@dalmore/api-contracts 0.0.0-dev.4c056b7 → 0.0.0-dev.4ddef03

package/common/types/issuer-payment-method.types.ts

@@ -1,382 +0,0 @@
-import { TypeID } from 'typeid-js';
-import { z } from 'zod';
-import {
-  PaymentMethodProvider,
-  PaymentMethodType,
-} from './payment-methods.types';
-import { issuerIdSchema, IIssuer } from './issuer.types';
-import { IBaseEntity } from './entity.types';
-import { IPaginationMeta, REDACTED } from './common.types';
-import { StateCode } from './states.types';
-import { CountryCode } from './countries.types';
-import { accountIdSchema } from './account.types';
-import { fileIdSchema } from './file.types';
-
-export const issuerPaymentMethodIdSchema = z.string().refine(
-  (value) => {
-    try {
-      const tid = TypeID.fromString(value);
-      return tid.getType() === 'issuer_payment_method';
-    } catch {
-      return false;
-    }
-  },
-  {
-    message: `Invalid issuer_payment_method ID format. Must be a valid TypeID with "issuer_payment_method" prefix. Example: issuer_payment_method_01j5y5ghx5fg68d663j1fvy2x7`,
-  },
-);
-
-export const issuerPaymentMethodIntegrationIdSchema = z.string().refine(
-  (value) => {
-    try {
-      const tid = TypeID.fromString(value);
-      return tid.getType() === 'issuer_payment_method_integration';
-    } catch {
-      return false;
-    }
-  },
-  {
-    message: `Invalid issuer_payment_method_integration ID format. Must be a valid TypeID with "issuer_payment_method_integration" prefix. Example: issuer_payment_method_integration_01j5y5ghx5fg68d663j1fvy2x7`,
-  },
-);
-
-export enum IssuerPaymentMethodIntegrationStatus {
-  PENDING = 'PENDING',
-  CONNECTED = 'CONNECTED',
-  DISCONNECTED = 'DISCONNECTED',
-}
-
-export const IssuerPaymentMethodIntegration = IBaseEntity.extend({
-  id: issuerPaymentMethodIntegrationIdSchema,
-  integrationStatus: z
-    .nativeEnum(IssuerPaymentMethodIntegrationStatus)
-    .openapi({
-      example: IssuerPaymentMethodIntegrationStatus.PENDING,
-    }),
-  issuerPaymentMethodId: issuerPaymentMethodIdSchema,
-  integrationAccountId: z.string().nullable(),
-  integrationAccountEmail: z.string().nullable(),
-  integrationAccountLink: z.string().nullable(),
-  integrationAccountLinkExpiresAt: z
-    .union([z.number(), z.string().transform((val) => parseInt(val, 10))])
-    .nullable(), // the reason we need to do this is Unix timestamps stored as BIGINT in PostgreSQL. The value 1759727425634 is likely a Unix timestamp in milliseconds, which exceeds JavaScript's safe integer range, so TypeORM returns it as a string to prevent precision loss.
-});
-export type IssuerPaymentMethodIntegration = z.infer<
-  typeof IssuerPaymentMethodIntegration
->;
-
-export const IPaginatedIssuerPaymentMethodIntegrations = z.object({
-  items: z.array(IssuerPaymentMethodIntegration),
-  meta: IPaginationMeta,
-});
-export type IPaginatedIssuerPaymentMethodIntegrations = z.infer<
-  typeof IPaginatedIssuerPaymentMethodIntegrations
->;
-
-export const IIssuerPaymentMethod = IBaseEntity.extend({
-  paymentMethodType: z
-    .nativeEnum(PaymentMethodType)
-    .openapi({ example: PaymentMethodType.CREDIT_CARD }),
-  paymentMethodProvider: z.nativeEnum(PaymentMethodProvider).openapi({
-    example: PaymentMethodProvider.STRIPE,
-  }),
-  enabled: z.boolean().openapi({ example: true }),
-  issuerId: issuerIdSchema.openapi({
-    example: 'issuer_01jdq2crwke8xskjd840cj79pw',
-  }),
-  config: z
-    .any()
-    .transform((config) => {
-      if (!config) return null;
-      const configData =
-        typeof config === 'string' ? JSON.parse(config) : config;
-
-      if (configData.stripeSecretKey) {
