Add offering terms, underwriters, and use-of-proceeds extraction#128

Merged

sroussey merged 28 commits into

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claude/great-thompson-ytNPX

Jun 6, 2026

Commits on Jun 6, 2026

feat(s1): segment The Offering / Underwriting / Use of Proceeds / The Sponsor
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feat(storage): add OfferingTermsRepo (filing-level equity offering terms)
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feat(storage): add SpacUnitTermsRepo (filing-level SPAC unit offering terms)
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feat(storage): add IssuerTickerRepo (point-in-time exact ticker series)
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feat(s1): add extractOfferingTerms structured extractor
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feat(s1): add extractUnderwriters structured extractor
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feat(s1): add extractUseOfProceeds structured extractor
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fix(s1): harden extractOfferingTerms null guard (catch null + 0 confidence)
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refactor(s1): extractOfferingTerms throws on invalid output like sibling extractors
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feat(canonical): add CanonicalUnderwriterFamily schema + repo
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feat(canonical): add underwriter-family alias schema + repo
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feat(resolver): add UnderwriterFamilyResolver + register underwriter-family kind
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feat(canonical): add UnderwriterFamilyMembership table
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feat(canonical): add UnderwriterLink table (issuer -> underwriter, role + allocation)
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feat(storage): add UseOfProceedsRepo (narrative line-item table)
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feat(s1): write offering terms (equity/SPAC) + ticker series in processFormS1
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feat(s1): extract underwriters into company + family tiers with issuer links
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feat(s1): write use-of-proceeds line items + refocus sponsors onto The Sponsor section
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test(resolver): include underwriter-family in RESOLVER_IDS assertion
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feat(cli): underwriter-family alias mgmt + 'underwriter by-family' + 'issuer tickers'
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test(cli): cover alias-union path in ipoIssuersByUnderwriterFamilyName
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docs(sec): document offering/underwriter/ticker CLI + update golden/registry expectations
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feat(cli): add underwriter-family alias-remove + alias-list --orphans; refresh sponsor comment
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docs(sec): document underwriter-family alias-remove + alias-list --orphans
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fix(sec): guard family resolver kinds in resolve/coverage/drop-previous; harden offering figures
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refactor(resolver,canonical): extract shared FamilyResolver + family alias/membership bases
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refactor(s1): collapse processFormS1 section blocks into a shared runSection helper
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fix(sec): constrain underwriter role_detail to UNDERWRITER_ROLES; correct CLAUDE.md versioning docs
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