@dalmore/api-contracts 0.0.0-dev.b823e2b → 0.0.0-dev.bcc2eb2

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Files changed (116) 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 +22 -66
  8. package/common/types/account-setting.types.js +2 -31
  9. package/common/types/account-setting.types.js.map +1 -1
  10. package/common/types/account.types.d.ts +32 -23
  11. package/common/types/account.types.js +4 -3
  12. package/common/types/account.types.js.map +1 -1
  13. package/common/types/activity.types.d.ts +8 -1
  14. package/common/types/activity.types.js +7 -0
  15. package/common/types/activity.types.js.map +1 -1
  16. package/common/types/attribution.types.d.ts +147 -0
  17. package/common/types/attribution.types.js +103 -0
  18. package/common/types/attribution.types.js.map +1 -0
  19. package/common/types/auth.types.d.ts +36 -0
  20. package/common/types/auth.types.js +3 -2
  21. package/common/types/auth.types.js.map +1 -1
  22. package/common/types/cap-table.types.d.ts +162 -53
  23. package/common/types/cap-table.types.js +14 -0
  24. package/common/types/cap-table.types.js.map +1 -1
  25. package/common/types/common.types.d.ts +344 -7
  26. package/common/types/common.types.js +66 -4
  27. package/common/types/common.types.js.map +1 -1
  28. package/common/types/comply-advantage-api.types.d.ts +12 -12
  29. package/common/types/csv.types.d.ts +3612 -0
  30. package/common/types/csv.types.js +290 -0
  31. package/common/types/csv.types.js.map +1 -0
  32. package/common/types/disbursement-transaction.types.d.ts +1 -1
  33. package/common/types/disbursement-transaction.types.js +1 -1
  34. package/common/types/disbursement-transaction.types.js.map +1 -1
  35. package/common/types/disbursements.types.d.ts +939 -7
  36. package/common/types/disbursements.types.js +92 -2
  37. package/common/types/disbursements.types.js.map +1 -1
  38. package/common/types/exchange-provider.types.d.ts +12 -12
  39. package/common/types/file.types.d.ts +23 -0
  40. package/common/types/file.types.js +12 -0
  41. package/common/types/file.types.js.map +1 -1
  42. package/common/types/index.d.ts +4 -2
  43. package/common/types/index.js +4 -2
  44. package/common/types/index.js.map +1 -1
  45. package/common/types/individuals.types.d.ts +395 -5
  46. package/common/types/individuals.types.js +11 -14
  47. package/common/types/individuals.types.js.map +1 -1
  48. package/common/types/investor-account.types.d.ts +1 -1
  49. package/common/types/investor-account.types.js +3 -2
  50. package/common/types/investor-account.types.js.map +1 -1
  51. package/common/types/investors-offering.types.d.ts +8 -0
  52. package/common/types/investors-offering.types.js +1 -0
  53. package/common/types/investors-offering.types.js.map +1 -1
  54. package/common/types/invite.types.d.ts +5 -2
  55. package/common/types/invite.types.js +2 -1
  56. package/common/types/invite.types.js.map +1 -1
  57. package/common/types/issuer-offering.types.d.ts +346 -12
  58. package/common/types/issuer-offering.types.js +209 -42
  59. package/common/types/issuer-offering.types.js.map +1 -1
  60. package/common/types/legal-entity.types.d.ts +39 -1
  61. package/common/types/legal-entity.types.js +8 -5
  62. package/common/types/legal-entity.types.js.map +1 -1
  63. package/common/types/mail-template.types.d.ts +4 -4
  64. package/common/types/notification.types.d.ts +1 -0
  65. package/common/types/notification.types.js +3 -0
  66. package/common/types/notification.types.js.map +1 -1
  67. package/common/types/offering-submission.types.js +1 -1
  68. package/common/types/offering.types.d.ts +269 -25
  69. package/common/types/offering.types.js +251 -23
  70. package/common/types/offering.types.js.map +1 -1
  71. package/common/types/payment-methods.types.d.ts +365 -0
  72. package/common/types/payment-methods.types.js +121 -0
  73. package/common/types/payment-methods.types.js.map +1 -1
  74. package/common/types/portfolio.types.d.ts +6 -6
  75. package/common/types/review.types.js +1 -1
  76. package/common/types/review.types.js.map +1 -1
  77. package/common/types/secondary-order.types.d.ts +10 -10
  78. package/common/types/secondary-trade.types.d.ts +10 -10
  79. package/common/types/site.types.d.ts +12 -12
  80. package/common/types/state-machine.types.d.ts +3 -3
  81. package/common/types/state-machine.types.js +1 -1
  82. package/common/types/state-machine.types.js.map +1 -1
  83. package/common/types/task.types.d.ts +8 -0
  84. package/common/types/task.types.js +3 -0
  85. package/common/types/task.types.js.map +1 -1
  86. package/common/types/trade-line-item.types.d.ts +24 -0
  87. package/common/types/trade-line-item.types.js +3 -0
  88. package/common/types/trade-line-item.types.js.map +1 -1
  89. package/common/types/trade.types.d.ts +20 -14
  90. package/common/types/trade.types.js +18 -7
  91. package/common/types/trade.types.js.map +1 -1
  92. package/common/types/transaction.types.d.ts +24 -2
  93. package/common/types/transaction.types.js +26 -1
  94. package/common/types/transaction.types.js.map +1 -1
  95. package/common/types/user.types.d.ts +79 -82
  96. package/common/types/user.types.js +7 -23
  97. package/common/types/user.types.js.map +1 -1
  98. package/common/types/zapier.types.d.ts +126 -0
  99. package/common/types/zapier.types.js +247 -0
  100. package/common/types/zapier.types.js.map +1 -0
  101. package/contracts/clients/csv/index.d.ts +1988 -0
