@dalmore/api-contracts 0.0.0-dev.685c0b3 → 0.0.0-dev.6d952b2

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (150) hide show
  1. package/common/constants.d.ts +43 -0
  2. package/common/constants.js +77 -0
  3. package/common/constants.js.map +1 -0
  4. package/common/helpers/index.d.ts +27 -0
  5. package/common/helpers/index.js +43 -0
  6. package/common/helpers/index.js.map +1 -1
  7. package/common/types/account-setting.types.d.ts +46 -26
  8. package/common/types/account-setting.types.js +2 -23
  9. package/common/types/account-setting.types.js.map +1 -1
  10. package/common/types/account.types.d.ts +63 -18
  11. package/common/types/account.types.js +7 -3
  12. package/common/types/account.types.js.map +1 -1
  13. package/common/types/activity.types.d.ts +36 -25
  14. package/common/types/activity.types.js +14 -0
  15. package/common/types/activity.types.js.map +1 -1
  16. package/common/types/asset.types.d.ts +212 -0
  17. package/common/types/asset.types.js +115 -42
  18. package/common/types/asset.types.js.map +1 -1
  19. package/common/types/attribution.types.d.ts +582 -0
  20. package/common/types/attribution.types.js +126 -0
  21. package/common/types/attribution.types.js.map +1 -0
  22. package/common/types/auth.types.d.ts +37 -1
  23. package/common/types/auth.types.js +4 -3
  24. package/common/types/auth.types.js.map +1 -1
  25. package/common/types/bonus-tier.types.d.ts +15 -4
  26. package/common/types/bonus-tier.types.js +14 -7
  27. package/common/types/bonus-tier.types.js.map +1 -1
  28. package/common/types/cap-table.types.d.ts +256 -61
  29. package/common/types/cap-table.types.js +52 -0
  30. package/common/types/cap-table.types.js.map +1 -1
  31. package/common/types/cart.types.d.ts +3 -0
  32. package/common/types/cart.types.js +1 -0
  33. package/common/types/cart.types.js.map +1 -1
  34. package/common/types/common.types.d.ts +375 -9
  35. package/common/types/common.types.js +85 -4
  36. package/common/types/common.types.js.map +1 -1
  37. package/common/types/comply-advantage-api.types.d.ts +145 -478
  38. package/common/types/comply-advantage-api.types.js +24 -3
  39. package/common/types/comply-advantage-api.types.js.map +1 -1
  40. package/common/types/csv.types.d.ts +3612 -0
  41. package/common/types/csv.types.js +290 -0
  42. package/common/types/csv.types.js.map +1 -0
  43. package/common/types/dashboard.types.d.ts +7 -7
  44. package/common/types/data-record.types.d.ts +4 -4
  45. package/common/types/disbursement-transaction.types.d.ts +1 -1
  46. package/common/types/disbursement-transaction.types.js +1 -1
  47. package/common/types/disbursement-transaction.types.js.map +1 -1
  48. package/common/types/disbursements.types.d.ts +1642 -412
  49. package/common/types/disbursements.types.js +142 -3
  50. package/common/types/disbursements.types.js.map +1 -1
  51. package/common/types/escrow-account.types.d.ts +17 -0
  52. package/common/types/escrow-account.types.js +3 -0
  53. package/common/types/escrow-account.types.js.map +1 -1
  54. package/common/types/exchange-provider.types.d.ts +12 -12
  55. package/common/types/file.types.d.ts +38 -11
  56. package/common/types/file.types.js +14 -0
  57. package/common/types/file.types.js.map +1 -1
  58. package/common/types/index.d.ts +5 -2
  59. package/common/types/index.js +5 -2
  60. package/common/types/index.js.map +1 -1
  61. package/common/types/individuals.types.d.ts +395 -5
  62. package/common/types/individuals.types.js +16 -16
  63. package/common/types/individuals.types.js.map +1 -1
  64. package/common/types/investor-account.types.d.ts +5 -5
  65. package/common/types/investor-account.types.js +3 -2
  66. package/common/types/investor-account.types.js.map +1 -1
  67. package/common/types/investors-offering.types.d.ts +8 -0
  68. package/common/types/investors-offering.types.js +1 -0
  69. package/common/types/investors-offering.types.js.map +1 -1
  70. package/common/types/invite.types.d.ts +5 -2
  71. package/common/types/invite.types.js +2 -1
  72. package/common/types/invite.types.js.map +1 -1
  73. package/common/types/issuer-bank-account.types.d.ts +4 -276
  74. package/common/types/issuer-offering.types.d.ts +1007 -16
  75. package/common/types/issuer-offering.types.js +304 -43
  76. package/common/types/issuer-offering.types.js.map +1 -1
  77. package/common/types/job-item.types.d.ts +14 -14
  78. package/common/types/legal-entity.types.d.ts +39 -1
  79. package/common/types/legal-entity.types.js +8 -5
  80. package/common/types/legal-entity.types.js.map +1 -1
  81. package/common/types/mail-template.types.d.ts +85 -4
  82. package/common/types/mail-template.types.js +130 -0
  83. package/common/types/mail-template.types.js.map +1 -1
  84. package/common/types/note.types.d.ts +15 -15
  85. package/common/types/notification.types.d.ts +1 -0
  86. package/common/types/notification.types.js +3 -0
  87. package/common/types/notification.types.js.map +1 -1
  88. package/common/types/offering-submission.types.d.ts +198 -0
  89. package/common/types/offering-submission.types.js +17 -4
