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Open-Cap-Table-Coalition / Open-Cap-Format-OCF

Open Cap Format (OCF) - The Open Source Company Capitalization Data Standard. OCF can be used to structure and track the complex data structures necessary to build and maintain accurate capitalization (cap) tables.
https://opencaptablecoalition.com
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feat: Update stock plan to support multiple stock class ids #477

Closed lavens closed 5 months ago

lavens commented 6 months ago

What type of PR is this? /kind feature

What this PR does / why we need it: This PR adds support for multiple stock classes to be associated with a stock plan.

Which issue(s) this PR fixes: Fixes https://github.com/Open-Cap-Table-Coalition/Open-Cap-Format-OCF/issues/461

cc @jarrettq

jarrettq commented 6 months ago

Our approach placed an emphasis on not introducing breaking changes, so the following items are worth pointing out:

  1. We've opted to mark fields like stock_class_id in the Stock Plan object as deprecated, with a goal to eventually sunset it in favor of a stock_class_ids list.
  2. stock_class_id is still an optional field in the Equity Compensation Issuance transaction, but we'd recommend eventually transitioning it to a required field to handle scenarios where a Stock Plan starts off with a single share class but adds support for other share classes in subsequent updates to it.