@dalmore/api-contracts 0.0.0-dev.d30d175 → 0.0.0-dev.d38f1ff

package/common/types/common.types.ts

@@ -1,1520 +0,0 @@
-import { extendZodWithOpenApi } from '@anatine/zod-openapi';
-import { IBaseEntity } from './entity.types';
-import { z } from 'zod';
-import { TypeID } from 'typeid-js';
-import { ErrorHttpStatusCode } from '@ts-rest/core';
-import { TwoFactorMethod } from './sms.types';
-import { normalizeShortDate } from '../helpers';
-import { HttpStatus } from '@nestjs/common';
-
-extendZodWithOpenApi(z);
-
-// All possible statuses for the system
-export enum BaseStatus {
-  NEEDS_REVIEW = 'NEEDS_REVIEW',
-  PENDING = 'PENDING',
-  APPROVED = 'APPROVED',
-  REJECTED = 'REJECTED',
-  IN_REVIEW = 'IN_REVIEW',
-  ADDITIONAL_INFO = 'ADDITIONAL_INFO',
-  SUBMITTED = 'SUBMITTED',
-  IN_PROGRESS = 'IN_PROGRESS',
-  CANCELLED = 'CANCELLED',
-  SETTLED = 'SETTLED',
-  REFUNDED = 'REFUNDED',
-  RESUBMIT = 'RESUBMIT',
-  FUNDED = 'FUNDED',
-  COMPLETED = 'COMPLETED',
-  SIGNED = 'SIGNED',
-  DECLINED = 'DECLINED',
-  CART = 'CART',
-  PLACED = 'PLACED',
-  NEEDS_INFO = 'NEEDS_INFO',
-  NEEDS_PAYMENT_INFO = 'NEEDS_PAYMENT_INFO',
-  FUNDING = 'FUNDING',
-  CHARGED = 'CHARGED',
-  NEW = 'NEW',
-  IMPORT_ERROR = 'IMPORT_ERROR',
-  ERROR = 'ERROR',
-  UPDATE_PAYMENT_METHOD = 'UPDATE_PAYMENT_METHOD',
-  RE_SIGN = 'RE_SIGN',
-  RESET_2FA = 'RESET_2FA',
-  FORGOT_PASSWORD = 'FORGOT_PASSWORD',
-  RESET_PASSWORD = 'RESET_PASSWORD',
-  TWO_FACTOR_LOGIN = 'TWO_FACTOR_LOGIN',
-  LOGIN = 'LOGIN',
-  FAILED = 'FAILED',
-  AUTHORIZING = 'AUTHORIZING',
-  VALID = 'VALID',
-  DELETED = 'DELETED',
-  REVOKED = 'REVOKED',
-  WARNING = 'WARNING',
-  READY_TO_APPROVE = 'READY_TO_APPROVE',
-  INCOMPLETE = 'INCOMPLETE',
-  RE_PROCESS = 'RE_PROCESS',
-  INVALID = 'INVALID',
-  NOT_PROCESSED = 'NOT_PROCESSED',
-  PROCESSING = 'PROCESSING',
-  PROCESSING_ERROR = 'PROCESSING_ERROR',
-  REVIEW_ERROR = 'REVIEW_ERROR',
-  PROCESSED = 'PROCESSED',
-  SAVE = 'SAVE',
-  ACCEPTED = 'ACCEPTED',
-  ONBOARDING = 'ONBOARDING',
-  LIVE = 'LIVE',
-  OVERDUE = 'OVERDUE',
-  SUSPENDED = 'SUSPENDED',
-  INACTIVE = 'INACTIVE',
-  PARTIALLY_REFUNDED = 'PARTIALLY_REFUNDED',
-  VOIDED = 'VOIDED',
-  JOIN = 'JOIN',
-  RESTORE = 'RESTORE',
-}
-
-export const UserWithoutPasswordAccountZod = IBaseEntity.extend({
-  firstName: z.string().openapi({ example: 'Daniel' }),
-  lastName: z.string().openapi({ example: 'Ice' }),
-  email: z.string().email().openapi({ example: 'test@test.com' }),
-  provider: z.string().openapi({ example: 'email' }),
-  active: z.boolean().openapi({ example: true }),
-  lastLoginAt: z.date().nullable().openapi({ example: new Date() }),
-  loginCount: z.number().openapi({ example: 1 }),
-  inviteId: z
-    .string()
-    .nullable()
-    .openapi({ example: 'invite_01j1xgme5mfrasd02hmfwsy13a' }),
-  accountId: z
-    .string()
