAAO,aAAa,CAAC,MAAM,CAAC,IAAI,MAAM,CAAC;AACzC,CAAC;AAED,MAAM,CAAC,MAAM,qBAAqB,GAA2B,MAAM,CAAC,WAAW,CAC7E,MAAM,CAAC,OAAO,CAAC,aAAa,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,GAAG,EAAE,KAAK,CAAC,EAAE,EAAE,CAAC,CAAC,KAAK,EAAE,GAAG,CAAC,CAAC,CAClE,CAAC;AAEF;;;GAGG;AACH,MAAM,UAAU,kBAAkB,CAAC,KAAa;IAC9C,OAAO,qBAAqB,CAAC,KAAK,CAAC,IAAI,EAAE,CAAC,IAAI,IAAI,CAAC;AACrD,CAAC"}

package/dist/core/command-generation/adapters/claude.js

@@ -1,7 +1,7 @@
 export class ClaudeCodeAdapter {
     name = 'claude-code';
     generateSkillFile(metadata, templateId) {
-        const requiredFields = new Set(metadata.required_fields);
+        const priorityFields = new Set(metadata.priority_fields);
         const fieldsBySection = this.groupFieldsBySection(metadata);
         const questionRounds = this.buildQuestionRounds(fieldsBySection);
         return `# OpenAgreements: Fill ${metadata.name}
@@ -28,7 +28,7 @@ After collecting all field values, run:
 
 \`\`\`bash
 open-agreements fill ${templateId} ${metadata.fields
-            .filter((f) => requiredFields.has(f.name))
+            .filter((f) => priorityFields.has(f.name))
             .map((f) => `--${f.name} "\${${f.name}}"`)
             .join(' ')}
 \`\`\`
@@ -46,12 +46,12 @@ The filled DOCX will be saved to the current directory.
         return '.claude/commands/open-agreements.md';
     }
     groupFieldsBySection(metadata) {
-        const requiredFields = new Set(metadata.required_fields);
+        const priorityFields = new Set(metadata.priority_fields);
         const sections = new Map();
         for (const field of metadata.fields) {
             const fieldWithRequired = {
                 ...field,
-                required: requiredFields.has(field.name),
+                required: priorityFields.has(field.name),
             };
             const section = field.section ?? 'General';
             if (!sections.has(section))

package/dist/core/employment/memo.js

@@ -343,7 +343,7 @@ function buildBaselineVarianceFindings(args) {
         }
         const currentValue = args.fieldValues[fieldName] ?? '';
         const baselineDefault = baselineField.default?.trim() ?? '';
-        const baselineRequiresField = args.baselineMetadata.required_fields.includes(fieldName);
+        const baselineRequiresField = args.baselineMetadata.priority_fields.includes(fieldName);
         if (baselineDefault.length > 0 && currentValue.length > 0 && currentValue !== baselineDefault) {
             findings.push({
                 id: `baseline-${args.templateId}-${args.baselineTemplateId}-${fieldName}`,
@@ -393,13 +393,13 @@ function buildBaselineVarianceFindings(args) {
                     },
                     {
                         type: 'template',
-                        reference: `${args.baselineTemplateId}.required_fields`,
+                        reference: `${args.baselineTemplateId}.priority_fields`,
                         value: fieldName,
                     },
                 ],
                 citations: [
                     {
-                        source: `${args.baselineMetadata.name} required_fields metadata`,
+                        source: `${args.baselineMetadata.name} priority_fields metadata`,
                         source_date: getTemplateSourceDate(args.baselineTemplateId),
                     },
                 ],

package/dist/core/engine.js

@@ -225,7 +225,7 @@ export async function fillTemplate(options) {
         outputPath,
         values,
         fields: metadata.fields,
-        requiredFieldNames: metadata.required_fields,
+        priorityFieldNames: metadata.priority_fields,
         cleanPatch,
         selectionsConfig,
         coerceBooleans: true,

package/dist/core/external/index.js

@@ -35,7 +35,7 @@ export async function runExternalFill(options) {
         outputPath,
         values,
         fields: metadata.fields,
-        requiredFieldNames: metadata.required_fields,
+        priorityFieldNames: metadata.priority_fields,
         cleanPatch: { cleanConfig, replacements },
         verify: (p) => verifyOutput(p, values, replacements, cleanConfig),
         keepIntermediate,

