Patrick Johnmeyer

Results 15 issues of Patrick Johnmeyer

#### What type of PR is this? /kind documentation #### What this PR does / why we need it: This is the proposed explanation of how semantic versioning applies to...

### Description of Enhancement : Update `CONTRIBUTING.md`, creating additional `docs/developer` docs as needed (e.g. #487) to make them well-organized. Consider updating pull request and issue templates as well to better...

documentation
enhancement

As discussed at multiple TWGs and in issue discussions such as [this one](https://github.com/Open-Cap-Table-Coalition/Open-Cap-Format-OCF/pull/397#issuecomment-1521069081), we would like to explicitly define our versioning policy. This would be based on [semantic versioning](https://semver.org/spec/v2.0.0.html). We...

documentation

### Question: Currently, the documentation describes the date as `Date on which the transaction occurred`1. It describes the `settlement_date` as `The settlement date for the shares released, typically after the...

question

### Question: I've received questions from developers on what "Actual/365" interest accrual means, especially when it comes to things like leap years. I've consulted multiple sources, and I am getting...

question

### Current Behavior: PlanSecurity* transaction markdown is being written to `docs/schema_markdown/PlanSecurity*.md` instead of `docs/schema_markdown/schema/objects/transactions/*/PlanSecurity*.md`. This _may_ only happen on releases for some reason. ### Expected Behavior: Markdown should be written...

bug
documentation

## Scope ![image](https://github.com/captable/ocx/assets/122016/240f79f1-66ca-4399-81a6-e384b1d4a392) [v1.0 reference](https://github.com/captable/ocx/files/11883157/OCX.v.1.0.xlsx) ## Desired Outcome For each Stock Plan: - TBD ## To-Do - [ ] Determine necessary in-tool calculations and [document](https://docs.google.com/document/d/19iVTJfJxIMr_gQHzMgSAHR6PhCBFEHg0TahjYc8uOac/edit#bookmark=id.elk3tal0dbg) for review and approval -...

feature

## Scope ![image](https://github.com/captable/ocx/assets/122016/55311a3c-1e58-4c71-9aed-86eb344f26bd) [v1.0 reference](https://github.com/captable/ocx/files/11883157/OCX.v.1.0.xlsx) ## 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 -...

feature

## Scope ![image](https://github.com/captable/ocx/assets/122016/b042ff5b-a84c-4de6-9912-a979152711c5) ## Desired Outcome For each VALUATION object of type 409A, ordered by ascending valuation date: - valuation date comes from the object - Price Per Share (Common)...

feature

## Scope ![image](https://github.com/captable/ocx/assets/122016/9a5e75bc-44a2-4cc3-a623-99db2495e2c8) ## Desired Outcome 1 row per preferred stock class - Initial closing date: :warning: Calculated, needs requirements from working group(s) - Most recent closing date: :warning: Calculated,...

feature