mirror of
https://github.com/luxfi/captable.git
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zeekay
0778610b3a
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
97 lines
2.5 KiB
Go
97 lines
2.5 KiB
Go
package note
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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 convertible note lifecycle 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 convertible note 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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// Create validates and persists a new convertible note.
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func (s *Service) Create(ctx context.Context, n *ConvertibleNote) error {
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if n.CompanyID == "" {
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return fmt.Errorf("company_id is required")
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}
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if n.StakeholderID == "" {
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return fmt.Errorf("stakeholder_id is required")
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}
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if n.Capital <= 0 {
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return fmt.Errorf("capital must be positive")
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}
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if n.Type == "" {
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return fmt.Errorf("type is required")
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}
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if n.InterestRate != nil && *n.InterestRate < 0 {
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return fmt.Errorf("interest_rate must be non-negative")
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}
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now := time.Now().UTC()
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n.CreatedAt = now
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n.UpdatedAt = now
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if n.Status == "" {
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n.Status = StatusDraft
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}
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return s.repo.Create(ctx, n)
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}
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// Get retrieves a convertible note by ID.
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func (s *Service) Get(ctx context.Context, id string) (*ConvertibleNote, error) {
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if id == "" {
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return nil, fmt.Errorf("note id is required")
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}
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return s.repo.Get(ctx, id)
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}
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// List returns all convertible notes for a company.
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func (s *Service) List(ctx context.Context, companyID string) ([]*ConvertibleNote, 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.List(ctx, companyID)
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}
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// Update modifies an existing convertible note.
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func (s *Service) Update(ctx context.Context, n *ConvertibleNote) error {
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if n.ID == "" {
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return fmt.Errorf("note id is required")
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}
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n.UpdatedAt = time.Now().UTC()
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return s.repo.Update(ctx, n)
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}
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// MarkConverted transitions a note to converted status.
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func (s *Service) MarkConverted(ctx context.Context, id string) error {
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n, err := s.repo.Get(ctx, id)
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if err != nil {
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return fmt.Errorf("get note: %w", err)
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}
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if n.Status != StatusActive {
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return fmt.Errorf("note %s is not active (status=%s)", n.ID, n.Status)
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}
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n.Status = StatusConverted
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n.UpdatedAt = time.Now().UTC()
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return s.repo.Update(ctx, n)
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}
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// Cancel marks a convertible note as cancelled.
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func (s *Service) Cancel(ctx context.Context, id string) error {
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n, err := s.repo.Get(ctx, id)
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if err != nil {
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return fmt.Errorf("get note: %w", err)
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}
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if n.Status == StatusConverted {
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return fmt.Errorf("cannot cancel a converted note")
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}
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n.Status = StatusCancelled
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n.UpdatedAt = time.Now().UTC()
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return s.repo.Update(ctx, n)
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}
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