@dalmore/api-contracts 0.0.0-dev.d07da18 → 0.0.0-dev.d2fe663

package/common/types/offering.types.ts

@@ -1,681 +0,0 @@
-import { extendZodWithOpenApi } from '@anatine/zod-openapi';
-import { TypeID } from 'typeid-js';
-import { z } from 'zod';
-import { accountIdSchema } from './account.types';
-import {
-  AccountZod,
-  ComplianceReview,
-  dateSchema,
-  IPaginationMeta,
-  OfferingType,
-  ManagedByType,
-  PaginationOptionsZod,
-  UrlSchema,
-  SortOrder,
-  SortBy,
-  OfferingVersioningType,
-  OfferingOnboardingStatus,
-  AssetType,
-  DurationType,
-} from './common.types';
-import { IBaseEntity } from './entity.types';
-import { fileIdSchema, FileZod } from './file.types';
-import { IIssuer, issuerIdSchema } from './issuer.types';
-import {
-  InvestorsOfferingFiltersZod,
-  InvestorsOfferingsIncludeQuery,
-} from './investors-offering.types';
-import { OfferingStatus } from './issuer-offering.types';
-import { postAssetRefinement, AssetTemplateType } from './asset.types';
-
-export enum OfferingFeeType {
-  FIXED = 'FIXED',
-  PERCENTAGE = 'PERCENTAGE',
-}
-
-extendZodWithOpenApi(z);
-
-export const offeringIdSchema = z.string().refine(
-  (value) => {
-    try {
-      const tid = TypeID.fromString(value);
-      return tid.getType() === 'offering';
-    } catch {
-      return false;
-    }
-  },
-  {
-    message: `Invalid offering ID format. Must be a valid TypeID with "offering" prefix. Example: offering_01j5y5ghx5fg68d663j1fvy2x7`,
-  },
-);
-export const offeringRevisionIdSchema = z.string().refine(
-  (value) => {
-    try {
-      const tid = TypeID.fromString(value);
-      return tid.getType() === 'offering_revision';
-    } catch {
-      return false;
-    }
-  },
-  {
-    message: `Invalid offering revision ID format. Must be a valid TypeID with "offering_revision" prefix. Example: offering_revision_01j5y5ghx5fg68d663j1fvy2x7`,
-  },
-);
-
-export const OfferingPlatformSettings = z.object({
-  backOfficePortal: z.string(),
-  username: z.string().nullable(),
-  password: z.string().nullable(),
-  apiKey: z.string().nullable(),
-});
-export type OfferingPlatformSettings = z.infer<typeof OfferingPlatformSettings>;
-
-export const IOffering = IBaseEntity.extend({
-  name: z.string(),
-  tid: z.string().nullable(),
-  type: z.nativeEnum(OfferingType).nullable(),
-  description: z.string().nullable(),
-  raiseAmount: z.number().nullable(),
-  targetAmount: z.number().nullable(),
-  minInvestment: z.number().nullable(),
-  maxInvestment: z.number().nullable(),
-  contingencyAmount: z.number().nullable(),
-  startAt: z.date().nullable(),
-  endAt: z.date().nullable(),
-  platform: z.string(),
-  platformSettings: z.string().nullable(),
-  enabled: z.boolean(),
-  accountId: z.string().nullable(),
-  account: AccountZod.optional().nullable(),
-  issuer: z
-    .lazy(() => IIssuer)
-    .optional()
-    .nullable(), // Use z.lazy here
-  issuerId: z.string().nullable(),
-  coverArtId: z
-    .lazy(() => fileIdSchema)
-    .nullable()
-    .optional(),
-  coverArt: z.lazy(() => FileZod).nullable(),
-  cancellationPeriod: z.number().nullable(),
-  memorandumId: z
-    .lazy(() => fileIdSchema)
-    .nullable()
-    .optional(),
-  subscriptionAgreementId: z
-    .lazy(() => fileIdSchema)
-    .nullable()
-    .optional(),
-  managedBy: z.nativeEnum(ManagedByType).nullable(),
-  valuationCap: z.number().nullable(),
