@dalmore/api-contracts 0.0.0-dev.c751882 → 0.0.0-dev.c81baa3

package/common/types/csv.types.js

@@ -0,0 +1,290 @@
+import { z } from 'zod';
+import { extendZodWithOpenApi } from '@anatine/zod-openapi';
+import { InvestorAccountType, AicAccreditationType, StringToBooleanSchema, } from './common.types.js';
+import { investorAccountIdSchema, PostClientInvestorAccountBodySchema, } from './investor-account.types.js';
+import { IndividualRole, PostIndividualBaseObject, aicQuestionnaire, UpdateIndividualBaseObject, individualIdSchema, } from './individuals.types.js';
+import { userIdSchema } from './user.types.js';
+import { RegisterBodyInvestorsBase, IRegisterClientIssuerBodyZod, } from './auth.types.js';
+import { AddressSchema } from './address.types.js';
+import { fileIdSchema } from './file.types.js';
+import { PostKycBodySchema } from './kyc.types.js';
+import { PostIssuerZod } from './issuer.types.js';
+import { issuerIdSchema } from './issuer.types.js';
+import { IOffering } from './offering.types.js';
+import { IAsset } from './asset.types.js';
+import { PostIssuerOfferingBaseObject } from './issuer-offering.types.js';
+extendZodWithOpenApi(z);
+/**
+ * Zod schema for CSV validation result (for API contracts)
+ */
+export const CsvValidationResultZod = z.object({
+    valid: z.boolean(),
+    totalRows: z.number(),
+    validRows: z.number(),
+    invalidRows: z.number(),
+    data: z.array(z.record(z.any())),
+    errors: z
+        .array(z.object({
+        row: z.number(),
+        issues: z.array(z.string()),
+    }))
+        .optional(),
+});
+/**
+ * Zod schema for created investor account info
+ */
+const CreatedInvestorAccountInfoZod = z.object({
+    row: z.number(),
+    userId: z.string(),
+    investorAccountId: z.string(),
+});
+/**
+ * Zod schema for created issuer account info
+ */
+const CreatedIssuerAccountInfoZod = z.object({
+    row: z.number(),
+    userId: z.string(),
+    accountId: z.string(),
+});
+/**
+ * Zod schema for CSV persistence result (for API contracts)
+ *
+ * Note: With all-or-nothing transactions:
+ * - Success returns this schema with all accounts created
+ * - Failure returns ExtendedErrorResult with transaction rollback
+ * - failedRows removed: always 0 on success, redundant
+ *
+ * Schema supports both investor and issuer accounts using discriminated union
+ */
+export const CsvPersistenceResultZod = z.object({
+    totalRows: z.number(),
+    successfulRows: z.number(),
+    createdAccounts: z.array(z.union([CreatedInvestorAccountInfoZod, CreatedIssuerAccountInfoZod])),
+});
+/**
+ * Common schema extensions used across all investor CSV types
+ * Extracted to follow DRY principle and avoid code duplication
+ */
+const CommonInvestorCsvExtensions = RegisterBodyInvestorsBase.extend({
+    site: z
+        .string()
+        .min(2, 'site is less than 2 characters')
+        .max(253, 'site is more than 253 characters')
+        .openapi({
+        example: 'func.co',
+    })
+        .optional(),
+})
+    .and(PostClientInvestorAccountBodySchema.extend({
+    investorAccountType: z.nativeEnum(InvestorAccountType).optional(),
+    userId: z
+        .lazy(() => {
+        return userIdSchema;
+    })
+        .optional(),
+}))
+    .and(PostIndividualBaseObject.extend({
+    investorAccountId: z.string().optional(),
+    role: z.nativeEnum(IndividualRole).optional(),
+}));
+/**
+ * Base schema for INDIVIDUAL investor accounts
+ * Includes common registration fields, individual updates, and address
+ */
+export const BaseIndividualCsvFields = CommonInvestorCsvExtensions.and(UpdateIndividualBaseObject.omit({
+    firstName: true,
+    lastName: true,
+}))
+    .and(AddressSchema)
+    .refine((data) => data.password === data.confirmPassword, {
+    message: 'Passwords do not match',
+    path: ['confirmPassword'],
+});
+/**
+ * Base schema for JOINT investor accounts
+ * Extends INDIVIDUAL schema with required second holder fields
+ */
+export const BaseJointCsvFields = z
+    .object({
+    // Second holder fields for JOINT accounts (required for JOINT type)
+    secondHolderFirstName: z
+        .string()
+        .min(2, 'secondHolderFirstName must be at least 2 characters')
+        .max(20, 'secondHolderFirstName must be at most 20 characters'),
+    secondHolderLastName: z
+        .string()