  102. package/contracts/clients/csv/index.js +96 -0
  103. package/contracts/clients/csv/index.js.map +1 -0
  104. package/contracts/clients/index.d.ts +4019 -1061
  105. package/contracts/clients/index.js +8 -2
  106. package/contracts/clients/index.js.map +1 -1
  107. package/contracts/clients/individuals/index.d.ts +381 -5
  108. package/contracts/clients/legal-entities/index.d.ts +1 -1
  109. package/contracts/clients/offerings/index.d.ts +90 -5
  110. package/contracts/clients/review/index.d.ts +85 -0
  111. package/contracts/clients/review/index.js +27 -0
  112. package/contracts/clients/review/index.js.map +1 -0
  113. package/contracts/clients/webhooks/index.d.ts +506 -0
  114. package/contracts/clients/webhooks/index.js +118 -0
  115. package/contracts/clients/webhooks/index.js.map +1 -0
  116. package/package.json +1 -1
@@ -59,12 +59,22 @@ export declare enum BaseStatus {
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  INACTIVE = "INACTIVE",
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  PARTIALLY_REFUNDED = "PARTIALLY_REFUNDED",
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  VOIDED = "VOIDED",
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- JOIN = "JOIN",
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+ REFUND_INITIATED = "REFUND_INITIATED",
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+ REFUND_COMPLETED = "REFUND_COMPLETED",
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+ REFUND_FAILED = "REFUND_FAILED",
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+ VOID_INITIATED = "VOID_INITIATED",
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+ VOID_COMPLETED = "VOID_COMPLETED",
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+ VOID_FAILED = "VOID_FAILED",
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  RESTORE = "RESTORE",
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+ JOIN = "JOIN",
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  ACTIVE = "ACTIVE",
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  LOCKED = "LOCKED",
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  ENABLED = "ENABLED",
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- DISABLED = "DISABLED"
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+ DISABLED = "DISABLED",
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+ PROCESSING_VOID = "PROCESSING_VOID",
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+ PROCESSING_REFUND = "PROCESSING_REFUND",
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+ PAUSED = "PAUSED",
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+ CLOSED = "CLOSED"
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  }
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  export declare const UserWithoutPasswordAccountZod: z.ZodObject<{
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  id: z.ZodString;
@@ -118,9 +128,13 @@ export declare enum ManagedByType {
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  DALMORE = "DALMORE",
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  ISSUER = "ISSUER"
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  }
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+ /**
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+ * Unified platform enum used across accounts and trades
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+ * Values: DALMORE, IMPORT
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+ */
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  export declare enum Platform {
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  DALMORE = "DALMORE",
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- INTEGRATION = "INTEGRATION"
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+ IMPORT = "IMPORT"
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  }
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  export declare enum HttpMethod {
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  GET = "GET",
@@ -151,6 +165,59 @@ export declare enum PaymentMethodType {
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  CHECK = "CHECK",
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  RETIREMENT = "RETIREMENT"
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  }
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+ export declare const accountSettingIdSchema: z.ZodEffects<z.ZodString, string, string>;
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+ export type accountSettingIdSchema = z.infer<typeof accountSettingIdSchema>;
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+ export declare const IAccountSettingZod: z.ZodObject<{
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+ __entity: z.ZodOptional<z.ZodString>;
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+ createdAt: z.ZodUnion<[z.ZodString, z.ZodDate]>;
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+ updatedAt: z.ZodUnion<[z.ZodString, z.ZodDate]>;
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+ deletedAt: z.ZodNullable<z.ZodUnion<[z.ZodString, z.ZodDate]>>;
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+ } & {
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+ id: z.ZodEffects<z.ZodString, string, string>;
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+ accountId: z.ZodString;
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+ offeringSetup: z.ZodBoolean;
