@dalmore/api-contracts 0.0.0-dev.2cea8e5 → 0.0.0-dev.2fec89f

package/common/types/offering.types.d.ts

@@ -1,6 +1,5 @@
 import { z } from 'zod';
 import { ComplianceReview, OfferingType, ManagedByType, SortOrder, SortBy, OfferingVersioningType, OfferingOnboardingStatus, AssetType, DurationType, WarrantSharesCalculationMethod } from './common.types';
-import { OfferingStatus } from './issuer-offering.types';
 import { AssetTemplateType } from './asset.types';
 export declare enum OfferingFeeType {
     FIXED = "FIXED",
@@ -27,6 +26,14 @@ export declare const OfferingPlatformSettings: z.ZodObject<{
 export type OfferingPlatformSettings = z.infer<typeof OfferingPlatformSettings>;
 export declare const IOffering: any;
 export type IOffering = z.infer<typeof IOffering>;
+export declare const QueueSoldOutOfferingsCheckResponseSchema: z.ZodObject<{
+    message: z.ZodString;
+}, "strip", z.ZodTypeAny, {
+    message: string;
+}, {
+    message: string;
+}>;
+export type QueueSoldOutOfferingsCheckResponse = z.infer<typeof QueueSoldOutOfferingsCheckResponseSchema>;
 export declare const IPaginatedOffering: z.ZodObject<{
     items: z.ZodArray<any, "many">;
     meta: z.ZodObject<{
@@ -68,9 +75,11 @@ export declare const IPaginatedOffering: z.ZodObject<{
     };
 }>;
 export type IPaginatedOffering = z.infer<typeof IPaginatedOffering>;
+export declare const OfferingDescriptionZod: z.ZodEffects<z.ZodEffects<z.ZodOptional<z.ZodNullable<z.ZodString>>, string | null | undefined, string | null | undefined>, string | null | undefined, string | null | undefined>;
+export type OfferingDescriptionZod = z.infer<typeof OfferingDescriptionZod>;
 export declare const PatchOfferingBase: z.ZodObject<{
     name: z.ZodOptional<z.ZodString>;
-    description: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+    description: z.ZodEffects<z.ZodEffects<z.ZodOptional<z.ZodNullable<z.ZodString>>, string | null | undefined, string | null | undefined>, string | null | undefined, string | null | undefined>;
     tid: z.ZodOptional<z.ZodString>;
     type: z.ZodOptional<z.ZodNativeEnum<typeof OfferingType>>;
     targetAmount: z.ZodOptional<z.ZodNumber>;
@@ -113,6 +122,7 @@ export declare const PatchOfferingBase: z.ZodObject<{
     cancellationPeriod: z.ZodNullable<z.ZodOptional<z.ZodNumber>>;
     showTotalRaised: z.ZodOptional<z.ZodBoolean>;
     issuerId: z.ZodOptional<z.ZodEffects<z.ZodString, string, string>>;
+    shareClassId: z.ZodOptional<z.ZodNullable<z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>>>;
 }, "strip", z.ZodTypeAny, {
     platformSettings: string | null;
     type?: OfferingType | undefined;
@@ -135,6 +145,7 @@ export declare const PatchOfferingBase: z.ZodObject<{
     memorandumId?: string | null | undefined;
     subscriptionAgreementId?: string | null | undefined;
     showTotalRaised?: boolean | undefined;
+    shareClassId?: string | null | undefined;
     entitySubscriptionAgreementTemplateId?: string | null | undefined;
     subscriptionAgreementTemplateId?: string | null | undefined;
     jointSubscriptionAgreementTemplateId?: string | null | undefined;
@@ -165,13 +176,14 @@ export declare const PatchOfferingBase: z.ZodObject<{
     memorandumId?: string | null | undefined;
     subscriptionAgreementId?: string | null | undefined;
     showTotalRaised?: boolean | undefined;
+    shareClassId?: string | null | undefined;
     entitySubscriptionAgreementTemplateId?: string | null | undefined;
     subscriptionAgreementTemplateId?: string | null | undefined;
