@centrifuge/sdk 1.15.3 → 1.16.0

package/dist/tests/mocks/mockPoolMetadataV2.js

@@ -0,0 +1,153 @@
+/**
+ * A v2 fixture exercising every content block type, a `liveTable`, a `section` ref, a
+ * `valueRef: 'apy'` key fact, and `visibility` at block / key-fact / column granularity.
+ */
+export const mockPoolMetadataV2 = {
+    version: 2,
+    pool: {
+        name: 'Fake Pool',
+        icon: {
+            uri: 'ipfs://QmVxA2MaBMUsZMgxBcfg5VdrF4FJAVW26U9s3mY9oH7wMs',
+            mime: 'image/svg+xml',
+        },
+        asset: {
+            class: 'Private credit',
+            subClass: 'Fake Subclass',
+        },
+        issuer: {
+            name: 'Fake Issuer',
+            email: 'fake@issuer.com',
+            logo: {
+                uri: 'ipfs://QmZB95usKnoSHEwG9s61gYWqgxbYyq7NAdo24XEowqJtFS',
+                mime: 'image/png',
+            },
+        },
+        links: {
+            executiveSummary: {
+                uri: 'ipfs://QmRQqb11SnqpSHwPcsgmgGWCv8GKfALgX53KLbvf6iur5Y',
+                mime: 'application/pdf',
+            },
+            forum: 'https://gov.centrifuge.io/tag/newsilver',
+            website: 'https://newsilver.com',
+        },
+        status: 'open',
+        listed: true,
+        poolFees: [
+            {
+                name: 'Protocol fee (Private Credit & Securities)',
+                id: 3,
+                feePosition: 'Top of waterfall',
+                feeType: 'fixed',
+            },
+        ],
+        investorType: 'Fake Investor Type',
+        poolStructure: 'Fake Structure',
+        poolRatings: [{ agency: 'Fake Agency', value: 'AAA', reportUrl: 'https://example.com/rating' }],
+        factsheet: {
+            keyFacts: [
+                { label: 'Issuer', value: 'Fake Issuer' },
+                { label: 'Asset type', value: 'Private credit - Fake Subclass' },
+                { label: 'APY', valueRef: 'apy', tooltip: 'Net of fees' },
+                { label: 'Secret fact', value: 'hidden value', visibility: 'whitelisted' },
+            ],
+            body: [
+                { type: 'text', id: 'overview', title: 'Overview', body: 'Fake **overview** with a [link](https://x.io).' },
+                {
+                    type: 'table',
+                    id: 'fees',
+                    title: 'Fees',
+                    headers: ['Name', 'Amount'],
+                    rows: [
+                        ['Management', '0.5%'],
+                        ['Performance', '10%'],
+                    ],
+                    columnVisibility: ['public', 'whitelisted'],
+                    caption: 'Fee schedule',
+                },
+                {
+                    type: 'chart',
+                    id: 'inline-chart',
+                    title: 'Allocation',
+                    chartType: 'donut',
+                    series: [
+                        {
+                            name: 'Allocation',
+                            data: [
+                                { label: 'Cash', value: 40 },
+                                { label: 'Loans', value: 60 },
+                            ],
+                        },
+                    ],
+                    legend: true,
+                },
+                {
+                    type: 'chart',
+                    id: 'live-chart',
+                    title: 'APY vs benchmarks',
+                    chartType: 'line',
+                    dataRef: 'apyVsBenchmarks',
+                    xAxis: { label: 'Date', type: 'time' },
+                    yAxis: { label: 'APY', format: 'percent' },
+                },
+                {
+                    type: 'image',
+                    id: 'diagram',
+                    file: { uri: 'ipfs://QmFakeImage', mime: 'image/png' },
+                    alt: 'Structure diagram',
+                },
+                {
+                    type: 'kpiGroup',
+                    id: 'kpis',
+                    columns: 3,
+                    items: [
+                        { label: 'TVL', value: '$10M' },
+                        { label: 'Investors', value: '120', trend: 'up' },
+                        { label: 'Hidden KPI', value: 'secret', visibility: 'hidden' },
+                    ],
+                },
+                {
+                    type: 'tabGroup',
+                    id: 'tabs',
+                    tabs: [
+                        { label: 'Summary', block: { type: 'text', id: 'tab-summary', body: 'Tab body text.' } },
+                        {
+                            label: 'Numbers',
+                            block: { type: 'kpiGroup', id: 'tab-kpis', items: [{ label: 'NAV', value: '$1.02' }] },
+                        },
+                    ],
+                },
+                {
+                    type: 'liveTable',
+                    id: 'monthly',
+                    title: 'Monthly summary',
+                    dataRef: 'monthlySummary',
+                    columns: [
+                        { header: 'Month', source: 'static', values: ['Jan', 'Feb', 'Mar'] },
+                        { header: 'Token price', source: 'indexer', metric: 'tokenPrice', format: 'currency' },
+                        { header: 'NAV', source: 'indexer', metric: 'nav', format: 'currency', visibility: 'whitelisted' },
+                        { header: 'Note', source: 'hardcoded', key: 'note' },
+                    ],
+                    caption: 'Recent months',
+                },
+                { type: 'section', id: 'performance', ref: 'onchainMetrics' },
+            ],
+            sections: [{ type: 'section', id: 'contracts', ref: 'smartContracts', visibility: 'public' }],
+        },
+    },
+    shareClasses: {
+        '0x6756e091ae798a8e51e12e27ee8facdf': {
+            minInitialInvestment: 2500,
+            apyPercentage: 16,
+            apy: 'fixed',
+        },
+        '0xda64aae939e4d3a981004619f1709d8f': {
+            minInitialInvestment: 5000,
+            apy: '30d365',
+        },
+    },
+    onboarding: {
+        kycRestrictedCountries: [],
+        kybRestrictedCountries: [],
+    },
+};
+//# sourceMappingURL=mockPoolMetadataV2.js.map