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+ investorPortalSetup: z.ZodBoolean;
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+ paymentMethodSetup: z.ZodBoolean;
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+ accountContactsSetup: z.ZodBoolean;
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+ productPrimaries: z.ZodBoolean;
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+ productSecondaries: z.ZodBoolean;
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+ featureDisbursements: z.ZodBoolean;
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+ apiPortal: z.ZodBoolean;
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+ investorSiteEnabled: z.ZodBoolean;
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+ }, "strip", z.ZodTypeAny, {
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+ id: string;
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+ createdAt: string | Date;
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+ updatedAt: string | Date;
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+ deletedAt: string | Date | null;
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+ accountId: string;
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+ offeringSetup: boolean;
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+ investorPortalSetup: boolean;
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+ paymentMethodSetup: boolean;
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+ accountContactsSetup: boolean;
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+ productPrimaries: boolean;
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+ productSecondaries: boolean;
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+ featureDisbursements: boolean;
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+ apiPortal: boolean;
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+ investorSiteEnabled: boolean;
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+ __entity?: string | undefined;
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+ }, {
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+ id: string;
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+ createdAt: string | Date;
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+ updatedAt: string | Date;
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+ deletedAt: string | Date | null;
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+ accountId: string;
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+ offeringSetup: boolean;
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+ investorPortalSetup: boolean;
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+ paymentMethodSetup: boolean;
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+ accountContactsSetup: boolean;
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+ productPrimaries: boolean;
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+ productSecondaries: boolean;
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+ featureDisbursements: boolean;
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+ apiPortal: boolean;
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+ investorSiteEnabled: boolean;
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+ __entity?: string | undefined;
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+ }>;
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+ export type IAccountSettingZod = z.infer<typeof IAccountSettingZod>;
154
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  export declare const AccountZod: z.ZodObject<{
155
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  id: z.ZodString;
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  __entity: z.ZodOptional<z.ZodString>;
@@ -302,6 +369,56 @@ export declare const BaseAuthReq: z.ZodObject<{
302
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  role: z.ZodNativeEnum<typeof UserRole>;
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  type: z.ZodNativeEnum<typeof PortalType>;
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  roleId: z.ZodString;
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+ accountSettings: z.ZodOptional<z.ZodLazy<z.ZodObject<{
373
+ __entity: z.ZodOptional<z.ZodString>;
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+ createdAt: z.ZodUnion<[z.ZodString, z.ZodDate]>;
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+ updatedAt: z.ZodUnion<[z.ZodString, z.ZodDate]>;
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+ deletedAt: z.ZodNullable<z.ZodUnion<[z.ZodString, z.ZodDate]>>;
377
+ } & {
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+ id: z.ZodEffects<z.ZodString, string, string>;
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+ accountId: z.ZodString;
380
+ offeringSetup: z.ZodBoolean;
381
+ investorPortalSetup: z.ZodBoolean;
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+ paymentMethodSetup: z.ZodBoolean;
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+ accountContactsSetup: z.ZodBoolean;
384
+ productPrimaries: z.ZodBoolean;
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+ productSecondaries: z.ZodBoolean;
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+ featureDisbursements: z.ZodBoolean;
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+ apiPortal: z.ZodBoolean;
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+ investorSiteEnabled: z.ZodBoolean;
389
+ }, "strip", z.ZodTypeAny, {