     jointSubscriptionAgreementTemplateId?: string | null | undefined;
 }>;
 export declare const PatchOffering: z.ZodObject<{
     name: z.ZodOptional<z.ZodString>;
-    description: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+    description: z.ZodEffects<z.ZodEffects<z.ZodOptional<z.ZodNullable<z.ZodString>>, string | null | undefined, string | null | undefined>, string | null | undefined, string | null | undefined>;
     tid: z.ZodOptional<z.ZodString>;
     type: z.ZodOptional<z.ZodNativeEnum<typeof OfferingType>>;
     targetAmount: z.ZodOptional<z.ZodNumber>;
@@ -214,6 +226,7 @@ export declare const PatchOffering: z.ZodObject<{
     cancellationPeriod: z.ZodNullable<z.ZodOptional<z.ZodNumber>>;
     showTotalRaised: z.ZodOptional<z.ZodBoolean>;
     issuerId: z.ZodOptional<z.ZodEffects<z.ZodString, string, string>>;
+    shareClassId: z.ZodOptional<z.ZodNullable<z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>>>;
 } & {
     assetName: z.ZodOptional<z.ZodString>;
     assetType: z.ZodOptional<z.ZodNativeEnum<typeof AssetType>>;
@@ -307,6 +320,7 @@ export declare const PatchOffering: z.ZodObject<{
     warrantPercentage?: number | null | undefined;
     calculationMethod?: WarrantSharesCalculationMethod | null | undefined;
     incrementThreshold?: number | null | undefined;
+    shareClassId?: string | null | undefined;
     assetName?: string | undefined;
     assetType?: AssetType | undefined;
     pricePerUnit?: number | null | undefined;
@@ -365,6 +379,7 @@ export declare const PatchOffering: z.ZodObject<{
     warrantPercentage?: number | null | undefined;
     calculationMethod?: WarrantSharesCalculationMethod | null | undefined;
     incrementThreshold?: number | null | undefined;
+    shareClassId?: string | null | undefined;
     assetName?: string | undefined;
     assetType?: AssetType | undefined;
     pricePerUnit?: number | null | undefined;
@@ -430,7 +445,7 @@ export declare const ResolvedOfferingUpdateFieldsZod: z.ZodObject<{
 export type ResolvedOfferingUpdateFields = z.infer<typeof ResolvedOfferingUpdateFieldsZod>;
 export declare const PostComplianceOffering: z.ZodEffects<z.ZodObject<{
     name: z.ZodOptional<z.ZodString>;
-    description: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+    description: z.ZodEffects<z.ZodEffects<z.ZodOptional<z.ZodNullable<z.ZodString>>, string | null | undefined, string | null | undefined>, string | null | undefined, string | null | undefined>;
     tid: z.ZodOptional<z.ZodString>;
     type: z.ZodOptional<z.ZodNativeEnum<typeof OfferingType>>;
     targetAmount: z.ZodOptional<z.ZodNumber>;
@@ -470,11 +485,11 @@ export declare const PostComplianceOffering: z.ZodEffects<z.ZodObject<{
     subscriptionAgreementId: z.ZodOptional<z.ZodNullable<z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>>>;
     jointSubscriptionAgreementTemplateId: z.ZodNullable<z.ZodOptional<z.ZodString>>;
     cancellationPeriod: z.ZodNullable<z.ZodOptional<z.ZodNumber>>;
-    showTotalRaised: z.ZodOptional<z.ZodBoolean>;
     issuerId: z.ZodOptional<z.ZodEffects<z.ZodString, string, string>>;
 } & {
     accountId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
     managedBy: z.ZodOptional<z.ZodNativeEnum<typeof ManagedByType>>;
+    shareClassId: z.ZodOptional<z.ZodNullable<z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>>>;
     assetName: z.ZodString;
     assetType: z.ZodNativeEnum<typeof AssetType>;
     pricePerUnit: z.ZodNullable<z.ZodNumber>;
