Add Stock Plan History to Context Sheet - Githubissues

Open-Cap-Table-Coalition / ocx

Open Cap eXcel (OCX) - Convert Open Cap Format (OCF) packages into a standardized Excel format.

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Add Stock Plan History to Context Sheet #58

Open pjohnmeyer opened 1 year ago

pjohnmeyer commented 1 year ago

Scope

Desired Outcome

Derived from STOCK_PLAN and TX_STOCK_PLAN_POOL_ADJUSTMENT objects.

"Initial adoption" rows are populated from the STOCK_PLAN:

Plan name comes from the object
date comes from the object
Action = 'Initial adoption'
Stockholder approval date comes from the object
Number of shares comes from the object
Total shares reserved comes from the object

"Increase/Decrease" rows are populated from TX_STOCK_PLAN_POOL_ADJUSTMENT and their associated STOCK_PLAN

Plan name comes from the STOCK_PLAN
date comes from the TX object
Action = Dynamic based on new shares_reserved vs previous
stockholder approval date comes from the TX object
number of shares: Calculated delta between new total shares and previous total shares
total shares reserved comes from the TX object

⚠️ Unknown: How are multiple stock plans ordered in this table?

To-Do

[ ] Determine necessary in-tool calculations and document for review and approval
[ ] ocf-package: Are the necessary OCF Files being processed?
[ ] model: Are the necessary OCF Objects being consumed?
[ ] Develop workbook against Model interfaces.
[ ] Implement actual Model
[ ] Integrate and test end-to-end