Add SPAC consolidated report with lifecycle tracking

[sroussey]

Summary

Introduces a comprehensive SPAC (Special Purpose Acquisition Company) consolidated reporting system that tracks the full lifecycle of SPACs from registration through IPO, deal announcement, merger completion, or liquidation. The system uses append-only event and deal tables to derive a mutable consolidated row with out-of-order filing replay protection.

Key Changes

• SPAC Schema & Storage (SpacSchema.ts, SpacDealSchema.ts, SpacEventSchema.ts, SpacHistorySchema.ts)

  • Four-table design: mutable spac row (one per CIK), append-only spac_deal and spac_event tables, and versioned spac_history snapshots
  • Tracks three eras of data: SPAC-era (spac_*), post-merger (post_merger_*), and current (current_*) names/SIC/tickers
  • Status lifecycle: registered → ipo → searching → deal_announced → proxy → completed (or liquidated/withdrawn)
  • Amounts: ipo_proceeds, trust_amount, pipe_amount, total_redemption_amount

• Row Rollup Logic (spacRollup.ts)

  • buildSpacRow() derives the consolidated row from append-only deals/events plus a filing-sourced patch
  • Out-of-order filing replay protection: patches only apply when the driving filing is not older than the row's anchor (as_of guard)
  • Stale filings may fill null slots but cannot overwrite non-null values, preserving the most-informative data
  • Status derivation: completed deals win; pending deals ranked by announced date; liquidation/failed flags override

• Report Writer (SpacReportWriter.ts)

  • Orchestrates writes: append event, rebuild row from deals/events, snapshot history, and log changes
  • recordRegistration() and recordIpo() are the primary entry points from form processors
  • History chain coherence: bumps colliding timestamps (same-millisecond writes) to maintain strictly increasing valid_from
  • ChangeLog integration: tracks field-level changes across all TRACKED_FIELDS

• Form Processor Integration

  • Form_S_1.storage.ts: detects SPAC registrations (SIC 6770) and calls recordRegistration()
  • Form_424.storage.ts: detects priced 424B4s with SPAC unit terms and calls recordIpo(), extracting tickers from the offering model
  • Both processors skip non-SPAC filings (null SIC headers)

• CLI Command (commands/spac.ts)

  • spac report <cik> assembles consolidated report: row + deals + events + sponsor/underwriter counts
  • spac history <cik> shows versioned snapshots with valid_from/valid_to windows
  • Supports --format json for programmatic access

• Dependency Injection (DefaultDI.ts, TestingDI.ts)

  • Registers four SPAC repositories with appropriate indexes (status, current_cik for the main row)
  • In-memory storage for testing via InMemoryTabularStorage

• Tests

  • spacRollup.test.ts: unit tests for row derivation logic (status transitions, deal selection, event aggregation)
  • SpacReportWriter.test.ts: integration tests for registration→IPO flow, out-of-order replay, history coherence
  • Form_S_1.spac-report.test.ts: S-1 registration detection and row creation
  • Form_424.spac-report.test.ts: 424B4 IPO detection with ticker extraction and SPAC-specific unit terms
  • SpacRepo.test.ts: repository query ordering
  • spacStorage.smoke.test.ts: round-trip persistence
  • commands/spac.test.ts: CLI report assembly

Notable Implementation Details

• Ticker Handling:

https://claude.ai/code/session_01PX4WhF4uDmZKdYiG2hFq6t