@dalmore/api-contracts 0.0.0-dev.4c056b7 → 0.0.0-dev.4ec8ae0

package/common/types/notification.types.ts

@@ -1,58 +1,268 @@
 import { extendZodWithOpenApi } from '@anatine/zod-openapi';
 import { z } from 'zod';
 import { TypeID } from 'typeid-js';
-import { accountIdSchema } from './account.types';
+import { IBaseEntity } from './entity.types';
 
 extendZodWithOpenApi(z);
-export enum NotificationChannel {
+
+export enum NotificationChannelType {
   EMAIL = 'EMAIL',
   SLACK = 'SLACK',
+  WEBHOOK = 'WEBHOOK',
 }
-export enum NotificationType {
-  COMPLIANCE_TRADE_ALERT = 'COMPLIANCE_TRADE_ALERT',
-  TRADE_ALERT = 'TRADE_ALERT',
+
+export enum NotificationRecordStatus {
+  PENDING = 'PENDING',
+  SENT = 'SENT',
+  FAILED = 'FAILED',
 }
 
-export const notificationIdSchema = z.string().refine(
+export const notificationChannelIdSchema = z.string().refine(
   (value) => {
     try {
       const tid = TypeID.fromString(value);
-      return tid.getType() === 'notification';
+      return tid.getType() === 'notification_channel';
     } catch {
       return false;
     }
   },
   {
     message:
-      'Invalid notification ID format. Must be a valid TypeID with "notification" prefix.',
+      'Invalid notification channel ID format. Must be a valid TypeID with "notification_channel" prefix.',
   },
 );
 
-export const SendNotificationZod = z.object({
-  message: z.string(),
+export const notificationChannelTriggerIdSchema = z.string().refine(
+  (value) => {
+    try {
+      const tid = TypeID.fromString(value);
+      return tid.getType() === 'notification_channel_trigger';
+    } catch {
+      return false;
+    }
+  },
+  {
+    message:
+      'Invalid notification channel trigger ID format. Must be a valid TypeID with "notification_channel_trigger" prefix.',
+  },
+);
+
+export const notificationRecordIdSchema = z.string().refine(
+  (value) => {
+    try {
+      const tid = TypeID.fromString(value);
+      return tid.getType() === 'notification_record';
+    } catch {
+      return false;
+    }
+  },
+  {
+    message:
+      'Invalid notification record ID format. Must be a valid TypeID with "notification_record" prefix.',
+  },
+);
+
+export const EmailChannelSettingsSchema = z.object({
+  recipients: z.array(z.string().email()).min(1),
+  subjectTemplate: z.string().optional(),
+});
+export type EmailChannelSettings = z.infer<typeof EmailChannelSettingsSchema>;
+
+export const SlackChannelSettingsSchema = z
+  .object({
+    webhookUrl: z.string().url().optional(),
+    channelEmail: z.string().email().optional(),
+  })
+  .refine((data) => data.webhookUrl || data.channelEmail, {
+    message: 'Either webhookUrl or channelEmail is required',
+  });
+export type SlackChannelSettings = z.infer<typeof SlackChannelSettingsSchema>;
+
+export const WebhookChannelSettingsSchema = z.object({
+  url: z.string().url(),
+  method: z.enum(['POST', 'PUT']),
+  headers: z.record(z.string()).optional(),
+  authType: z.enum(['none', 'bearer', 'basic', 'api_key']).default('none'),
+  authValue: z.string().optional(),
+});
+export type WebhookChannelSettings = z.infer<
+  typeof WebhookChannelSettingsSchema
+>;
+
+export const NotificationChannelSettingsSchema = z.discriminatedUnion('type', [
+  z.object({
+    type: z.literal(NotificationChannelType.EMAIL),
+    config: EmailChannelSettingsSchema,
+  }),
+  z.object({
+    type: z.literal(NotificationChannelType.SLACK),
+    config: SlackChannelSettingsSchema,
+  }),
+  z.object({
+    type: z.literal(NotificationChannelType.WEBHOOK),
+    config: WebhookChannelSettingsSchema,
+  }),
+]);
+export type NotificationChannelSettings = z.infer<
+  typeof NotificationChannelSettingsSchema
+>;
+
+export const EmailNotificationPayloadSchema = z.object({
+  to: z.array(z.string().email()),
   subject: z.string(),
-  buttonText: z.string(),
-  link: z.string(),
-  debug: z.boolean().default(false),
-  notificationChannel: z.nativeEnum(NotificationChannel),
-  channelName: z.string(),
-  channelEmail: z.string().email(),
-  notificationType: z.nativeEnum(NotificationType),
+  body: z.string(),
+  html: z.string().optional(),
 });
-export type SendNotificationZod = z.infer<typeof SendNotificationZod>;
+export type EmailNotificationPayload = z.infer<
+  typeof EmailNotificationPayloadSchema
+>;
 