package/dist/core/fill-pipeline.d.ts

@@ -9,8 +9,8 @@ export interface PrepareFillDataOptions {
     values: Record<string, unknown>;
     /** Field definitions from metadata. */
     fields: FieldDefinition[];
-    /** Required field names from metadata.required_fields. */
-    requiredFieldNames?: string[];
+    /** Priority field names from metadata.priority_fields. */
+    priorityFieldNames?: string[];
     /**
      * When true, unfilled optional fields default to BLANK_PLACEHOLDER ('_______')
      * so omissions are visible. When false, they default to '' (empty string).
@@ -45,7 +45,7 @@ export interface FillDocxOptions {
 }
 /**
  * Prepare fill data with all normalization steps:
- * 1. Validate required fields are present
+ * 1. Warn about unfilled priority fields
  * 2. Apply defaults for optional fields not provided
  * 3. Coerce boolean fields (optional)
  * 4. Compute display fields (optional, template-specific)

package/dist/core/fill-pipeline.js

@@ -13,13 +13,13 @@ const W_NS = 'http://schemas.openxmlformats.org/wordprocessingml/2006/main';
 const DEFAULT_STRIP_PATTERNS = [/\bDrafting note\b/i];
 /**
  * Prepare fill data with all normalization steps:
- * 1. Validate required fields are present
+ * 1. Warn about unfilled priority fields
  * 2. Apply defaults for optional fields not provided
  * 3. Coerce boolean fields (optional)
  * 4. Compute display fields (optional, template-specific)
  */
 export function prepareFillData(options) {
-    const { values, fields, requiredFieldNames = [], useBlankPlaceholder = false, coerceBooleans = false, computeDisplayFields, } = options;
+    const { values, fields, priorityFieldNames = [], useBlankPlaceholder = false, coerceBooleans = false, computeDisplayFields, } = options;
     // Apply defaults for fields not provided
     const defaultValue = useBlankPlaceholder ? BLANK_PLACEHOLDER : '';
     const data = { ...values };
@@ -34,13 +34,13 @@ export function prepareFillData(options) {
             }
         }
     }
-    // Warn about required fields that are still unfilled (no value, no default)
-    const requiredSet = new Set(requiredFieldNames);
+    // Warn about priority fields that are still unfilled (no value, no default)
+    const prioritySet = new Set(priorityFieldNames);
     const missing = fields
-        .filter((f) => requiredSet.has(f.name) && (data[f.name] === '' || data[f.name] === BLANK_PLACEHOLDER))
+        .filter((f) => prioritySet.has(f.name) && (data[f.name] === '' || data[f.name] === BLANK_PLACEHOLDER))
         .map((f) => f.name);
     if (missing.length > 0) {
-        console.warn(`Warning: missing required fields: ${missing.join(', ')}`);
+        console.warn(`Note: ${missing.length} priority fields are unfilled: ${missing.join(', ')}`);
     }
     // Coerce boolean fields to actual JS booleans.
     // docx-templates evaluates {IF field} in JS context where "false" is truthy.

package/dist/core/fill-pipeline.js.map

@@ -1 +1 @@
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package/dist/core/metadata.d.ts

@@ -17,6 +17,7 @@ export declare const FieldDefinitionSchema: z.ZodObject<{
     }>;
     description: z.ZodString;
     default: z.ZodOptional<z.ZodString>;
+    default_value_rationale: z.ZodOptional<z.ZodString>;
     options: z.ZodOptional<z.ZodArray<z.ZodString>>;
     section: z.ZodOptional<z.ZodString>;
 }, z.core.$strip>;
@@ -45,10 +46,11 @@ export declare const TemplateMetadataSchema: z.ZodObject<{
         }>;
         description: z.ZodString;
         default: z.ZodOptional<z.ZodString>;
+        default_value_rationale: z.ZodOptional<z.ZodString>;
         options: z.ZodOptional<z.ZodArray<z.ZodString>>;
         section: z.ZodOptional<z.ZodString>;
     }, z.core.$strip>>;
-    required_fields: z.ZodDefault<z.ZodArray<z.ZodString>>;
+    priority_fields: z.ZodDefault<z.ZodArray<z.ZodString>>;
 }, z.core.$strip>;
 export type TemplateMetadata = z.infer<typeof TemplateMetadataSchema>;
 export declare const ExternalMetadataSchema: z.ZodObject<{
@@ -75,15 +77,17 @@ export declare const ExternalMetadataSchema: z.ZodObject<{
         }>;
         description: z.ZodString;
         default: z.ZodOptional<z.ZodString>;
+        default_value_rationale: z.ZodOptional<z.ZodString>;
         options: z.ZodOptional<z.ZodArray<z.ZodString>>;
         section: z.ZodOptional<z.ZodString>;
     }, z.core.$strip>>;
-    required_fields: z.ZodDefault<z.ZodArray<z.ZodString>>;
+    priority_fields: z.ZodDefault<z.ZodArray<z.ZodString>>;
     source_sha256: z.ZodString;
 }, z.core.$strip>;
 export type ExternalMetadata = z.infer<typeof ExternalMetadataSchema>;
 export declare const CleanConfigSchema: z.ZodObject<{
     removeFootnotes: z.ZodDefault<z.ZodBoolean>;
+    removeBeforePattern: z.ZodOptional<z.ZodString>;
     removeParagraphPatterns: z.ZodDefault<z.ZodArray<z.ZodString>>;
     removeRanges: z.ZodDefault<z.ZodArray<z.ZodObject<{
         start: z.ZodString;
@@ -168,10 +172,16 @@ export declare const RecipeMetadataSchema: z.ZodObject<{
         }>;
         description: z.ZodString;
         default: z.ZodOptional<z.ZodString>;
+        default_value_rationale: z.ZodOptional<z.ZodString>;
         options: z.ZodOptional<z.ZodArray<z.ZodString>>;
         section: z.ZodOptional<z.ZodString>;
     }, z.core.$strip>>>;
-    required_fields: z.ZodDefault<z.ZodArray<z.ZodString>>;
+    priority_fields: z.ZodDefault<z.ZodArray<z.ZodString>>;
+    market_data_citations: z.ZodOptional<z.ZodArray<z.ZodObject<{
+        id: z.ZodString;
+        label: z.ZodString;
+        url: z.ZodOptional<z.ZodString>;
+    }, z.core.$strip>>>;
 }, z.core.$strip>;
 export type RecipeMetadata = z.infer<typeof RecipeMetadataSchema>;
 export declare function loadMetadata(templateDir: string): TemplateMetadata;