-  showTotalRaised: z.boolean().optional(),
-});
-export type IOffering = z.infer<typeof IOffering>;
-
-export const IPaginatedOffering = z.object({
-  items: z.array(IOffering),
-  meta: IPaginationMeta,
-});
-export type IPaginatedOffering = z.infer<typeof IPaginatedOffering>;
-
-export const PatchOfferingBase = z.object({
-  name: z.string().optional(),
-  description: z.string().nullable().optional(),
-  tid: z.string().optional(),
-  type: z.nativeEnum(OfferingType).optional(),
-  targetAmount: z.number().min(0.01).max(10000000000).optional(),
-  raiseAmount: z
-    .number()
-    .min(0.01)
-    .max(10000000000)
-    .openapi({ example: 5000 })
-    .optional(),
-  minInvestment: z
-    .number()
-    .min(0.01)
-    .max(10000000000)
-    .openapi({ example: 5000 })
-    .optional()
-    .nullable(),
-  maxInvestment: z
-    .number()
-    .min(0.01)
-    .max(10000000000)
-    .openapi({ example: 5000 })
-    .optional()
-    .nullable(),
-  contingencyAmount: z
-    .number()
-    .min(0.0)
-    .max(10000000000)
-    .openapi({ example: 5000 })
-    .optional()
-    .nullable(),
-  startAt: dateSchema.optional().openapi({ example: '10/20/2024' }),
-  endAt: dateSchema.optional().openapi({ example: '10/27/2024' }),
-  platform: z.string().optional(),
-  coverArtId: z
-    .lazy(() => fileIdSchema)
-    .nullable()
-    .optional(),
-  platformSettings: OfferingPlatformSettings.optional().transform((val) =>
-    val ? JSON.stringify(val) : null,
-  ),
-  enabled: z.boolean().optional(),
-  entitySubscriptionAgreementTemplateId: z.string().optional().nullable(),
-  managedBy: z.nativeEnum(ManagedByType).optional(),
-  subscriptionAgreementTemplateId: z.string().optional().nullable(),
-  memorandumId: z
-    .lazy(() => fileIdSchema)
-    .nullable()
-    .optional(),
-  subscriptionAgreementId: z
-    .lazy(() => fileIdSchema)
-    .nullable()
-    .optional(),
-  jointSubscriptionAgreementTemplateId: z.string().optional().nullable(),
-  cancellationPeriod: z.number().min(2).max(5).optional().nullable(),
-  showTotalRaised: z.boolean().optional(),
-  issuerId: issuerIdSchema.optional(),
-});
-export const PatchOffering = PatchOfferingBase.merge(
-  z.object({
-    assetName: z
-      .string()
-      .min(2)
-      .max(50)
-      .optional()
-      .openapi({ example: 'Asset name' }),
-    assetType: z
-      .nativeEnum(AssetType)
-      .optional()
-      .openapi({ example: AssetType.STOCK }),
-    pricePerUnit: z
-      .number()
-      .min(0.01)
-      .max(10000000000)
-      .nullable()
-      .optional()
-      .openapi({ example: 2000 }),
-    totalUnits: z
-      .number()
-      .min(1)
-      .max(10000000000)
-      .nullable()
-      .optional()
-      .openapi({ example: 5200 }),
-    yield: z
-      .number()
-      .min(0.01)
-      .max(10000000000)
-      .nullable()
-      .optional()
-      .openapi({ example: 1200 }),
-    duration: z
-      .number()
-      .min(1)
-      .max(1000)
-      .nullable()
-      .optional()
-      .openapi({ example: 1 }),
-    durationType: z
-      .nativeEnum(DurationType)
-      .nullable()
-      .optional()
-      .openapi({ example: DurationType.DAY }),
-    template: z
-      .nativeEnum(AssetTemplateType)
-      .default(AssetTemplateType.STANDARD)
-      .openapi({ example: AssetTemplateType.STANDARD })
-      .nullable()
-      .optional(),
-    tiers: z.array(z.number().positive()).nullable().optional(),