-const SlackSettingsSchema = z.object({
-  channelName: z.string().min(1).max(50),
-  channelEmail: z.string().email(),
+export const SlackNotificationPayloadSchema = z.object({
+  webhookUrl: z.string().url().optional(),
+  channelEmail: z.string().email().optional(),
+  message: z.string(),
+  blocks: z.array(z.record(z.unknown())).optional(),
 });
+export type SlackNotificationPayload = z.infer<
+  typeof SlackNotificationPayloadSchema
+>;
 
-export const PostNotificationZod = z.object({
-  accountId: accountIdSchema,
-  notificationChannel: z.literal(NotificationChannel.SLACK), // Only Slack for now
-  notificationType: z.nativeEnum(NotificationType),
-  enabled: z.boolean().default(true),
-  debug: z.boolean().default(false),
-  settings: SlackSettingsSchema,
+export const WebhookNotificationPayloadSchema = z.object({
+  url: z.string().url(),
+  method: z.enum(['POST', 'PUT']),
+  headers: z.record(z.string()),
+  body: z.record(z.unknown()),
 });
+export type WebhookNotificationPayload = z.infer<
+  typeof WebhookNotificationPayloadSchema
+>;
+
+export const NotificationPayloadSchema = z.discriminatedUnion('type', [
+  z.object({
+    type: z.literal(NotificationChannelType.EMAIL),
+    data: EmailNotificationPayloadSchema,
+  }),
+  z.object({
+    type: z.literal(NotificationChannelType.SLACK),
+    data: SlackNotificationPayloadSchema,
+  }),
+  z.object({
+    type: z.literal(NotificationChannelType.WEBHOOK),
+    data: WebhookNotificationPayloadSchema,
+  }),
+]);
+export type NotificationPayload = z.infer<typeof NotificationPayloadSchema>;
 