@@ -532,6 +547,7 @@ export declare const PostComplianceOffering: z.ZodEffects<z.ZodObject<{
     warrantPercentage: z.ZodOptional<z.ZodNullable<z.ZodEffects<z.ZodNumber, number, number>>>;
     calculationMethod: z.ZodOptional<z.ZodNullable<z.ZodNativeEnum<typeof WarrantSharesCalculationMethod>>>;
     incrementThreshold: z.ZodOptional<z.ZodNullable<z.ZodEffects<z.ZodNumber, number, number>>>;
+    showTotalRaised: z.ZodOptional<z.ZodDefault<z.ZodBoolean>>;
 }, "strip", z.ZodTypeAny, {
     accountId: string;
     template: AssetTemplateType;
@@ -570,6 +586,7 @@ export declare const PostComplianceOffering: z.ZodEffects<z.ZodObject<{
     warrantPercentage?: number | null | undefined;
     calculationMethod?: WarrantSharesCalculationMethod | null | undefined;
     incrementThreshold?: number | null | undefined;
+    shareClassId?: string | null | undefined;
     yield?: number | null | undefined;
     duration?: number | null | undefined;
     durationType?: DurationType | null | undefined;
@@ -628,6 +645,7 @@ export declare const PostComplianceOffering: z.ZodEffects<z.ZodObject<{
     warrantPercentage?: number | null | undefined;
     calculationMethod?: WarrantSharesCalculationMethod | null | undefined;
     incrementThreshold?: number | null | undefined;
+    shareClassId?: string | null | undefined;
     yield?: number | null | undefined;
     duration?: number | null | undefined;
     durationType?: DurationType | null | undefined;
@@ -681,6 +699,7 @@ export declare const PostComplianceOffering: z.ZodEffects<z.ZodObject<{
     warrantPercentage?: number | null | undefined;
     calculationMethod?: WarrantSharesCalculationMethod | null | undefined;
     incrementThreshold?: number | null | undefined;
+    shareClassId?: string | null | undefined;
     yield?: number | null | undefined;
     duration?: number | null | undefined;
     durationType?: DurationType | null | undefined;
@@ -739,6 +758,7 @@ export declare const PostComplianceOffering: z.ZodEffects<z.ZodObject<{
     warrantPercentage?: number | null | undefined;
     calculationMethod?: WarrantSharesCalculationMethod | null | undefined;
     incrementThreshold?: number | null | undefined;
+    shareClassId?: string | null | undefined;
     yield?: number | null | undefined;
     duration?: number | null | undefined;
     durationType?: DurationType | null | undefined;
@@ -756,7 +776,7 @@ export declare const PostComplianceOffering: z.ZodEffects<z.ZodObject<{
     jointSubscriptionAgreementTemplateId?: string | null | undefined;
 }>;
 export type PostComplianceOffering = z.infer<typeof PostComplianceOffering>;
-export declare const offeringsInclude: z.ZodEnum<["account", "issuer", "trades", "assets", "disbursements", "draftVersion", "publishedVersion", "revisions", "onboardingReviewedBy", "bankAccount", "escrowAccount"]>;
+export declare const offeringsInclude: z.ZodEnum<["account", "issuer", "trades", "assets", "disbursements", "draftVersion", "publishedVersion", "revisions", "onboardingReviewedBy", "bankAccount", "escrowAccount", "shareClass"]>;
 /**
  * @description Query parameters for including related entities
  * @xample in contract us as -> query: z.object({}).merge(UsersIncludeQuery),
@@ -771,23 +791,27 @@ export declare const OfferingsIncludeQuery: z.ZodObject<{
 export interface OfferingsIncludeQuery extends z.infer<typeof OfferingsIncludeQuery> {
 }
 /**
- * @description
- * Filters for querying offerings.
+ * Filters supported for querying offerings.