package/dist/core/metadata.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"metadata.d.ts","sourceRoot":"","sources":["../../src/core/metadata.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAKxB,eAAO,MAAM,WAAW;;;;EAAmD,CAAC;AAC5E,MAAM,MAAM,OAAO,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,WAAW,CAAC,CAAC;AAElD,eAAO,MAAM,qBAAqB;;;;;;;;;;;;;;;iBAmBjC,CAAC;AACF,MAAM,MAAM,eAAe,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,qBAAqB,CAAC,CAAC;AA0CpE,eAAO,MAAM,sBAAsB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;iBAEjC,CAAC;AACH,MAAM,MAAM,gBAAgB,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,sBAAsB,CAAC,CAAC;AAItE,eAAO,MAAM,sBAAsB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;iBAIjC,CAAC;AACH,MAAM,MAAM,gBAAgB,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,sBAAsB,CAAC,CAAC;AAItE,eAAO,MAAM,iBAAiB;;;;;;;;;iBAS5B,CAAC;AACH,MAAM,MAAM,WAAW,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,iBAAiB,CAAC,CAAC;AAE5D,eAAO,MAAM,uCAAuC;;;;;;;;;;iBAUlD,CAAC;AACH,MAAM,MAAM,iCAAiC,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,uCAAuC,CAAC,CAAC;AAExG,eAAO,MAAM,qBAAqB;;;;;;;;;;;;iBAEhC,CAAC;AACH,MAAM,MAAM,eAAe,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,qBAAqB,CAAC,CAAC;AAEpE,eAAO,MAAM,mBAAmB;;;;;;;;;;iBAM9B,CAAC;AACH,MAAM,MAAM,aAAa,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,mBAAmB,CAAC,CAAC;AAEhE,eAAO,MAAM,oBAAoB;;;;;;;;;;;;;;;;iBAM/B,CAAC;AACH,MAAM,MAAM,cAAc,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,oBAAoB,CAAC,CAAC;AAQlE,eAAO,MAAM,oBAAoB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;iBAa/B,CAAC;AACH,MAAM,MAAM,cAAc,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,oBAAoB,CAAC,CAAC;AAIlE,wBAAgB,YAAY,CAAC,WAAW,EAAE,MAAM,GAAG,gBAAgB,CAKlE;AAED,wBAAgB,gBAAgB,CAAC,WAAW,EAAE,MAAM,GAAG;IAAE,KAAK,EAAE,OAAO,CAAC;IAAC,MAAM,EAAE,MAAM,EAAE,CAAA;CAAE,CAe1F;AAID,wBAAgB,oBAAoB,CAAC,WAAW,EAAE,MAAM,GAAG,gBAAgB,CAK1E;AAED,wBAAgB,wBAAwB,CAAC,WAAW,EAAE,MAAM,GAAG;IAAE,KAAK,EAAE,OAAO,CAAC;IAAC,MAAM,EAAE,MAAM,EAAE,CAAA;CAAE,CAelG;AAID,wBAAgB,kBAAkB,CAAC,SAAS,EAAE,MAAM,GAAG,cAAc,CAKpE;AAED,wBAAgB,eAAe,CAAC,SAAS,EAAE,MAAM,GAAG,WAAW,CAO9D;AAED,wBAAgB,mBAAmB,CAAC,SAAS,EAAE,MAAM,GAAG,eAAe,CAOtE;AAED,wBAAgB,sBAAsB,CAAC,SAAS,EAAE,MAAM,GAAG;IAAE,KAAK,EAAE,OAAO,CAAC;IAAC,MAAM,EAAE,MAAM,EAAE,CAAA;CAAE,CAe9F"}