+        .min(2, 'secondHolderLastName must be at least 2 characters')
+        .max(20, 'secondHolderLastName must be at most 20 characters'),
+    secondHolderEmail: z
+        .string()
+        .email('secondHolderEmail must be a valid email'),
+    secondHolderPhone: z.string().min(1, 'secondHolderPhone is required'),
+    secondHolderDob: z.coerce
+        .date({
+        required_error: 'secondHolderDob is required',
+        invalid_type_error: 'secondHolderDob must be a valid date',
+    })
+        .optional(),
+    secondHolderDateOfBirth: z.coerce
+        .date({
+        invalid_type_error: 'secondHolderDateOfBirth must be a valid date',
+    })
+        .optional(),
+    secondHolderSsn: z
+        .string()
+        .length(9, 'secondHolderSsn must be exactly 9 digits'),
+    secondHolderOwnership: z.coerce
+        .number({
+        required_error: 'secondHolderOwnership is required',
+        invalid_type_error: 'secondHolderOwnership must be a number',
+    })
+        .min(0, 'secondHolderOwnership must be at least 0')
+        .max(100, 'secondHolderOwnership must be at most 100'),
+    secondHolderIsUsCitizenOrGreenCardHolder: StringToBooleanSchema,
+    secondHolderCitizenship: z
+        .string()
+        .min(1, 'secondHolderCitizenship is required'),
+})
+    .and(BaseIndividualCsvFields);
+/**
+ * Base schema for LEGAL_ENTITY investor accounts
+ * Extends INDIVIDUAL schema with required entity fields and optional second holder (UBO2)
+ */
+export const BaseLegalEntityCsvFields = z
+    .object({
+    // Entity-specific fields (required for LEGAL_ENTITY type)
+    entityName: z
+        .string()
+        .min(2, 'entityName must be at least 2 characters')
+        .max(100, 'entityName must be at most 100 characters'),
+    ein: z.string().min(1, 'ein is required'),
+    companyType: z.string().min(1, 'companyType is required'),
+    dateOfIncorporation: z.coerce.date({
+        required_error: 'dateOfIncorporation is required',
+        invalid_type_error: 'dateOfIncorporation must be a valid date',
+    }),
+    stateOfIncorporation: z.string().min(1, 'stateOfIncorporation is required'),
+    // Second holder fields for LEGAL_ENTITY (optional UBO2)
+    secondHolderFirstName: z.string().min(2).max(20).optional(),
+    secondHolderLastName: z.string().min(2).max(20).optional(),
+    secondHolderEmail: z.string().email().optional(),
+    secondHolderPhone: z.string().optional(),
+    secondHolderDob: z.coerce.date().optional(),
+    secondHolderDateOfBirth: z.coerce.date().optional(),
+    secondHolderSsn: z.string().length(9).optional(),
+    secondHolderOwnership: z.coerce.number().min(0).max(100).optional(),
+    secondHolderIsUsCitizenOrGreenCardHolder: StringToBooleanSchema.optional(),
+    secondHolderCitizenship: z.string().optional(),
+})
+    .and(BaseIndividualCsvFields);
+// Validation schemas with type discriminators for CSV upload
+export const IndividualCsvSchemaWithType = z
+    .object({
+    type: z.literal('INDIVIDUAL'),
+})
+    .and(BaseIndividualCsvFields);
+export const JointCsvSchemaWithType = z
+    .object({
+    type: z.literal('JOINT'),
+})
+    .and(BaseJointCsvFields);
+export const LegalEntityCsvSchemaWithType = z
+    .object({
+    type: z.literal('LEGAL_ENTITY'),
+})
+    .and(BaseLegalEntityCsvFields);
+/**
+ * Base schema for unified CSV that only validates the type field
+ * The actual type-specific validation happens in the service layer
+ * to avoid duplicate error messages from overlapping field definitions
+ */
+export const UnifiedInvestorCsvBaseSchema = z.object({
+    type: z.enum(['INDIVIDUAL', 'JOINT', 'LEGAL_ENTITY']),
+});
+/**
+ * Zod schema for AIC questionnaire CSV validation
+ * Reuses the existing aicQuestionnaire schema from individuals.types.ts
+ */
+export const AicQuestionnaireCsvSchema = aicQuestionnaire.shape.AIC_Questionnaire;
+/**
+ * Query parameters for investor account CSV upload
+ */
+export const UploadInvestorCsvQuery = z.object({
+    type: z.nativeEnum(InvestorAccountType),
+});
+/**
+ * Query parameters for AIC questionnaire CSV upload
+ */
+export const UploadAicCsvQuery = z.object({
+    accredited: z.coerce.boolean(),
+    aicAccreditationType: z.nativeEnum(AicAccreditationType),
+    investorAccountId: investorAccountIdSchema,
+});
+/**
+ * KYC CSV row structure