  *
- * The "combinedStatus" filter provides a unified status that combines three separate fields:
- * - complianceReview: The compliance review status of the offering
- * - onboardingStatus: The onboarding completion status
- * - enabled: Whether the offering is currently enabled/active
+ * Available fields:
+ * - `issuerName`: (string, optional) Filter by name of the issuer.
+ * - `name`: (string, optional) Filter by offering name.
+ * - `accountId`: (AccountId, optional) Filter by tenant/account ID.
+ * - `issuerId`: (IssuerId, optional) Filter by issuer ID.
+ * - `type`: (OfferingType, optional) Filter by offering type.
+ * - `status`: (ComplianceReview, optional) Filter by compliance review status.
+ * - `enabled`: (boolean, optional) Filter for enabled/active offerings.
+ * - `managedBy`: (ManagedByType, optional) Filter by which system or user manages the offering.
+ * - `versioningType`: (OfferingVersioningType, optional) Filter by versioning strategy.
+ * - `onboardingStatus`: (OfferingOnboardingStatus, optional) Filter by issuer onboarding status.
  *
- * The combinedStatus is calculated using the following priority rules:
- * 1. If onboardingStatus is "IN_REVIEW" → combinedStatus = "ONBOARDING"
- * 2. Else if complianceReview is not "APPROVED" → combinedStatus = "IN_COMPLIANCE_REVIEW"
- * 3. Else if onboardingStatus is "COMPLETE" and complianceReview is "APPROVED" →
- *    - If enabled is true → combinedStatus = "ACTIVE"
- *    - If enabled is false → combinedStatus = "PAUSED"
+ * @remarks
+ * These filters can be combined to query offerings across multiple dimensions.
  *
- * This allows for filtering offerings by a single summary state that reflects the overall user-facing status,
- * rather than requiring separate filters for each individual field.
+ * Example use:
+ * ```ts
+ * { issuerName: "ABC Capital", type: OfferingType.REG_A }
+ * ```
  */
 export declare const OfferingFiltersZod: z.ZodObject<{
     issuerName: z.ZodOptional<z.ZodString>;
@@ -799,32 +823,32 @@ export declare const OfferingFiltersZod: z.ZodObject<{
     enabled: z.ZodOptional<z.ZodEffects<z.ZodBoolean, boolean, unknown>>;
     managedBy: z.ZodOptional<z.ZodNativeEnum<typeof ManagedByType>>;
     versioningType: z.ZodOptional<z.ZodNativeEnum<typeof OfferingVersioningType>>;
-    combinedStatus: z.ZodOptional<z.ZodNativeEnum<typeof OfferingStatus>>;
     onboardingStatus: z.ZodOptional<z.ZodNativeEnum<typeof OfferingOnboardingStatus>>;
+    complianceReview: z.ZodOptional<z.ZodNativeEnum<typeof ComplianceReview>>;
 }, "strip", z.ZodTypeAny, {
     type?: OfferingType | undefined;
     status?: ComplianceReview | undefined;
     accountId?: string | undefined;
     name?: string | undefined;
     managedBy?: ManagedByType | undefined;
+    complianceReview?: ComplianceReview | undefined;
     onboardingStatus?: OfferingOnboardingStatus | undefined;
     enabled?: boolean | undefined;
     issuerId?: string | undefined;
     issuerName?: string | undefined;
     versioningType?: OfferingVersioningType | undefined;
-    combinedStatus?: OfferingStatus | undefined;
 }, {
     type?: OfferingType | undefined;
     status?: ComplianceReview | undefined;
     accountId?: string | undefined;
     name?: string | undefined;
     managedBy?: ManagedByType | undefined;
+    complianceReview?: ComplianceReview | undefined;
     onboardingStatus?: OfferingOnboardingStatus | undefined;
     enabled?: unknown;
     issuerId?: string | undefined;
     issuerName?: string | undefined;
     versioningType?: OfferingVersioningType | undefined;
-    combinedStatus?: OfferingStatus | undefined;
 }>;
 export type OfferingFiltersZod = z.infer<typeof OfferingFiltersZod>;
 export declare const OfferingSortZod: z.ZodObject<{
@@ -1251,7 +1275,7 @@ export declare const OfferingSettings: z.ZodEffects<z.ZodEffects<z.ZodEffects<z.