-    .nullable()
-    .openapi({ example: 'account_01j1xgme5mfrasd02hmfwsy13a' }),
-});
-export type UserWithoutPasswordAccountZod = z.infer<
-  typeof UserWithoutPasswordAccountZod
->;
-export enum ManagedByType {
-  DALMORE = 'DALMORE',
-  ISSUER = 'ISSUER',
-}
-
-export enum Platform {
-  DALMORE = 'DALMORE',
-  INTEGRATION = 'INTEGRATION',
-}
-
-export enum HttpMethod {
-  GET = 'GET',
-  POST = 'POST',
-  PUT = 'PUT',
-  PATCH = 'PATCH',
-  DELETE = 'DELETE',
-  HEAD = 'HEAD',
-  OPTIONS = 'OPTIONS',
-}
-
-export const SENSITIVE_PATTERNS = [
-  /password/i,
-  /credit.*card/i,
-  /ssn/i,
-  /social.*security/i,
-  /token/i,
-  /access.*token/i,
-  /code/i,
-  /apiKey/i,
-  /key/i,
-  /stripeSecretKey/i,
-  /usAccountNumber/i,
-  /recoveryCodes/i,
-  /totpSecret/i,
-  /totpTemporarySecret/i,
-  /smsVerificationCode/i,
-];
-
-export enum AccountStatus {
-  ONBOARDING = BaseStatus.ONBOARDING,
-  LIVE = BaseStatus.LIVE,
-  OVERDUE = BaseStatus.OVERDUE,
-  SUSPENDED = BaseStatus.SUSPENDED,
-  INACTIVE = BaseStatus.INACTIVE,
-}
-// CHANGES TO THIS WILL REQUIRE:
-// - Migrations to update the database
-// - Update to createDefaultIssuerPaymentMethods
-// - Update to existing issuers payment methods, see UpdateIssuerPaymentMethod1755035846643
-// - Updates to TradeFundingTransitionWorker
-export enum PaymentMethodType {
-  CREDIT_CARD = 'CREDIT_CARD',
-  WIRE = 'WIRE',
-  ACH = 'ACH',
-  BANK_ACCOUNT = 'BANK_ACCOUNT',
-  CHECK = 'CHECK',
-  RETIREMENT = 'RETIREMENT',
-}
-
-export const AccountZod = IBaseEntity.extend({
-  name: z.string().openapi({ example: 'Dalmore' }),
-  status: z.nativeEnum(AccountStatus).openapi({ example: AccountStatus.LIVE }),
-  managedBy: z
-    .nativeEnum(ManagedByType)
-    .nullable()
-    .openapi({ example: ManagedByType.DALMORE }),
-  platform: z.nativeEnum(Platform).openapi({ example: Platform.INTEGRATION }),
-  onboardingReviewerId: z
-    .string()
-    .nullable()
-    .openapi({ example: 'user_01j1xgme5mfrasd02hmfwsy13a' }),
-  onboardingReviewAt: z.date().nullable(),
-  allowPendingComplianceReview: z.boolean().openapi({ example: false }),
-});
-export type AccountZod = z.infer<typeof AccountZod>;
-
-export const AccountWithoutUsersZod = IBaseEntity.extend({
-  name: z.string().openapi({ example: 'Dalmore' }),
-  status: z.nativeEnum(AccountStatus).openapi({ example: AccountStatus.LIVE }),
-  managedBy: z
-    .nativeEnum(ManagedByType)
-    .nullable()
-    .openapi({ example: ManagedByType.DALMORE }),
-  platform: z.nativeEnum(Platform).openapi({ example: Platform.INTEGRATION }),
-  onboardingReviewerId: z
-    .string()
-    .nullable()
-    .openapi({ example: 'user_01j1xgme5mfrasd02hmfwsy13a' }),
-  onboardingReviewAt: z.date().nullable(),
-  allowPendingComplianceReview: z.boolean().openapi({ example: false }),
-});