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+ id: string;
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+ createdAt: string | Date;
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+ updatedAt: string | Date;
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+ deletedAt: string | Date | null;
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+ accountId: string;
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+ offeringSetup: boolean;
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+ investorPortalSetup: boolean;
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+ paymentMethodSetup: boolean;
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+ accountContactsSetup: boolean;
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+ productPrimaries: boolean;
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+ productSecondaries: boolean;
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+ featureDisbursements: boolean;
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+ apiPortal: boolean;
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+ investorSiteEnabled: boolean;
404
+ __entity?: string | undefined;
405
+ }, {
406
+ id: string;
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+ createdAt: string | Date;
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+ updatedAt: string | Date;
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+ deletedAt: string | Date | null;
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+ accountId: string;
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+ offeringSetup: boolean;
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+ investorPortalSetup: boolean;
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+ paymentMethodSetup: boolean;
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+ accountContactsSetup: boolean;
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+ productPrimaries: boolean;
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+ productSecondaries: boolean;
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+ featureDisbursements: boolean;
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+ apiPortal: boolean;
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+ investorSiteEnabled: boolean;
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+ __entity?: string | undefined;
421
+ }>>>;
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  }, "strip", z.ZodTypeAny, {
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  type: PortalType;
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  id: string;
@@ -310,6 +427,23 @@ export declare const BaseAuthReq: z.ZodObject<{
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  isInactiveAccount: boolean;
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  role: UserRole;
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  roleId: string;
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+ accountSettings?: {
431
+ id: string;
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+ createdAt: string | Date;
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+ updatedAt: string | Date;
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+ deletedAt: string | Date | null;
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+ accountId: string;
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+ offeringSetup: boolean;
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+ investorPortalSetup: boolean;
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+ paymentMethodSetup: boolean;
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+ accountContactsSetup: boolean;
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+ productPrimaries: boolean;
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+ productSecondaries: boolean;
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+ featureDisbursements: boolean;
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+ apiPortal: boolean;
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+ investorSiteEnabled: boolean;
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+ __entity?: string | undefined;
446
+ } | undefined;
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  }, {
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  type: PortalType;
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  id: string;
@@ -318,6 +452,23 @@ export declare const BaseAuthReq: z.ZodObject<{
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  isInactiveAccount: boolean;
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  role: UserRole;
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  roleId: string;
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+ accountSettings?: {
456
+ id: string;
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+ createdAt: string | Date;
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+ updatedAt: string | Date;
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+ deletedAt: string | Date | null;
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+ accountId: string;
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+ offeringSetup: boolean;
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+ investorPortalSetup: boolean;
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+ paymentMethodSetup: boolean;
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+ accountContactsSetup: boolean;