-  }),
-);
-export type PatchOffering = z.infer<typeof PatchOffering>;
-
-export const PostComplianceOffering = PatchOfferingBase.merge(
-  z.object({
-    accountId: accountIdSchema,
-    managedBy: z.nativeEnum(ManagedByType).optional(),
-    assetName: z.string().min(2).max(50).openapi({ example: 'Asset name' }),
-    assetType: z.nativeEnum(AssetType).openapi({ example: AssetType.STOCK }),
-    pricePerUnit: z
-      .number()
-      .min(0.01)
-      .max(10000000000)
-      .nullable()
-      .openapi({ example: 2000 }),
-    totalUnits: z
-      .number()
-      .min(1)
-      .max(10000000000)
-      .nullable()
-      .openapi({ example: 5200 }),
-    yield: z
-      .number()
-      .min(0.01)
-      .max(10000000000)
-      .nullable()
-      .optional()
-      .openapi({ example: 1200 }),
-    duration: z
-      .number()
-      .min(1)
-      .max(1000)
-      .nullable()
-      .optional()
-      .openapi({ example: 1 }),
-    durationType: z
-      .nativeEnum(DurationType)
-      .nullable()
-      .optional()
-      .openapi({ example: DurationType.DAY }),
-    template: z
-      .nativeEnum(AssetTemplateType)
-      .default(AssetTemplateType.STANDARD)
-      .openapi({ example: AssetTemplateType.STANDARD }),
-    tiers: z.array(z.number().positive()).nullable().optional(),
-  }),
-).superRefine(postAssetRefinement);
-export type PostComplianceOffering = z.infer<typeof PostComplianceOffering>;
-
-export const offeringsInclude = z.enum([
-  'account',
-  'issuer',
-  'trades',
-  'assets',
-  'disbursements',
-  'draftVersion',
-  'publishedVersion',
-  'revisions',
-  'onboardingReviewedBy',
-]);
-
-/**
- * @description Query parameters for including related entities
- * @xample in contract us as -> query: z.object({}).merge(UsersIncludeQuery),
- */
-export const OfferingsIncludeQuery = z.object({
-  include: z
-    .string()
-    .optional()
-    .transform((str) => (str ? str.split(',') : []))
-    .refine(
-      (includes) =>
-        includes.every((include) =>
-          offeringsInclude.options.includes(include as any),
-        ),
-      {
-        message: `Invalid include option provided. Valid options are: ${offeringsInclude.options.join(',')}`,
-      },
-    )
-    .openapi({
-      example: `${offeringsInclude.options.join(',')}`,
-    }),
-});
-
-export interface OfferingsIncludeQuery
-  extends z.infer<typeof OfferingsIncludeQuery> {}
-
-/**
- * @description
- * Filters for querying offerings.
- *
- * The "combinedStatus" filter provides a unified status that combines three separate fields:
- * - complianceReview: The compliance review status of the offering
- * - onboardingStatus: The onboarding completion status
- * - enabled: Whether the offering is currently enabled/active
- *
- * The combinedStatus is calculated using the following priority rules:
- * 1. If onboardingStatus is "IN_REVIEW" → combinedStatus = "ONBOARDING"
- * 2. Else if complianceReview is not "APPROVED" → combinedStatus = "IN_COMPLIANCE_REVIEW"
- * 3. Else if onboardingStatus is "COMPLETE" and complianceReview is "APPROVED" →
- *    - If enabled is true → combinedStatus = "ACTIVE"
- *    - If enabled is false → combinedStatus = "PAUSED"
- *
- * This allows for filtering offerings by a single summary state that reflects the overall user-facing status,
- * rather than requiring separate filters for each individual field.