package/dist/core/metadata.js

@@ -8,6 +8,7 @@ export const FieldDefinitionSchema = z.object({
     type: z.enum(['string', 'date', 'number', 'boolean', 'enum', 'array']),
     description: z.string(),
     default: z.string().optional(),
+    default_value_rationale: z.string().optional(),
     options: z.array(z.string()).optional(),
     section: z.string().optional(),
 }).refine((f) => f.type !== 'enum' || (f.options !== undefined && f.options.length > 0), { message: 'Fields with type "enum" must have a non-empty options array' }).refine((f) => {
@@ -19,15 +20,15 @@ export const FieldDefinitionSchema = z.object({
         return f.default === 'true' || f.default === 'false';
     return true;
 }, { message: 'Default value must be valid for the declared field type' });
-function validateRequiredFields(fields, requiredFields, ctx) {
+function validatePriorityFields(fields, priorityFields, ctx) {
     const fieldNames = new Set(fields.map((field) => field.name));
     const seen = new Set();
-    requiredFields.forEach((fieldName, index) => {
+    priorityFields.forEach((fieldName, index) => {
         if (seen.has(fieldName)) {
             ctx.addIssue({
                 code: z.ZodIssueCode.custom,
-                path: ['required_fields', index],
-                message: `Duplicate required field "${fieldName}"`,
+                path: ['priority_fields', index],
+                message: `Duplicate priority field "${fieldName}"`,
             });
             return;
         }
@@ -35,8 +36,8 @@ function validateRequiredFields(fields, requiredFields, ctx) {
         if (!fieldNames.has(fieldName)) {
             ctx.addIssue({
                 code: z.ZodIssueCode.custom,
-                path: ['required_fields', index],
-                message: `Required field "${fieldName}" is not defined in fields`,
+                path: ['priority_fields', index],
+                message: `Priority field "${fieldName}" is not defined in fields`,
             });
         }
     });
@@ -50,20 +51,21 @@ const TemplateMetadataBaseSchema = z.object({
     allow_derivatives: z.boolean(),
     attribution_text: z.string(),
     fields: z.array(FieldDefinitionSchema),
-    required_fields: z.array(z.string()).default([]),
+    priority_fields: z.array(z.string()).default([]),
 });
 export const TemplateMetadataSchema = TemplateMetadataBaseSchema.superRefine((meta, ctx) => {
-    validateRequiredFields(meta.fields, meta.required_fields, ctx);
+    validatePriorityFields(meta.fields, meta.priority_fields, ctx);
 });
 // --- External template schemas ---
 export const ExternalMetadataSchema = TemplateMetadataBaseSchema.extend({
     source_sha256: z.string(),
 }).superRefine((meta, ctx) => {
-    validateRequiredFields(meta.fields, meta.required_fields, ctx);
+    validatePriorityFields(meta.fields, meta.priority_fields, ctx);
 });
 // --- Recipe schemas ---
 export const CleanConfigSchema = z.object({
     removeFootnotes: z.boolean().default(false),
+    removeBeforePattern: z.string().optional(),
     removeParagraphPatterns: z.array(z.string()).default([]),
     removeRanges: z.array(z.object({
         start: z.string(),
@@ -99,6 +101,11 @@ export const GuidanceOutputSchema = z.object({
     }),
     entries: z.array(GuidanceEntrySchema),
 });
+const MarketDataCitationSchema = z.object({
+    id: z.string(),
+    label: z.string(),
+    url: z.string().optional(),
+});
 export const RecipeMetadataSchema = z.object({
     name: z.string(),
     description: z.string().optional(),
@@ -108,9 +115,10 @@ export const RecipeMetadataSchema = z.object({
     optional: z.boolean().default(false),
     source_sha256: z.string().optional(),
     fields: z.array(FieldDefinitionSchema).default([]),
-    required_fields: z.array(z.string()).default([]),
+    priority_fields: z.array(z.string()).default([]),
+    market_data_citations: z.array(MarketDataCitationSchema).optional(),
 }).superRefine((meta, ctx) => {
-    validateRequiredFields(meta.fields, meta.required_fields, ctx);
+    validatePriorityFields(meta.fields, meta.priority_fields, ctx);
 });
 // --- Template loaders ---
 export function loadMetadata(templateDir) {