@dalmore/api-contracts 0.0.0-dev.9d42e16 → 0.0.0-dev.9e59d62

package/common/types/file.types.ts

@@ -1,477 +0,0 @@
-import { z } from 'zod';
-import { TypeID } from 'typeid-js';
-import { extendZodWithOpenApi } from '@anatine/zod-openapi';
-import { IBaseEntity } from './entity.types';
-import {
-  ComplianceReview,
-  FileLabels,
-  FileLabelsEnum,
-  FileStatus,
-  IPaginationMeta,
-  metadataSchema,
-  TargetTableConfig,
-  TargetTableEnum,
-} from './common.types';
-import { KycZod } from './kyc.types';
-import { KybZod } from './kyb.types';
-import { IIndividualZod, individualIdSchema } from './individuals.types';
-import { LegalEntityZod } from './legal-entity.types';
-import { IInvestorAccount } from './investor-account.types';
-import { tradeIdSchema, TradeZod } from './trade.types';
-
-extendZodWithOpenApi(z);
-
-export const allowedFileExtension = [
-  '.pdf',
-  '.doc',
-  '.docx',
-  '.xls',
-  '.xlsx',
-  '.csv',
-  '.gif',
-  '.png',
-  '.jpg',
-  '.jpeg',
-  '.txt',
-  '.webp',
-  '.html',
-  '.svg',
-];
-
-export enum ADFFileProcessingPipeline {
-  NONE = 'NONE',
-  SUBDOCS_PHOENIX = 'SUBDOCS_PHOENIX',
-  SUBDOCS_GENERAL = 'SUBDOCS_GENERAL',
-  AIC_TAX_RETURNS = 'AIC_TAX_RETURNS',
-  AIC_ACCOUNT_STATEMENTS = 'AIC_ACCOUNT_STATEMENTS',
-  PAY_STUBS = 'PAY_STUBS',
-}
-
-/**
- * BoldSign brand logo supported file extensions
- * @see https://developers.boldsign.com/branding/create-brand/?region=us
- */
-export const boldSignAllowedFileExtension = ['.jpg', '.jpeg', '.png', '.svg'];
-
-export const maxFileSize = 50 * 1024 * 1024; // 50MB
-
-export const fileIdSchema = z.string().refine(
-  (value) => {
-    try {
-      const tid = TypeID.fromString(value);
-      return tid.getType() === 'file';
-    } catch {
-      return false;
-    }
-  },
-  {
-    message:
-      'Invalid file ID format. Must be a valid TypeID with "file" prefix. Example: file_01j5y5ghx8fvc83dmx3pznq7hv',
-  },
-);
-
-export const FileZod = IBaseEntity.extend({
-  id: fileIdSchema,
-  tid: z.string().nullable(),
-  url: z.string().url().openapi({ example: 'https://file-location.com' }),
-  fileType: z.string().openapi({ example: 'pdf' }),
-  fileName: z.string().openapi({ example: 'test.pdf' }),
-  name: z.string().openapi({ example: 'test' }),
-  category: z.string().openapi({ example: 'application' }),
-  label: z.string().openapi({ example: 'other' }),
-  private: z.boolean(),
-  complianceReview: z.nativeEnum(ComplianceReview),
-  targetTable: z.enum(TargetTableEnum).nullable(),
-  targetId: z.string().nullable(),
-  linkedFrom: z.string().nullable(),
-  accountId: z
-    .string()
-    .openapi({ example: 'account_01j6aqmtfyfwy9spjdcnh7yqk7' }),
-  userId: z.string().openapi({ example: 'user_01j6aqmtfyfwy9spjdcnh7yqk7' }),
-  kycs: z.array(KycZod).optional().nullable(),
-  kybs: z.array(KybZod).optional().nullable(),
-  individuals: z.array(IIndividualZod).optional().nullable(),
-  legalEntities: z.array(LegalEntityZod).optional().nullable(),
-  investorAccounts: z.array(IInvestorAccount).optional().nullable(),
-  trades: z.array(TradeZod).optional().nullable(),
-  metadata: z.string().nullable(),
-  status: z.nativeEnum(FileStatus),
-  reviewLog: z.string().nullable(),
-  pipeline: z.nativeEnum(ADFFileProcessingPipeline),
-  errorMessage: z.string().nullable(),
-});
-export type FileZod = z.infer<typeof FileZod>;
-
-export const LinkFileZod = z.object({
-  targetId: z
-    .string()
-    .refine(
-      (value) => {
-        try {
-          const tid = TypeID.fromString(value);
-          return Object.values(TargetTableConfig).some(
-            (config) => config.idPrefix === tid.getType(),
-          );