  90. package/common/types/offering-submission.types.js.map +1 -1
  91. package/common/types/offering.types.d.ts +555 -31
  92. package/common/types/offering.types.js +355 -28
  93. package/common/types/offering.types.js.map +1 -1
  94. package/common/types/payment-methods.types.d.ts +365 -0
  95. package/common/types/payment-methods.types.js +121 -0
  96. package/common/types/payment-methods.types.js.map +1 -1
  97. package/common/types/portfolio.types.d.ts +6 -6
  98. package/common/types/reports.types.d.ts +345 -0
  99. package/common/types/reports.types.js +69 -0
  100. package/common/types/reports.types.js.map +1 -0
  101. package/common/types/review.types.js +1 -1
  102. package/common/types/review.types.js.map +1 -1
  103. package/common/types/secondary-order.types.d.ts +10 -10
  104. package/common/types/secondary-trade.types.d.ts +10 -10
  105. package/common/types/signer.types.d.ts +23 -11
  106. package/common/types/signer.types.js +16 -1
  107. package/common/types/signer.types.js.map +1 -1
  108. package/common/types/site.types.d.ts +17 -12
  109. package/common/types/state-machine.types.d.ts +3 -3
  110. package/common/types/state-machine.types.js +1 -1
  111. package/common/types/state-machine.types.js.map +1 -1
  112. package/common/types/task.types.d.ts +30 -22
  113. package/common/types/task.types.js +3 -0
  114. package/common/types/task.types.js.map +1 -1
  115. package/common/types/trade-line-item.types.d.ts +42 -1
  116. package/common/types/trade-line-item.types.js +15 -1
  117. package/common/types/trade-line-item.types.js.map +1 -1
  118. package/common/types/trade.types.d.ts +84 -59
  119. package/common/types/trade.types.js +31 -11
  120. package/common/types/trade.types.js.map +1 -1
  121. package/common/types/transaction.types.d.ts +104 -3
  122. package/common/types/transaction.types.js +48 -3
  123. package/common/types/transaction.types.js.map +1 -1
  124. package/common/types/user.types.d.ts +108 -77
  125. package/common/types/user.types.js +10 -22
  126. package/common/types/user.types.js.map +1 -1
  127. package/common/types/zapier.types.d.ts +126 -0
  128. package/common/types/zapier.types.js +247 -0
  129. package/common/types/zapier.types.js.map +1 -0
  130. package/contracts/clients/assets/index.d.ts +22 -0
  131. package/contracts/clients/cart/index.d.ts +3 -0
  132. package/contracts/clients/csv/index.d.ts +1988 -0
  133. package/contracts/clients/csv/index.js +96 -0
  134. package/contracts/clients/csv/index.js.map +1 -0
  135. package/contracts/clients/files/index.d.ts +3 -3
  136. package/contracts/clients/files-public/index.d.ts +3 -3
  137. package/contracts/clients/index.d.ts +4265 -1060
  138. package/contracts/clients/index.js +8 -2
  139. package/contracts/clients/index.js.map +1 -1
  140. package/contracts/clients/individuals/index.d.ts +381 -5
  141. package/contracts/clients/legal-entities/index.d.ts +1 -1
  142. package/contracts/clients/offerings/index.d.ts +310 -9
  143. package/contracts/clients/review/index.d.ts +85 -0
  144. package/contracts/clients/review/index.js +27 -0
  145. package/contracts/clients/review/index.js.map +1 -0
  146. package/contracts/clients/trades/index.d.ts +9 -3
  147. package/contracts/clients/webhooks/index.d.ts +506 -0
  148. package/contracts/clients/webhooks/index.js +118 -0
  149. package/contracts/clients/webhooks/index.js.map +1 -0
  150. package/package.json +1 -1
@@ -257,12 +257,12 @@ export declare const IndividualsIncludeQuery: z.ZodObject<{
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  }>;
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  export interface IndividualsIncludeQuery extends z.infer<typeof IndividualsIncludeQuery> {
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  }
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- export declare const PostIndividualBodySchema: z.ZodEffects<z.ZodIntersection<z.ZodObject<{
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+ export declare const PostIndividualBaseObject: z.ZodObject<{
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  lastName: z.ZodOptional<z.ZodString>;
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  investorAccountId: z.ZodString;
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  firstName: z.ZodOptional<z.ZodString>;
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  dob: z.ZodOptional<z.ZodDate>;
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- isUsCitizenOrGreenCardHolder: z.ZodOptional<z.ZodBoolean>;
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+ isUsCitizenOrGreenCardHolder: z.ZodOptional<z.ZodEffects<z.ZodBoolean, boolean, unknown>>;
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  citizenship: z.ZodOptional<z.ZodNativeEnum<Readonly<Record<string, string>>>>;
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  ssn: z.ZodOptional<z.ZodNullable<z.ZodEffects<z.ZodString, string, string>>>;
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  currencyCode: z.ZodOptional<z.ZodString>;
@@ -328,6 +328,67 @@ export declare const PostIndividualBodySchema: z.ZodEffects<z.ZodIntersection<z.
