mirror of
https://github.com/luxfi/captable.git
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zeekay
14a9f303ff
New packages (types.go + repository.go + service.go each): - safe: YC SAFE taxonomy (pre/post money, cap, discount, MFN, pro rata) - note: convertible notes (interest accrual, conversion triggers) - warrant: exercise price, expiration, cash/cashless exercise - vesting: schedules with tranches, cliff, frequency, performance conditions - kyc: KYC/AML submissions, accreditation verification, provider hooks - omnisub: Alpaca OmniSub accounts, sub-accounts, orders, positions, tax Enhanced existing packages: - securities/types.go: ContractAddress, ChainID, Exemption enum (Reg D/S/A+/CF) - compliance/types.go: RegDCheck (506b/c), RegSCheck, full Rule144Check
111 lines
3.1 KiB
Go
111 lines
3.1 KiB
Go
package vesting
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import (
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"context"
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"fmt"
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"time"
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)
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// Service handles vesting schedule management.
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type Service struct {
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repo Repository
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}
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// NewService creates a vesting service backed by the given repository.
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func NewService(repo Repository) *Service {
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return &Service{repo: repo}
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}
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// CreateSchedule validates and persists a new vesting schedule.
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func (s *Service) CreateSchedule(ctx context.Context, sched *Schedule) error {
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if sched.CompanyID == "" {
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return fmt.Errorf("company_id is required")
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}
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if sched.ScheduleName == "" {
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return fmt.Errorf("schedule_name is required")
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}
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if sched.ScheduleType == "" {
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return fmt.Errorf("schedule_type is required")
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}
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if sched.IncludeCliff && sched.CliffLength == nil {
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return fmt.Errorf("cliff_length is required when include_cliff is true")
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}
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now := time.Now().UTC()
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sched.CreatedAt = now
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sched.UpdatedAt = now
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return s.repo.CreateSchedule(ctx, sched)
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}
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// GetSchedule retrieves a vesting schedule by ID.
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func (s *Service) GetSchedule(ctx context.Context, id string) (*Schedule, error) {
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if id == "" {
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return nil, fmt.Errorf("schedule id is required")
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}
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return s.repo.GetSchedule(ctx, id)
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}
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// ListSchedules returns all vesting schedules for a company.
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func (s *Service) ListSchedules(ctx context.Context, companyID string) ([]*Schedule, error) {
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if companyID == "" {
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return nil, fmt.Errorf("company_id is required")
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}
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return s.repo.ListSchedules(ctx, companyID)
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}
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// UpdateSchedule modifies an existing vesting schedule.
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func (s *Service) UpdateSchedule(ctx context.Context, sched *Schedule) error {
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if sched.ID == "" {
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return fmt.Errorf("schedule id is required")
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}
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sched.UpdatedAt = time.Now().UTC()
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return s.repo.UpdateSchedule(ctx, sched)
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}
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// AddTranche adds a vesting tranche to a schedule.
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func (s *Service) AddTranche(ctx context.Context, t *Tranche) error {
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if t.ScheduleID == "" {
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return fmt.Errorf("schedule_id is required")
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}
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if t.Percentage <= 0 || t.Percentage > 100 {
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return fmt.Errorf("percentage must be between 0 and 100")
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}
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now := time.Now().UTC()
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t.CreatedAt = now
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t.UpdatedAt = now
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return s.repo.CreateTranche(ctx, t)
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}
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// CreateCondition creates a performance condition.
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func (s *Service) CreateCondition(ctx context.Context, c *PerformanceCondition) error {
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if c.Name == "" {
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return fmt.Errorf("name is required")
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}
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if c.ConditionType == "" {
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return fmt.Errorf("condition_type is required")
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}
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now := time.Now().UTC()
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c.CreatedAt = now
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c.UpdatedAt = now
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return s.repo.CreateCondition(ctx, c)
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}
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// RecordEvent records a vesting event (shares actually vesting).
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func (s *Service) RecordEvent(ctx context.Context, e *Event) error {
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if e.TrancheID == "" {
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return fmt.Errorf("tranche_id is required")
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}
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if e.Percentage <= 0 {
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return fmt.Errorf("percentage must be positive")
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}
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e.CreatedAt = time.Now().UTC()
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return s.repo.AppendEvent(ctx, e)
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}
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// GetEvents returns all vesting events for a schedule.
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func (s *Service) GetEvents(ctx context.Context, scheduleID string) ([]*Event, error) {
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if scheduleID == "" {
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return nil, fmt.Errorf("schedule_id is required")
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}
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return s.repo.ListEventsBySchedule(ctx, scheduleID)
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}
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