-        configData.stripeSecretKey = REDACTED;
-      }
-
-      return configData;
-    })
-    .nullable()
-    .optional(),
-  issuer: IIssuer.optional().nullable(),
-  integration: IssuerPaymentMethodIntegration.nullable().optional(),
-});
-export type IIssuerPaymentMethod = z.infer<typeof IIssuerPaymentMethod>;
-
-export const stripeConfigSchema = z.object({
-  stripeAccountId: z.string().nullable(),
-});
-
-export const wireConfigSchema = z.object({
-  usAccountHolderName: z.string().nullable(),
-  usBankName: z.string().nullable(),
-  usRoutingNumber: z
-    .string()
-    .length(9, { message: 'Routing number must be 9 digits' })
-    .regex(/^\d{9}$/, { message: 'Routing number must be numeric digits' })
-    .nullable(),
-  usAccountNumber: z
-    .string()
-    .min(8, { message: 'Account number must be at least 8 digits' })
-    .max(17, { message: 'Account number must be at most 17 digits' })
-    .regex(/^\d+$/, { message: 'Account number must be numeric digits' })
-    .nullable(),
-  reference: z
-    .string()
-    .min(1, { message: 'Reference must be at least 1 character' })
-    .max(255, { message: 'Reference must be at most 255 characters' })
-    .nullable()
-    .optional(),
-  swiftId: z
-    .string()
-    .min(8, { message: 'Swift ID must be at least 8 characters' })
-    .max(11, { message: 'Swift ID must be at most 11 characters' })
-    .nullable()
-    .optional(),
-});
-export type WireConfig = z.infer<typeof wireConfigSchema>;
-
-export const checkConfigSchema = z.object({
-  companyName: z.string().nullable(),
-  address: z.string().nullable(),
-  address2: z.string().optional().nullable(),
-  city: z.string().nullable(),
-  state: z.nativeEnum(StateCode).nullable().openapi({ example: 'CA' }),
-  zip: z
-    .string()
-    .regex(/^\d{5}$/, {
-      message: 'Invalid ZIP code. It must be a 5-digit number.',
-    })
-    .nullable()
-    .openapi({ example: '90015' }),
-  country: z.nativeEnum(CountryCode).nullable().openapi({ example: 'US' }),
-  reference: z
-    .string()
-    .min(1, { message: 'Reference must be at least 1 character' })
-    .max(255, { message: 'Reference must be at most 255 characters' })
-    .nullable()
-    .optional(),
-});
-
-export type CheckConfig = z.infer<typeof checkConfigSchema>;
-
-export const retirementConfigSchema = z.object({
-  custodianInstruction: z.string().min(1).max(1000).nullable().openapi({
-    example: 'This is a test custodian instruction',
-  }),
-  custodianDocument: z
-    .lazy(() => fileIdSchema)
-    .optional()
-    .nullable(),
-});
-
-export const PatchIssuerPaymentMethodZod = z.discriminatedUnion(
-  'paymentMethodType',
-  [
-    z.object({
-      paymentMethodType: z.literal(PaymentMethodType.CREDIT_CARD),
-      config: stripeConfigSchema,
-    }),
-    z.object({
-      paymentMethodType: z.literal(PaymentMethodType.ACH),
-      config: stripeConfigSchema,
-    }),
-    z.object({
-      paymentMethodType: z.literal(PaymentMethodType.BANK_ACCOUNT),
-      config: stripeConfigSchema,
-    }),
-    z.object({
-      paymentMethodType: z.literal(PaymentMethodType.WIRE),
-      config: wireConfigSchema,
-    }),
-    z.object({
-      paymentMethodType: z.literal(PaymentMethodType.CHECK),
-      config: checkConfigSchema,
-    }),
-    z.object({
-      paymentMethodType: z.literal(PaymentMethodType.RETIREMENT),
-      config: retirementConfigSchema,
-    }),
-  ],
-);
-
-export type PatchIssuerPaymentMethodZod = z.infer<
-  typeof PatchIssuerPaymentMethodZod
->;
-export const CompliancePatchIssuerPaymentMethodZod = z
-  .object({
-    accountId: accountIdSchema,
-  })
-  .and(PatchIssuerPaymentMethodZod);