-export type PostNotificationZod = z.infer<typeof PostNotificationZod>;
+export const EmailNotificationResponseSchema = z.object({
+  messageId: z.string().optional(),
+  accepted: z.array(z.string()).optional(),
+  rejected: z.array(z.string()).optional(),
+});
+export type EmailNotificationResponse = z.infer<
+  typeof EmailNotificationResponseSchema
+>;
+
+export const SlackNotificationResponseSchema = z.object({
+  ok: z.boolean().optional(),
+  error: z.string().optional(),
+  responseBody: z.string().optional(),
+});
+export type SlackNotificationResponse = z.infer<
+  typeof SlackNotificationResponseSchema
+>;
+
+export const WebhookNotificationResponseSchema = z.object({
+  statusCode: z.number(),
+  headers: z.record(z.string()).optional(),
+  body: z.unknown().optional(),
+});
+export type WebhookNotificationResponse = z.infer<
+  typeof WebhookNotificationResponseSchema
+>;
+
+export const NotificationResponseSchema = z.discriminatedUnion('type', [
+  z.object({
+    type: z.literal(NotificationChannelType.EMAIL),
+    data: EmailNotificationResponseSchema,
+  }),
+  z.object({
+    type: z.literal(NotificationChannelType.SLACK),
+    data: SlackNotificationResponseSchema,
+  }),
+  z.object({
+    type: z.literal(NotificationChannelType.WEBHOOK),
+    data: WebhookNotificationResponseSchema,
+  }),
+]);
+export type NotificationResponse = z.infer<typeof NotificationResponseSchema>;
+
+export const INotificationChannelZod = IBaseEntity.extend({
+  id: notificationChannelIdSchema.openapi({
+    example: 'notification_channel_01j5y5ghx8fvc83dmx3pznq7hv',
+  }),
+  accountSettingsId: z.string().openapi({
+    example: 'account_setting_01j5y5ghx8fvc83dmx3pznq7hv',
+  }),
+  channelType: z.nativeEnum(NotificationChannelType).openapi({
+    example: NotificationChannelType.SLACK,
+  }),
+  name: z.string().openapi({
+    example: 'Compliance Alerts',
+  }),
+  enabled: z.boolean().openapi({
+    example: true,
+  }),
+  settings: NotificationChannelSettingsSchema,
+});
+export type INotificationChannelZod = z.infer<typeof INotificationChannelZod>;
+
+export const INotificationChannelTriggerZod = IBaseEntity.extend({
+  id: notificationChannelTriggerIdSchema.openapi({
+    example: 'notification_channel_trigger_01j5y5ghx8fvc83dmx3pznq7hv',
+  }),
+  notificationChannelId: notificationChannelIdSchema.openapi({
+    example: 'notification_channel_01j5y5ghx8fvc83dmx3pznq7hv',
+  }),
+  activityTypeId: z.string().openapi({
+    example: 'activity_type_01j5y5ghx8fvc83dmx3pznq7hv',
+  }),
+  enabled: z.boolean().openapi({
+    example: true,
+  }),
+});
+export type INotificationChannelTriggerZod = z.infer<
+  typeof INotificationChannelTriggerZod
+>;
+
+export const INotificationRecordZod = IBaseEntity.extend({
+  id: notificationRecordIdSchema.openapi({
+    example: 'notification_record_01j5y5ghx8fvc83dmx3pznq7hv',
+  }),
+  notificationChannelId: notificationChannelIdSchema.openapi({
+    example: 'notification_channel_01j5y5ghx8fvc83dmx3pznq7hv',
+  }),
+  activityId: z.string().nullable().openapi({
+    example: 'activity_01j5y5ghx8fvc83dmx3pznq7hv',
+  }),
+  targetTable: z.string().openapi({
+    example: 'trades',
+  }),
+  targetId: z.string().openapi({
+    example: 'trade_01j5y5ghx8fvc83dmx3pznq7hv',
+  }),
+  status: z.nativeEnum(NotificationRecordStatus).openapi({
+    example: NotificationRecordStatus.SENT,
+  }),
+  payload: NotificationPayloadSchema,
+  response: NotificationResponseSchema.nullable(),
+  errorMessage: z.string().nullable().openapi({
+    example: null,
+  }),
+  retryCount: z.number().openapi({
+    example: 0,
+  }),
+  sentAt: z.date().nullable().openapi({
+    example: new Date(),
+  }),
+});
+export type INotificationRecordZod = z.infer<typeof INotificationRecordZod>;

package/common/types/offering.types.ts

@@ -17,6 +17,7 @@ import {
   OfferingOnboardingStatus,
   AssetType,
   DurationType,
+  StringToBooleanSchema,
 } from './common.types';
 import { IBaseEntity } from './entity.types';
 import { fileIdSchema, FileZod } from './file.types';
@@ -230,6 +231,7 @@ export const PatchOffering = PatchOfferingBase.merge(
       .nullable()
       .optional(),
     tiers: z.array(z.number().positive()).nullable().optional(),
+    enableBonus: z.boolean().optional(),
   }),
 );
 export type PatchOffering = z.infer<typeof PatchOffering>;
@@ -276,6 +278,7 @@ export const PostComplianceOffering = PatchOfferingBase.merge(
       .default(AssetTemplateType.STANDARD)
       .openapi({ example: AssetTemplateType.STANDARD }),
     tiers: z.array(z.number().positive()).nullable().optional(),
+    enableBonus: z.boolean().default(false).optional(),
   }),
 ).superRefine(postAssetRefinement);
 export type PostComplianceOffering = z.infer<typeof PostComplianceOffering>;
@@ -344,15 +347,7 @@ export const OfferingFiltersZod = z.object({
   issuerId: z.lazy(() => issuerIdSchema).optional(),
   type: z.nativeEnum(OfferingType).optional(),
   status: z.nativeEnum(ComplianceReview).optional(),
-  enabled: z.preprocess(
-    (val) =>
-      val === 'true' || val === '1'
-        ? true
-        : val === 'false' || val === '0'
-          ? false
-          : val,
-    z.boolean().optional(),
-  ),
+  enabled: StringToBooleanSchema.optional(),
   managedBy: z.nativeEnum(ManagedByType).optional(),
   versioningType: z.nativeEnum(OfferingVersioningType).optional(),
   combinedStatus: z.nativeEnum(OfferingStatus).optional(),