-        } catch {
-          return false;
-        }
-      },
-      {
-        message: `Invalid target ID format. Must match the corresponding table's ID prefix. Valid prefix: ${TargetTableEnum.toString().toLowerCase()}. Example: disbursement_01j6aqmtfyfwy9spjdcnh7yqk7`,
-      },
-    )
-    .openapi({ example: 'trades_01j6aqmtfyfwy9spjdcnh7yqk7' }),
-  label: FileLabelsEnum.openapi({ example: FileLabels.OTHER }).optional(),
-  category: z.string().min(1).max(50).optional(),
-});
-export type LinkFileZod = z.infer<typeof LinkFileZod>;
-
-export const IPaginatedFile = z.object({
-  items: z.array(FileZod),
-  meta: IPaginationMeta,
-});
-export type IPaginatedFile = z.infer<typeof IPaginatedFile>;
-
-export const PatchFile = z.object({
-  name: z.string().max(50),
-  category: z.string().max(50),
-  label: FileLabelsEnum.openapi({ example: FileLabels.OTHER }),
-  metadata: metadataSchema.nullable().optional(),
-});
-export type PatchFile = z.infer<typeof PatchFile>;
-
-export const PostFileQueryParams = z.object({
-  name: z.string().openapi({ example: 'file_name' }),
-  category: z.string().max(50).openapi({ example: 'application' }),
-  label: FileLabelsEnum.openapi({ example: FileLabels.OTHER }),
-  targetId: z
-    .string()
-    .refine(
-      (value) => {
-        try {
-          const tid = TypeID.fromString(value);
-          return Object.values(TargetTableConfig).some(
-            (config) => config.idPrefix === tid.getType(),
-          );
-        } catch {
-          return false;
-        }
-      },
-      {
-        message: `Invalid target ID format. Must match the corresponding table's ID prefix. Valid prefix: ${TargetTableEnum.toString().toLowerCase()}. Example: disbursement_01j6aqmtfyfwy9spjdcnh7yqk7`,
-      },
-    )
-    .openapi({ example: 'trades_01j6aqmtfyfwy9spjdcnh7yqk7' }),
-  metadata: metadataSchema.nullable().optional(),
-});
-export type PostFileQueryParams = z.infer<typeof PostFileQueryParams>;
-
-/**
- * CLIENT portal specific schema for file uploads
- * Only allows INDIVIDUALS and TRADES as target for file uploads
- */
-export const ClientPostFileQueryParams = z.object({
-  name: z.string().min(1).max(100).openapi({ example: 'file_name' }),
-  category: z.string().max(50).openapi({ example: 'application' }),
-  label: FileLabelsEnum.openapi({ example: FileLabels.OTHER }),
-  targetId: z.union([individualIdSchema, tradeIdSchema]).openapi({
-    example: 'individual_01kcrsny60fb9rjc8bbqc3b80c',
-  }),
-  metadata: metadataSchema.nullable().optional(),
-});
-export type ClientPostFileQueryParams = z.infer<
-  typeof ClientPostFileQueryParams
->;
-
-export const FileFilters = z.object({
-  name: z.string().optional(),
-  category: z.string().optional(),
-  label: z.string().optional(),
-  targetId: z.string().optional(),
-  fileType: z.string().optional(),
-  targetTable: z.enum(TargetTableEnum).optional(),
-  includeLinkedFrom: z
-    .string()
-    .optional()
-    .openapi({
-      description:
-        'if false it only returns files that have linkedFrom=null. Defaults to false',
-    })
-    .refine((v) => !v || v === 'true' || v === 'false', {
-      message: 'includeLinkedFrom must be a boolean string',
-    })
-    .transform((v) => {
-      if (!v) return false;
-      return v === 'true';
-    }),
-});
-export const filesInclude = z.enum(['user', 'account']);
-/**
- * @description Query parameters for including related entities
- * @xample in contract us as -> query: z.object({}).merge(AccountsIncludeQuery),
- */
-export const FilesIncludeQuery = z.object({
-  include: z
-    .string()
-    .optional()
-    .transform((str) => (str ? str.split(',') : []))