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  currencyCode?: string | undefined;
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  liquidNetWorth?: number | undefined;
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  dob?: Date | undefined;
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+ isUsCitizenOrGreenCardHolder?: unknown;
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+ citizenship?: string | undefined;
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+ ssn?: string | null | undefined;
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+ investedInCrowdfunding?: number | undefined;
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+ currentAnnualIncome?: number | undefined;
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+ employerName?: string | null | undefined;
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+ setupStep?: SetupStepType | undefined;
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+ sourceOfIncome?: SourceOfIncome | null | undefined;
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+ ownership?: number | undefined;
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+ retirementAccountType?: RetirementAccountType | null | undefined;
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+ custodianName?: string | null | undefined;
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+ custodianAccountNumber?: string | null | undefined;
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+ custodianRepresentativeName?: string | null | undefined;
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+ custodianEmail?: string | null | undefined;
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+ }>;
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+ export declare const PostIndividualBodySchema: z.ZodEffects<z.ZodIntersection<z.ZodObject<{
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+ lastName: z.ZodOptional<z.ZodString>;
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+ investorAccountId: z.ZodString;
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+ firstName: z.ZodOptional<z.ZodString>;
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+ dob: z.ZodOptional<z.ZodDate>;
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+ isUsCitizenOrGreenCardHolder: z.ZodOptional<z.ZodEffects<z.ZodBoolean, boolean, unknown>>;
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+ citizenship: z.ZodOptional<z.ZodNativeEnum<Readonly<Record<string, string>>>>;
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+ ssn: z.ZodOptional<z.ZodNullable<z.ZodEffects<z.ZodString, string, string>>>;
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+ currencyCode: z.ZodOptional<z.ZodString>;
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+ email: z.ZodOptional<z.ZodEffects<z.ZodString, string, string>>;
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+ role: z.ZodNativeEnum<typeof IndividualRole>;
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+ phone: z.ZodOptional<z.ZodEffects<z.ZodEffects<z.ZodEffects<z.ZodNullable<z.ZodString>, {
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+ isOk: () => boolean;
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+ isErr: () => boolean;
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+ value?: any;
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+ error?: any;
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+ } | import("neverthrow").Ok<null, never>, string | null>, {
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+ isOk: () => boolean;
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+ isErr: () => boolean;
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+ value?: any;
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+ error?: any;
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+ } | import("neverthrow").Ok<null, never>, string | null>, any, string | null>>;
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+ ownership: z.ZodOptional<z.ZodNumber>;
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+ setupStep: z.ZodOptional<z.ZodNativeEnum<typeof SetupStepType>>;
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+ liquidNetWorth: z.ZodOptional<z.ZodNumber>;
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+ currentAnnualIncome: z.ZodOptional<z.ZodNumber>;
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+ sourceOfIncome: z.ZodOptional<z.ZodNullable<z.ZodNativeEnum<typeof SourceOfIncome>>>;
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+ employerName: z.ZodOptional<z.ZodNullable<z.ZodString>>;
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+ investedInCrowdfunding: z.ZodOptional<z.ZodNumber>;
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+ retirementAccountType: z.ZodOptional<z.ZodNullable<z.ZodNativeEnum<typeof RetirementAccountType>>>;
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+ custodianName: z.ZodOptional<z.ZodNullable<z.ZodString>>;
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+ custodianAccountNumber: z.ZodOptional<z.ZodNullable<z.ZodString>>;
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+ custodianRepresentativeName: z.ZodOptional<z.ZodNullable<z.ZodString>>;
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+ custodianEmail: z.ZodOptional<z.ZodNullable<z.ZodString>>;
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+ tid: z.ZodOptional<z.ZodString>;
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+ }, "strip", z.ZodTypeAny, {
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+ role: IndividualRole;
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+ investorAccountId: string;
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+ firstName?: string | undefined;
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+ lastName?: string | undefined;
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+ email?: string | undefined;
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+ tid?: string | undefined;
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+ phone?: any;
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+ currencyCode?: string | undefined;
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+ liquidNetWorth?: number | undefined;
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+ dob?: Date | undefined;
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  isUsCitizenOrGreenCardHolder?: boolean | undefined;
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  citizenship?: string | undefined;
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  ssn?: string | null | undefined;
@@ -342,6 +403,31 @@ export declare const PostIndividualBodySchema: z.ZodEffects<z.ZodIntersection<z.
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  custodianAccountNumber?: string | null | undefined;
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  custodianRepresentativeName?: string | null | undefined;
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  custodianEmail?: string | null | undefined;
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+ }, {
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+ role: IndividualRole;
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+ investorAccountId: string;
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+ firstName?: string | undefined;
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+ lastName?: string | undefined;
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+ email?: string | undefined;
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+ tid?: string | undefined;
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+ phone?: string | null | undefined;
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+ currencyCode?: string | undefined;
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+ liquidNetWorth?: number | undefined;
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+ dob?: Date | undefined;
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+ isUsCitizenOrGreenCardHolder?: unknown;
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+ citizenship?: string | undefined;
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+ ssn?: string | null | undefined;
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+ investedInCrowdfunding?: number | undefined;
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+ currentAnnualIncome?: number | undefined;
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+ employerName?: string | null | undefined;
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+ setupStep?: SetupStepType | undefined;
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+ sourceOfIncome?: SourceOfIncome | null | undefined;
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+ ownership?: number | undefined;
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+ retirementAccountType?: RetirementAccountType | null | undefined;
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+ custodianName?: string | null | undefined;
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+ custodianAccountNumber?: string | null | undefined;
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+ custodianRepresentativeName?: string | null | undefined;
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+ custodianEmail?: string | null | undefined;
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  }>, z.ZodIntersection<z.ZodIntersection<z.ZodObject<{
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  address: z.ZodOptional<z.ZodNullable<z.ZodString>>;
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  address2: z.ZodOptional<z.ZodNullable<z.ZodString>>;
@@ -430,7 +516,7 @@ export declare const PostIndividualBodySchema: z.ZodEffects<z.ZodIntersection<z.