- */
-export const OfferingFiltersZod = z.object({
-  issuerName: z.string().optional(),
-  name: z.string().optional(),
-  accountId: accountIdSchema.optional(),
-  issuerId: z.lazy(() => issuerIdSchema).optional(),
-  type: z.nativeEnum(OfferingType).optional(),
-  status: z.nativeEnum(ComplianceReview).optional(),
-  enabled: z.preprocess(
-    (val) =>
-      val === 'true' || val === '1'
-        ? true
-        : val === 'false' || val === '0'
-          ? false
-          : val,
-    z.boolean().optional(),
-  ),
-  managedBy: z.nativeEnum(ManagedByType).optional(),
-  versioningType: z.nativeEnum(OfferingVersioningType).optional(),
-  combinedStatus: z.nativeEnum(OfferingStatus).optional(),
-  onboardingStatus: z.nativeEnum(OfferingOnboardingStatus).optional(),
-});
-export type OfferingFiltersZod = z.infer<typeof OfferingFiltersZod>;
-
-export const OfferingSortZod = z.object({
-  sort: z.enum([SortBy.NAME, SortBy.CREATED_AT, SortBy.UPDATED_AT]).optional(),
-  dir: z.nativeEnum(SortOrder).optional(),
-});
-export type OfferingSortZod = z.infer<typeof OfferingSortZod>;
-
-export const OfferingSummaryFiltersZod = z.object({
-  accountId: accountIdSchema.optional(),
-  hasPendingTrades: z.coerce.boolean().optional(),
-});
-export type OfferingSummaryFiltersZod = z.infer<
-  typeof OfferingSummaryFiltersZod
->;
-
-export const OfferingSummaryResponseZod = z.object({
-  id: offeringIdSchema,
-  name: z.string(),
-  account: z.object({ id: accountIdSchema, name: z.string() }),
-  trades: z.object({
-    total: z.number(),
-    tradeReview: z.number(),
-    readyForDisbursement: z.number(),
-  }),
-});
-export type OfferingSummaryResponse = z.infer<
-  typeof OfferingSummaryResponseZod
->;
-
-export const PaginatedOfferingSummaryResponseZod = z.object({
-  items: z.array(OfferingSummaryResponseZod),
-  meta: IPaginationMeta,
-});
-export type PaginatedOfferingSummaryResponse = z.infer<
-  typeof PaginatedOfferingSummaryResponseZod
->;
-
-const BaseOfferingSettings = z.object({
-  settingsBrokerageFeeValue: z.number().nonnegative().nullable().optional(),
-  settingsBrokerageFeeType: z.nativeEnum(OfferingFeeType).nullable().optional(),
-  settingsCardFeeValue: z.number().nonnegative().nullable().optional(),
-  settingsCardFeeType: z.nativeEnum(OfferingFeeType).nullable().optional(),
-  settingsDisbursementFeeValue: z.number().nonnegative().nullable().optional(),
-  settingsDisbursementFeeType: z
-    .nativeEnum(OfferingFeeType)
-    .nullable()
-    .optional(),
-  settingsRefundPoolFeeValue: z.number().nonnegative().nullable().optional(),
-  settingsRefundPoolFeeType: z
-    .nativeEnum(OfferingFeeType)
-    .nullable()
-    .optional(),
-  serviceChargesType: z.nativeEnum(OfferingFeeType).nullable().optional(),
-  serviceCharges: z.number().nonnegative().nullable().optional(),
-});
-
-export const OfferingSettings = BaseOfferingSettings.refine(
-  (data) =>
-    (data.settingsBrokerageFeeType === null &&
-      data.settingsBrokerageFeeValue === null) ||
-    (data.settingsBrokerageFeeType !== null &&
-      data.settingsBrokerageFeeValue !== null),
-  {
-    message:
-      'settingsBrokerageFeeType and settingsBrokerageFeeValue must both be either null or not-null',
-  },
-)
-  .refine(
-    (data) =>
-      (data.serviceChargesType === null && data.serviceCharges === null) ||
-      (data.serviceChargesType !== null && data.serviceCharges !== null),
-    {
-      message:
-        'serviceChargesType and serviceCharges must both be either null or not-null',
-    },
-  )
-  .refine(
-    (data) =>
-      (data.settingsCardFeeType === null &&
-        data.settingsCardFeeValue === null) ||
-      (data.settingsCardFeeType !== null && data.settingsCardFeeValue !== null),