-
-export type CompliancePatchIssuerPaymentMethodZod = z.infer<
-  typeof CompliancePatchIssuerPaymentMethodZod
->;
-
-export const IPaginatedIssuerPaymentMethod = z.object({
-  items: z.array(IIssuerPaymentMethod),
-  meta: IPaginationMeta,
-});
-export type IPaginatedIssuerPaymentMethod = z.infer<
-  typeof IPaginatedIssuerPaymentMethod
->;
-
-const issuerPaymentMethodsInclude = z.enum(['issuer', 'integration']);
-
-/**
- * @description Query parameters for including related entities
- * @example in contract use as -> query: PaginationOptionsZod.merge(GetIssuerPaymentMethodZod).merge(IssuerPaymentMethodsIncludeQuery)
- */
-export const IssuerPaymentMethodsIncludeQuery = z.object({
-  include: z
-    .string()
-    .optional()
-    .transform((str) => (str ? str.split(',') : []))
-    .refine(
-      (includes) =>
-        includes.every((include) =>
-          issuerPaymentMethodsInclude.options.includes(include as any),
-        ),
-      {
-        message: `Invalid include option provided. Valid options are: ${issuerPaymentMethodsInclude.options.join(',')}`,
-      },
-    )
-    .openapi({
-      example: `${issuerPaymentMethodsInclude.options.join(',')}`,
-    }),
-});
-export type IssuerPaymentMethodsIncludeQuery = z.infer<
-  typeof IssuerPaymentMethodsIncludeQuery
->;
-
-export const GetIssuerPaymentMethodZod = z.object({
-  issuerId: issuerIdSchema.openapi({
-    example: 'issuer_01jdq2crwke8xskjd840cj79pw',
-  }),
-  enabled: z
-    .string()
-    .optional()
-    .refine((v) => !v || v === 'true' || v === 'false', {
-      message: 'enabled must be a boolean string',
-    })
-    .transform((v) => {
-      if (!v) return undefined;
-      return v === 'true';
-    })
-    .openapi({
-      example: 'true',
-    }),
-});
-export type GetIssuerPaymentMethodZod = z.infer<
-  typeof GetIssuerPaymentMethodZod
->;
-
-export const ComplianceGetIssuerPaymentMethodZod =
-  GetIssuerPaymentMethodZod.extend({
-    accountId: accountIdSchema,
-  });
-export type ComplianceGetIssuerPaymentMethodZod = z.infer<
-  typeof ComplianceGetIssuerPaymentMethodZod
->;
-
-export const PaymentMethodConfig = z.discriminatedUnion('paymentMethodType', [
-  z.object({
-    paymentMethodType: z.literal(PaymentMethodType.CREDIT_CARD),
-    config: stripeConfigSchema,
-  }),
-  z.object({
-    paymentMethodType: z.literal(PaymentMethodType.ACH),
-    config: stripeConfigSchema,
-  }),
-  z.object({
-    paymentMethodType: z.literal(PaymentMethodType.WIRE),
-    config: wireConfigSchema,
-  }),
-  z.object({
-    paymentMethodType: z.literal(PaymentMethodType.CHECK),
-    config: checkConfigSchema,
-  }),
-  z.object({
-    paymentMethodType: z.literal(PaymentMethodType.RETIREMENT),
-    config: retirementConfigSchema,
-  }),
-]);
-
-export type PaymentMethodConfig = z.infer<typeof PaymentMethodConfig>;
-
-export const createDefaultIssuerPaymentMethods = (issuerId: string) => {
-  const paymentMethods = [
-    {
-      paymentMethod: PaymentMethodType.CREDIT_CARD,
-      paymentMethodProvider: PaymentMethodProvider.STRIPE,
-      config: stripeConfigSchema.parse({
-        stripeAccountId: null,
-      }),
-    },
-    {
-      paymentMethod: PaymentMethodType.ACH,
-      paymentMethodProvider: PaymentMethodProvider.STRIPE,
-      config: stripeConfigSchema.parse({
-        stripeAccountId: null,
-      }),
-    },
-    {
-      paymentMethod: PaymentMethodType.BANK_ACCOUNT,
-      paymentMethodProvider: PaymentMethodProvider.STRIPE,
-      config: stripeConfigSchema.parse({
-        stripeAccountId: null,
-      }),
-    },
-    {
-      paymentMethod: PaymentMethodType.WIRE,
