schemas/meeting_prep_to_deal_process_tracker.schema.json

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "investment-banking/schemas/meeting_prep_to_deal_process_tracker.schema.json",
  "title": "meeting_prep_to_deal_process_tracker",
  "description": "Canonical meeting-debrief delta handoff for updating an Investment Banking deal-process tracker. Use only for concrete process events; qualitative impressions must be labeled.",
  "oneOf": [
    {
      "$ref": "#/$defs/record"
    },
    {
      "type": "array",
      "items": {
        "$ref": "#/$defs/record"
      }
    },
    {
      "type": "object",
      "required": [
        "tracker_deltas"
      ],
      "properties": {
        "contract_name": {
          "const": "meeting_prep_to_deal_process_tracker"
        },
        "tracker_deltas": {
          "type": "array",
          "items": {
            "$ref": "#/$defs/record"
          }
        },
        "open_items": {
          "type": "array"
        }
      },
      "additionalProperties": true
    }
  ],
  "$defs": {
    "record": {
      "type": "object",
      "required": [
        "meeting_id",
        "meeting_date",
        "counterparty",
        "attendees",
        "process_stage",
        "decision_or_signal",
        "status_change",
        "materials_requested",
        "diligence_requests",
        "commitments",
        "next_actions",
        "owners",
        "due_dates",
        "dependencies",
        "source_note",
        "confidence"
      ],
      "properties": {
        "meeting_id": {},
        "meeting_date": {},
        "counterparty": {},
        "attendees": {},
        "process_stage": {},
        "decision_or_signal": {},
        "status_change": {},
        "materials_requested": {},
        "diligence_requests": {},
        "commitments": {},
        "next_actions": {},
        "owners": {},
        "due_dates": {},
        "dependencies": {},
        "source_note": {},
        "confidence": {},
        "qualitative_signal": {}
      },
      "additionalProperties": true
    }
  }
}