-    {
-      message:
-        'settingsCardFeeType and settingsCardFeeValue must both be either null or not-null',
-    },
-  )
-  .refine(
-    (data) =>
-      (data.settingsDisbursementFeeType === null &&
-        data.settingsDisbursementFeeValue === null) ||
-      (data.settingsDisbursementFeeType !== null &&
-        data.settingsDisbursementFeeValue !== null),
-    {
-      message:
-        'settingsDisbursementFeeType and settingsDisbursementFeeValue must both be either null or not-null',
-    },
-  )
-  .refine(
-    (data) =>
-      (data.settingsRefundPoolFeeType === null &&
-        data.settingsRefundPoolFeeValue === null) ||
-      (data.settingsRefundPoolFeeType !== null &&
-        data.settingsRefundPoolFeeValue !== null),
-    {
-      message:
-        'settingsRefundPoolFeeType and settingsRefundPoolFeeValue must both be either null or not-null',
-    },
-  )
-  .refine(
-    (data) =>
-      data.settingsBrokerageFeeType !== OfferingFeeType.PERCENTAGE ||
-      (data.settingsBrokerageFeeValue !== null &&
-        data.settingsBrokerageFeeValue! <= 100),
-    {
-      message: 'settingsBrokerageFeeValue must be less than or equal to 100',
-    },
-  )
-  .refine(
-    (data) =>
-      data.settingsRefundPoolFeeType !== OfferingFeeType.PERCENTAGE ||
-      (data.settingsRefundPoolFeeValue !== null &&
-        data.settingsRefundPoolFeeValue! <= 100),
-    {
-      message: 'settingsRefundPoolFeeValue must be less than or equal to 100',
-    },
-  )
-  .refine(
-    (data) =>
-      data.settingsCardFeeType !== OfferingFeeType.PERCENTAGE ||
-      (data.settingsCardFeeValue !== null && data.settingsCardFeeValue! <= 100),
-    {
-      message: 'settingsCardFeeValue must be less than or equal to 100',
-    },
-  )
-  .refine(
-    (data) =>
-      data.settingsDisbursementFeeType !== OfferingFeeType.PERCENTAGE ||
-      (data.settingsDisbursementFeeValue !== null &&
-        data.settingsDisbursementFeeValue! <= 100),
-    {
-      message: 'settingsDisbursementFeeValue must be less than 100',
-    },
-  );
-
-export type OfferingSettings = z.infer<typeof OfferingSettings>;
-
-export const PatchComplianceOffering = z
-  .intersection(PatchOffering, OfferingSettings)
-  .refine(
-    (data) => {
-      // Check if both values are present, and if so, ensure minInvestment is less than maxInvestment
-      if (data.minInvestment && data.maxInvestment) {
-        return data.minInvestment < data.maxInvestment;
-      }
-      return true; // If one or both values are undefined, skip this check
-    },
-    {
-      message: 'Minimum investment must be less than maximum investment.',
-      path: ['minInvestment'],
-    },
-  );
-export type PatchComplianceOffering = z.infer<typeof PatchComplianceOffering>;
-
-export const IComplianceOffering = z.intersection(IOffering, OfferingSettings);
-export type IComplianceOffering = z.infer<typeof IComplianceOffering>;
-
-export const IPaginatedComplianceOffering = z.object({
-  items: z.array(IComplianceOffering),
-  meta: IPaginationMeta,
-});
-export type IPaginatedComplianceOffering = z.infer<
-  typeof IPaginatedComplianceOffering
->;
-
-export const ReviewOfferings = z.object({
-  complianceReview: z.enum([
-    ComplianceReview.APPROVED,
-    ComplianceReview.REJECTED,
-  ]),
-  offerings: z
-    .array(offeringIdSchema)
-    .min(1, 'At least one offering is required')
-    .max(50, 'Maximum of 50 offerings allowed')
-    .openapi({
-      example: [
-        'offering_01jjsdrx1seqfse7z4z47sgdp5',
-        'offering_01jjsdrx27enkszq5cnc3hdhrf',
-      ],
-    }),
-});
-export type ReviewOfferings = z.infer<typeof ReviewOfferings>;
-
-export const OfferingDetailsResponseZod = z.object({
-  raisedAmount: z.number(),