-      paymentMethodProvider: PaymentMethodProvider.OTHER,
-      config: wireConfigSchema.parse({
-        usAccountHolderName: null,
-        usBankName: null,
-        usRoutingNumber: null,
-        usAccountNumber: null,
-        reference: null,
-        swiftId: null,
-      }),
-    },
-    {
-      paymentMethod: PaymentMethodType.CHECK,
-      paymentMethodProvider: PaymentMethodProvider.OTHER,
-      config: checkConfigSchema.parse({
-        companyName: null,
-        address: null,
-        address2: null,
-        city: null,
-        state: null,
-        zip: null,
-        country: null,
-        reference: null,
-      }),
-    },
-    {
-      paymentMethod: PaymentMethodType.RETIREMENT,
-      paymentMethodProvider: PaymentMethodProvider.OTHER,
-      config: retirementConfigSchema.parse({
-        custodianInstruction: null,
-        custodianDocument: null,
-      }),
-    },
-  ];
-
-  return paymentMethods.map((paymentMethod) => ({
-    issuerId,
-    paymentMethodType: paymentMethod.paymentMethod,
-    paymentMethodProvider: paymentMethod.paymentMethodProvider,
-    enabled: false,
-    config: JSON.stringify(paymentMethod.config),
-  }));
-};
-
-export const ConnectIssuerPaymentMethodZod = z.object({
-  email: z.string().email(),
-  paymentMethodProvider: z.enum([PaymentMethodProvider.STRIPE]), // Only Stripe is supported for now
-});
-export type ConnectIssuerPaymentMethodZod = z.infer<
-  typeof ConnectIssuerPaymentMethodZod
->;

package/common/types/issuer.types.ts

@@ -1,321 +0,0 @@
-import { extendZodWithOpenApi } from '@anatine/zod-openapi';
-import { TypeID } from 'typeid-js';
-import { z } from 'zod';
-import { accountIdSchema } from './account.types';
-import {
-  AccountZod,
-  dateSchema,
-  IPaginationMeta,
-  IssuerStatus,
-  SortBy,
-  SortOrder,
-} from './common.types';
-import { IBaseEntity } from './entity.types';
-import { fileIdSchema, FileZod } from './file.types';
-import { AddressSchema } from './address.types';
-
-extendZodWithOpenApi(z);
-export enum IssuerTypes {
-  LLC = 'LLC',
-  S_CORP = 'S_CORP',
-  C_CORP = 'C_CORP',
-}
-export const issuerIdSchema = z.string().refine(
-  (value) => {
-    try {
-      const tid = TypeID.fromString(value);
-      return tid.getType() === 'issuer';
-    } catch {
-      return false;
-    }
-  },
-  {
-    message:
-      'Invalid issuer ID format. Must be a valid TypeID with "issuer" prefix.',
-  },
-);
-
-const issuersInclude = z.enum(['account', 'offerings', 'coveredPersons']);
-
-/**
- * @description Query parameters for including related entities
- * @xample in contract us as -> query: z.object({}).merge(IssuerIncludeQuery),
- */
-export const IssuersIncludeQuery = z.object({
-  include: z
-    .string()
-    .optional()
-    .transform((str) => (str ? str.split(',') : []))
-    .refine(
-      (includes) =>
-        includes.every((include) =>
-          issuersInclude.options.includes(include as any),
-        ),
-      {
-        message: `Invalid include option provided. Valid options are: ${issuersInclude.options.join(',')}`,
-      },
-    )
-    .openapi({
-      example: `${issuersInclude.options.join(',')}`,
-    }),
-});
-
-export const PostIssuerZod = z
-  .object({
-    title: z
-      .string()
-      .min(1)
-      .max(150)
-      .nullable()
-      .optional()
-      .openapi({ example: 'Issuer Title' }),
-    description: z
-      .string()
-      .min(1)
-      .max(1000)
-      .nullable()
-      .optional()
-      .openapi({ example: 'Fund Consulting Services' }),
-    legalName: z.string().min(1).max(100).openapi({ example: 'Fund.co LLC' }),
-    dba: z
-      .string()
-      .min(1)
-      .max(100)