+ * Omits file ID fields (kycDocumentFrontFileId, kycDocumentBackFileId, kycSelfieFileId)
+ * because they come from query parameters, not the CSV file
+ * Accepts string dates for CSV parsing which will be coerced to Date objects
+ */
+export const KycCsvSchema = PostKycBodySchema.omit({
+    kycDocumentFrontFileId: true,
+    kycDocumentBackFileId: true,
+    kycSelfieFileId: true,
+}).extend({
+    kycDocumentIssuedDate: z.coerce.date(),
+    kycDocumentExpirationDate: z.coerce.date(),
+    kycDocumentDob: z.coerce.date(),
+});
+/**
+ * Query parameters for KYC CSV upload
+ */
+export const UploadKycCsvQuery = z.object({
+    individualId: individualIdSchema,
+    frontFileId: fileIdSchema,
+    backFileId: fileIdSchema.optional(),
+    selfieFileId: fileIdSchema.optional(),
+});
+/**
+ * Base issuer CSV fields schema
+ * Combines IRegisterClientIssuerBodyZod and PostIssuerZod with accountName type override
+ */
+export const BaseIssuerCsvFields = IRegisterClientIssuerBodyZod.and(PostIssuerZod).and(z.object({
+    accountName: z.string().min(2).max(50).optional().openapi({
+        example: 'Example Account',
+    }),
+}));
+/**
+ * Offering CSV row structure with coercion for CSV string values
+ * CSV files contain all values as strings, so we need to coerce them to proper types
+ */
+export const OfferingCsvSchema = PostIssuerOfferingBaseObject.extend({
+    issuerId: issuerIdSchema.optional(),
+    targetAmount: z.coerce.number().min(0.01).max(10000000000),
+    raiseAmount: z.coerce.number().min(0).max(10000000000).optional(),
+    minInvestment: z.coerce.number().min(0).max(10000000000).optional(),
+    maxInvestment: z.coerce.number().min(0).max(10000000000).optional(),
+    contingencyAmount: z.coerce.number().min(0).max(10000000000).optional(),
+    cancellationPeriod: z.coerce.number().min(1).max(30).optional().nullable(),
+    active: StringToBooleanSchema.optional(),
+    pricePerUnit: z.coerce.number().min(0.01).max(10000000000).nullable(),
+    totalUnits: z.coerce.number().min(1).max(10000000000).nullable(),
+    yield: z.coerce.number().min(0.01).max(10000000000).nullable().optional(),
+    duration: z.coerce.number().min(1).max(1000).nullable().optional(),
+    enableBonus: StringToBooleanSchema.optional(),
+    interestRate: z.coerce.number().min(0.01).max(100).nullable().optional(),
+});
+/**
+ * Query parameters for offering CSV upload
+ */
+export const UploadOfferingCsvQuery = z.object({
+    issuerId: issuerIdSchema,
+});
+/**
+ * Response type for offering CSV upload
+ * Returns the full offering object with its assets array
+ * Reuses IOffering schema for consistency with other offering endpoints
+ */
+export const OfferingCsvResponseZod = z.lazy(() => IOffering.extend({
+    assets: z.array(IAsset).optional(),
+}));
+//# sourceMappingURL=csv.types.js.map

package/common/types/csv.types.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"csv.types.js","sourceRoot":"","sources":["csv.types.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,oBAAoB,EAAE,MAAM,sBAAsB,CAAC;AAC5D,OAAO,EACL,mBAAmB,EACnB,oBAAoB,EACpB,qBAAqB,GAEtB,MAAM,gBAAgB,CAAC;AACxB,OAAO,EACL,uBAAuB,EACvB,mCAAmC,GACpC,MAAM,0BAA0B,CAAC;AAClC,OAAO,EACL,cAAc,EACd,wBAAwB,EACxB,gBAAgB,EAChB,0BAA0B,EAC1B,kBAAkB,GACnB,MAAM,qBAAqB,CAAC;AAC7B,OAAO,EAAE,YAAY,EAAE,MAAM,cAAc,CAAC;AAC5C,OAAO,EACL,yBAAyB,EACzB,4BAA4B,GAC7B,MAAM,cAAc,CAAC;AACtB,OAAO,EAAE,aAAa,EAAE,MAAM,iBAAiB,CAAC;AAChD,OAAO,EAAE,YAAY,EAAE,MAAM,cAAc,CAAC;AAC5C,OAAO,EAAE,iBAAiB,EAAE,MAAM,aAAa,CAAC;AAChD,OAAO,EAAE,aAAa,EAAE,MAAM,gBAAgB,CAAC;AAC/C,OAAO,EAAE,cAAc,EAAE,MAAM,gBAAgB,CAAC;AAChD,OAAO,EAAE,SAAS,EAAE,MAAM,kBAAkB,CAAC;AAC7C,OAAO,EAAE,MAAM,EAAE,MAAM,eAAe,CAAC;AACvC,OAAO,EAAE,4BAA4B,EAAE,MAAM,yBAAyB,CAAC;AAEvE,oBAAoB,CAAC,CAAC,CAAC,CAAC;AAgDxB;;GAEG;AACH,MAAM,CAAC,MAAM,sBAAsB,GAAG,CAAC,CAAC,MAAM,CAAC;IAC7C,KAAK,EAAE,CAAC,CAAC,OAAO,EAAE;IAClB,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE;IACrB,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE;IACrB,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE;IACvB,IAAI,EAAE,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC,GAAG,EAAE,CAAC,CAAC;IAChC,MAAM,EAAE,CAAC;SACN,KAAK,CACJ,CAAC,CAAC,MAAM,CAAC;QACP,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE;QACf,MAAM,EAAE,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;