package/dist/tests/mocks/mockPoolMetadataV2.js.map

@@ -0,0 +1 @@
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package/dist/types/poolInput.d.ts

@@ -1,5 +1,5 @@
 import { HexString } from './index.js';
-import { ApyMode, LegacyApyMode, PoolMetadata } from './poolMetadata.js';
+import type { ApyMode, Factsheet, LegacyApyMode, PoolMetadata } from './poolMetadata.js';
 export type FileType = {
     uri: string;
     mime: string;
@@ -35,16 +35,26 @@ export type PoolMetadataInput = {
     poolIcon: FileType;
     poolType: 'open' | 'closed';
     issuerName: string;
-    issuerRepName: string;
     issuerLogo: FileType;
-    issuerShortDescription: string;
-    issuerDescription: string;
+    /**
+     * @deprecated v2 has no flat issuer description; author it via `factsheet` (e.g. an Overview
+     * `text` block). Ignored by `createPool`/`update` — kept only so legacy callers still compile.
+     */
+    issuerDescription?: string;
     website: string;
     forum: string;
     email: string;
     executiveSummary: FileType | null;
+    /**
+     * @deprecated v2 has no flat `details`; author them via `factsheet` `text` blocks. Ignored by
+     * `createPool`/`update`.
+     */
     details?: IssuerDetail[];
-    issuerCategories: {
+    /**
+     * @deprecated v2 has no flat issuer categories; author them via `factsheet` key facts. Ignored by
+     * `createPool`/`update`.
+     */
+    issuerCategories?: {
         type: string;
         value: string;
         description?: string;
@@ -53,20 +63,10 @@ export type PoolMetadataInput = {
         agency?: string;
         value?: string;
         reportUrl?: string;
-        reportFile?: FileType | null;
     }[];
-    report?: PoolReport | null;
+    /** v2 factsheet content model (centrifuge/apps-invest#200). */
+    factsheet?: Factsheet;
     onboardingExperience: string;
-    onboarding?: {
-        shareClasses: {
-            [scId: string]: {
-                agreement: FileType | undefined;
-                openForOnboarding: boolean;
-            };
-        };
-        taxInfoRequired?: boolean;
-        externalOnboardingUrl?: string;
-    };
     underlying?: {
         poolId?: number;
     };

package/dist/types/poolInput.d.ts.map

@@ -1 +1 @@
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package/dist/types/poolMetadata.d.ts