package/common/types/site.types.ts

@@ -5,6 +5,7 @@ import {
   AccountStatus,
   AccountZod,
   IPaginationMeta,
+  StringToBooleanSchema,
   UrlSchema,
 } from './common.types';
 import { accountIdSchema } from './account.types';
@@ -73,15 +74,7 @@ export const SitesParamSchema = z.object({
 export const SitesFiltersZod = z.object({
   url: z.string().optional(),
   accountId: accountIdSchema.optional(),
-  enabled: z.preprocess(
-    (val) =>
-      val === 'true' || val === '1'
-        ? true
-        : val === 'false' || val === '0'
-          ? false
-          : val,
-    z.boolean().optional(),
-  ),
+  enabled: StringToBooleanSchema.optional(),
 });
 
 const sitesInclude = z.enum(['account']);

package/common/types/{trade-line-item.type.ts → trade-line-item.types.ts}

@@ -8,6 +8,7 @@ import {
   IPaginationMeta,
   OfferingType,
   SignatureStatus,
+  StringToBooleanSchema,
 } from './common.types';
 import { fileIdSchema } from './file.types';
 import { accountIdSchema } from './account.types';
@@ -107,15 +108,7 @@ export type TradeLineItemQuery = z.infer<typeof TradeLineItemQuery>;
 
 export const TradeLineItemFiltersQuery = z.object({
   accountId: accountIdSchema.optional(),
-  hasSubdoc: z.preprocess(
-    (val) =>
-      val === 'true' || val === '1'
-        ? true
-        : val === 'false' || val === '0'
-          ? false
-          : val,
-    z.boolean().optional(),
-  ),
+  hasSubdoc: StringToBooleanSchema.optional(),
   saStatus: z.nativeEnum(SignatureStatus).optional(),
   offeringId: z.lazy(() => offeringIdSchema).optional(),
   search: z.string().max(50).optional(),

package/common/types/trade.types.ts

@@ -39,7 +39,7 @@ import {
 import {
   tradeLineItemIdSchema,
   TradeLineItemZod,
-} from './trade-line-item.type';
+} from './trade-line-item.types';
 import { TradeAdjustmentZod } from './trade-adjustment.type';
 import { TransactionZod } from './transaction.types';
 import { accountIdSchema } from './account.types';

package/common/types/transaction.types.ts

@@ -1,10 +1,11 @@
+import { z } from 'zod';
+import { extendZodWithOpenApi } from '@anatine/zod-openapi';
 import { TypeID } from 'typeid-js';
 import {
   dateSchema,
   InvestorAccountType,
   numberPrecisionSchema,
 } from './common.types';
-import { z } from 'zod';
 import { IBaseEntity } from './entity.types';
 import { accountIdSchema } from './account.types';
 import {
@@ -18,7 +19,9 @@ import {
   investorAccountIdSchema,
 } from './investor-account.types';
 import { TransactionStatus, TransactionType } from './common.types';
+import { userIdSchema } from './user.types';
 export { TransactionStatus, TransactionType };
+extendZodWithOpenApi(z);
 
 export enum RefundPaymentMethod {
   CHECK = 'CHECK',
@@ -115,6 +118,14 @@ export type InvestorPostTransactionZod = z.infer<
   typeof InvestorPostTransactionZod
 >;
 
+export const ClientPostTransactionZod = InvestorPostTransactionZod.extend({
+  userId: z
+    .lazy(() => userIdSchema)
+    .openapi({ example: 'user_01j5y5ghx5fg68d663j1fvy2x7' }),
+});
+
+export type ClientPostTransactionZod = z.infer<typeof ClientPostTransactionZod>;
+
 export const refundTransactionIdSchema = z.string().refine(
   (value) => {
     try {