KAC5B,CAAC,CACH;SACA,QAAQ,EAAE;CACd,CAAC,CAAC;AAmDH;;GAEG;AACH,MAAM,6BAA6B,GAAG,CAAC,CAAC,MAAM,CAAC;IAC7C,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE;IACf,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE;IAClB,iBAAiB,EAAE,CAAC,CAAC,MAAM,EAAE;CAC9B,CAAC,CAAC;AAEH;;GAEG;AACH,MAAM,2BAA2B,GAAG,CAAC,CAAC,MAAM,CAAC;IAC3C,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE;IACf,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE;IAClB,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE;CACtB,CAAC,CAAC;AAEH;;;;;;;;;GASG;AACH,MAAM,CAAC,MAAM,uBAAuB,GAAG,CAAC,CAAC,MAAM,CAAC;IAC9C,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE;IACrB,cAAc,EAAE,CAAC,CAAC,MAAM,EAAE;IAC1B,eAAe,EAAE,CAAC,CAAC,KAAK,CACtB,CAAC,CAAC,KAAK,CAAC,CAAC,6BAA6B,EAAE,2BAA2B,CAAC,CAAC,CACtE;CACF,CAAC,CAAC;AAIH;;;GAGG;AACH,MAAM,2BAA2B,GAAG,yBAAyB,CAAC,MAAM,CAAC;IACnE,IAAI,EAAE,CAAC;SACJ,MAAM,EAAE;SACR,GAAG,CAAC,CAAC,EAAE,gCAAgC,CAAC;SACxC,GAAG,CAAC,GAAG,EAAE,kCAAkC,CAAC;SAC5C,OAAO,CAAC;QACP,OAAO,EAAE,SAAS;KACnB,CAAC;SACD,QAAQ,EAAE;CACd,CAAC;KACC,GAAG,CACF,mCAAmC,CAAC,MAAM,CAAC;IACzC,mBAAmB,EAAE,CAAC,CAAC,UAAU,CAAC,mBAAmB,CAAC,CAAC,QAAQ,EAAE;IACjE,MAAM,EAAE,CAAC;SACN,IAAI,CAAC,GAAG,EAAE;QACT,OAAO,YAAY,CAAC;IACtB,CAAC,CAAC;SACD,QAAQ,EAAE;CACd,CAAC,CACH;KACA,GAAG,CACF,wBAAwB,CAAC,MAAM,CAAC;IAC9B,iBAAiB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE;IACxC,IAAI,EAAE,CAAC,CAAC,UAAU,CAAC,cAAc,CAAC,CAAC,QAAQ,EAAE;CAC9C,CAAC,CACH,CAAC;AAEJ;;;GAGG;AACH,MAAM,CAAC,MAAM,uBAAuB,GAAG,2BAA2B,CAAC,GAAG,CACpE,0BAA0B,CAAC,IAAI,CAAC;IAC9B,SAAS,EAAE,IAAI;IACf,QAAQ,EAAE,IAAI;CACf,CAAC,CACH;KACE,GAAG,CAAC,aAAa,CAAC;KAClB,MAAM,CAAC,CAAC,IAAI,EAAE,EAAE,CAAC,IAAI,CAAC,QAAQ,KAAK,IAAI,CAAC,eAAe,EAAE;IACxD,OAAO,EAAE,wBAAwB;IACjC,IAAI,EAAE,CAAC,iBAAiB,CAAC;CAC1B,CAAC,CAAC;AAEL;;;GAGG;AACH,MAAM,CAAC,MAAM,kBAAkB,GAAG,CAAC;KAChC,MAAM,CAAC;IACN,oEAAoE;IACpE,qBAAqB,EAAE,CAAC;SACrB,MAAM,EAAE;SACR,GAAG,CAAC,CAAC,EAAE,qDAAqD,CAAC;SAC7D,GAAG,CAAC,EAAE,EAAE,qDAAqD,CAAC;IACjE,oBAAoB,EAAE,CAAC;SACpB,MAAM,EAAE;SACR,GAAG,CAAC,CAAC,EAAE,oDAAoD,CAAC;SAC5D,GAAG,CAAC,EAAE,EAAE,oDAAoD,CAAC;IAChE,iBAAiB,EAAE,CAAC;SACjB,MAAM,EAAE;SACR,KAAK,CAAC,yCAAyC,CAAC;IACnD,iBAAiB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,EAAE,+BAA+B,CAAC;IACrE,eAAe,EAAE,CAAC,CAAC,MAAM;SACtB,IAAI,CAAC;QACJ,cAAc,EAAE,6BAA6B;QAC7C,kBAAkB,EAAE,sCAAsC;KAC3D,CAAC;SACD,QAAQ,EAAE;IACb,uBAAuB,EAAE,CAAC,CAAC,MAAM;SAC9B,IAAI,CAAC;QACJ,kBAAkB,EAAE,8CAA8C;KACnE,CAAC;SACD,QAAQ,EAAE;IACb,eAAe,EAAE,CAAC;SACf,MAAM,EAAE;SACR,MAAM,CAAC,CAAC,EAAE,0CAA0C,CAAC;IACxD,qBAAqB,EAAE,CAAC,CAAC,MAAM;SAC5B,MAAM,CAAC;QACN,cAAc,EAAE,mCAAmC;QACnD,kBAAkB,EAAE,wCAAwC;KAC7D,CAAC;SACD,GAAG,CAAC,CAAC,EAAE,0CAA0C,CAAC;SAClD,GAAG,CAAC,GAAG,EAAE,2CAA2C,CAAC;IACxD,wCAAwC,EAAE,qBAAqB;IAC/D,uBAAuB,EAAE,CAAC;SACvB,MAAM,EAAE;SACR,GAAG,CAAC,CAAC,EAAE,qCAAqC,CAAC;CACjD,CAAC;KACD,GAAG,CAAC,uBAAuB,CAAC,CAAC;AAEhC;;;GAGG;AACH,MAAM,CAAC,MAAM,wBAAwB,GAAG,CAAC;KACtC,MAAM,CAAC;IACN,0DAA0D;IAC1D,UAAU,EAAE,CAAC;SACV,MAAM,EAAE;SACR,GAAG,CAAC,CAAC,EAAE,0CAA0C,CAAC;SAClD,GAAG,CAAC,GAAG,EAAE,2CAA2C,CAAC;IACxD,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,EAAE,iBAAiB,CAAC;IACzC,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,EAAE,yBAAyB,CAAC;IACzD,mBAAmB,EAAE,CAAC,CAAC,MAAM,CAAC,IAAI,CAAC;QACjC,cAAc,EAAE,iCAAiC;QACjD,kBAAkB,EAAE,0CAA0C;KAC/D,CAAC;IACF,oBAAoB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,EAAE,kCAAkC,CAAC;IAC3E,wDAAwD;IACxD,qBAAqB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,EAAE,CAAC,CAAC,QAAQ,EAAE;IAC3D,oBAAoB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,EAAE,CAAC,CAAC,QAAQ,EAAE;IAC1D,iBAAiB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,KAAK,EAAE,CAAC,QAAQ,EAAE;IAChD,iBAAiB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE;IACxC,eAAe,EAAE,CAAC,CAAC,MAAM,CAAC,IAAI,EAAE,CAAC,QAAQ,EAAE;IAC3C,uBAAuB,EAAE,CAAC,CAAC,MAAM,CAAC,IAAI,EAAE,CAAC,QAAQ,EAAE;IACnD,eAAe,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,MAAM,CAAC,CAAC,CAAC,CAAC,QAAQ,EAAE;IAChD,qBAAqB,EAAE,CAAC,CAAC,MAAM,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,GAAG,CAAC,CAAC,QAAQ,EAAE;IACnE,wCAAwC,EAAE,qBAAqB,CAAC,QAAQ,EAAE;IAC1E,uBAAuB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE;CAC/C,CAAC;KACD,GAAG,CAAC,uBAAuB,CAAC,CAAC;AAQhC,6DAA6D;AAC7D,MAAM,CAAC,MAAM,2BAA2B,GAAG,CAAC;KACzC,MAAM,CAAC;IACN,IAAI,EAAE,CAAC,CAAC,OAAO,CAAC,YAAY,CAAC;CAC9B,