-export type AccountWithoutUsersZod = z.infer<typeof AccountWithoutUsersZod>;
-
-export enum PortalType {
-  COMPLIANCE = 'COMPLIANCE',
-  ISSUER = 'ISSUER',
-  INVESTOR = 'INVESTOR',
-  CLIENT = 'CLIENT',
-  SECONDARIES = 'SECONDARIES',
-  COMPLIANCE_APIKEY = 'COMPLIANCE_APIKEY',
-}
-
-export enum UserType {
-  USER = 'USER',
-  LEAD = 'LEAD',
-  INVESTOR = 'INVESTOR',
-  DEMO = 'DEMO',
-}
-
-export enum UserStatus {
-  ACTIVE = 'ACTIVE',
-  LOCKED = 'LOCKED',
-}
-
-export enum UserRole {
-  API_KEY = 'API_KEY',
-  IMPORT = 'IMPORT',
-  VIEWER = 'VIEWER',
-  SUPPORT = 'SUPPORT',
-  COMPLIANCE = 'COMPLIANCE',
-  ADMIN = 'ADMIN',
-  MARKETER = 'MARKETER',
-  OWNER = 'OWNER',
-  LEGAL = 'LEGAL',
-  COMMUNITY_MANAGER = 'COMMUNITY_MANAGER',
-  ESCROW_AGENT = 'ESCROW_AGENT',
-  AGENT = 'AGENT',
-  ONBOARDING = 'ONBOARDING',
-}
-export enum IssuerRole {
-  VIEWER = 'VIEWER',
-  OWNER = 'OWNER',
-  MARKETER = 'MARKETER',
-  LEGAL = 'LEGAL',
-  COMMUNITY_MANAGER = 'COMMUNITY_MANAGER',
-  COMPLIANCE = 'COMPLIANCE',
-  ADMIN = 'ADMIN',
-  SUPPORT = 'SUPPORT',
-}
-
-export enum FileContainerType {
-  SITE = 'SITE',
-  PRIVATE = 'PRIVATE',
-  PUBLIC = 'PUBLIC',
-  ASSET = 'ASSET',
-}
-export enum UserDataType {
-  LIVE = 'LIVE',
-  TEST = 'TEST',
-}
-// Base interface for role hierarchies
-interface RoleHierarchy {
-  type: PortalType;
-  roles: string[];
-}
-
-export enum AccountContactType {
-  GENERAL = 'GENERAL',
-  INVESTOR = 'INVESTOR',
-  ISSUER = 'ISSUER',
-}
-
-// Configuration for portals and their roles - in order of hierarchy
-export const PortalConfig: Record<PortalType, RoleHierarchy> = {
-  // JWT AUTH
-  [PortalType.COMPLIANCE]: {
-    type: PortalType.COMPLIANCE,
-    roles: [
-      UserRole.IMPORT,
-      UserRole.VIEWER,
-      UserRole.SUPPORT,
-      UserRole.COMPLIANCE,
-      UserRole.ADMIN,
-    ],
-  },
-  [PortalType.ISSUER]: {
-    type: PortalType.ISSUER,
-    roles: [UserRole.MARKETER, UserRole.OWNER],
-  },
-  [PortalType.INVESTOR]: {
-    type: PortalType.INVESTOR,
-    roles: [UserRole.VIEWER, UserRole.OWNER],
-  },
-  // API KEY AUTH
-  [PortalType.CLIENT]: {
-    type: PortalType.CLIENT,
-    roles: [UserRole.API_KEY],
-  },
-  [PortalType.SECONDARIES]: {
-    type: PortalType.SECONDARIES,
-    roles: [UserRole.API_KEY],
-  },
-  [PortalType.COMPLIANCE_APIKEY]: {
-    type: PortalType.COMPLIANCE_APIKEY,
-    roles: [UserRole.API_KEY],
-  },
-};
-
-export const BaseAuthReq = z.object({
-  id: z.string(),
-  accountId: z.string(),
-  isInactiveAccount: z.boolean(),
-  active: z.boolean(),
-  role: z.nativeEnum(UserRole),
-  type: z.nativeEnum(PortalType),
-  roleId: z.string(),
-});
-
-// Regular user type extending base
-export const AuthUserReq = BaseAuthReq.extend({
-  userLoginId: z.string(),
-  firstName: z.string(),
-  lastName: z.string(),
-  email: z.string().email(),
-  provider: z.string(),