@@ -101,7 +101,12 @@ export interface WorkflowPolicy {
     createdAt: string;
     updatedAt?: string;
 }
-export type PoolMetadata = {
+/**
+ * Legacy ("current state") pool metadata: the flat shape written by all pools to date. Any document
+ * with no `version` or `version < 2` is legacy and read as `PoolMetadataV1`. New writes are
+ * `PoolMetadataV2`; the management app migrates legacy pools forward before editing.
+ */
+export type PoolMetadataV1 = {
     version?: number;
     pool: {
         name: string;
@@ -216,4 +221,227 @@ export type PoolMetadata = {
     addressLabels?: Record<string, string>;
     workflowPolicies?: WorkflowPolicy[];
 };
+/**
+ * Access gating for any block, key fact, column, or kpi item. Default `'public'`. Resolved app-side
+ * against the connected wallet's share-class (transfer-hook) membership. Presentational only — never
+ * a substitute for on-chain access control.
+ * - `public`      — rendered for everyone.
+ * - `whitelisted` — full content only for a whitelisted wallet; otherwise blurred behind an
+ *                   app-owned overlay that keeps its layout footprint (no reflow on connect).
+ * - `hidden`      — never rendered, for anyone (not laid out).
+ */
+export type Visibility = 'public' | 'whitelisted' | 'hidden';
+/**
+ * Constrained Markdown subset (paragraphs, hard newlines, `-`/`*` and `1.` lists, `**bold**`,
+ * `_italic_`, `[text](url)`). Raw HTML is stripped; sanitized by the reader on render.
+ */
+export type RichText = string;
+export type ChartType = 'line' | 'area' | 'bar' | 'donut';
+export type AxisFormat = 'number' | 'percent' | 'currency';
+/**
+ * Live-chart datasets whose config is authored in metadata but whose data the app fetches live.
+ *
+ * Closed, app-owned registry — the SDK is the alignment point. The current values are PROVISIONAL
+ * placeholders and the set is expected to grow (centrifuge/apps-invest#200), but growth is
+ * deliberately gated: the SDK rejects unknown keys on write, so adding a key is a coordinated change
+ * across the management app, SDK, and invest app (and ships in an SDK release). Reads are not
+ * validated, so a newer document never breaks an older reader. The metadata only references a key;
+ * the app resolves it.
+ */
+export type DataRef = 'apyVsBenchmarks' | 'maturityDistribution';
+/**
+ * App-owned section units rendered by the invest app (structure + content + data). Closed and
+ * SDK-validated on write; expected to grow additively via coordinated SDK releases (see
+ * {@link DataRef}). Current mapping: `onchainMetrics` = performance charts, `smartContracts` =
+ * addresses & smart contracts.
+ */
+export type SectionRef = 'onchainMetrics' | 'smartContracts';
+/**
+ * App-owned indexer query/aggregation registry referenced by `liveTable` columns. Closed and
+ * SDK-validated on write. The current keys are PROVISIONAL: each is its own query and the set is
+ * expected to split into more granular per-series / per-date-pair keys (`monthlyReturn` is not yet
+ * defined). Adding or renaming a key is a coordinated SDK release — see {@link DataRef}.
+ */
+export type LiveMetric = 'tokenPrice' | 'nav' | 'apy30d' | 'navChange' | 'monthlyReturn';
+/**
+ * App-owned dataset (row dimension) for `liveTable`. Closed and SDK-validated on write; grows via
+ * coordinated SDK releases — see {@link DataRef}.
+ */
+export type LiveDataset = 'monthlySummary';
+export type ColumnFormat = 'text' | 'number' | 'percent' | 'currency';
+export type ChartSeries = {
+    name: string;
+    /** Optional brand override; defaults to the theme palette. */
+    color?: string;
+    /** Categorical (bar/donut): `{ label, value }`; xy (line/area): `{ x, y }`. */
+    data: Array<{
+        label: string;
+        value: number;
+    } | {
+        x: string | number;
+        y: number;
+    }>;
+};
+/**
+ * A right-column key fact. `value` is static text; `valueRef: 'apy'` instead resolves live from
+ * `shareClasses[scId].apy` (+ `apyTooltip`). The `valueRef` set is closed and grows additively.
+ */
+export type KeyFact = {
+    label: string;
+    value?: string;
+    valueRef?: 'apy';
+    tooltip?: string;
+    href?: string;
+    visibility?: Visibility;
+};
+type BlockBase = {
+    id: string;
+    title?: string;
+    visibility?: Visibility;
+};
+export type TextBlock = BlockBase & {
+    type: 'text';
+    body: RichText;
+};
+export type TableBlock = BlockBase & {
+    type: 'table';
+    headers: string[];
+    rows: Array<Array<string | number>>;
+    /** Optional, index-aligned to `headers`; per-column gating for static tables. */
+    columnVisibility?: Visibility[];
+    caption?: string;
+    asOf?: string;
+};
+export type ChartBlock = BlockBase & {
+    type: 'chart';
+    chartType: ChartType;