CAAC;KACD,GAAG,CAAC,uBAAuB,CAAC,CAAC;AAEhC,MAAM,CAAC,MAAM,sBAAsB,GAAG,CAAC;KACpC,MAAM,CAAC;IACN,IAAI,EAAE,CAAC,CAAC,OAAO,CAAC,OAAO,CAAC;CACzB,CAAC;KACD,GAAG,CAAC,kBAAkB,CAAC,CAAC;AAE3B,MAAM,CAAC,MAAM,4BAA4B,GAAG,CAAC;KAC1C,MAAM,CAAC;IACN,IAAI,EAAE,CAAC,CAAC,OAAO,CAAC,cAAc,CAAC;CAChC,CAAC;KACD,GAAG,CAAC,wBAAwB,CAAC,CAAC;AAEjC;;;;GAIG;AACH,MAAM,CAAC,MAAM,4BAA4B,GAAG,CAAC,CAAC,MAAM,CAAC;IACnD,IAAI,EAAE,CAAC,CAAC,IAAI,CAAC,CAAC,YAAY,EAAE,OAAO,EAAE,cAAc,CAAC,CAAC;CACtD,CAAC,CAAC;AAUH;;;GAGG;AACH,MAAM,CAAC,MAAM,yBAAyB,GACpC,gBAAgB,CAAC,KAAK,CAAC,iBAAiB,CAAC;AAE3C;;GAEG;AACH,MAAM,CAAC,MAAM,sBAAsB,GAAG,CAAC,CAAC,MAAM,CAAC;IAC7C,IAAI,EAAE,CAAC,CAAC,UAAU,CAAC,mBAAmB,CAAC;CACxC,CAAC,CAAC;AAIH;;GAEG;AACH,MAAM,CAAC,MAAM,iBAAiB,GAAG,CAAC,CAAC,MAAM,CAAC;IACxC,UAAU,EAAE,CAAC,CAAC,MAAM,CAAC,OAAO,EAAE;IAC9B,oBAAoB,EAAE,CAAC,CAAC,UAAU,CAAC,oBAAoB,CAAC;IACxD,iBAAiB,EAAE,uBAAuB;CAC3C,CAAC,CAAC;AAIH;;;;;GAKG;AACH,MAAM,CAAC,MAAM,YAAY,GAAG,iBAAiB,CAAC,IAAI,CAAC;IACjD,sBAAsB,EAAE,IAAI;IAC5B,qBAAqB,EAAE,IAAI;IAC3B,eAAe,EAAE,IAAI;CACtB,CAAC,CAAC,MAAM,CAAC;IACR,qBAAqB,EAAE,CAAC,CAAC,MAAM,CAAC,IAAI,EAAE;IACtC,yBAAyB,EAAE,CAAC,CAAC,MAAM,CAAC,IAAI,EAAE;IAC1C,cAAc,EAAE,CAAC,CAAC,MAAM,CAAC,IAAI,EAAE;CAChC,CAAC,CAAC;AAUH;;GAEG;AACH,MAAM,CAAC,MAAM,iBAAiB,GAAG,CAAC,CAAC,MAAM,CAAC;IACxC,YAAY,EAAE,kBAAkB;IAChC,WAAW,EAAE,YAAY;IACzB,UAAU,EAAE,YAAY,CAAC,QAAQ,EAAE;IACnC,YAAY,EAAE,YAAY,CAAC,QAAQ,EAAE;CACtC,CAAC,CAAC;AAIH;;;GAGG;AACH,MAAM,CAAC,MAAM,mBAAmB,GAAG,4BAA4B,CAAC,GAAG,CACjE,aAAa,CACd,CAAC,GAAG,CACH,CAAC,CAAC,MAAM,CAAC;IACP,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,EAAE,CAAC,CAAC,QAAQ,EAAE,CAAC,OAAO,CAAC;QACxD,OAAO,EAAE,iBAAiB;KAC3B,CAAC;CACH,CAAC,CACH,CAAC;AAIF;;;GAGG;AACH,MAAM,CAAC,MAAM,iBAAiB,GAAG,4BAA4B,CAAC,MAAM,CAAC;IACnE,QAAQ,EAAE,cAAc,CAAC,QAAQ,EAAE;IACnC,YAAY,EAAE,CAAC,CAAC,MAAM,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,IAAI,CAAC,CAAC,GAAG,CAAC,WAAW,CAAC;IAC1D,WAAW,EAAE,CAAC,CAAC,MAAM,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,WAAW,CAAC,CAAC,QAAQ,EAAE;IACjE,aAAa,EAAE,CAAC,CAAC,MAAM,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,WAAW,CAAC,CAAC,QAAQ,EAAE;IACnE,aAAa,EAAE,CAAC,CAAC,MAAM,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,WAAW,CAAC,CAAC,QAAQ,EAAE;IACnE,iBAAiB,EAAE,CAAC,CAAC,MAAM,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,WAAW,CAAC,CAAC,QAAQ,EAAE;IACvE,kBAAkB,EAAE,CAAC,CAAC,MAAM,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,EAAE,CAAC,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE;IAC1E,MAAM,EAAE,qBAAqB,CAAC,QAAQ,EAAE;IACxC,YAAY,EAAE,CAAC,CAAC,MAAM,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,IAAI,CAAC,CAAC,GAAG,CAAC,WAAW,CAAC,CAAC,QAAQ,EAAE;IACrE,UAAU,EAAE,CAAC,CAAC,MAAM,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,WAAW,CAAC,CAAC,QAAQ,EAAE;IAChE,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,IAAI,CAAC,CAAC,GAAG,CAAC,WAAW,CAAC,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE;IACzE,QAAQ,EAAE,CAAC,CAAC,MAAM,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,IAAI,CAAC,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE;IAClE,WAAW,EAAE,qBAAqB,CAAC,QAAQ,EAAE;IAC7C,YAAY,EAAE,CAAC,CAAC,MAAM,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,IAAI,CAAC,CAAC,GAAG,CAAC,GAAG,CAAC,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE;CACzE,CAAC,CAAC;AAIH;;GAEG;AACH,MAAM,CAAC,MAAM,sBAAsB,GAAG,CAAC,CAAC,MAAM,CAAC;IAC7C,QAAQ,EAAE,cAAc;CACzB,CAAC,CAAC;AAIH;;;;GAIG;AACH,MAAM,CAAC,MAAM,sBAAsB,GAAG,CAAC,CAAC,IAAI,CAAC,GAAG,EAAE,CAChD,SAAS,CAAC,MAAM,CAAC;IACf,MAAM,EAAE,CAAC,CAAC,KAAK,CAAC,MAAM,CAAC,CAAC,QAAQ,EAAE;CACnC,CAAC,CACH,CAAC"}

package/common/types/disbursements.types.d.ts

@@ -1,5 +1,5 @@
 import { z } from 'zod';
-import { ComplianceReview } from './common.types';
+import { ComplianceReview, UserRole } from './common.types';
 import { DisbursementAdjustmentType } from './disbursement-adjustment.types';
 export declare const disbursementIdSchema: z.ZodEffects<z.ZodString, string, string>;
 export declare enum DisbursementStatus {
@@ -1032,7 +1032,7 @@ export declare const DisbursementsIncludeQuery: z.ZodObject<{
 export interface DisbursementsIncludeQuery extends z.infer<typeof DisbursementsIncludeQuery> {
 }
 export declare const PostDisbursementZod: z.ZodObject<{
-    name: z.ZodString;
+    name: z.ZodOptional<z.ZodString>;
     offeringId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