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  currencyCode?: string | undefined;
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  liquidNetWorth?: number | undefined;
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  dob?: Date | undefined;
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- isUsCitizenOrGreenCardHolder?: boolean | undefined;
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+ isUsCitizenOrGreenCardHolder?: unknown;
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  citizenship?: string | undefined;
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  ssn?: string | null | undefined;
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  investedInCrowdfunding?: number | undefined;
@@ -456,7 +542,7 @@ export declare const PostIndividualBodySchema: z.ZodEffects<z.ZodIntersection<z.
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  zip?: string | null | undefined;
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  }>;
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  export type PostIndividualBodyType = z.infer<typeof PostIndividualBodySchema>;
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- export declare const UpdateIndividualBodySchema: z.ZodIntersection<z.ZodObject<{
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+ export declare const UpdateIndividualBaseObject: z.ZodObject<{
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  lastName: z.ZodOptional<z.ZodString>;
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  firstName: z.ZodOptional<z.ZodString>;
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  kycFirstName: z.ZodOptional<z.ZodString>;
@@ -476,7 +562,7 @@ export declare const UpdateIndividualBodySchema: z.ZodIntersection<z.ZodObject<{
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  } | import("neverthrow").Ok<null, never>, string | null>, any, string | null>>;
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  email: z.ZodOptional<z.ZodEffects<z.ZodString, string, string>>;
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  ownership: z.ZodOptional<z.ZodNumber>;
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- isUsCitizenOrGreenCardHolder: z.ZodOptional<z.ZodBoolean>;
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+ isUsCitizenOrGreenCardHolder: z.ZodOptional<z.ZodEffects<z.ZodBoolean, boolean, unknown>>;
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  citizenship: z.ZodOptional<z.ZodNativeEnum<Readonly<Record<string, string>>>>;
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  ssn: z.ZodOptional<z.ZodNullable<z.ZodEffects<z.ZodString, string, string>>>;
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  kycDocumentType: z.ZodOptional<z.ZodNativeEnum<typeof KYCDocumentType>>;
@@ -554,6 +640,87 @@ export declare const UpdateIndividualBodySchema: z.ZodIntersection<z.ZodObject<{
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  aicAccreditationType?: AicAccreditationType | undefined;
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  aicQuestionnaire?: string | undefined;
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  dob?: Date | undefined;
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+ isUsCitizenOrGreenCardHolder?: unknown;
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+ citizenship?: string | undefined;
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+ ssn?: string | null | undefined;
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+ investedInCrowdfunding?: number | undefined;
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+ currentAnnualIncome?: number | undefined;
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+ currentHouseholdIncome?: number | undefined;
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+ householdNetWorth?: number | undefined;
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+ employerName?: string | null | undefined;
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+ setupStep?: SetupStepType | undefined;
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+ sourceOfIncome?: SourceOfIncome | null | undefined;
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+ ownership?: number | undefined;
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+ retirementAccountType?: RetirementAccountType | null | undefined;
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+ custodianName?: string | null | undefined;
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+ custodianAccountNumber?: string | null | undefined;
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+ custodianRepresentativeName?: string | null | undefined;
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+ custodianEmail?: string | null | undefined;
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+ accredited?: boolean | undefined;
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+ }>;
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+ export declare const UpdateIndividualBodySchema: z.ZodIntersection<z.ZodObject<{
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+ lastName: z.ZodOptional<z.ZodString>;
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+ firstName: z.ZodOptional<z.ZodString>;
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+ kycFirstName: z.ZodOptional<z.ZodString>;
