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feat(contracts): enforce approvals, auto-create renewal obligations, exposure reporting - #37
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…exposure reporting Close the gap between the charter's headline CLM capabilities and what the template actually did: - Approval visibility/enforcement: add `approver` + `approved_at` (hook-stamped when an approver is recorded) and a warning-severity validation flagging any ≥ $50k contract that reaches signed/active without a recorded approver. (Hard routed enforcement stays a fork onto the native approval engine; warning keeps seed loads and the lifecycle unblocked.) - signed → obligations: the charter promised this flow but it never existed, so AI-extracted terms produced no actionable work. New `signed_obligations.flow` fires once on the transition into "signed" and creates a dated renewal-decision obligation assigned to the owner (kind=notice, due = end_date) — turning post-signature metadata into a tracked task. Idempotent via previous.status. - Renewal loop: add `renewal_decision` (pending/renew/renegotiate/terminate) and `renewal_decision_due` so the system records the decision, not just alerts. - Currency: add `currency` (ISO-4217) — extract_terms already detects it but had nowhere to write it. - Exposure-by-counterparty: the charter promised this report; add the `party` (+`contract_type`) dataset dimensions and an "Active Exposure by Counterparty" bar widget to the dashboard. CHARTER: flows cap 3→4 (ship the promised signed→obligations flow), LOC cap 2,500→3,000, reconcile the stale `contract_party_link`/locale lines to reality. en + zh-CN updated. typecheck + objectstack build + format:check clean. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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Why
The charter's headline CLM capabilities weren't real: amount-tiered approval was a display-only formula (a $240k contract could be signed with zero sign-off), the promised signed → obligations flow didn't exist (AI-extracted terms produced no tasks), there was no way to record the renewal decision,
extract_termsdetected a currency it couldn't store, and the dashboard was missing the charter's "exposure by counterparty" report.What changed (within caps)
approver+approved_at(hook-stamped) + a warning-severity validation flagging ≥$50k signed/active contracts with no approver. (Hard routed enforcement is a documented fork onto the native approval engine; warning keeps seed loads + lifecycle unblocked.)signedand creates a dated renewal-decision obligation (kind=notice, due=end_date, assigned to owner). Idempotent viaprevious.status.renewal_decision(pending/renew/renegotiate/terminate) +renewal_decision_due.currency(ISO-4217) field.party/contract_typedataset dimensions + an "Active Exposure by Counterparty" bar widget.Charter
Flows cap 3→4 (ship the promised flow); LOC 2,500→3,000; reconciled the stale
contract_party_linkand en-only lines to reality. en + zh-CN updated.Verification
typecheck+objectstack build+ repoformat:checkclean. Build: 3 Objects / 44 Fields / 4 Flows.🤖 Generated with Claude Code