-    .refine(
-      (includes) =>
-        includes.every((include) =>
-          filesInclude.options.includes(include as any),
-        ),
-      {
-        message: `Invalid include option provided. Valid options are: ${filesInclude.options.join(',')}`,
-      },
-    )
-    .openapi({
-      example: `${filesInclude.options.join(',')}`,
-    }),
-  targetTable: z.enum(TargetTableEnum).optional(),
-  targetId: z
-    .string()
-    .optional()
-    .refine(
-      (value) => {
-        try {
-          if (!value) return true;
-          const tid = TypeID.fromString(value);
-          return Object.values(TargetTableConfig).some(
-            (config) => config.idPrefix === tid.getType(),
-          );
-        } catch {
-          return false;
-        }
-      },
-      {
-        message: `Invalid target ID format. Must match the corresponding table's ID prefix. Valid prefix: ${TargetTableEnum.toString().toLowerCase()}. Example: disbursement_01j6aqmtfyfwy9spjdcnh7yqk7`,
-      },
-    ),
-});
-export interface FilesIncludeQuery extends z.infer<typeof FilesIncludeQuery> {}
-
-export const ComplianceFilesIncludeQuery = z.object({
-  include: z
-    .string()
-    .optional()
-    .transform((str) => (str ? str.split(',') : []))
-    .refine(
-      (includes) =>
-        includes.every((include) =>
-          filesInclude.options.includes(include as any),
-        ),
-      {
-        message: `Invalid include option provided. Valid options are: ${filesInclude.options.join(',')}`,
-      },
-    )
-    .openapi({
-      example: `${filesInclude.options.join(',')}`,
-    }),
-  targetTable: z.enum(TargetTableEnum).optional(),
-  targetId: z
-    .string()
-    .optional()
-    .transform((str) => (str ? str.split(',') : []))
-    .refine(
-      (tradeIds) => {
-        try {
-          if (!tradeIds.length) return true;
-          return tradeIds.every((tradeId) => {
-            const tid = TypeID.fromString(tradeId);
-            return Object.values(TargetTableConfig).some(
-              (config) => config.idPrefix === tid.getType(),
-            );
-          });
-        } catch {
-          return false;
-        }
-      },
-      {
-        message: `Invalid target ID format. Must match the corresponding table's ID prefix. Valid prefix: ${TargetTableEnum.toString().toLowerCase()}. Example: disbursement_01j6aqmtfyfwy9spjdcnh7yqk7`,
-      },
-    ),
-  status: z.nativeEnum(FileStatus).optional(),
-  label: z.nativeEnum(FileLabels).optional(),
-  accountId: z.string().optional(),
-  complianceReview: z.nativeEnum(ComplianceReview).optional(),
-  pipeline: z.nativeEnum(ADFFileProcessingPipeline).optional(),
-});
-export interface ComplianceFilesIncludeQuery
-  extends z.infer<typeof ComplianceFilesIncludeQuery> {}
-
-export const reviewFiles = z.object({
-  complianceReview: z.nativeEnum(ComplianceReview),
-  data: z
-    .array(fileIdSchema)
-    .min(1, 'At least one file is required')
-    .max(50, 'Maximum of 50 files allowed')
-    .openapi({
-      example: [
-        'file_00041061050r3gg28a1c60t3gf',
-        'file_00041061050r3gg28a1c60t3g',
-      ],
-    }),
-});
-export type reviewFiles = z.infer<typeof reviewFiles>;
-
-/**
- * Zod preprocessor that trims strings and converts empty/whitespace-only strings to null
- */
-const trimAndNullifyString = z.preprocess((val) => {
-  if (typeof val === 'string') {
-    const trimmed = val.trim();
-    return trimmed === '' ? null : trimmed;
-  }
-  return val;
-}, z.unknown());
-
-export const PatchFileMetadata = z.object({
-  corrected: z.record(z.string(), trimAndNullifyString),
-  expectedCorrected: z
-    .record(z.string(), trimAndNullifyString)