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+ kycLastName: z.ZodOptional<z.ZodString>;
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+ dob: z.ZodOptional<z.ZodDate>;
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+ currencyCode: z.ZodOptional<z.ZodString>;
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+ phone: z.ZodOptional<z.ZodEffects<z.ZodEffects<z.ZodEffects<z.ZodNullable<z.ZodString>, {
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+ isOk: () => boolean;
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+ isErr: () => boolean;
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+ value?: any;
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+ error?: any;
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+ } | import("neverthrow").Ok<null, never>, string | null>, {
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+ isOk: () => boolean;
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+ isErr: () => boolean;
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+ value?: any;
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+ error?: any;
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+ } | import("neverthrow").Ok<null, never>, string | null>, any, string | null>>;
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+ email: z.ZodOptional<z.ZodEffects<z.ZodString, string, string>>;
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+ ownership: z.ZodOptional<z.ZodNumber>;
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+ isUsCitizenOrGreenCardHolder: z.ZodOptional<z.ZodEffects<z.ZodBoolean, boolean, unknown>>;
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+ citizenship: z.ZodOptional<z.ZodNativeEnum<Readonly<Record<string, string>>>>;
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+ ssn: z.ZodOptional<z.ZodNullable<z.ZodEffects<z.ZodString, string, string>>>;
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+ kycDocumentType: z.ZodOptional<z.ZodNativeEnum<typeof KYCDocumentType>>;
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+ kycDocumentIssuer: z.ZodOptional<z.ZodString>;
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+ kycExpirationDate: z.ZodOptional<z.ZodEffects<z.ZodDate, string, Date>>;
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+ kycIssuerDate: z.ZodOptional<z.ZodEffects<z.ZodDate, string, Date>>;
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+ kycDocumentNumber: z.ZodOptional<z.ZodString>;
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+ householdNetWorth: z.ZodOptional<z.ZodNumber>;
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+ liquidNetWorth: z.ZodOptional<z.ZodNumber>;
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+ currentHouseholdIncome: z.ZodOptional<z.ZodNumber>;
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+ currentAnnualIncome: z.ZodOptional<z.ZodNumber>;
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+ investedInCrowdfunding: z.ZodOptional<z.ZodNumber>;
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+ setupStep: z.ZodOptional<z.ZodNativeEnum<typeof SetupStepType>>;
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+ employerName: z.ZodOptional<z.ZodNullable<z.ZodString>>;
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+ sourceOfIncome: z.ZodOptional<z.ZodNullable<z.ZodNativeEnum<typeof SourceOfIncome>>>;
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+ aicQuestionnaire: z.ZodOptional<z.ZodEffects<z.ZodString, string, string>>;
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+ kycProvider: z.ZodOptional<z.ZodString>;
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+ aicAccreditationType: z.ZodOptional<z.ZodNativeEnum<typeof AicAccreditationType>>;
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+ accredited: z.ZodOptional<z.ZodBoolean>;
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+ retirementAccountType: z.ZodOptional<z.ZodNullable<z.ZodNativeEnum<typeof RetirementAccountType>>>;
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+ custodianName: z.ZodOptional<z.ZodNullable<z.ZodString>>;
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+ custodianAccountNumber: z.ZodOptional<z.ZodNullable<z.ZodString>>;
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+ custodianRepresentativeName: z.ZodOptional<z.ZodNullable<z.ZodString>>;
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+ custodianEmail: z.ZodOptional<z.ZodNullable<z.ZodString>>;
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+ }, "strip", z.ZodTypeAny, {
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+ firstName?: string | undefined;
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+ lastName?: string | undefined;
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+ email?: string | undefined;
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+ phone?: any;
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+ kycFirstName?: string | undefined;
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+ kycLastName?: string | undefined;
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+ kycDocumentType?: KYCDocumentType | undefined;
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+ kycDocumentIssuer?: string | undefined;