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+ productPrimaries: boolean;
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+ productSecondaries: boolean;
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+ featureDisbursements: boolean;
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+ apiPortal: boolean;
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+ investorSiteEnabled: boolean;
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+ __entity?: string | undefined;
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+ } | undefined;
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  }>;
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  export declare const AuthUserReq: z.ZodObject<{
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  id: z.ZodString;
@@ -327,6 +478,56 @@ export declare const AuthUserReq: z.ZodObject<{
327
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  role: z.ZodNativeEnum<typeof UserRole>;
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  type: z.ZodNativeEnum<typeof PortalType>;
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  roleId: z.ZodString;
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+ accountSettings: z.ZodOptional<z.ZodLazy<z.ZodObject<{
482
+ __entity: z.ZodOptional<z.ZodString>;
483
+ createdAt: z.ZodUnion<[z.ZodString, z.ZodDate]>;
484
+ updatedAt: z.ZodUnion<[z.ZodString, z.ZodDate]>;
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+ deletedAt: z.ZodNullable<z.ZodUnion<[z.ZodString, z.ZodDate]>>;
486
+ } & {
487
+ id: z.ZodEffects<z.ZodString, string, string>;
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+ accountId: z.ZodString;
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+ offeringSetup: z.ZodBoolean;
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+ investorPortalSetup: z.ZodBoolean;
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+ paymentMethodSetup: z.ZodBoolean;
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+ accountContactsSetup: z.ZodBoolean;
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+ productPrimaries: z.ZodBoolean;
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+ productSecondaries: z.ZodBoolean;
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+ featureDisbursements: z.ZodBoolean;
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+ apiPortal: z.ZodBoolean;
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+ investorSiteEnabled: z.ZodBoolean;
498
+ }, "strip", z.ZodTypeAny, {
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+ id: string;
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+ createdAt: string | Date;
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+ updatedAt: string | Date;
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+ deletedAt: string | Date | null;
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+ accountId: string;
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+ offeringSetup: boolean;
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+ investorPortalSetup: boolean;
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+ paymentMethodSetup: boolean;
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+ accountContactsSetup: boolean;
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+ productPrimaries: boolean;
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+ productSecondaries: boolean;
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+ featureDisbursements: boolean;
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+ apiPortal: boolean;
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+ investorSiteEnabled: boolean;
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+ __entity?: string | undefined;
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+ }, {
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+ id: string;
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+ createdAt: string | Date;
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+ updatedAt: string | Date;
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+ deletedAt: string | Date | null;
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+ accountId: string;
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+ offeringSetup: boolean;
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+ investorPortalSetup: boolean;
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+ paymentMethodSetup: boolean;
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+ accountContactsSetup: boolean;
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+ productPrimaries: boolean;
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+ productSecondaries: boolean;
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+ featureDisbursements: boolean;
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+ apiPortal: boolean;
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+ investorSiteEnabled: boolean;
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+ __entity?: string | undefined;
530
+ }>>>;
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531
  } & {
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  userLoginId: z.ZodString;
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  firstName: z.ZodString;
@@ -360,6 +561,23 @@ export declare const AuthUserReq: z.ZodObject<{
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  locked: boolean;
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  accountStatus: AccountStatus;