-    .nullable()
-    .optional(),
-});
-export type PatchFileMetadata = z.infer<typeof PatchFileMetadata>;
-
-/**
- * Zod schema for file metadata structure
- * Used to validate the metadata field in File entity
- */
-export const FileMetadataSchema = z.object({
-  extracted: z
-    .record(z.any())
-    .refine(
-      (data) =>
-        data && typeof data === 'object' && Object.keys(data).length > 0,
-      {
-        message: 'Extracted data is required and cannot be empty',
-      },
-    ),
-  expected: z
-    .record(z.any())
-    .refine(
-      (data) =>
-        data && typeof data === 'object' && Object.keys(data).length > 0,
-      {
-        message: 'Expected data is required and cannot be empty',
-      },
-    ),
-  corrected: z.record(z.any()).optional(),
-  expectedCorrected: z.record(z.any()).optional(),
-});
-export type FileMetadata = z.infer<typeof FileMetadataSchema>;
-
-export enum FilePipeLineReviewAction {
-  SAVE = 'SAVE',
-  REJECTED = 'REJECTED',
-  ACCEPTED = 'ACCEPTED',
-}
-
-export const FilePipeLineReviewSchemaZod = z.object({
-  action: z
-    .nativeEnum(FilePipeLineReviewAction)
-    .optional()
-    .default(FilePipeLineReviewAction.SAVE),
-});
-export type FilePipeLineReviewSchemaZod = z.infer<
-  typeof FilePipeLineReviewSchemaZod
->;
-
-export const ADFPipelineResponseZod = z.object({
-  extracted: z.record(z.string(), z.unknown()),
-});
-export type ADFPipelineResponseZod = z.infer<typeof ADFPipelineResponseZod>;
-
-export const ReprocessAllFilesZod = z.object({
-  success: z.boolean().openapi({ example: true }),
-  message: z
-    .string()
-    .openapi({ example: 'All files reprocessed successfully' }),
-});
-export type ReprocessAllFilesZod = z.infer<typeof ReprocessAllFilesZod>;
-
-/**
- * Shared constants for BoldSign form field names.
- * These constants ensure consistency between:
- * - BoldSignService.getAllFormFields() - which generates form fields
- * - getRequiredFieldPatterns() - which validates required fields
- *
- * If field names change, update them here to keep both functions in sync.
- */
-
-/**
- * Base form field names that are always present
- */
-export const BOLDSIGN_BASE_FORM_FIELDS = {
-  LEGAL_NAME: 'LegalName',
-  QUANTITY: 'Quantity',
-  TOTAL: 'Total',
-  INVESTOR_TYPE: 'InvestorType',
-  OFFERING_NAME: 'OfferingName',
-  ASSET_NAME: 'AssetName',
-  PRICE_PER_SHARE: 'PricePerShare',
-  ISSUER_NAME: 'IssuerName',
-} as const;
-
-/**
- * Entity form field name prefixes and suffixes
- */
-export const ENTITY_FIELD_PREFIX = 'Entity';
-export const ENTITY_FORM_FIELDS = {
-  NAME: 'EntityName',
-  ADDRESS: 'EntityAddress',
-  ADDRESS2: 'EntityAddress2',
-  CITY: 'EntityCity',
-  STATE: 'EntityState',
-  ZIP: 'EntityZip',
-  COUNTRY: 'EntityCountry',
-  FULL_ADDRESS: 'EntityFullAddress',
-  PHONE: 'EntityPhone',
-  TYPE: 'EntityType',
-  EIN: 'EntityEIN',
-  STATE_OF_INCORPORATION: 'EntityStateOfIncorporation',
-  DATE_OF_INCORPORATION: 'EntityDateOfIncorporation',
-} as const;
-
-/**
- * Signer form field name prefixes and suffixes
- */
-export const SIGNER_FIELD_PREFIX = 'Signer';
-export const SIGNER_FIELD_SUFFIXES = {
-  NAME: 'Name',
-  EMAIL: 'Email',
-  PHONE: 'Phone',
-  FULL_ADDRESS: 'FullAddress',
-  ADDRESS: 'Address',
-  ADDRESS2: 'Address2',
-  CITY: 'City',
-  STATE: 'State',
-  ZIP: 'Zip',
-  COUNTRY: 'Country',
-  SSN_LAST_4: 'SSNLast4',
-  CITIZENSHIP: 'Citizenship',
-  ACCREDITATION_TYPE: 'AccreditationType',
-  IS_ACCREDITED: 'IsAccredited',
-  DOB: 'DOB',
-} as const;
-
-/**
- * Helper function to generate signer field name
- * @param signerIndex - The signer index (1-based)
- * @param suffix - The field suffix (e.g., 'Name', 'Email')