     issuerId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
     issuerBankAccountId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
@@ -1061,12 +1061,10 @@ export declare const PostDisbursementZod: z.ZodObject<{
         type: DisbursementAdjustmentType;
         description: string;
     }[]>;
-    escrowAccountId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
+    escrowAccountId: z.ZodOptional<z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>>;
 }, "strip", z.ZodTypeAny, {
-    name: string;
     offeringId: string;
     issuerId: string;
-    escrowAccountId: string;
     tradeIds: string[];
     requestedAmount: number;
     netAmount: number;
@@ -1076,12 +1074,12 @@ export declare const PostDisbursementZod: z.ZodObject<{
         description: string;
     }[];
     issuerBankAccountId: string;
+    name?: string | undefined;
+    escrowAccountId?: string | undefined;
     disbursedAt?: Date | null | undefined;
 }, {
-    name: string;
     offeringId: string;
     issuerId: string;
-    escrowAccountId: string;
     tradeIds: string[];
     requestedAmount: number;
     netAmount: number;
@@ -1091,11 +1089,13 @@ export declare const PostDisbursementZod: z.ZodObject<{
         description: string;
     }[];
     issuerBankAccountId: string;
+    name?: string | undefined;
+    escrowAccountId?: string | undefined;
     disbursedAt?: string | null | undefined;
 }>;
 export type PostDisbursementZod = z.infer<typeof PostDisbursementZod>;
 export declare const CompliancePostDisbursementZod: z.ZodObject<{
-    name: z.ZodString;
+    name: z.ZodOptional<z.ZodString>;
     offeringId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
     issuerId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
     issuerBankAccountId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
@@ -1124,15 +1124,13 @@ export declare const CompliancePostDisbursementZod: z.ZodObject<{
         type: DisbursementAdjustmentType;
         description: string;
     }[]>;
-    escrowAccountId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
+    escrowAccountId: z.ZodOptional<z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>>;
 } & {
     accountId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
 }, "strip", z.ZodTypeAny, {
     accountId: string;
-    name: string;
     offeringId: string;
     issuerId: string;
-    escrowAccountId: string;
     tradeIds: string[];
     requestedAmount: number;
     netAmount: number;
@@ -1142,13 +1140,13 @@ export declare const CompliancePostDisbursementZod: z.ZodObject<{
         description: string;
     }[];
     issuerBankAccountId: string;
+    name?: string | undefined;
+    escrowAccountId?: string | undefined;
     disbursedAt?: Date | null | undefined;
 }, {
     accountId: string;
-    name: string;
     offeringId: string;
     issuerId: string;
-    escrowAccountId: string;
     tradeIds: string[];
     requestedAmount: number;
     netAmount: number;
@@ -1158,6 +1156,8 @@ export declare const CompliancePostDisbursementZod: z.ZodObject<{
         description: string;
     }[];
     issuerBankAccountId: string;
+    name?: string | undefined;
+    escrowAccountId?: string | undefined;
     disbursedAt?: string | null | undefined;
 }>;
 export type CompliancePostDisbursementZod = z.infer<typeof CompliancePostDisbursementZod>;
@@ -1524,6 +1524,35 @@ export declare const DisbursementPreviewTradeSummaryZod: z.ZodObject<{
     selectedTradesTotalAmount: number;
 }>;
 export type DisbursementPreviewTradeSummaryZod = z.infer<typeof DisbursementPreviewTradeSummaryZod>;
+export declare const DisbursementPreviewTradeZod: z.ZodObject<{
+    tradeId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
+    tradeNo: z.ZodString;
+    investorName: z.ZodString;
+    investmentName: z.ZodString;
+    numberOfShares: z.ZodNumber;
+    totalAmount: z.ZodNumber;
+    date: z.ZodNullable<z.ZodDate>;
+    status: z.ZodString;
+}, "strip", z.ZodTypeAny, {
+    status: string;
+    date: Date | null;
+    tradeId: string;
+    totalAmount: number;
+    investorName: string;
+    numberOfShares: number;
+    tradeNo: string;
+    investmentName: string;
+}, {
+    status: string;
+    date: Date | null;
+    tradeId: string;
+    totalAmount: number;
+    investorName: string;