362
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  managedBy?: ManagedByType | undefined;
564
+ accountSettings?: {
565
+ id: string;
566
+ createdAt: string | Date;
567
+ updatedAt: string | Date;
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+ deletedAt: string | Date | null;
569
+ accountId: string;
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+ offeringSetup: boolean;
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+ investorPortalSetup: boolean;
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+ paymentMethodSetup: boolean;
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+ accountContactsSetup: boolean;
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+ productPrimaries: boolean;
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+ productSecondaries: boolean;
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+ featureDisbursements: boolean;
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+ apiPortal: boolean;
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+ investorSiteEnabled: boolean;
579
+ __entity?: string | undefined;
580
+ } | undefined;
363
581
  requiresTwoFactorSetup?: boolean | undefined;
364
582
  twoFactorEnabled?: boolean | undefined;
365
583
  twoFactorMethod?: TwoFactorMethod | undefined;
@@ -382,6 +600,23 @@ export declare const AuthUserReq: z.ZodObject<{
382
600
  locked: boolean;
383
601
  accountStatus: AccountStatus;
384
602
  managedBy?: ManagedByType | undefined;
603
+ accountSettings?: {
604
+ id: string;
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+ createdAt: string | Date;
606
+ updatedAt: string | Date;
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+ deletedAt: string | Date | null;
608
+ accountId: string;
609
+ offeringSetup: boolean;
610
+ investorPortalSetup: boolean;
611
+ paymentMethodSetup: boolean;
612
+ accountContactsSetup: boolean;
613
+ productPrimaries: boolean;
614
+ productSecondaries: boolean;
615
+ featureDisbursements: boolean;
616
+ apiPortal: boolean;
617
+ investorSiteEnabled: boolean;
618
+ __entity?: string | undefined;
619
+ } | undefined;
385
620
  requiresTwoFactorSetup?: boolean | undefined;
386
621
  twoFactorEnabled?: boolean | undefined;
387
622
  twoFactorMethod?: TwoFactorMethod | undefined;
@@ -395,6 +630,56 @@ export declare const AuthApiKeyReq: z.ZodObject<{
395
630
  role: z.ZodNativeEnum<typeof UserRole>;
396
631
  type: z.ZodNativeEnum<typeof PortalType>;
397
632
  roleId: z.ZodString;
633
+ accountSettings: z.ZodOptional<z.ZodLazy<z.ZodObject<{
634
+ __entity: z.ZodOptional<z.ZodString>;
635
+ createdAt: z.ZodUnion<[z.ZodString, z.ZodDate]>;
636
+ updatedAt: z.ZodUnion<[z.ZodString, z.ZodDate]>;
637
+ deletedAt: z.ZodNullable<z.ZodUnion<[z.ZodString, z.ZodDate]>>;
638
+ } & {
639
+ id: z.ZodEffects<z.ZodString, string, string>;
640
+ accountId: z.ZodString;
641
+ offeringSetup: z.ZodBoolean;
642
+ investorPortalSetup: z.ZodBoolean;
643
+ paymentMethodSetup: z.ZodBoolean;
644
+ accountContactsSetup: z.ZodBoolean;
645
+ productPrimaries: z.ZodBoolean;
646
+ productSecondaries: z.ZodBoolean;
647
+ featureDisbursements: z.ZodBoolean;
648
+ apiPortal: z.ZodBoolean;
649
+ investorSiteEnabled: z.ZodBoolean;
650
+ }, "strip", z.ZodTypeAny, {
651
+ id: string;
652
+ createdAt: string | Date;
653
+ updatedAt: string | Date;
654
+ deletedAt: string | Date | null;
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+ accountId: string;
656
+ offeringSetup: boolean;
657
+ investorPortalSetup: boolean;
658
+ paymentMethodSetup: boolean;
659
+ accountContactsSetup: boolean;
660
+ productPrimaries: boolean;
661
+ productSecondaries: boolean;
662
+ featureDisbursements: boolean;
663
+ apiPortal: boolean;
664
+ investorSiteEnabled: boolean;
665
+ __entity?: string | undefined;
666
+ }, {
667
+ id: string;
668
+ createdAt: string | Date;
669
+ updatedAt: string | Date;
670
+ deletedAt: string | Date | null;
671
+ accountId: string;
672
+ offeringSetup: boolean;
673
+ investorPortalSetup: boolean;
674
+ paymentMethodSetup: boolean;
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+ accountContactsSetup: boolean;
676
+ productPrimaries: boolean;
677
+ productSecondaries: boolean;
678
+ featureDisbursements: boolean;
679
+ apiPortal: boolean;
680
+ investorSiteEnabled: boolean;
681
+ __entity?: string | undefined;
682
+ }>>>;
398
683
  } & {
399
684
  name: z.ZodString;
400
685
  description: z.ZodNullable<z.ZodString>;
@@ -410,6 +695,23 @@ export declare const AuthApiKeyReq: z.ZodObject<{
410
695
  roleId: string;
411
696
  description: string | null;
412
697
  lastUsedAt: Date | null;
698
+ accountSettings?: {
699
+ id: string;
700
+ createdAt: string | Date;
701
+ updatedAt: string | Date;
702
+ deletedAt: string | Date | null;
703
+ accountId: string;
704
+ offeringSetup: boolean;
705
+ investorPortalSetup: boolean;
706
+ paymentMethodSetup: boolean;
707
+ accountContactsSetup: boolean;
708
+ productPrimaries: boolean;
709
+ productSecondaries: boolean;
710
+ featureDisbursements: boolean;
711
+ apiPortal: boolean;
712
+ investorSiteEnabled: boolean;
713
+ __entity?: string | undefined;
714
+ } | undefined;
413
715
  }, {
414
716
  type: PortalType;
415
717
  id: string;
@@ -421,6 +723,23 @@ export declare const AuthApiKeyReq: z.ZodObject<{
421
723
  roleId: string;
422
724
  description: string | null;
423
725
  lastUsedAt: Date | null;
726
+ accountSettings?: {
