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Development Changelog

Latest: Phase 2 Complete - Advanced analysis features and scenario management

See detailed changes:

Phase 1 Implementation - Codex Session Follow-up

Summary

Completed Phase 1 accessibility and UI enhancements for the Cap Table Simulator. All features are now implemented and integrated.

Changes Made

1. Created ScenarioSummary Component ✅

File: components/ScenarioSummary.tsx

A new dashboard component that displays:

  • Partner Equity Breakdown: Shows investment equity vs. vested grant equity separately
  • Potential Upside (Path B only): Displays additional equity available through milestone completion
  • Cap Table Overview: At-a-glance view of founder equity, partner vested equity, and option pool
  • Pool Health Indicator: Visual warning if option pool drops below 8% minimum
  • Path-Specific Insight: Contextual message explaining the current deal structure

Key Features:

  • Uses useId React hook for accessible tooltip integration (React 19)
  • Inline tooltips with aria-describedby for accessibility
  • Color-coded values (green for founders, indigo for partner, red for warnings)
  • Responsive layout adapting to card-based design

2. Enhanced FounderSetup Component ✅

File: components/FounderSetup.tsx

Added three founder-specific guardrail warnings:

Warning Condition Risk Level
Founder Concentration Risk Single founder > 70% High decision-making power concentration
Total Founder Equity Too High Total > 92% Leaves insufficient room for option pool & partners
Founder Disparity Max-Min gap > 30% Potential fairness/incentive alignment issues

Visual Implementation:

  • Yellow warning boxes with clear risk descriptions
  • Only shows when conditions are met
  • Suggests remediation steps (e.g., "Ensure vesting reflects contribution")

3. Enhanced JaviersCapitalInfusion Component ✅

File: components/JaviersCapitalInfusion.tsx

New Features:

  • Numeric Input Fields: Text inputs synchronized with sliders for precise value entry
  • Currency Parser: parseCurrencyInput() function supports:
    • Standard format: $50000, 50000
    • Short format: 50k, $50k, 50M, $50M
    • Automatic K/M suffix parsing
    • Input validation and range clamping

Risk Guardrail:

  • Warns when purchased equity > 15% (early partnership concern)
  • Yellow warning box appears below "Equity Purchased" metric

Accessibility:

  • aria-label attributes on all numeric inputs
  • Clear labeling for investment type selector
  • Tooltips explain each valuation type

4. Improved Tooltip Accessibility ✅

File: components/Tooltip.tsx

Enhancements:

  • Uses React 19's useId() hook for unique tooltip IDs
  • Implements aria-describedby linking tooltip to trigger element
  • Proper role="tooltip" on tooltip content
  • Keyboard-accessible via tabIndex={0} and onFocus/onBlur handlers
  • Maintains focus outline for screen reader users

5. Updated App.tsx Calculations ✅

File: App.tsx

Changes:

  • Added ScenarioSummary component import
  • Extended memoized calculations return object with:
    • investmentEquity: Equity purchased from cash investment
    • vestedGrantEquity: Equity earned from time-based or performance-based grants
    • totalFounderEquity: Sum of all diluted founder equity percentages
  • Updated destructuring to expose these values
  • Integrated ScenarioSummary into right column (between ComparisonPanel and ExitCalculator)

Layout: Right column now displays:

  1. ComparisonPanel
  2. ScenarioSummary (NEW)
  3. ExitCalculator
  4. Warnings

Technical Details

Type Safety

All changes maintain full TypeScript compliance with no errors or warnings.

Performance

  • ScenarioSummary calculations are lightweight and pass memoized values
  • No additional memoization needed; uses App.tsx memoized calculations
  • Tooltip useId() adds minimal runtime overhead

Accessibility (WCAG)

  • ✅ Tooltips now have proper ARIA labels and descriptions
  • ✅ Founder warnings convey risk level with color + text
  • ✅ Numeric inputs have aria-labels and clear purposes
  • ✅ Keyboard navigation supported throughout

Component Integration Map

App.tsx (memoized calculations)
├── investmentEquity ──→ ScenarioSummary
├── vestedGrantEquity ──→ ScenarioSummary
├── totalFounderEquity ──→ ScenarioSummary
├── partnerTotalPotentialEquity ──→ ScenarioSummary
├── unallocatedPool ──→ ScenarioSummary
└── selectedPath ──→ ScenarioSummary

JaviersCapitalInfusion
├── parseCurrencyInput() [NEW]
├── Risk warning (purchased equity > 15%)
└── Numeric inputs with aria-labels

FounderSetup
├── Concentration risk warning (> 70%)
├── Total equity warning (> 92%)
└── Disparity warning (> 30%)

Tooltip (shared)
├── useId() for unique IDs
└── aria-describedby linking

Testing Checklist

  • No TypeScript errors
  • All components render without warnings
  • ScenarioSummary displays correct equity breakdown
  • Founder warnings appear under correct conditions
  • Numeric inputs parse K/M suffixes correctly
  • Tooltips have proper ARIA attributes
  • Layout is responsive across breakpoints
  • Path switching updates ScenarioSummary correctly

Future Enhancements (Phase 2+)

  1. Pool Target Input: Allow users to set desired option pool % and get recommendations
  2. Exit Waterfall: Detailed breakdown of who gets paid what in various exit scenarios
  3. Milestone Timeline: Visual timeline showing when vesting cliffs occur
  4. Historical Comparison: Save and compare multiple scenarios side-by-side
  5. Print/Export: Generate PDF reports of the current scenario
  6. Mobile Optimization: Full mobile-first responsive design

Files Modified

File Status Changes
App.tsx Modified Added ScenarioSummary import, calculations export, integration
components/ScenarioSummary.tsx New Full component implementation
components/FounderSetup.tsx Modified Added 3 guardrail warnings
components/JaviersCapitalInfusion.tsx Modified Added numeric inputs, currency parser, risk warning
components/Tooltip.tsx Modified Added useId, aria-describedby accessibility

Session Summary

✅ All Phase 1 features completed and integrated

  • Scenario Summary component provides at-a-glance deal overview
  • Founder guardrails help identify concentration and fairness issues
  • Investment controls enhanced with numeric inputs and currency parsing
  • Accessibility significantly improved with ARIA labels and proper semantics
  • No breaking changes; all existing functionality preserved
  • Code quality: Zero TypeScript errors, clean integration

Next session can proceed to Phase 2 features without blockers.