-  status: z.lazy(() => z.nativeEnum(UserStatus)),
-  lastLoginAt: z.date().nullable(),
-  loginCount: z.number(),
-  requiresTwoFactorSetup: z.boolean().optional(),
-  twoFactorEnabled: z.boolean().optional(),
-  twoFactorMethod: z.nativeEnum(TwoFactorMethod).optional(),
-  managedBy: z.nativeEnum(ManagedByType).optional(),
-  userType: z.nativeEnum(UserType).optional(),
-});
-
-// API key type extending base
-export const AuthApiKeyReq = BaseAuthReq.extend({
-  name: z.string(),
-  description: z.string().nullable(),
-  lastUsedAt: z.date().nullable(),
-});
-
-export type BaseAuthReq = z.infer<typeof BaseAuthReq>;
-export type AuthUserReq = z.infer<typeof AuthUserReq>;
-export type AuthApiKeyReq = z.infer<typeof AuthApiKeyReq>;
-
-export const UserWithoutPasswordZod = IBaseEntity.extend({
-  firstName: z.string().openapi({ example: 'Daniel' }),
-  lastName: z.string().openapi({ example: 'Ice' }),
-  email: z.string().email().openapi({ example: 'test@test.com' }),
-  provider: z.string().openapi({ example: 'email' }),
-  active: z.boolean().openapi({ example: true }),
-  lastLoginAt: z.date().nullable().openapi({ example: new Date() }),
-  loginCount: z.number().openapi({ example: 1 }),
-  inviteId: z
-    .string()
-    .nullable()
-    .openapi({ example: 'invite_01j1xgme5mfrasd02hmfwsy13a' }),
-  accountId: z
-    .string()
-    .nullable()
-    .openapi({ example: 'account_01j1xgme5mfrasd02hmfwsy13a' }),
-  account: AccountWithoutUsersZod.optional(),
-});
-export type UserWithoutPasswordZod = z.infer<typeof UserWithoutPasswordZod>;
-
-export type ErrorResult = {
-  status: ErrorHttpStatusCode;
-  message: string;
-};
-
-export type ExtendedErrorResult = ErrorResult & {
-  errors?: ErrorResponseZod;
-};
-
-export const IPaginationMeta = z.object({
-  itemCount: z.number().openapi({ example: 1 }),
-  totalItems: z.number().optional().openapi({ example: 10 }),
-  itemsPerPage: z.number().openapi({ example: 1 }),
-  totalPages: z.number().optional().openapi({ example: 10 }),
-  currentPage: z.number().openapi({ example: 1 }),
-});
-export type IPaginationMeta = z.infer<typeof IPaginationMeta>;
-
-export const PaginationOptionsZod = z.object({
-  page: z.coerce
-    .number()
-    .transform((val) => (val === 0 ? 1 : val))
-    .optional()
-    .default(1),
-  limit: z.coerce
-    .number()
-    .transform((val) => (val === 0 ? 10 : val))
-    .optional()
-    .default(10),
-});
-export type PaginationOptionsZod = z.infer<typeof PaginationOptionsZod>;
-
-export interface IPaginationOptions
-  extends z.infer<typeof PaginationOptionsZod> {}
-
-// The base action types for the system
-export enum BaseAction {
-  CREATE = 'CREATE',
-  READ = 'READ',
-  UPDATE = 'UPDATE',
-  DELETE = 'DELETE',
-  IMPORT = 'IMPORT',
-}
-
-export enum KYCStatus {
-  NEEDS_REVIEW = BaseStatus.NEEDS_REVIEW,