+    numberOfShares: number;
+    tradeNo: string;
+    investmentName: string;
+}>;
+export type DisbursementPreviewTradeZod = z.infer<typeof DisbursementPreviewTradeZod>;
 export declare const DisbursementPreviewContingencyZod: z.ZodObject<{
     contingencyPassed: z.ZodBoolean;
     contingencyMessage: z.ZodNullable<z.ZodString>;
@@ -1760,6 +1789,34 @@ export declare const DisbursementPreviewZod: z.ZodObject<{
         disbursementFee: number;
         availableForDisbursement: number;
     }>;
+    eligibleTrades: z.ZodArray<z.ZodObject<{
+        tradeId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
+        tradeNo: z.ZodString;
+        investorName: z.ZodString;
+        investmentName: z.ZodString;
+        numberOfShares: z.ZodNumber;
+        totalAmount: z.ZodNumber;
+        date: z.ZodNullable<z.ZodDate>;
+        status: z.ZodString;
+    }, "strip", z.ZodTypeAny, {
+        status: string;
+        date: Date | null;
+        tradeId: string;
+        totalAmount: number;
+        investorName: string;
+        numberOfShares: number;
+        tradeNo: string;
+        investmentName: string;
+    }, {
+        status: string;
+        date: Date | null;
+        tradeId: string;
+        totalAmount: number;
+        investorName: string;
+        numberOfShares: number;
+        tradeNo: string;
+        investmentName: string;
+    }>, "many">;
     tradeSummary: z.ZodObject<{
         selectedTradesCount: z.ZodNumber;
         selectedTradesTotalAmount: z.ZodNumber;
@@ -1845,6 +1902,16 @@ export declare const DisbursementPreviewZod: z.ZodObject<{
         disbursementFee: number;
         availableForDisbursement: number;
     };
+    eligibleTrades: {
+        status: string;
+        date: Date | null;
+        tradeId: string;
+        totalAmount: number;
+        investorName: string;
+        numberOfShares: number;
+        tradeNo: string;
+        investmentName: string;
+    }[];
     tradeSummary: {
         selectedTradesCount: number;
         selectedTradesTotalAmount: number;
@@ -1903,6 +1970,16 @@ export declare const DisbursementPreviewZod: z.ZodObject<{
         disbursementFee: number;
         availableForDisbursement: number;
     };
+    eligibleTrades: {
+        status: string;
+        date: Date | null;
+        tradeId: string;
+        totalAmount: number;
+        investorName: string;
+        numberOfShares: number;
+        tradeNo: string;
+        investmentName: string;
+    }[];
     tradeSummary: {
         selectedTradesCount: number;
         selectedTradesTotalAmount: number;
@@ -2586,6 +2663,121 @@ export declare const DisbursementDetailZod: z.ZodObject<{
     disbursementTransactions?: any[] | undefined;
 }>;
 export type DisbursementDetailZod = z.infer<typeof DisbursementDetailZod>;
+export declare const DisbursementApproverZod: z.ZodObject<{
+    name: z.ZodString;
+    email: z.ZodString;
+    reviewedAt: z.ZodNullable<z.ZodDate>;
+    status: z.ZodNativeEnum<typeof DisbursementStatus>;
+    role: z.ZodNativeEnum<typeof UserRole>;
+}, "strip", z.ZodTypeAny, {
+    status: DisbursementStatus;
+    email: string;
+    name: string;
+    role: UserRole;
+    reviewedAt: Date | null;
+}, {
+    status: DisbursementStatus;
+    email: string;
+    name: string;
+    role: UserRole;
+    reviewedAt: Date | null;
+}>;
+export type DisbursementApproverZod = z.infer<typeof DisbursementApproverZod>;
+export declare const DisbursementDeclinedBannerZod: z.ZodObject<{
+    disbursementStatus: z.ZodNativeEnum<typeof DisbursementStatus>;
+    declinedByName: z.ZodString;
+    declinedByRole: z.ZodNativeEnum<typeof UserRole>;
+    declinedAt: z.ZodDate;
+}, "strip", z.ZodTypeAny, {
+    disbursementStatus: DisbursementStatus;
+    declinedByName: string;
+    declinedByRole: UserRole;
+    declinedAt: Date;
+}, {
+    disbursementStatus: DisbursementStatus;
+    declinedByName: string;
+    declinedByRole: UserRole;
+    declinedAt: Date;
+}>;
+export type DisbursementDeclinedBannerZod = z.infer<typeof DisbursementDeclinedBannerZod>;
+export declare const DisbursementApprovalsTabZod: z.ZodObject<{
+    disbursementId: z.ZodString;
+    disbursementName: z.ZodString;
+    issuerName: z.ZodString;
+    offeringName: z.ZodString;
+    approvers: z.ZodArray<z.ZodObject<{
+        name: z.ZodString;