package/common/types/user.types.ts

@@ -1,4 +1,5 @@
 import { z } from 'zod';
+import { extendZodWithOpenApi } from '@anatine/zod-openapi';
 import {
   AccountStatus,
   AccountWithoutUsersZod,
@@ -7,12 +8,11 @@ import {
   ManagedByType,
   OfferingType,
   PortalType,
+  StringToBooleanSchema,
   UserRole,
-  UserStatus,
   UserType,
 } from './common.types';
 import { dateOrString, IBaseEntity } from './entity.types';
-import { extendZodWithOpenApi } from '@anatine/zod-openapi';
 import { PhoneZodSchema } from './phone.type';
 import { IInvestorAccount } from './investor-account.types';
 import { TradeZod } from './trade.types';
@@ -51,6 +51,11 @@ export const UserDeleteResponse = z.object({
 });
 export type UserDeleteResponse = z.infer<typeof UserDeleteResponse>;
 
+export const UserRestoreResponse = z.object({
+  message: z.string(),
+});
+export type UserRestoreResponse = z.infer<typeof UserRestoreResponse>;
+
 export const GetMeResponse = IBaseEntity.extend({
   accountId: z.string().nullable(),
   accountName: z.string().nullable(),
@@ -59,7 +64,7 @@ export const GetMeResponse = IBaseEntity.extend({
   email: z.string().email(),
   provider: z.string(),
   active: z.boolean(),
-  status: z.lazy(() => z.nativeEnum(UserStatus)),
+  locked: z.boolean(),
   lastLoginAt: dateOrString.nullable(),
   loginCount: z.number(),
   role: z.string(),
@@ -157,7 +162,7 @@ export const UserZod = IBaseEntity.extend({
   onboarding: z.string().nullable(),
   account: AccountWithoutUsersZod.optional(),
   active: z.boolean(),
-  status: z.nativeEnum(UserStatus),
+  locked: z.boolean(),
   userLogin: IBaseEntity.extend({
     firstName: z.string(),
     lastName: z.string(),
@@ -179,27 +184,9 @@ export const UserFiltersZod = z.object({
   search: z.string().max(50).optional(),
   role: z.nativeEnum(UserRole).optional(),
   portal: z.string().optional(),
-  status: z.nativeEnum(UserStatus).optional(),
-  active: z
-    .string()
-    .optional()
-    .refine((v) => !v || v === 'true' || v === 'false', {
-      message: 'active must be a boolean string',
-    })
-    .transform((v) => {
-      if (!v) return undefined;
-      return v === 'true';
-    }),
-  twoFactorEnabled: z
-    .string()
-    .optional()
-    .refine((v) => !v || v === 'true' || v === 'false', {
-      message: 'twoFactorEnabled must be a boolean string',
-    })
-    .transform((v) => {
-      if (!v) return undefined;
-      return v === 'true';
-    }),
+  locked: StringToBooleanSchema.optional(),
+  active: StringToBooleanSchema.optional(),
+  twoFactorEnabled: StringToBooleanSchema.optional(),
 });
 
 const usersInclude = z.enum(['account', 'role']);
@@ -274,7 +261,7 @@ export type IssuerUsersStatusUpdateResponse = z.infer<
 >;
 
 export const UpdateLockedStatus = z.object({
-  status: z.nativeEnum(UserStatus),
+  locked: z.boolean(),
 });
 
 export type UpdateLockedStatus = z.infer<typeof UpdateLockedStatus>;
@@ -285,7 +272,7 @@ export const UsersSummaryFilterZod = z.object({
   portalType: z.nativeEnum(PortalType).optional(),
   search: z.string().trim().max(50).optional(),
   selectRole: z.nativeEnum(UserRole).optional(),
-  status: z.nativeEnum(UserStatus).optional(),
+  locked: StringToBooleanSchema.optional(),
 });
 export type UsersSummaryFilterZod = z.infer<typeof UsersSummaryFilterZod>;
 
@@ -299,7 +286,7 @@ export const UsersSummaryZod = z.object({
   portalType: z.string(),
   loginCount: z.number().int(),
   lastLogin: z.date(),
-  status: z.nativeEnum(UserStatus),
+  locked: z.boolean(),
 });
 export type UsersSummaryZod = z.infer<typeof UsersSummaryZod>;
 

package/contracts/clients/cart/index.ts

@@ -10,7 +10,11 @@ import {
   userIdSchema,
   tradeIdSchema,
 } from '../../../common/types';
-import { PatchCartBody } from '../../../common/types/cart.types';
+import {
+  PatchCartBody,
+  ClientPlacetradeBody,
+  PlaceTradeResponse,
+} from '../../../common/types/cart.types';
 
 const c = initContract();
 