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+ kycProvider?: string | undefined;
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+ currencyCode?: string | undefined;
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+ kycDocumentNumber?: string | undefined;
718
+ kycIssuerDate?: string | undefined;
719
+ kycExpirationDate?: string | undefined;
720
+ liquidNetWorth?: number | undefined;
721
+ aicAccreditationType?: AicAccreditationType | undefined;
722
+ aicQuestionnaire?: string | undefined;
723
+ dob?: Date | undefined;
557
724
  isUsCitizenOrGreenCardHolder?: boolean | undefined;
558
725
  citizenship?: string | undefined;
559
726
  ssn?: string | null | undefined;
@@ -571,6 +738,41 @@ export declare const UpdateIndividualBodySchema: z.ZodIntersection<z.ZodObject<{
571
738
  custodianRepresentativeName?: string | null | undefined;
572
739
  custodianEmail?: string | null | undefined;
573
740
  accredited?: boolean | undefined;
741
+ }, {
742
+ firstName?: string | undefined;
743
+ lastName?: string | undefined;
744
+ email?: string | undefined;
745
+ phone?: string | null | undefined;
746
+ kycFirstName?: string | undefined;
747
+ kycLastName?: string | undefined;
748
+ kycDocumentType?: KYCDocumentType | undefined;
749
+ kycDocumentIssuer?: string | undefined;
750
+ kycProvider?: string | undefined;
751
+ currencyCode?: string | undefined;
752
+ kycDocumentNumber?: string | undefined;
753
+ kycIssuerDate?: Date | undefined;
754
+ kycExpirationDate?: Date | undefined;
755
+ liquidNetWorth?: number | undefined;
756
+ aicAccreditationType?: AicAccreditationType | undefined;
757
+ aicQuestionnaire?: string | undefined;
758
+ dob?: Date | undefined;
759
+ isUsCitizenOrGreenCardHolder?: unknown;
760
+ citizenship?: string | undefined;
761
+ ssn?: string | null | undefined;
762
+ investedInCrowdfunding?: number | undefined;
763
+ currentAnnualIncome?: number | undefined;
764
+ currentHouseholdIncome?: number | undefined;
765
+ householdNetWorth?: number | undefined;
766
+ employerName?: string | null | undefined;
767
+ setupStep?: SetupStepType | undefined;
768
+ sourceOfIncome?: SourceOfIncome | null | undefined;
769
+ ownership?: number | undefined;
770
+ retirementAccountType?: RetirementAccountType | null | undefined;
771
+ custodianName?: string | null | undefined;
772
+ custodianAccountNumber?: string | null | undefined;
773
+ custodianRepresentativeName?: string | null | undefined;
774
+ custodianEmail?: string | null | undefined;
775
+ accredited?: boolean | undefined;
574
776
  }>, z.ZodIntersection<z.ZodIntersection<z.ZodObject<{
575
777
  address: z.ZodOptional<z.ZodNullable<z.ZodString>>;
576
778
  address2: z.ZodOptional<z.ZodNullable<z.ZodString>>;
@@ -1144,6 +1346,94 @@ export declare const IndividualResponseSchema: z.ZodObject<{
1144
1346
  financial?: boolean | undefined;
1145
1347
  } | undefined;
1146
1348
  }>>>;
1349
+ trustedContacts: z.ZodOptional<z.ZodArray<z.ZodLazy<z.ZodObject<{
1350
+ id: z.ZodString;
1351
+ __entity: z.ZodOptional<z.ZodString>;
1352
+ createdAt: z.ZodUnion<[z.ZodString, z.ZodDate]>;
1353
+ updatedAt: z.ZodUnion<[z.ZodString, z.ZodDate]>;
1354
+ deletedAt: z.ZodNullable<z.ZodUnion<[z.ZodString, z.ZodDate]>>;
1355
+ } & {
1356
+ firstName: z.ZodNullable<z.ZodString>;
1357
+ lastName: z.ZodNullable<z.ZodString>;
1358
+ email: z.ZodNullable<z.ZodString>;
1359
+ phone: z.ZodNullable<z.ZodObject<{
1360
+ countryCallingCode: z.ZodString;
1361
+ country: z.ZodString;
1362
+ nationalNumber: z.ZodString;
1363
+ number: z.ZodString;
1364
+ formatNational: z.ZodString;
1365
+ formatInternational: z.ZodString;
1366
+ }, "strip", z.ZodTypeAny, {
1367
+ number: string;
1368
+ countryCallingCode: string;
1369
+ country: string;
1370
+ nationalNumber: string;
1371
+ formatNational: string;
1372
+ formatInternational: string;
1373
+ }, {
1374
+ number: string;
1375
+ countryCallingCode: string;
1376
+ country: string;
1377
+ nationalNumber: string;
1378
+ formatNational: string;
1379
+ formatInternational: string;
1380
+ }>>;
1381
+ address: z.ZodNullable<z.ZodString>;
1382
+ address2: z.ZodNullable<z.ZodString>;
1383
+ city: z.ZodNullable<z.ZodString>;
1384
+ state: z.ZodNullable<z.ZodString>;
1385
+ zip: z.ZodNullable<z.ZodString>;
1386
+ country: z.ZodNullable<z.ZodString>;
1387
+ relationship: z.ZodNativeEnum<typeof import("./common.types").TrustedContactRelationship>;
1388
+ }, "strip", z.ZodTypeAny, {
1389
+ id: string;
1390
+ createdAt: string | Date;
1391
+ updatedAt: string | Date;
1392
+ deletedAt: string | Date | null;
1393
+ country: string | null;
1394
+ firstName: string | null;
1395
+ lastName: string | null;
1396
+ email: string | null;
1397
+ phone: {
1398
+ number: string;
1399
+ countryCallingCode: string;
1400
+ country: string;
1401
+ nationalNumber: string;
1402
+ formatNational: string;
1403
+ formatInternational: string;
1404
+ } | null;
1405
+ state: string | null;
1406
+ address: string | null;
1407
+ city: string | null;
1408
+ zip: string | null;
1409
+ address2: string | null;
1410
+ relationship: import("./common.types").TrustedContactRelationship;
1411
+ __entity?: string | undefined;
1412
+ }, {
1413
+ id: string;
1414
+ createdAt: string | Date;
1415
+ updatedAt: string | Date;
