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
94 lines
2.3 KiB
Go
94 lines
2.3 KiB
Go
package safe
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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 SAFE 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 SAFE 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 SAFE.
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func (s *Service) Create(ctx context.Context, sf *Safe) error {
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if sf.CompanyID == "" {
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return fmt.Errorf("company_id is required")
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}
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if sf.StakeholderID == "" {
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return fmt.Errorf("stakeholder_id is required")
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}
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if sf.Capital <= 0 {
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return fmt.Errorf("capital must be positive")
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}
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if sf.Type == "" {
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return fmt.Errorf("type is required")
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}
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now := time.Now().UTC()
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sf.CreatedAt = now
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sf.UpdatedAt = now
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if sf.Status == "" {
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sf.Status = StatusDraft
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}
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return s.repo.Create(ctx, sf)
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}
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// Get retrieves a SAFE by ID.
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func (s *Service) Get(ctx context.Context, id string) (*Safe, error) {
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if id == "" {
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return nil, fmt.Errorf("safe 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 SAFEs for a company.
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func (s *Service) List(ctx context.Context, companyID string) ([]*Safe, 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 SAFE.
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func (s *Service) Update(ctx context.Context, sf *Safe) error {
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if sf.ID == "" {
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return fmt.Errorf("safe id is required")
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}
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sf.UpdatedAt = time.Now().UTC()
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return s.repo.Update(ctx, sf)
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}
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// MarkConverted transitions a SAFE to converted status.
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func (s *Service) MarkConverted(ctx context.Context, id string) error {
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sf, err := s.repo.Get(ctx, id)
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if err != nil {
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return fmt.Errorf("get safe: %w", err)
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}
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if sf.Status != StatusActive {
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return fmt.Errorf("safe %s is not active (status=%s)", sf.ID, sf.Status)
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}
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sf.Status = StatusConverted
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sf.UpdatedAt = time.Now().UTC()
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return s.repo.Update(ctx, sf)
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}
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// Cancel marks a SAFE as cancelled.
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func (s *Service) Cancel(ctx context.Context, id string) error {
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sf, err := s.repo.Get(ctx, id)
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if err != nil {
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return fmt.Errorf("get safe: %w", err)
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}
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if sf.Status == StatusConverted {
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return fmt.Errorf("cannot cancel a converted safe")
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}
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sf.Status = StatusCancelled
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sf.UpdatedAt = time.Now().UTC()
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return s.repo.Update(ctx, sf)
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}
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