727
+ id: string;
728
+ createdAt: string | Date;
729
+ updatedAt: string | Date;
730
+ deletedAt: string | Date | null;
731
+ accountId: string;
732
+ offeringSetup: boolean;
733
+ investorPortalSetup: boolean;
734
+ paymentMethodSetup: boolean;
735
+ accountContactsSetup: boolean;
736
+ productPrimaries: boolean;
737
+ productSecondaries: boolean;
738
+ featureDisbursements: boolean;
739
+ apiPortal: boolean;
740
+ investorSiteEnabled: boolean;
741
+ __entity?: string | undefined;
742
+ } | undefined;
424
743
  }>;
425
744
  export type BaseAuthReq = z.infer<typeof BaseAuthReq>;
426
745
  export type AuthUserReq = z.infer<typeof AuthUserReq>;
@@ -829,7 +1148,8 @@ export declare enum OtherFileLabels {
829
1148
  OTHER = "OTHER",
830
1149
  COMPLIANCE_REQUEST = "COMPLIANCE_REQUEST",
831
1150
  SUB_DOC = "SUB_DOC",
832
- CONTENT_FILE = "CONTENT_FILE"
1151
+ CONTENT_FILE = "CONTENT_FILE",
1152
+ CSV_EXPORT_FILE = "CSV_EXPORT_FILE"
833
1153
  }
834
1154
  export declare const FileLabels: {
835
1155
  readonly TRADE_DOCUMENT: TradeFileLables.TRADE_DOCUMENT;
@@ -850,6 +1170,7 @@ export declare const FileLabels: {
850
1170
  readonly COMPLIANCE_REQUEST: OtherFileLabels.COMPLIANCE_REQUEST;
851
1171
  readonly SUB_DOC: OtherFileLabels.SUB_DOC;
852
1172
  readonly CONTENT_FILE: OtherFileLabels.CONTENT_FILE;
1173
+ readonly CSV_EXPORT_FILE: OtherFileLabels.CSV_EXPORT_FILE;
853
1174
  readonly BAD_ACTOR_REPORT_FILE: CoveredPersonFileLabels.BAD_ACTOR_REPORT_FILE;
854
1175
  readonly PROOF_OF_INCOME: AccreditationFileLabels.PROOF_OF_INCOME;
855
1176
  readonly PROOF_OF_NET_WORTH: AccreditationFileLabels.PROOF_OF_NET_WORTH;
@@ -983,7 +1304,8 @@ export declare enum EventField {
983
1304
  ONBOARDING_STATUS = "onboardingStatus",
984
1305
  TRANSACTION_STATUS = "transactionStatus",
985
1306
  ACTIVE = "active",
986
- LOCKED = "locked"
1307
+ LOCKED = "locked",
1308
+ SOLD_OUT = "soldOut"
987
1309
  }
988
1310
  export declare enum EventName {
989
1311
  STATUS_CHANGED = "status.changed",
@@ -992,7 +1314,8 @@ export declare enum EventName {
992
1314
  PENDING_OVERDUE_TRADES_ALERT = "pending_overdue.trades.alert",
993
1315
  IN_REVIEW_TRADES_ALERT = "trade.inreview.alert",
994
1316
  INDIVIDUAL_AML_STATUS_CHANGED = "individual.aml_status.changed",
995
- ISSUER_CREATED = "issuer.created"
1317
+ ISSUER_CREATED = "issuer.created",
1318
+ TRADE_SETTLED = "trade.settled"
996
1319
  }
997
1320
  export declare enum TransactionStatus {
998
1321
  PENDING = "PENDING",
@@ -1006,7 +1329,9 @@ export declare enum TransactionStatus {
1006
1329
  AUTHORIZING = "AUTHORIZING",
1007
1330
  FUNDING = "FUNDING",
1008
1331
  PARTIALLY_REFUNDED = "PARTIALLY_REFUNDED",
1009
- VOIDED = "VOIDED"
1332
+ VOIDED = "VOIDED",
1333
+ PROCESSING_VOID = "PROCESSING_VOID",
1334
+ PROCESSING_REFUND = "PROCESSING_REFUND"
1010
1335
  }
1011
1336
  export declare enum TransactionType {
1012
1337
  CHARGE = "CHARGE",
@@ -1521,4 +1846,16 @@ export type StringToBooleanSchema = z.infer<typeof StringToBooleanSchema>;
1521
1846
  * EmailSchema.optional().parse(undefined); // returns undefined
1522
1847
  */
1523
1848
  export declare const EmailSchema: z.ZodEffects<z.ZodString, string, string>;
1849
+ export declare enum WarrantSharesCalculationMethod {
1850
+ NONE = "NONE",
1851
+ PRORATA = "PRORATA",
1852
+ INCREMENT = "INCREMENT"
1853
+ }
1854
+ export declare enum OfferingStatus {
1855
+ ONBOARDING = "ONBOARDING",
1856
+ IN_REVIEW = "IN_REVIEW",
1857
+ ACTIVE = "ACTIVE",
1858
+ PAUSED = "PAUSED",
1859
+ CLOSED = "CLOSED"
1860
+ }
1524
1861
  export {};
@@ -65,12 +65,22 @@ export var BaseStatus;
65
65
  BaseStatus["INACTIVE"] = "INACTIVE";
66
66
  BaseStatus["PARTIALLY_REFUNDED"] = "PARTIALLY_REFUNDED";
67
67
  BaseStatus["VOIDED"] = "VOIDED";
68
- BaseStatus["JOIN"] = "JOIN";
68
+ BaseStatus["REFUND_INITIATED"] = "REFUND_INITIATED";
69
+ BaseStatus["REFUND_COMPLETED"] = "REFUND_COMPLETED";
70
+ BaseStatus["REFUND_FAILED"] = "REFUND_FAILED";
71
+ BaseStatus["VOID_INITIATED"] = "VOID_INITIATED";
72
+ BaseStatus["VOID_COMPLETED"] = "VOID_COMPLETED";
73
+ BaseStatus["VOID_FAILED"] = "VOID_FAILED";
69
74
  BaseStatus["RESTORE"] = "RESTORE";
75
+ BaseStatus["JOIN"] = "JOIN";
70
76
  BaseStatus["ACTIVE"] = "ACTIVE";
71
77
  BaseStatus["LOCKED"] = "LOCKED";
72
78
  BaseStatus["ENABLED"] = "ENABLED";
73
79
  BaseStatus["DISABLED"] = "DISABLED";
80
+ BaseStatus["PROCESSING_VOID"] = "PROCESSING_VOID";
81
+ BaseStatus["PROCESSING_REFUND"] = "PROCESSING_REFUND";
82
+ BaseStatus["PAUSED"] = "PAUSED";
83
+ BaseStatus["CLOSED"] = "CLOSED";
74
84
  })(BaseStatus || (BaseStatus = {}));
75
85
  export const UserWithoutPasswordAccountZod = IBaseEntity.extend({
76
86
  firstName: z.string().openapi({ example: 'Daniel' }),
@@ -94,10 +104,14 @@ export var ManagedByType;
94
104
  ManagedByType["DALMORE"] = "DALMORE";
95
105
  ManagedByType["ISSUER"] = "ISSUER";
96
106
  })(ManagedByType || (ManagedByType = {}));
107
+ /**
108
+ * Unified platform enum used across accounts and trades
109
+ * Values: DALMORE, IMPORT
110
+ */
97
111
  export var Platform;
98
112
  (function (Platform) {
99
113
  Platform["DALMORE"] = "DALMORE";
100
- Platform["INTEGRATION"] = "INTEGRATION";
114
+ Platform["IMPORT"] = "IMPORT";
101
115
  })(Platform || (Platform = {}));
102
116
  export var HttpMethod;
103
117
  (function (HttpMethod) {
@@ -153,6 +167,34 @@ export var PaymentMethodType;
153
167
  PaymentMethodType["CHECK"] = "CHECK";
