StockClass
objects/StockClass.mapping.md
Notes / open questions
These notes are rendered from the mapping document and remain part of the review record.
class_type routes COMMON to ShareClass and PREFERRED to ShareClass plus PreferredShareClassDetails. id, name, par_value, default_id_prefix, and the applicable class fields populate the corresponding Carta objects; name also populates denormalized security labels. The former ShareClassValuation fan-out was removed.
initial_shares_authorized maps numeric values to authorizedShareCount; NOT APPLICABLE and UNLIMITED remain unmappable. seniority is computed into Carta's rank and pariPassu, requiring comparison across the issuer's classes.
Preferred-only pricing, liquidation, participation, and the selected conversion right populate Carta rights-and-preferences leaves. The conversion-right array uses first_ratio_conversion_right; additional rights are not represented.
Approval dates, votes, OCF scaffolding, and Carta-only issuer/dividend fields have no counterpart. June 22 makes ShareClass.issuerId required; it is an issuer-context value not present on the OCF StockClass record. Carta's participating flag is not explicit in OCF and is left unset.
Where the OCF fields go
| Variant | OCF field | Carta destination | Mapping kind | |
|---|---|---|---|---|
| Common | board_approval_date | No Carta target | unmappable | Issue ↗ |
| Common | class_type | enum-remap | Issue ↗ | |
| Common | comments | No Carta target | unmappable | Issue ↗ |
| Common | conversion_rights | sequential_transform | Issue ↗ | |
| Common | default_id_prefix | rename | Issue ↗ | |
| Common | id | rename | Issue ↗ | |
| Common | initial_shares_authorized | union-map | Issue ↗ | |
| Common | liquidation_preference_multiple | rename | Issue ↗ | |
| Common | name | rename | Issue ↗ | |
| Common | object_type | No Carta target | unmappable | Issue ↗ |
| Common | par_value | rename | Issue ↗ | |
| Common | participation_cap_multiple | rename | Issue ↗ | |
| Common | price_per_share | rename | Issue ↗ | |
| Common | seniority | computed | Issue ↗ | |
| Common | stockholder_approval_date | No Carta target | unmappable | Issue ↗ |
| Common | votes_per_share | No Carta target | unmappable | Issue ↗ |
| Preferred | board_approval_date | No Carta target | unmappable | Issue ↗ |
| Preferred | class_type | enum-remap | Issue ↗ | |
| Preferred | comments | No Carta target | unmappable | Issue ↗ |
| Preferred | conversion_rights | sequential_transform | Issue ↗ | |
| Preferred | default_id_prefix | rename | Issue ↗ | |
| Preferred | id | rename | Issue ↗ | |
| Preferred | initial_shares_authorized | union-map | Issue ↗ | |
| Preferred | liquidation_preference_multiple | rename | Issue ↗ | |
| Preferred | name | rename | Issue ↗ | |
| Preferred | object_type | No Carta target | unmappable | Issue ↗ |
| Preferred | par_value | rename | Issue ↗ | |
| Preferred | participation_cap_multiple | rename | Issue ↗ | |
| Preferred | price_per_share | rename | Issue ↗ | |
| Preferred | seniority | computed | Issue ↗ | |
| Preferred | stockholder_approval_date | No Carta target | unmappable | Issue ↗ |
| Preferred | votes_per_share | No Carta target | unmappable | Issue ↗ |