+        email: z.ZodString;
+        reviewedAt: z.ZodNullable<z.ZodDate>;
+        status: z.ZodNativeEnum<typeof DisbursementStatus>;
+        role: z.ZodNativeEnum<typeof UserRole>;
+    }, "strip", z.ZodTypeAny, {
+        status: DisbursementStatus;
+        email: string;
+        name: string;
+        role: UserRole;
+        reviewedAt: Date | null;
+    }, {
+        status: DisbursementStatus;
+        email: string;
+        name: string;
+        role: UserRole;
+        reviewedAt: Date | null;
+    }>, "many">;
+    declinedBanner: z.ZodNullable<z.ZodObject<{
+        disbursementStatus: z.ZodNativeEnum<typeof DisbursementStatus>;
+        declinedByName: z.ZodString;
+        declinedByRole: z.ZodNativeEnum<typeof UserRole>;
+        declinedAt: z.ZodDate;
+    }, "strip", z.ZodTypeAny, {
+        disbursementStatus: DisbursementStatus;
+        declinedByName: string;
+        declinedByRole: UserRole;
+        declinedAt: Date;
+    }, {
+        disbursementStatus: DisbursementStatus;
+        declinedByName: string;
+        declinedByRole: UserRole;
+        declinedAt: Date;
+    }>>;
+}, "strip", z.ZodTypeAny, {
+    offeringName: string;
+    issuerName: string;
+    disbursementId: string;
+    disbursementName: string;
+    approvers: {
+        status: DisbursementStatus;
+        email: string;
+        name: string;
+        role: UserRole;
+        reviewedAt: Date | null;
+    }[];
+    declinedBanner: {
+        disbursementStatus: DisbursementStatus;
+        declinedByName: string;
+        declinedByRole: UserRole;
+        declinedAt: Date;
+    } | null;
+}, {
+    offeringName: string;
+    issuerName: string;
+    disbursementId: string;
+    disbursementName: string;
+    approvers: {
+        status: DisbursementStatus;
+        email: string;
+        name: string;
+        role: UserRole;
+        reviewedAt: Date | null;
+    }[];
+    declinedBanner: {
+        disbursementStatus: DisbursementStatus;
+        declinedByName: string;
+        declinedByRole: UserRole;
+        declinedAt: Date;
+    } | null;
+}>;
+export type DisbursementApprovalsTabZod = z.infer<typeof DisbursementApprovalsTabZod>;
 export declare const DisbursementDetailsTabHeaderZod: z.ZodObject<{
     disbursementId: z.ZodEffects<z.ZodString, string, string>;
     disbursementDate: z.ZodNullable<z.ZodDate>;
@@ -2745,8 +2937,8 @@ export declare const DisbursementDetailsTabGeneralInfoZod: z.ZodObject<{
         company?: string | null | undefined;
     } | null;
     offeringId: string;
-    issuerName: string;
     offeringName: string;
+    issuerName: string;
     to?: any;
 }, {
     from: {
@@ -2778,8 +2970,8 @@ export declare const DisbursementDetailsTabGeneralInfoZod: z.ZodObject<{
         company?: string | null | undefined;
     } | null;
     offeringId: string;
-    issuerName: string;
     offeringName: string;
+    issuerName: string;
     to?: any;
 }>;
 export type DisbursementDetailsTabGeneralInfoZod = z.infer<typeof DisbursementDetailsTabGeneralInfoZod>;
@@ -3072,8 +3264,8 @@ export declare const DisbursementDetailsTabZod: z.ZodObject<{
             company?: string | null | undefined;
         } | null;
         offeringId: string;
-        issuerName: string;
         offeringName: string;
+        issuerName: string;
         to?: any;
     }, {
         from: {
@@ -3105,8 +3297,8 @@ export declare const DisbursementDetailsTabZod: z.ZodObject<{
             company?: string | null | undefined;
         } | null;
         offeringId: string;
-        issuerName: string;
         offeringName: string;
+        issuerName: string;
         to?: any;
     }>;
     financials: z.ZodObject<{
@@ -3271,8 +3463,8 @@ export declare const DisbursementDetailsTabZod: z.ZodObject<{
             company?: string | null | undefined;
         } | null;
         offeringId: string;
-        issuerName: string;
         offeringName: string;
+        issuerName: string;
         to?: any;
     };
     financials: {
@@ -3347,8 +3539,8 @@ export declare const DisbursementDetailsTabZod: z.ZodObject<{
             company?: string | null | undefined;
         } | null;
         offeringId: string;
-        issuerName: string;
         offeringName: string;
+        issuerName: string;
         to?: any;
     };
     financials: {