154
168
  PaymentMethodType["RETIREMENT"] = "RETIREMENT";
155
169
  })(PaymentMethodType || (PaymentMethodType = {}));
170
+ export const accountSettingIdSchema = z.string().refine((value) => {
171
+ try {
172
+ const tid = TypeID.fromString(value);
173
+ return tid.getType() === 'account_setting';
174
+ }
175
+ catch {
176
+ return false;
177
+ }
178
+ }, {
179
+ message: 'Invalid account setting ID format. Must be a valid TypeID with "account_setting" prefix.',
180
+ });
181
+ export const IAccountSettingZod = IBaseEntity.extend({
182
+ id: accountSettingIdSchema.openapi({
183
+ example: 'account_setting_01j5y5ghx8fvc83dmx3pznq7hv',
184
+ }),
185
+ accountId: z.string().openapi({
186
+ example: 'account_01j5y5ghx8fvc83dmx3pznq7hv',
187
+ }),
188
+ offeringSetup: z.boolean().openapi({ example: false }),
189
+ investorPortalSetup: z.boolean().openapi({ example: false }),
190
+ paymentMethodSetup: z.boolean().openapi({ example: false }),
191
+ accountContactsSetup: z.boolean().openapi({ example: false }),
192
+ productPrimaries: z.boolean().openapi({ example: true }),
193
+ productSecondaries: z.boolean().openapi({ example: false }),
194
+ featureDisbursements: z.boolean().openapi({ example: true }),
195
+ apiPortal: z.boolean().openapi({ example: false }),
196
+ investorSiteEnabled: z.boolean().openapi({ example: true }),
197
+ });
156
198
  export const AccountZod = IBaseEntity.extend({
157
199
  name: z.string().openapi({ example: 'Dalmore' }),
158
200
  status: z.nativeEnum(AccountStatus).openapi({ example: AccountStatus.LIVE }),
@@ -160,7 +202,7 @@ export const AccountZod = IBaseEntity.extend({
160
202
  .nativeEnum(ManagedByType)
161
203
  .nullable()
162
204
  .openapi({ example: ManagedByType.DALMORE }),
163
- platform: z.nativeEnum(Platform).openapi({ example: Platform.INTEGRATION }),
205
+ platform: z.nativeEnum(Platform).openapi({ example: Platform.IMPORT }),
164
206
  onboardingReviewerId: z
165
207
  .string()
166
208
  .nullable()
@@ -175,7 +217,7 @@ export const AccountWithoutUsersZod = IBaseEntity.extend({
175
217
  .nativeEnum(ManagedByType)
176
218
  .nullable()
177
219
  .openapi({ example: ManagedByType.DALMORE }),
178
- platform: z.nativeEnum(Platform).openapi({ example: Platform.INTEGRATION }),
220
+ platform: z.nativeEnum(Platform).openapi({ example: Platform.IMPORT }),
179
221
  onboardingReviewerId: z
180
222
  .string()
181
223
  .nullable()
@@ -287,6 +329,7 @@ export const BaseAuthReq = z.object({
287
329
  role: z.nativeEnum(UserRole),
288
330
  type: z.nativeEnum(PortalType),
289
331
  roleId: z.string(),
332
+ accountSettings: z.lazy(() => IAccountSettingZod).optional(),
290
333
  });
291
334
  // Regular user type extending base
292
335
  export const AuthUserReq = BaseAuthReq.extend({
@@ -636,6 +679,7 @@ export var OtherFileLabels;
636
679
  OtherFileLabels["COMPLIANCE_REQUEST"] = "COMPLIANCE_REQUEST";
637
680
  OtherFileLabels["SUB_DOC"] = "SUB_DOC";
638
681
  OtherFileLabels["CONTENT_FILE"] = "CONTENT_FILE";
682
+ OtherFileLabels["CSV_EXPORT_FILE"] = "CSV_EXPORT_FILE";
639
683
  })(OtherFileLabels || (OtherFileLabels = {}));
640
684
  export const FileLabels = {
641
685
  ...AccreditationFileLabels,
@@ -788,6 +832,7 @@ export var EventField;
788
832
  EventField["TRANSACTION_STATUS"] = "transactionStatus";
789
833
  EventField["ACTIVE"] = "active";
790
834
  EventField["LOCKED"] = "locked";
835
+ EventField["SOLD_OUT"] = "soldOut";
791
836
  })(EventField || (EventField = {}));
792
837
  export var EventName;
793
838
  (function (EventName) {
@@ -798,6 +843,7 @@ export var EventName;
798
843
  EventName["IN_REVIEW_TRADES_ALERT"] = "trade.inreview.alert";
799
844
  EventName["INDIVIDUAL_AML_STATUS_CHANGED"] = "individual.aml_status.changed";
800
845
  EventName["ISSUER_CREATED"] = "issuer.created";
846
+ EventName["TRADE_SETTLED"] = "trade.settled";
801
847
  })(EventName || (EventName = {}));
802
848
  // pending charged settled refunded cancelled
803
849
  export var TransactionStatus;
@@ -814,6 +860,8 @@ export var TransactionStatus;
814
860
  TransactionStatus["FUNDING"] = "FUNDING";
815
861
  TransactionStatus["PARTIALLY_REFUNDED"] = "PARTIALLY_REFUNDED";
816
862
  TransactionStatus["VOIDED"] = "VOIDED";
863
+ TransactionStatus["PROCESSING_VOID"] = "PROCESSING_VOID";
864
+ TransactionStatus["PROCESSING_REFUND"] = "PROCESSING_REFUND";
817
865
  })(TransactionStatus || (TransactionStatus = {}));
818
866
  //charge, refund, adjustment
819
867
  export var TransactionType;
@@ -1446,4 +1494,18 @@ export const EmailSchema = z
1446
1494
  .openapi({
1447
1495
  example: 'neil@dalmoregroup.com',
1448
1496
  });
1497
+ export var WarrantSharesCalculationMethod;
1498
+ (function (WarrantSharesCalculationMethod) {
1499
+ WarrantSharesCalculationMethod["NONE"] = "NONE";
1500
+ WarrantSharesCalculationMethod["PRORATA"] = "PRORATA";
1501
+ WarrantSharesCalculationMethod["INCREMENT"] = "INCREMENT";
1502
+ })(WarrantSharesCalculationMethod || (WarrantSharesCalculationMethod = {}));
1503
+ export var OfferingStatus;
1504
+ (function (OfferingStatus) {
1505
+ OfferingStatus["ONBOARDING"] = "ONBOARDING";
1506
+ OfferingStatus["IN_REVIEW"] = "IN_REVIEW";
1507
+ OfferingStatus["ACTIVE"] = "ACTIVE";
1508
+ OfferingStatus["PAUSED"] = "PAUSED";
1509
+ OfferingStatus["CLOSED"] = "CLOSED";
1510
+ })(OfferingStatus || (OfferingStatus = {}));
1449
1511
  //# sourceMappingURL=common.types.js.map