 export type OfferingSettings = z.infer<typeof OfferingSettings>;
 export declare const PatchComplianceOffering: z.ZodEffects<z.ZodIntersection<z.ZodObject<{
     name: z.ZodOptional<z.ZodString>;
-    description: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+    description: z.ZodEffects<z.ZodEffects<z.ZodOptional<z.ZodNullable<z.ZodString>>, string | null | undefined, string | null | undefined>, string | null | undefined, string | null | undefined>;
     tid: z.ZodOptional<z.ZodString>;
     type: z.ZodOptional<z.ZodNativeEnum<typeof OfferingType>>;
     targetAmount: z.ZodOptional<z.ZodNumber>;
@@ -1294,6 +1318,7 @@ export declare const PatchComplianceOffering: z.ZodEffects<z.ZodIntersection<z.Z
     cancellationPeriod: z.ZodNullable<z.ZodOptional<z.ZodNumber>>;
     showTotalRaised: z.ZodOptional<z.ZodBoolean>;
     issuerId: z.ZodOptional<z.ZodEffects<z.ZodString, string, string>>;
+    shareClassId: z.ZodOptional<z.ZodNullable<z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>>>;
 } & {
     assetName: z.ZodOptional<z.ZodString>;
     assetType: z.ZodOptional<z.ZodNativeEnum<typeof AssetType>>;
@@ -1387,6 +1412,7 @@ export declare const PatchComplianceOffering: z.ZodEffects<z.ZodIntersection<z.Z
     warrantPercentage?: number | null | undefined;
     calculationMethod?: WarrantSharesCalculationMethod | null | undefined;
     incrementThreshold?: number | null | undefined;
+    shareClassId?: string | null | undefined;
     assetName?: string | undefined;
     assetType?: AssetType | undefined;
     pricePerUnit?: number | null | undefined;
@@ -1445,6 +1471,7 @@ export declare const PatchComplianceOffering: z.ZodEffects<z.ZodIntersection<z.Z
     warrantPercentage?: number | null | undefined;
     calculationMethod?: WarrantSharesCalculationMethod | null | undefined;
     incrementThreshold?: number | null | undefined;
+    shareClassId?: string | null | undefined;
     assetName?: string | undefined;
     assetType?: AssetType | undefined;
     pricePerUnit?: number | null | undefined;
@@ -1729,6 +1756,7 @@ export declare const PatchComplianceOffering: z.ZodEffects<z.ZodIntersection<z.Z
     warrantPercentage?: number | null | undefined;
     calculationMethod?: WarrantSharesCalculationMethod | null | undefined;
     incrementThreshold?: number | null | undefined;
+    shareClassId?: string | null | undefined;
     assetName?: string | undefined;
     assetType?: AssetType | undefined;
     pricePerUnit?: number | null | undefined;
@@ -1798,6 +1826,7 @@ export declare const PatchComplianceOffering: z.ZodEffects<z.ZodIntersection<z.Z
     warrantPercentage?: number | null | undefined;
     calculationMethod?: WarrantSharesCalculationMethod | null | undefined;
     incrementThreshold?: number | null | undefined;
+    shareClassId?: string | null | undefined;
     assetName?: string | undefined;
     assetType?: AssetType | undefined;
     pricePerUnit?: number | null | undefined;
@@ -2551,6 +2580,7 @@ export type OfferingUpdateFields = {
     managedBy?: ManagedByType | null;
     showTotalRaised?: boolean;
     enabled?: boolean;
+    shareClassId?: string | null;
 };
 export declare const ReviewOfferingOnboarding: z.ZodObject<{
     onboardingStatus: z.ZodNativeEnum<typeof OfferingOnboardingStatus>;
@@ -2576,20 +2606,20 @@ export declare const OnboardingOfferingSummaryZod: z.ZodObject<{
     offeringId: string;
     memorandumId: string | null;
     subscriptionAgreementId: string | null;
+    offeringName: string;
     entitySubscriptionAgreementTemplateId: string | null;
     subscriptionAgreementTemplateId: string | null;
     jointSubscriptionAgreementTemplateId: string | null;
-    offeringName: string;
 }, {
     accountId: string;