-      .nullable()
-      .optional()
-      .openapi({ example: 'Fund Consulting Services' }),
-    doi: dateSchema.nullable().optional().openapi({ example: 'MM/DD/YYYY' }),
-    ein: z
-      .string()
-      .regex(/^\d{9}$/, {
-        message: 'Invalid EIN format. Must be exactly 9 digits',
-      })
-      .nullable()
-      .optional()
-      .openapi({ example: '123456789' }),
-    type: z.nativeEnum(IssuerTypes).openapi({ example: 'LLC' }),
-  })
-  .and(AddressSchema);
-
-export type PostIssuerZod = z.infer<typeof PostIssuerZod>;
-
-export const CompliancePostIssuerZod = z
-  .object({
-    accountId: accountIdSchema.openapi({
-      accountId: 'account_00041061050r3gg28a1c60t3gf',
-    }),
-  })
-  .and(PostIssuerZod);
-
-export type CompliancePostIssuerZod = z.infer<typeof CompliancePostIssuerZod>;
-
-export const PutIssuerZod = z
-  .object({
-    title: z
-      .string()
-      .min(1)
-      .max(150)
-      .nullable()
-      .optional()
-      .openapi({ example: 'Issuer Title' }),
-    description: z
-      .string()
-      .min(1)
-      .max(1000)
-      .nullable()
-      .optional()
-      .openapi({ example: 'Fund Consulting Services' }),
-    legalName: z
-      .string()
-      .min(1)
-      .max(100)
-      .optional()
-      .openapi({ example: 'Fund.co LLC' }),
-    dba: z
-      .string()
-      .min(1)
-      .max(100)
-      .nullable()
-      .optional()
-      .openapi({ example: 'Fund Consulting Services' }),
-    doi: dateSchema.nullable().optional().openapi({ example: 'MM/DD/YYYY' }),
-    ein: z
-      .string()
-      .regex(/^\d{9}$/, {
-        message: 'Invalid EIN format. Must be exactly 9 digits',
-      })
-      .optional()
-      .nullable()
-      .openapi({ example: '123456789' }),
-    type: z.nativeEnum(IssuerTypes).optional().openapi({ example: 'LLC' }),
-    ss4LetterFileId: z
-      .lazy(() => fileIdSchema)
-      .optional()
-      .nullable(),
-    formationDocumentFileId: z
-      .lazy(() => fileIdSchema)
-      .optional()
-      .nullable(),
-    coverArtId: z
-      .lazy(() => fileIdSchema)
-      .optional()
-      .nullable(),
-  })
-  .and(AddressSchema);
-
-export type PutIssuerZod = z.infer<typeof PutIssuerZod>;
-
-export const IIssuer = IBaseEntity.extend({
-  id: issuerIdSchema,
-  legalName: z.string().nullable().openapi({ example: 'Fund.co LLC' }),
-  dba: z.string().nullable().openapi({ example: 'Fund Consulting Services' }),
-  title: z.string().nullable().openapi({ example: 'Issuer Title' }),
-  description: z
-    .string()
-    .nullable()
-    .openapi({ example: 'Fund Consulting Services' }),
-  ein: z
-    .string()
-    .regex(/^\d{9}$/, {
-      message: 'Invalid EIN format. Must be exactly 9 digits',
-    })
-    .transform((val) => val.replace(/(\d{2})(\d{7})/, '$1-$2'))
-    .nullable()
-    .openapi({ example: '123456789' }),
-  type: z.nativeEnum(IssuerTypes).openapi({ example: 'LLC' }),
-  address: z.string().nullable().openapi({ example: '1234 Main St, Apt 101' }),
-  address2: z.string().nullable().openapi({ example: 'Apt 202' }),
-  city: z.string().nullable().openapi({ example: 'Los Angeles' }),
-  state: z.string().nullable().openapi({ example: 'CA' }),
-  zip: z.string().nullable().openapi({ example: '90015' }),
-  country: z.string().nullable().openapi({ example: 'United States' }),
-  accountId: z.string(),
-  account: AccountZod.optional().nullable(),
-  ss4LetterFileId: z.string().nullable(),
-  formationDocumentFileId: z.string().nullable(),
-  formationDocument: z
-    .lazy(() => FileZod)
-    .nullable()
-    .optional(),
-  status: z
-    .nativeEnum(IssuerStatus)