-  investors: z.number().int(),
-  minInvestment: z.number(),
-  maxInvestment: z.number(),
-  valuationCap: z.number(),
-  targetAmount: z.number(),
-});
-
-export type OfferingDetailsResponseZod = z.infer<
-  typeof OfferingDetailsResponseZod
->;
-
-export const OfferingsArrayQueryZod = z.object({
-  offerings: z
-    .string()
-    .optional()
-    .transform((val) => {
-      if (!val) return undefined;
-      return val.split(',').map((id) => id.trim());
-    })
-    .pipe(
-      z
-        .array(z.string())
-        .optional()
-        .refine(
-          (val) => {
-            if (!val) return true;
-            return val.every((id) => {
-              try {
-                const tid = TypeID.fromString(id);
-                return tid.getType() === 'offering';
-              } catch {
-                return false;
-              }
-            });
-          },
-          {
-            message:
-              'Invalid offering IDs format. Must be a valid TypeID with "offering" prefix.',
-          },
-        ),
-    ),
-});
-
-export const OfferingRaiseAmountResponseZod = z.object({
-  offeringId: offeringIdSchema,
-  totalRaisedAmount: z.number(),
-});
-export type OfferingRaiseAmountResponseZod = z.infer<
-  typeof OfferingRaiseAmountResponseZod
->;
-
-export const PublicOfferingFiltersZod = PaginationOptionsZod.merge(
-  InvestorsOfferingsIncludeQuery,
-)
-  .merge(InvestorsOfferingFiltersZod)
-  .extend({
-    url: UrlSchema,
-  });
-
-export type PublicOfferingFiltersZod = z.infer<typeof PublicOfferingFiltersZod>;
-
-export const PendingOfferingSummaryResponseZod = z.object({
-  id: offeringIdSchema,
-  name: z.string(),
-  assets: z.number(),
-  issuerName: z.string(),
-  issuerId: z.string(),
-  accountName: z.string(),
-  accountId: z.string(),
-  targetAmount: z.number().nullable(),
-  startAt: z.date().nullable(),
-  offeringType: z.nativeEnum(OfferingType),
-});
-export type PendingOfferingSummaryResponse = z.infer<
-  typeof PendingOfferingSummaryResponseZod
->;
-
-export const PaginatedPendingOfferingSummaryResponseZod = z.object({
-  items: z.array(PendingOfferingSummaryResponseZod),
-  meta: IPaginationMeta,
-});
-export type PaginatedPendingOfferingSummaryResponse = z.infer<
-  typeof PaginatedPendingOfferingSummaryResponseZod
->;
-
-export type OfferingUpdateFields = {
-  managedBy?: ManagedByType | null;
-  showTotalRaised?: boolean;
-  enabled?: boolean;
-};
-
-export const ReviewOfferingOnboarding = z.object({
-  onboardingStatus: z.nativeEnum(OfferingOnboardingStatus),
-});
-export type ReviewOfferingOnboarding = z.infer<typeof ReviewOfferingOnboarding>;
-
-export const OnboardingOfferingSummaryZod = z.object({
-  accountId: accountIdSchema,
-  accountName: z.string(),
-  offeringName: z.string(),
-  offeringId: z.string(),
-  memorandumId: z.string().nullable(),
-  subscriptionAgreementId: z.string().nullable(),
-  subscriptionAgreementTemplateId: z.string().nullable(),
-  jointSubscriptionAgreementTemplateId: z.string().nullable(),
-  entitySubscriptionAgreementTemplateId: z.string().nullable(),
-});
-export type OnboardingOfferingSummaryZod = z.infer<
-  typeof OnboardingOfferingSummaryZod
->;
-
-export const OnboardingOfferingSummaryFilterZod = z.object({
-  search: z.string().optional(),
-  offeringId: offeringIdSchema.optional(),
-});
-export type OnboardingOfferingSummaryFilterZod = z.infer<
-  typeof OnboardingOfferingSummaryFilterZod
->;
-
-export const IPaginatedOnboardingOfferingSummaryResponse = z.object({
-  items: z.array(OnboardingOfferingSummaryZod),
-  meta: IPaginationMeta,
-});
-export type IPaginatedOnboardingOfferingSummaryResponse = z.infer<
-  typeof IPaginatedOnboardingOfferingSummaryResponse
->;