     accountName: string;
     offeringId: string;
     memorandumId: string | null;
     subscriptionAgreementId: string | null;
+    offeringName: string;
     entitySubscriptionAgreementTemplateId: string | null;
     subscriptionAgreementTemplateId: string | null;
     jointSubscriptionAgreementTemplateId: string | null;
-    offeringName: string;
 }>;
 export type OnboardingOfferingSummaryZod = z.infer<typeof OnboardingOfferingSummaryZod>;
 export declare const OnboardingOfferingSummaryFilterZod: z.ZodObject<{
@@ -2620,20 +2650,20 @@ export declare const IPaginatedOnboardingOfferingSummaryResponse: z.ZodObject<{
         offeringId: string;
         memorandumId: string | null;
         subscriptionAgreementId: string | null;
+        offeringName: string;
         entitySubscriptionAgreementTemplateId: string | null;
         subscriptionAgreementTemplateId: string | null;
         jointSubscriptionAgreementTemplateId: string | null;
-        offeringName: string;
     }, {
         accountId: string;
         accountName: string;
         offeringId: string;
         memorandumId: string | null;
         subscriptionAgreementId: string | null;
+        offeringName: string;
         entitySubscriptionAgreementTemplateId: string | null;
         subscriptionAgreementTemplateId: string | null;
         jointSubscriptionAgreementTemplateId: string | null;
-        offeringName: string;
     }>, "many">;
     meta: z.ZodObject<{
         itemCount: z.ZodNumber;
@@ -2661,10 +2691,10 @@ export declare const IPaginatedOnboardingOfferingSummaryResponse: z.ZodObject<{
         offeringId: string;
         memorandumId: string | null;
         subscriptionAgreementId: string | null;
+        offeringName: string;
         entitySubscriptionAgreementTemplateId: string | null;
         subscriptionAgreementTemplateId: string | null;
         jointSubscriptionAgreementTemplateId: string | null;
-        offeringName: string;
     }[];
     meta: {
         itemCount: number;
@@ -2680,10 +2710,10 @@ export declare const IPaginatedOnboardingOfferingSummaryResponse: z.ZodObject<{
         offeringId: string;
         memorandumId: string | null;
         subscriptionAgreementId: string | null;
+        offeringName: string;
         entitySubscriptionAgreementTemplateId: string | null;
         subscriptionAgreementTemplateId: string | null;
         jointSubscriptionAgreementTemplateId: string | null;
-        offeringName: string;
     }[];
     meta: {
         itemCount: number;

package/common/types/offering.types.js

@@ -1,13 +1,15 @@
 import { extendZodWithOpenApi } from '@anatine/zod-openapi';
 import { TypeID } from 'typeid-js';
 import { z } from 'zod';
+import { sanitizeHtmlWithPurify } from '../helpers/index.js';
 import { accountIdSchema } from './account.types.js';
+import { capShareClassIdSchema } from './cap-table.types.js';
 import { AccountZod, ComplianceReview, dateSchema, IPaginationMeta, OfferingType, ManagedByType, PaginationOptionsZod, UrlSchema, SortOrder, SortBy, OfferingVersioningType, OfferingOnboardingStatus, AssetType, DurationType, StringToBooleanSchema, HttpMethod, numberPrecisionSchema, WarrantSharesCalculationMethod, } from './common.types.js';
 import { IBaseEntity } from './entity.types.js';
 import { fileIdSchema, FileZod } from './file.types.js';
 import { IIssuer, issuerIdSchema } from './issuer.types.js';
 import { InvestorsOfferingFiltersZod, InvestorsOfferingsIncludeQuery, } from './investors-offering.types.js';
-import { OfferingStatus, escrowValidationRefinement, postOfferingRefinement, warrantsValidationRefinement, } from './issuer-offering.types.js';
+import { escrowValidationRefinement, postOfferingRefinement, warrantsValidationRefinement, } from './issuer-offering.types.js';