-    .openapi({ example: IssuerStatus.SUBMITTED }),
-  coverArtId: z.string().nullable(),
-  coverArt: z
-    .lazy(() => FileZod)
-    .nullable()
-    .optional(),
-  doi: z.date().nullable(),
-});
-
-export type IIssuer = z.infer<typeof IIssuer>;
-
-export const IPaginatedIssuer = z.object({
-  items: z.array(IIssuer),
-  meta: IPaginationMeta,
-});
-export type IPaginatedIssuer = z.infer<typeof IPaginatedIssuer>;
-
-export const GetIssuersZod = z.object({
-  accountId: accountIdSchema.optional(),
-  ein: z
-    .string()
-    .regex(/^\d{9}$/, {
-      message: 'Invalid EIN format. Must be exactly 9 digits',
-    })
-    .optional()
-    .openapi({ example: '123456789' }),
-  legalName: z.string().optional().openapi({ example: 'Fund.co LLC' }),
-  type: z
-    .nativeEnum(IssuerTypes)
-    .optional()
-    .openapi({ example: IssuerTypes.C_CORP }),
-  status: z
-    .nativeEnum(IssuerStatus)
-    .optional()
-    .openapi({ example: IssuerStatus.SUBMITTED }),
-});
-
-export type GetIssuersZod = z.infer<typeof GetIssuersZod>;
-
-export enum CatalogMode {
-  CATALOG = 'CATALOG',
-  CATEGORY = 'CATEGORY',
-  PRODUCT = 'PRODUCT',
-}
-
-const CatalogModeSchema = z.object({
-  mode: z.nativeEnum(CatalogMode).optional(),
-});
-
-export const IPaginatedCatalog = z.object({
-  items: z.array(IIssuer),
-  meta: IPaginationMeta.merge(CatalogModeSchema),
-});
-
-export const GetIssuersSummaryZod = z.object({
-  accountId: accountIdSchema.optional(),
-  issuerId: issuerIdSchema.optional(),
-  coveredPersons: z.number(),
-  offerings: z.number(),
-  assets: z.number(),
-});
-export type GetIssuersSummaryZod = z.infer<typeof GetIssuersSummaryZod>;
-
-export const IPaginatedIssersSummary = z.object({
-  items: z.array(GetIssuersSummaryZod),
-  meta: IPaginationMeta,
-});
-export type IPaginatedIssersSummary = z.infer<typeof IPaginatedIssersSummary>;
-
-export const IssuersSummaryFilterZod = z.object({
-  accountId: accountIdSchema.optional(),
-  issuerId: issuerIdSchema.optional(),
-  search: z.string().optional(),
-});
-export type IssuersSummaryFilterZod = z.infer<typeof IssuersSummaryFilterZod>;
-
-export const IssuersSortZod = z.object({
-  sort: z
-    .enum([SortBy.LEGAL_NAME, SortBy.CREATED_AT, SortBy.UPDATED_AT])
-    .optional(),
-  dir: z.nativeEnum(SortOrder).optional(),
-});
-export type IssuersSortZod = z.infer<typeof IssuersSortZod>;
-
-/**
- * Schema for transforming EIN (Employer Identification Number) formats.
- *
- * This schema validates and transforms a 9-digit EIN by inserting a hyphen after
- * the first two digits (XX-XXXXXXX format). If the input doesn't match the expected
- * 9-digit pattern, the original value is returned unchanged.
- *
- * The schema uses passthrough to allow additional fields in the object without validation,
- * making it flexible for use with various data structures that include an EIN.
- *
- * @example
- * // Transforms: { ein: '123456789' } -> { ein: '12-3456789' }
- * // Keeps as-is: { ein: '12-3456789' } -> { ein: '12-3456789' }
- */
-export const EinTransformerSchema = z
-  .object({
-    ein: z
-      .string()
-      .nullable()
-      .optional()
-      .transform((val) => {
-        // Only apply transformation if it matches the regex pattern
-        if (val && /^\d{9}$/.test(val)) {
-          return val.replace(/(\d{2})(\d{7})/, '$1-$2');
-        }
-        // Otherwise return the original value
-        return val;
-      })
-      .openapi({ example: '123456789' }),
-  })
-  .passthrough(); // Allow additional fields without validation
-
-export const PaginatedEinTransformerSchema = z.object({
-  items: z.array(EinTransformerSchema),
-  meta: IPaginationMeta,
-});