- * @returns The complete field name (e.g., 'Signer1Name', 'Signer2Email')
- */
-export function getSignerFieldName(
-  signerIndex: number,
-  suffix: string,
-): string {
-  return `${SIGNER_FIELD_PREFIX}${signerIndex}${suffix}`;
-}
-/**
- * Type for all form field names
- */
-export type FormFieldName =
-  | (typeof BOLDSIGN_BASE_FORM_FIELDS)[keyof typeof BOLDSIGN_BASE_FORM_FIELDS]
-  | (typeof ENTITY_FORM_FIELDS)[keyof typeof ENTITY_FORM_FIELDS]
-  | ReturnType<typeof getSignerFieldName>;

package/common/types/health.types.ts

@@ -1,29 +0,0 @@
-import { z } from 'zod';
-
-export const HealthStatusSchema = z.object({
-  status: z.enum(['up', 'down']),
-  message: z.string().optional(),
-});
-export type HealthStatus = z.infer<typeof HealthStatusSchema>;
-
-export const ServiceHealthSchema = z.record(z.string(), HealthStatusSchema);
-export type ServiceHealth = z.infer<typeof ServiceHealthSchema>;
-
-export const HealthCheckResponseSchema = z.object({
-  status: z.enum(['ok', 'error']),
-  details: z
-    .object({
-      status: z.enum(['error', 'ok', 'shutting_down']),
-      info: z.record(z.string(), HealthStatusSchema).optional(),
-      error: z.record(z.string(), HealthStatusSchema).optional(),
-      details: z.record(z.string(), z.any()).optional(),
-    })
-    .optional(),
-});
-export type HealthCheckResponse = z.infer<typeof HealthCheckResponseSchema>;
-
-export const HealthErrorSchema = z.object({
-  status: z.literal('error'),
-  message: z.string().optional(),
-});
-export type HealthError = z.infer<typeof HealthErrorSchema>;

package/common/types/i-will-do-it-later.types.ts

@@ -1,68 +0,0 @@
-import { z } from 'zod';
-import { PortalType, TargetTableEnum } from './common.types';
-import { TaskPriority, TaskType } from './task.types';
-
-export enum IWillDoItLaterType {
-  KYC = 'KYC',
-  // Future types can be added here:
-  // AIC = 'AIC',
-  // AML = 'AML',
-}
-
-export const IWillDoItLaterBodySchema = z.object({
-  type: z.nativeEnum(IWillDoItLaterType).default(IWillDoItLaterType.KYC),
-});
-
-export type IWillDoItLaterBodyType = z.infer<typeof IWillDoItLaterBodySchema>;
-
-export const IWillDoItLaterResponseSchema = z.object({
-  message: z.string(),
-});
-
-export type IWillDoItLaterResponseType = z.infer<
-  typeof IWillDoItLaterResponseSchema
->;
-
-/**
- * @description Context required for processing "I'll do it later" actions.
- */
-export interface IWillDoItLaterContext {
-  /** The ID of the target entity */
-  targetId: string;
-  /** The table name of the target entity */
-  targetTable: (typeof TargetTableEnum)[number];
-  /** The account ID associated with the action */
-  accountId: string;
-  /** The user ID who will be assigned the task */
-  assigneeId: string;
-}
-
-/**
- * @description Configuration for each "I'll do it later" action type.
- * Maps action types to their corresponding task configuration.
- */
-export interface IWillDoItLaterTaskConfig {
-  taskType: TaskType;
-  portalType: PortalType;
-  title: string;
-  description: string;
-  priority: TaskPriority;
-}
-
-/**
- * @description Mapping of "I'll do it later" types to their task configurations.
- * This allows for easy extension of new action types without modifying the service logic.
- */
-export const IWillDoItLaterTaskConfigMap: Record<
-  IWillDoItLaterType,
-  IWillDoItLaterTaskConfig
-> = {
-  [IWillDoItLaterType.KYC]: {
-    taskType: TaskType.COMPLETE_KYC,
-    portalType: PortalType.INVESTOR,
-    title: 'Complete KYC',
-    description:
-      'We are unable to verify your KYC information. Please complete your KYC.',
-    priority: TaskPriority.HIGH,
-  },
-};