 import { postAssetRefinement, AssetTemplateType } from './asset.types.js';
 import { IIssuerBankAccount, issuerBankAccountIdSchema, } from './issuer-bank-account.types.js';
 import { escrowAccountIdSchema, IEscrowAccount } from './escrow-account.types.js';
@@ -108,14 +110,43 @@ export const IOffering = IBaseEntity.extend({
         .optional(),
     incrementThreshold: z.number().nullable().optional(),
     fullyDilutedShares: z.number().nullable().optional(),
+    shareClassId: z.string().nullable().optional(),
+    soldOut: z.boolean().optional(),
+});
+export const QueueSoldOutOfferingsCheckResponseSchema = z.object({
+    message: z.string(),
 });
 export const IPaginatedOffering = z.object({
     items: z.array(IOffering),
     meta: IPaginationMeta,
 });
+export const OfferingDescriptionZod = z
+    .string()
+    .max(15000, {
+    message: 'Description must be 15,000 characters or less before sanitization',
+})
+    .nullable()
+    .optional()
+    .transform((val) => {
+    if (!val)
+        return val;
+    return sanitizeHtmlWithPurify(val);
+})
+    .superRefine((val, ctx) => {
+    if (val && val.length > 10000) {
+        ctx.addIssue({
+            code: z.ZodIssueCode.custom,
+            message: `Description must be 10,000 characters or less after sanitization found ${val.length} characters`,
+        });
+    }
+})
+    .openapi({ example: 'This is a description of the offering.' });
 export const PatchOfferingBase = z.object({
-    name: z.string().optional(),
-    description: z.string().nullable().optional(),
+    name: z
+        .string()
+        .max(150, { message: 'Name must be 150 characters or less' })
+        .optional(),
+    description: OfferingDescriptionZod,
     tid: z.string().optional(),
     type: z.nativeEnum(OfferingType).optional(),
     targetAmount: z.number().min(0.01).max(10000000000).optional(),
@@ -170,6 +201,10 @@ export const PatchOfferingBase = z.object({
     cancellationPeriod: z.number().min(1).max(30).optional().nullable(),
     showTotalRaised: z.boolean().optional(),
     issuerId: issuerIdSchema.optional(),
+    shareClassId: z
+        .lazy(() => capShareClassIdSchema)
+        .nullable()
+        .optional(),
 });
 export const PatchOffering = PatchOfferingBase.merge(z.object({
     assetName: z
@@ -302,6 +337,11 @@ export const ResolvedOfferingUpdateFieldsZod = z.object({
 export const PostComplianceOffering = PatchOfferingBase.merge(z.object({
     accountId: z.lazy(() => accountIdSchema),
     managedBy: z.nativeEnum(ManagedByType).optional(),
+    shareClassId: z
+        .lazy(() => capShareClassIdSchema)
+        .nullable()
+        .optional()
+        .openapi({ example: 'cap_table_share_class_01j1xgme...' }),
     assetName: z.string().min(2).max(50).openapi({ example: 'Asset name' }),
     assetType: z.nativeEnum(AssetType).openapi({ example: AssetType.STOCK }),
     pricePerUnit: z
@@ -396,6 +436,11 @@ export const PostComplianceOffering = PatchOfferingBase.merge(z.object({
         .nullable()
         .optional()
         .openapi({ example: 10 }),
+    showTotalRaised: z
+        .boolean()
+        .default(true)
+        .optional()
+        .openapi({ example: true }),
 })).superRefine((data, ctx) => {
     postOfferingRefinement(data, ctx);
     postAssetRefinement(data, ctx);
@@ -415,6 +460,7 @@ export const offeringsInclude = z.enum([
     'onboardingReviewedBy',
     'bankAccount',
     'escrowAccount',
+    'shareClass',
 ]);
 /**
  * @description Query parameters for including related entities
@@ -433,23 +479,27 @@ export const OfferingsIncludeQuery = z.object({
     }),
 });
 /**
- * @description
- * Filters for querying offerings.