1416
+ deletedAt: string | Date | null;
1417
+ country: string | null;
1418
+ firstName: string | null;
1419
+ lastName: string | null;
1420
+ email: string | null;
1421
+ phone: {
1422
+ number: string;
1423
+ countryCallingCode: string;
1424
+ country: string;
1425
+ nationalNumber: string;
1426
+ formatNational: string;
1427
+ formatInternational: string;
1428
+ } | null;
1429
+ state: string | null;
1430
+ address: string | null;
1431
+ city: string | null;
1432
+ zip: string | null;
1433
+ address2: string | null;
1434
+ relationship: import("./common.types").TrustedContactRelationship;
1435
+ __entity?: string | undefined;
1436
+ }>>, "many">>;
1147
1437
  }, "strip", z.ZodTypeAny, {
1148
1438
  id: string;
1149
1439
  createdAt: string | Date;
@@ -1279,6 +1569,31 @@ export declare const IndividualResponseSchema: z.ZodObject<{
1279
1569
  financial: boolean;
1280
1570
  } | undefined;
1281
1571
  } | undefined;
1572
+ trustedContacts?: {
1573
+ id: string;
1574
+ createdAt: string | Date;
1575
+ updatedAt: string | Date;
1576
+ deletedAt: string | Date | null;
1577
+ country: string | null;
1578
+ firstName: string | null;
1579
+ lastName: string | null;
1580
+ email: string | null;
1581
+ phone: {
1582
+ number: string;
1583
+ countryCallingCode: string;
1584
+ country: string;
1585
+ nationalNumber: string;
1586
+ formatNational: string;
1587
+ formatInternational: string;
1588
+ } | null;
1589
+ state: string | null;
1590
+ address: string | null;
1591
+ city: string | null;
1592
+ zip: string | null;
1593
+ address2: string | null;
1594
+ relationship: import("./common.types").TrustedContactRelationship;
1595
+ __entity?: string | undefined;
1596
+ }[] | undefined;
1282
1597
  }, {
1283
1598
  id: string;
1284
1599
  createdAt: string | Date;
@@ -1414,6 +1729,31 @@ export declare const IndividualResponseSchema: z.ZodObject<{
1414
1729
  financial?: boolean | undefined;
1415
1730
  } | undefined;
1416
1731
  } | undefined;
1732
+ trustedContacts?: {
1733
+ id: string;
1734
+ createdAt: string | Date;
1735
+ updatedAt: string | Date;
1736
+ deletedAt: string | Date | null;
1737
+ country: string | null;
1738
+ firstName: string | null;
1739
+ lastName: string | null;
1740
+ email: string | null;
1741
+ phone: {
1742
+ number: string;
1743
+ countryCallingCode: string;
1744
+ country: string;
1745
+ nationalNumber: string;
1746
+ formatNational: string;
1747
+ formatInternational: string;
1748
+ } | null;
1749
+ state: string | null;
1750
+ address: string | null;
1751
+ city: string | null;
1752
+ zip: string | null;
1753
+ address2: string | null;
1754
+ relationship: import("./common.types").TrustedContactRelationship;
1755
+ __entity?: string | undefined;
1756
+ }[] | undefined;
1417
1757
  }>>>;
1418
1758
  role: z.ZodNativeEnum<typeof IndividualRole>;
1419
1759
  firstName: z.ZodString;
@@ -1681,6 +2021,31 @@ export declare const IndividualResponseSchema: z.ZodObject<{
1681
2021
  financial: boolean;
1682
2022
  } | undefined;
1683
2023
  } | undefined;
2024
+ trustedContacts?: {
2025
+ id: string;
2026
+ createdAt: string | Date;
2027
+ updatedAt: string | Date;
2028
+ deletedAt: string | Date | null;
2029
+ country: string | null;
2030
+ firstName: string | null;
2031
+ lastName: string | null;
2032
+ email: string | null;
2033
+ phone: {
2034
+ number: string;
2035
+ countryCallingCode: string;
2036
+ country: string;
2037
+ nationalNumber: string;
2038
+ formatNational: string;
2039
+ formatInternational: string;
2040
+ } | null;
2041
+ state: string | null;
2042
+ address: string | null;
2043
+ city: string | null;
2044
+ zip: string | null;
2045
+ address2: string | null;
2046
+ relationship: import("./common.types").TrustedContactRelationship;
2047
+ __entity?: string | undefined;
2048
+ }[] | undefined;
1684
2049
  } | undefined;
1685
2050
  }, {
1686
2051
  id: string;
@@ -1894,6 +2259,31 @@ export declare const IndividualResponseSchema: z.ZodObject<{
1894
2259
  financial?: boolean | undefined;
1895
2260
  } | undefined;
1896
2261
  } | undefined;
2262
+ trustedContacts?: {
2263
+ id: string;
2264
+ createdAt: string | Date;
2265
+ updatedAt: string | Date;
2266
+ deletedAt: string | Date | null;
2267
+ country: string | null;
2268
+ firstName: string | null;
2269
+ lastName: string | null;
2270
+ email: string | null;
2271
+ phone: {
2272
+ number: string;
2273
+ countryCallingCode: string;
2274
+ country: string;
2275
+ nationalNumber: string;
2276
+ formatNational: string;
2277
+ formatInternational: string;
2278
+ } | null;
2279
+ state: string | null;
2280
+ address: string | null;
2281
+ city: string | null;
2282
+ zip: string | null;
2283
+ address2: string | null;
2284
+ relationship: import("./common.types").TrustedContactRelationship;
2285
+ __entity?: string | undefined;
2286
+ }[] | undefined;
1897
2287
  } | undefined;
1898
2288
  }>;
1899
2289
  export type IndividualResponseType = z.infer<typeof IndividualResponseSchema>;
@@ -1,5 +1,5 @@
1
1
  import { z } from 'zod';
2
- import { AccountZod, IPaginationMeta, KYCStatus, SanctionsStatus, AMLStatus, IraCheck, AicAccreditationType, KYCDocumentType, AicStatus, InvestorAccountType, SetupStatusType, SetupStepType, RetirementAccountType, EmploymentStatus, SourceOfIncome, AMLProvider, EmailSchema, } from './common.types.js';