+    /** Inline metadata-supplied data ... */
+    series?: ChartSeries[];
+    /** ... or an app/indexer-computed dataset (mutually exclusive with `series`). */
+    dataRef?: DataRef;
+    stacked?: boolean;
+    legend?: boolean;
+    xAxis?: {
+        label?: string;
+        type?: 'category' | 'time' | 'number';
+    };
+    yAxis?: {
+        label?: string;
+        format?: AxisFormat;
+        currency?: string;
+    };
+    asOf?: string;
+    sourceNote?: string;
+};
+export type ImageBlock = BlockBase & {
+    type: 'image';
+    file: FileType;
+    alt?: string;
+    caption?: string;
+};
+export type KpiGroupBlock = BlockBase & {
+    type: 'kpiGroup';
+    columns?: 1 | 2 | 3 | 4;
+    items: Array<{
+        label: string;
+        value: string;
+        tooltip?: string;
+        trend?: 'up' | 'down' | 'neutral';
+        visibility?: Visibility;
+    }>;
+};
+/** A metadata-authored column over an app-defined live dataset. */
+export type LiveColumn = {
+    /** Issuer-authored label + order. */
+    header: string;
+    format?: ColumnFormat;
+    visibility?: Visibility;
+} & ({
+    source: 'indexer';
+    metric: LiveMetric;
+} | {
+    source: 'hardcoded';
+    key: string;
+} | {
+    source: 'static';
+    values: Array<string | number>;
+});
+export type LiveTableBlock = BlockBase & {
+    type: 'liveTable';
+    /** App owns the row dimension (e.g. recent months) + available metrics. */
+    dataRef: LiveDataset;
+    columns: LiveColumn[];
+    caption?: string;
+    asOf?: string;
+};
+/** Tabs hold a leaf block only (no nested section/tabGroup) to keep nesting bounded. */
+export type TabBlock = TextBlock | TableBlock | ChartBlock | KpiGroupBlock;
+export type TabGroupBlock = BlockBase & {
+    type: 'tabGroup';
+    tabs: Array<{
+        label: string;
+        block: TabBlock;
+    }>;
+};
+export type ContentBlock = TextBlock | TableBlock | ChartBlock | ImageBlock | KpiGroupBlock | TabGroupBlock | LiveTableBlock;
+/** A pointer to one of the closed, app-owned section units. */
+export type SectionRefBlock = {
+    type: 'section';
+    id: string;
+    ref: SectionRef;
+    /** Optional label override; the app supplies a sensible default. */
+    title?: string;
+    visibility?: Visibility;
+};
+export type LayoutItem = ContentBlock | SectionRefBlock;
+export type Factsheet = {
+    /** Top region, left column, ordered (authored blocks + app section refs e.g. `onchainMetrics`). */
+    body: LayoutItem[];
+    /** Top region, right column, ordered. */
+    keyFacts: KeyFact[];
+    /** Full-width region below, ordered. Omit to let the app render its default sections. */
+    sections?: LayoutItem[];
+};
+/** A pool rating without the unused `reportFile` PDF (migrated into a Documents block in v2). */
+export type PoolRatingV2 = {
+    agency?: string;
+    value?: string;
+    reportUrl?: string;
+};
+/**
+ * Versioned, factsheet-aware pool metadata. Drops fields unused by every consumer
+ * (`newInvestmentsStatus`, `loanTemplates`, `reports`, `issuer.repName/shortDescription`, onboarding
+ * extras) and folds the legacy display fields (`details`, `issuer.description/categories`,
+ * `poolRatings[].reportFile`) into `pool.factsheet`. Engine fields (`shareClasses`,
+ * `merkleProofManager`, `holdings`, `addressLabels`, `workflowPolicies`) are preserved verbatim.
+ */
+export type PoolMetadataV2 = {
+    version: 2;
+    pool: Omit<PoolMetadataV1['pool'], 'newInvestmentsStatus' | 'reports' | 'details' | 'issuer' | 'poolRatings'> & {
+        issuer: Pick<PoolMetadataV1['pool']['issuer'], 'name' | 'email' | 'logo'>;
+        poolRatings?: PoolRatingV2[];
+        factsheet?: Factsheet;
+    };
+    shareClasses: PoolMetadataV1['shareClasses'];
+    merkleProofManager?: PoolMetadataV1['merkleProofManager'];
+    onboarding?: {
+        kycRestrictedCountries?: string[];
+        kybRestrictedCountries?: string[];
+    };
+    holdings?: PoolMetadataV1['holdings'];
+    addressLabels?: PoolMetadataV1['addressLabels'];
+    workflowPolicies?: PoolMetadataV1['workflowPolicies'];
+};
+/**
+ * Public alias usable for either shape. Reads of common fields (`pool.name`, `shareClasses`,
+ * `addressLabels`, `onboarding`, `holdings`, …) are valid without narrowing; discriminate on
+ * `version` (or use {@link isPoolMetadataV2}) before touching v2-only fields like `pool.factsheet`.
+ */
+export type PoolMetadata = PoolMetadataV1 | PoolMetadataV2;
+export declare function isPoolMetadataV2(metadata: PoolMetadata): metadata is PoolMetadataV2;
+/** A document with no `version` or `version < 2` is legacy and must be migrated before editing. */
+export declare function isLegacyPoolMetadata(metadata: {
+    version?: number;
+}): boolean;
+export {};
 //# sourceMappingURL=poolMetadata.d.ts.map