+ * Filters supported for querying offerings.
  *
- * The "combinedStatus" filter provides a unified status that combines three separate fields:
- * - complianceReview: The compliance review status of the offering
- * - onboardingStatus: The onboarding completion status
- * - enabled: Whether the offering is currently enabled/active
+ * Available fields:
+ * - `issuerName`: (string, optional) Filter by name of the issuer.
+ * - `name`: (string, optional) Filter by offering name.
+ * - `accountId`: (AccountId, optional) Filter by tenant/account ID.
+ * - `issuerId`: (IssuerId, optional) Filter by issuer ID.
+ * - `type`: (OfferingType, optional) Filter by offering type.
+ * - `status`: (ComplianceReview, optional) Filter by compliance review status.
+ * - `enabled`: (boolean, optional) Filter for enabled/active offerings.
+ * - `managedBy`: (ManagedByType, optional) Filter by which system or user manages the offering.
+ * - `versioningType`: (OfferingVersioningType, optional) Filter by versioning strategy.
+ * - `onboardingStatus`: (OfferingOnboardingStatus, optional) Filter by issuer onboarding status.
  *
- * The combinedStatus is calculated using the following priority rules:
- * 1. If onboardingStatus is "IN_REVIEW" → combinedStatus = "ONBOARDING"
- * 2. Else if complianceReview is not "APPROVED" → combinedStatus = "IN_COMPLIANCE_REVIEW"
- * 3. Else if onboardingStatus is "COMPLETE" and complianceReview is "APPROVED" →
- *    - If enabled is true → combinedStatus = "ACTIVE"
- *    - If enabled is false → combinedStatus = "PAUSED"
+ * @remarks
+ * These filters can be combined to query offerings across multiple dimensions.
  *
- * This allows for filtering offerings by a single summary state that reflects the overall user-facing status,
- * rather than requiring separate filters for each individual field.
+ * Example use:
+ * ```ts
+ * { issuerName: "ABC Capital", type: OfferingType.REG_A }
+ * ```
  */
 export const OfferingFiltersZod = z.object({
     issuerName: z.string().optional(),
@@ -461,8 +511,8 @@ export const OfferingFiltersZod = z.object({
     enabled: StringToBooleanSchema.optional(),
     managedBy: z.nativeEnum(ManagedByType).optional(),
     versioningType: z.nativeEnum(OfferingVersioningType).optional(),
-    combinedStatus: z.nativeEnum(OfferingStatus).optional(),
     onboardingStatus: z.nativeEnum(OfferingOnboardingStatus).optional(),
+    complianceReview: z.nativeEnum(ComplianceReview).optional(),
 });
 export const OfferingSortZod = z.object({
     sort: z.enum([SortBy.NAME, SortBy.CREATED_AT, SortBy.UPDATED_AT]).optional(),
@@ -564,6 +614,16 @@ export const PatchComplianceOffering = z
             });
         }
     }
+    if (data.type === OfferingType.REG_CF) {
+        if (data.contingencyAmount === null ||
+            data.contingencyAmount === undefined ||
+            (typeof data.contingencyAmount === 'number' && data.contingencyAmount <= 0)) {
+            ctx.addIssue({
+                code: z.ZodIssueCode.custom,
+                message: 'Contingency amount is required for REG_CF offerings.',
+            });
+        }
+    }
     // Apply escrow-specific refinements
     escrowValidationRefinement(data, ctx, HttpMethod.PATCH);
     // Apply bonus-tier-specific refinements