fix(forms,storage): Crowdfunding history on stale replay + CFPORTAL/A inheritance + docs

[sroussey]

Summary

Three high-priority fixes to the EDGAR form processors and docs.

Fix A — Always write CrowdfundingHistory; gate only the mutable update on staleness

A back-catalog replay of an older Form C filing previously skipped both the
mutable row update and the history snapshot, so the older filing silently
disappeared from the time series even though it is still real data.

• src/storage/portal/CrowdfundingTemporalRepo.ts: add a third positional
  options: { skipMutableUpdate?: boolean } | undefined parameter to
  saveCrowdfundingWithHistory. When set, append a closed-immediately
  CrowdfundingHistory row (valid_from === valid_to) and skip the mutable
  write and the ChangeLog entry.
• src/sec/forms/exempt-offerings/Form_C.storage.ts: remove the
  if (!isStale) wrapper. Always build the crowdfunding payload (with the
  existing ?? existing?.… merge fallbacks so the snapshot is meaningful)
  and always call the temporal repo, passing skipMutableUpdate: isStale.

Fix B — CFPORTAL/A field inheritance on absent sections

A CFPORTAL/A amendment may omit identifying sections the registered portal
still carries (nameOfPortal, otherNamesAndWebsiteUrls); the old logic only
inherited those for CFPORTAL-W and would null them out on an amendment.

• src/sec/forms/portal/Form_CFPORTAL.storage.ts: treat absence (undefined
  name; no matching alias entry) as "inherit from existing"; a fresh CFPORTAL
  with no existing row keeps fields null.

Fix C — Remove stale CLAUDE.md "Known gap" paragraph

The crowdfunding tables now persist progress_update and nature_of_amendment
(see CrowdfundingSchema columns and Form_C.storage.ts which populates
them), so the "Known gap" note in CLAUDE.md is no longer accurate.

Test plan

• bun test src/storage/portal/CrowdfundingTemporalRepo.test.ts — 4/4 pass (includes a new focused unit test that skipMutableUpdate: true writes a closed history row, no mutable row, no ChangeLog).
• bun test src/sec/forms/exempt-offerings/Form_C_postoffering.pipeline.test.ts — 19/19 pass (includes two new tests: stale older filing writes a closed history row without regressing the mutable row; fresh forward filing leaves the open history record open).
• bun test src/sec/forms/portal/Form_CFPORTAL.storage.test.ts — 3/3 pass (includes a new test that a CFPORTAL/A-shape parse with deleted identifying fields preserves the seeded name/brand/url).
• bun test src/sec/forms/exempt-offerings — 162/162 pass.
• bun test src/sec/forms/portal — 6/6 pass.
• bun run build — clean.

https://claude.ai/code/session_017TXwbp2GD6jvXrELz6msZW

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