package/dist/types/poolMetadata.d.ts.map

@@ -1 +1 @@
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package/dist/types/poolMetadata.js

@@ -1,2 +1,8 @@
-export {};
+export function isPoolMetadataV2(metadata) {
+    return metadata.version === 2;
+}
+/** A document with no `version` or `version < 2` is legacy and must be migrated before editing. */
+export function isLegacyPoolMetadata(metadata) {
+    return metadata.version == null || metadata.version < 2;
+}
 //# sourceMappingURL=poolMetadata.js.map

package/dist/types/poolMetadata.js.map

@@ -1 +1 @@
-{"version":3,"file":"poolMetadata.js","sourceRoot":"","sources":["../../src/types/poolMetadata.ts"],"names":[],"mappings":""}
+{"version":3,"file":"poolMetadata.js","sourceRoot":"","sources":["../../src/types/poolMetadata.ts"],"names":[],"mappings":"AA0dA,MAAM,UAAU,gBAAgB,CAAC,QAAsB;IACrD,OAAO,QAAQ,CAAC,OAAO,KAAK,CAAC,CAAA;AAC/B,CAAC;AAED,mGAAmG;AACnG,MAAM,UAAU,oBAAoB,CAAC,QAA8B;IACjE,OAAO,QAAQ,CAAC,OAAO,IAAI,IAAI,IAAI,QAAQ,CAAC,OAAO,GAAG,CAAC,CAAA;AACzD,CAAC"}

package/dist/utils/poolMetadataMigration.d.ts

@@ -0,0 +1,23 @@
+import { type PoolMetadata, type PoolMetadataV2 } from '../types/poolMetadata.js';
+/**
+ * Pure, idempotent legacy -> v2 migration. Performs no IPFS/network access so it stays
+ * unit-testable. Returns the input unchanged when it is already v2.
+ *
+ * - Strips fields unused by every consumer (`newInvestmentsStatus`, `reports`, `loanTemplates`,
+ *   `issuer.repName/shortDescription`, onboarding extras) and reshapes `issuer`/`poolRatings`.
+ * - Maps legacy APY modes across `shareClasses[*].apy`.
+ * - Projects the legacy display fields into `pool.factsheet`.
+ */
+export declare function migratePoolMetadataToV2(legacy: PoolMetadata): PoolMetadataV2;
+/**
+ * Hand-rolled structural validator for v2 pool metadata, in the style of
+ * {@link parseMarketplaceCatalog}. Validates the discriminant (`version === 2`), `pool.name`, and
+ * the full `pool.factsheet` content model (the layout the SDK is responsible for). Engine fields
+ * (`shareClasses`, `workflowPolicies`, `holdings`, `addressLabels`, …) are passed through
+ * unchecked here — they are validated where they are consumed (e.g. workflows via
+ * {@link parseMarketplaceCatalog}). Throws `pool metadata v2: …` on the first malformed field;
+ * tolerates missing optionals (visibility defaults to `'public'` app-side). Returns the input
+ * narrowed to {@link PoolMetadataV2} on success.
+ */
+export declare function parsePoolMetadataV2(raw: unknown): PoolMetadataV2;
+//# sourceMappingURL=poolMetadataMigration.d.ts.map

package/dist/utils/poolMetadataMigration.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"poolMetadataMigration.d.ts","sourceRoot":"","sources":["../../src/utils/poolMetadataMigration.ts"],"names":[],"mappings":"AACA,OAAO,EAaL,KAAK,YAAY,EAEjB,KAAK,cAAc,EAGpB,MAAM,0BAA0B,CAAA;AAkGjC;;;;;;;;GAQG;AACH,wBAAgB,uBAAuB,CAAC,MAAM,EAAE,YAAY,GAAG,cAAc,CAqC5E;AAqOD;;;;;;;;;GASG;AACH,wBAAgB,mBAAmB,CAAC,GAAG,EAAE,OAAO,GAAG,cAAc,CAOhE"}