@@ -34,6 +38,22 @@ export const cartContract = c.router(
         500: InternalError,
       },
     },
+    postCheckout: {
+      summary: 'Place a trade (checkout button)',
+      method: 'POST',
+      path: '/checkout',
+      metadata: {
+        auth: true,
+      },
+      body: ClientPlacetradeBody,
+      responses: {
+        200: PlaceTradeResponse,
+        400: BadRequestError,
+        401: UnauthorizedError,
+        403: ForbiddenError,
+        500: InternalError,
+      },
+    },
     patchCart: {
       summary: 'Patch a cart',
       method: 'PATCH',

package/contracts/clients/index.ts

@@ -19,6 +19,7 @@ import { sitesContract } from './sites';
 import { paymentMethodsContract } from './payment-methods';
 import { issuerPaymentMethodsContract } from './issuer-payment-methods';
 import { tradeLineItemsContract } from './trade-line-items';
+import { clientsTransactionsContract } from './transactions';
 
 const c = initContract();
 
@@ -45,6 +46,7 @@ export const clientsContract = c.router(
     sites: sitesContract,
     tradeLineItems: tradeLineItemsContract,
     trades: tradesContract,
+    transactions: clientsTransactionsContract,
   },
   {
     pathPrefix: '/clients/api/v1/',

package/contracts/clients/trade-line-items/index.ts

@@ -14,7 +14,7 @@ import {
   TradeLineItemQuery,
   TradeLineItemResponse,
   TradeLineItemUpdate,
-} from '../../../common/types/trade-line-item.type';
+} from '../../../common/types/trade-line-item.types';
 
 const c = initContract();
 

package/contracts/clients/trades/index.ts

@@ -26,7 +26,7 @@ import {
   PostTradeLineItem,
   TradeLineItemQuery,
   TradeLineItemResponse,
-} from '../../../common/types/trade-line-item.type';
+} from '../../../common/types/trade-line-item.types';
 
 const c = initContract();
 

package/contracts/clients/transactions/index.ts

@@ -0,0 +1,37 @@
+import { initContract } from '@ts-rest/core';
+import {
+  BadRequestError,
+  InternalError,
+  NotFoundError,
+  UnauthorizedError,
+} from '../../../common/types';
+import {
+  ClientPostTransactionZod,
+  TransactionZod,
+} from '../../../common/types/transaction.types';
+
+const c = initContract();
+
+export const clientsTransactionsContract = c.router(
+  {
+    postTransaction: {
+      summary: 'Create a transaction',
+      method: 'POST',
+      path: '',
+      metadata: {
+        auth: true,
+      },
+      body: ClientPostTransactionZod,
+      responses: {
+        201: TransactionZod,
+        400: BadRequestError,
+        401: UnauthorizedError,
+        404: NotFoundError,
+        500: InternalError,
+      },
+    },
+  },
+  {
+    pathPrefix: 'transactions',
+  },
+);

package/contracts/compliance/bonus-tiers/index.ts

@@ -10,6 +10,8 @@ import {
   EstimateBonusTierCalculationResponseZod,
   EstimateBonusTierCalculationZod,
   IBonusTierList,
+  PurchaseCalculationResponseZod,
+  PurchaseCalculationZod,
 } from '../../../common/types/bonus-tier.types';
 
 const c = initContract();
@@ -32,6 +34,23 @@ export const bonusTiersContract = c.router(
         500: InternalError,
       },
     },
+    purchaseCalculation: {
+      summary:
+        '[ADMIN] Calculate the bonus shares that would be awarded for a trade',
+      method: 'POST',
+      path: '/purchase-calculation',
+      metadata: {
+        auth: true,
+      },
+      body: PurchaseCalculationZod,
+      responses: {
+        200: PurchaseCalculationResponseZod,
+        400: BadRequestError,
+        401: UnauthorizedError,
+        403: ForbiddenError,
+        500: InternalError,
+      },
+    },
     postBonusTier: {
       summary: 'Create a new bonus tier',
       method: 'POST',