2
+ import { AccountZod, IPaginationMeta, KYCStatus, SanctionsStatus, AMLStatus, IraCheck, AicAccreditationType, KYCDocumentType, AicStatus, InvestorAccountType, SetupStatusType, SetupStepType, RetirementAccountType, EmploymentStatus, SourceOfIncome, AMLProvider, EmailSchema, StringToBooleanSchema, } from './common.types.js';
3
3
  import { IBaseEntity } from './entity.types.js';
4
4
  import { IInvestorAccount } from './investor-account.types.js';
5
5
  import { extendZodWithOpenApi } from '@anatine/zod-openapi';
@@ -82,7 +82,7 @@ export const IIndividualZod = IBaseEntity.extend({
82
82
  kycStatus: z.nativeEnum(KYCStatus),
83
83
  kycFirstName: z.string().nullable(),
84
84
  kycLastName: z.string().nullable(),
85
- kycDocumentType: z.nativeEnum(KYCDocumentType),
85
+ kycDocumentType: z.nativeEnum(KYCDocumentType).nullable(),
86
86
  kycDocumentIssuer: z.string().nullable(),
87
87
  kycDocumentNumber: z.string().nullable(),
88
88
  kycIssuerDate: z.string().nullable(),
@@ -96,16 +96,19 @@ export const IIndividualZod = IBaseEntity.extend({
96
96
  kycDocumentFrontFile: z
97
97
  .object({})
98
98
  .nullable()
99
+ .optional()
99
100
  .openapi({ example: 'see File object' }),
100
101
  kycDocumentBackFileId: z.string().nullable(),
101
102
  kycDocumentBackFile: z
102
103
  .object({})
103
104
  .nullable()
105
+ .optional()
104
106
  .openapi({ example: 'see File object' }),
105
107
  kycSelfieFileId: z.string().nullable(),
106
108
  kycSelfieFile: z
107
109
  .object({})
108
110
  .nullable()
111
+ .optional()
109
112
  .openapi({ example: 'see File object' }),
110
113
  sanctionsStatus: z.nativeEnum(SanctionsStatus),
111
114
  amlStatus: z.nativeEnum(AMLStatus),
@@ -137,9 +140,9 @@ export const IIndividualZod = IBaseEntity.extend({
137
140
  iraReviewedAt: z.date().nullable(),
138
141
  firstName: z.string(),
139
142
  lastName: z.string().nullable(),
140
- dob: z.date().nullable(),
143
+ dob: z.coerce.date().nullable(),
141
144
  isUsCitizenOrGreenCardHolder: z.boolean(),
142
- citizenship: CountryEnumSchema.optional(),
145
+ citizenship: CountryEnumSchema.nullable().optional(),
143
146
  ssn: z.string().nullable(),
144
147
  lastFour: z.string().nullable(),
145
148
  address: z.string().nullable(),
@@ -237,13 +240,12 @@ export const IndividualsIncludeQuery = z.object({
237
240
  example: `${individualsInclude.options.join(',')}`,
238
241
  }),
239
242
  });
240
- export const PostIndividualBodySchema = z
241
- .object({
243
+ export const PostIndividualBaseObject = z.object({
242
244
  lastName: z.string().optional(),
243
245
  investorAccountId: z.string(),
244
246
  firstName: z.string().optional(),
245
247
  dob: z.coerce.date().optional(), // should be optional
246
- isUsCitizenOrGreenCardHolder: z.boolean().optional(),
248
+ isUsCitizenOrGreenCardHolder: StringToBooleanSchema.optional(),
247
249
  citizenship: CountryEnumSchema.optional(),
248
250
  ssn: z
249
251
  .string()
@@ -293,9 +295,8 @@ export const PostIndividualBodySchema = z
293
295
  custodianRepresentativeName: z.string().nullable().optional(),
294
296
  custodianEmail: z.string().email().nullable().optional(),
295
297
  tid: z.string().optional(),
296
- })
297
- .and(AddressSchema)
298
- .superRefine((data, ctx) => {
298
+ });
299
+ export const PostIndividualBodySchema = PostIndividualBaseObject.and(AddressSchema).superRefine((data, ctx) => {
299
300
  if (data.retirementAccountType === RetirementAccountType.CUSTODIAN_MANAGED) {
300
301
  if (!data.custodianName) {
301
302
  ctx.addIssue({
@@ -323,8 +324,7 @@ export const PostIndividualBodySchema = z
323
324
  }
324
325
  }
325
326
  });
326
- export const UpdateIndividualBodySchema = z
327
- .object({
327
+ export const UpdateIndividualBaseObject = z.object({
328
328
  lastName: z
329
329
  .string()
330
330
  .min(2, 'lastName is less than 2 characters')
@@ -357,7 +357,7 @@ export const UpdateIndividualBodySchema = z
357
357
  .min(0, 'Ownership is less than 0')
358
358
  .max(100, 'Ownership is more than 100')
359
359
  .optional(),
360
- isUsCitizenOrGreenCardHolder: z.boolean().optional(),
360
+ isUsCitizenOrGreenCardHolder: StringToBooleanSchema.optional(),
361
361
  citizenship: CountryEnumSchema.optional(),
362
362
  ssn: z
363
363
  .string()
@@ -434,8 +434,8 @@ export const UpdateIndividualBodySchema = z
434
434
  custodianAccountNumber: z.string().nullable().optional(),
435
435
  custodianRepresentativeName: z.string().nullable().optional(),
436
436
  custodianEmail: z.string().email().nullable().optional(),
437
- })
438
- .and(AddressSchema);
437
+ });
438
+ export const UpdateIndividualBodySchema = UpdateIndividualBaseObject.and(AddressSchema);
439
439
  export const IndividualResponseSchema = IBaseEntity.extend({
440
440
  tid: z.string().nullable(),
441
441
  accountId: z.string(),
@@ -445,7 +445,7 @@ export const IndividualResponseSchema = IBaseEntity.extend({
445
445
  role: z.nativeEnum(IndividualRole),
446
446
  firstName: z.string(),
447
447
  lastName: z.string().nullable(),
448
- dob: z.date().nullable(),
448
+ dob: z.coerce.date().nullable(),
449
449
  isUsCitizenOrGreenCardHolder: z.boolean(),
450
450
  ssn: z.string().nullable(),
451
451
  lastFour: z.string().nullable(),