Patrick Johnmeyer
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...
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...
### 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: 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...
### 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...
## Scope  [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 -...
## Scope  [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 -...
## Scope  ## Desired Outcome For each VALUATION object of type 409A, ordered by ascending valuation date: - valuation date comes from the object - Price Per Share (Common)...
## Scope  ## 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,...