Cap table draft variants edited in place, and colleague seats: the invite link shown once, and the accept page (D632)

[guillaumelauzier]

S1: Task for slot S09. It builds part of the Ops canvas's area 6 for #1165. Decision D632. Migration 422, only if a store is missing.

Board	Screen	Where it lives
V1	ct-variants	/raise/cap-table/variants/[variant]: a draft variant, edited in place
S1	st-invite	/firm/seats: the inviter’s side
S2	st-accept	/invite/[token]: the colleague’s accept page (phone)

The design

The screens are in the Ops canvas, which arrives in #1387:

• design/canvases/integrated/ops-data.js holds each screen as screens['<id>']: its labels, columns, actions, refusals and states. It reads as plain text.
• Ops Page.dc.html draws the screens, and Ops · Boards.dc.html lays them out (set deals).
• Until #1165: the Ops canvas takes areas 6 to 8 in place (25 screens: deals, hq, pieces) #1387 merges, read them from its branch: git fetch origin claude/spinout-lab-workspace-wuyyqd, then git show FETCH_HEAD:design/canvases/integrated/ops-data.js.
• UIs for data the platform stores but no screen shows: 155 uncalled API methods in 8 areas (epic: all 8 designed; builds filed) #1165's area 6 prompt says what each screen must show, and why.

What is on main

• /invite/:token is AcceptInvestorSeatPage.jsx, which calls acceptInvestorSeat. D611 (Colleague seats: the invite reaches the colleague, and accepting never turns an admin into an investor (D611) #1311, merged as D611: colleague seat invites reach the colleague #1329) added it: the colleague seat's invite arrives, and nothing changes a role silently. Compare it with S2, and build what is missing.
• No screen calls updateCapTableScenario.

The work (Worker first)

Before building a screen, confirm the Worker route answers everything it draws. Where it does not, the Worker change comes first, in the same PR.

1. Draft variants (V1).
   • Rename a variant.
   • Edit its founders, option pool, SAFEs, rounds and exit value in place.
   • The main cap table stays one per company.
2. The inviter (S1).
   • Right after inviting, show the invite link to copy, once, because no email is sent.
   • Then show the seat with its state and "Revoke".
   • The invite call returns the link once. Listing seats never returns it, and the screen never asks it to.
3. The colleague (S2).
   • Who invited them, and what the seat gives.
   • A warning that accepting turns their account into an investor account.
   • Its states:
     • signed out: sign in, then come back;
     • the wrong account: the invite was for another email;
     • revoked;
     • already accepted;
     • the inviter's plan no longer covers seats.

Rules

• Where a screen goes. A canvas route label says where the screen lives. Build it into the page that already serves that address, as a tab or a panel where the canvas draws one. Add a new address only where nothing serves it, and add its ROUTE_MAP.md row.

• States. Each screen draws the canvas's states:

  • loading;
  • empty;
  • "Not recorded", with its one-line reason;
  • "Unreadable", with "Try again".

  A failed read never shows a zero or an empty list.

• Writes. Every write records its actor, through logAdminAction or activity_logs, and every refusal the route can give reads as a sentence.

• Phone. Draw the 390-wide layout for each screen the board marks as phone.

• Copy. The AI is Eadwyn. Product copy never says advisor, advice, recommendation or fiduciary; a human advisor role is fine.

Files this task owns

• the page that serves the cap table’s variants
• the page where an Institutional investor manages seats today (find it from App.jsx), and frontend/src/pages/AcceptInvestorSeatPage.jsx
• the seat Worker routes, only where one does not answer what the screen draws
• new frontend and Worker tests
• documentation/architecture/decisions/D632.md, and the ROUTE_MAP.md rows it changes

The canvas files are read, never edited.

Done when

• Tests render each screen's real component in its states:
  • the invite link shown once and never re-read from the list
  • each accept state, including the wrong account
• Each Worker change has a route test.
• Every new assertion is mutation-checked.
• npm run build, then npm run test:drift, exits 0.

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Generated by Claude Code

[guillaumelauzier]

STATUS  S09  #1390 (D632)
state:   in-progress
branch:  agent/claude-b/1390-variants-seats
done:    Worker first. Seats: the list never returns the link, a read-only
         POST /investor-seats/invitation, every refusal has a sentence, and
         invite/accept/revoke write activity_logs. Cap table: variant
         create/edit/delete write activity_logs. Route tests 11/11.
         Screens: the variant editor, the seats panel, and the accept page. Frontend tests 15/15.
next:    D632.md, ROUTE_MAP rows, mutation checks, build + drift, draft PR
blocked: none

Two route findings, recorded in D632 rather than as new addresses:

• /invite/:token is the events RSVP page (InviteRsvpPage). The seat accept page has always been at /investor-seats/accept?token=…, so S2 is built there.
• Nothing serves /firm/seats. Seats are managed in Settings › Billing (InvestorSeatsCard), so S1 is built into that card. V1 is a new address, /raise/cap-table/variants/:variant, because nothing served variants.

D632 supersedes one line of D611: the seat list stopped returning a pending seat's link.

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Generated by Claude Code

[guillaumelauzier]

STATUS  S09  #1390 (D632)
state:   review
pr:      #1406 (draft)
done:    Worker first, then the three screens:
         V1 /raise/cap-table/variants/:variant
         S1 the seat panel in Settings › Billing
         S2 /investor-seats/accept
         26 new tests; 61 mutations, 60 caught (the one survivor is equivalent code)
         build exit 0, drift EXIT=0
next:    CI and review on #1406
blocked: none

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Generated by Claude Code

[guillaumelauzier]

DONE    S09  #1390 (D632)
pr:      #1406, merged 2026-10-07 14:44Z
shipped: V1 /raise/cap-table/variants/:variant: a draft variant renamed and edited in place
         S1 the seat panel in Settings › Billing: the link shown once, never returned by the list
         S2 /investor-seats/accept: reads the invitation first; every state, phone layout
         Worker: POST /investor-seats/invitation; seat and variant writes logged in activity_logs
tests:   26 new; 61 mutations, 60 caught (the survivor is equivalent code); CI green

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Generated by Claude Code