Question:
When importing cap table data from external sources (e.g., public filings, legacy systems), we often have current state but not full transaction history.
For example, a UK Companies House confirmation statement tells us:
"Shareholder A holds 85,000,000 shares as of 2024-12-01"
But we don't know when these shares were originally issued, what transfers occurred, or the issuance price.
Current workaround: Create a TX_STOCK_ISSUANCE with date set to the filing date.
Problem: This is misleading - it appears shares were issued on that date, when we're really just recording a point-in-time snapshot.
Is there a recommended pattern for this? Some ideas:
- Add
quantity_source to StockIssuance (as WarrantIssuance has) with a value like SNAPSHOT?
- A new transaction type like
TX_BALANCE_FORWARD for opening balances?
- A manifest-level flag indicating the package represents a snapshot, not full history?
Anything else we need to know?
Related to #440 (handling mapping conflicts/gaps on import).
Our use case is importing UK Companies House public filings into OCF while being transparent that we lack the underlying transaction log.