-  PENDING = BaseStatus.PENDING,
-  APPROVED = BaseStatus.APPROVED,
-  REJECTED = BaseStatus.REJECTED,
-  CANCELLED = BaseStatus.CANCELLED,
-  RESUBMIT = BaseStatus.RESUBMIT,
-  ERROR = BaseStatus.ERROR,
-}
-export enum AMLStatus {
-  NEEDS_REVIEW = BaseStatus.NEEDS_REVIEW,
-  PENDING = BaseStatus.PENDING,
-  APPROVED = BaseStatus.APPROVED,
-  REJECTED = BaseStatus.REJECTED,
-  ERROR = BaseStatus.ERROR,
-}
-
-export enum AicStatus {
-  NEEDS_REVIEW = BaseStatus.NEEDS_REVIEW,
-  PENDING = BaseStatus.PENDING,
-  APPROVED = BaseStatus.APPROVED,
-  REJECTED = BaseStatus.REJECTED,
-  PROCESSED = BaseStatus.PROCESSED,
-}
-export enum IssuerStatus {
-  REJECTED = BaseStatus.REJECTED,
-  IN_REVIEW = BaseStatus.IN_REVIEW,
-  ADDITIONAL_INFO = BaseStatus.ADDITIONAL_INFO,
-  SUBMITTED = BaseStatus.SUBMITTED,
-  IN_PROGRESS = BaseStatus.IN_PROGRESS,
-  APPROVED = BaseStatus.APPROVED,
-}
-
-export enum KYBStatus {
-  NEEDS_REVIEW = BaseStatus.NEEDS_REVIEW,
-  PENDING = BaseStatus.PENDING,
-  APPROVED = BaseStatus.APPROVED,
-  REJECTED = BaseStatus.REJECTED,
-}
-
-export enum SanctionsStatus {
-  NEEDS_REVIEW = BaseStatus.NEEDS_REVIEW,
-  PENDING = BaseStatus.PENDING,
-  APPROVED = BaseStatus.APPROVED,
-  REJECTED = BaseStatus.REJECTED,
-}
-
-export enum FundingStatus {
-  PENDING = BaseStatus.PENDING,
-  CANCELLED = BaseStatus.CANCELLED,
-  SETTLED = BaseStatus.SETTLED,
-  REFUNDED = BaseStatus.REFUNDED,
-  DECLINED = BaseStatus.DECLINED,
-  FUNDING = BaseStatus.FUNDING,
-  AUTHORIZING = BaseStatus.AUTHORIZING,
-  FAILED = BaseStatus.FAILED,
-}
-
-export enum TxnCheck {
-  PENDING = BaseStatus.PENDING,
-  NEEDS_REVIEW = BaseStatus.NEEDS_REVIEW,
-  APPROVED = BaseStatus.APPROVED,
-  REJECTED = BaseStatus.REJECTED,
-}
-
-export enum ApprovalStatus {
-  PENDING = BaseStatus.PENDING,
-  FUNDED = BaseStatus.FUNDED,
-  APPROVED = BaseStatus.APPROVED,
-  REJECTED = BaseStatus.REJECTED,
-  REFUNDED = BaseStatus.REFUNDED,
-}
-
-export enum IraCheck {
-  PENDING = BaseStatus.PENDING,
-  APPROVED = BaseStatus.APPROVED,
-  NEEDS_REVIEW = BaseStatus.NEEDS_REVIEW,
-  REJECTED = BaseStatus.REJECTED,
-}
-
-export enum CoveredPersonsStatus {
-  REJECTED = BaseStatus.REJECTED,
-  IN_REVIEW = BaseStatus.IN_REVIEW,
-  IN_PROGRESS = BaseStatus.IN_PROGRESS,
-  COMPLETED = BaseStatus.COMPLETED,
-}
-
-export enum ComplianceReview {
-  PENDING = BaseStatus.PENDING,
-  APPROVED = BaseStatus.APPROVED,
-  REJECTED = BaseStatus.REJECTED,
-  NEEDS_REVIEW = BaseStatus.NEEDS_REVIEW,
-  CANCELLED = BaseStatus.CANCELLED,
-  READY_TO_APPROVE = BaseStatus.READY_TO_APPROVE,
-}
-
-export enum KYCDocumentType {
-  PASSPORT = 'PASSPORT',
-  DRIVER_LICENSE = 'DRIVER_LICENSE',
-  STATE_ID = 'STATE_ID',
-}
-
-export enum InvestmentType {
-  INDIVIDUAL = 'INDIVIDUAL',
-  JOINT = 'JOINT',
-  ENTITY = 'ENTITY',
-}
-
-export enum AicAccreditationType {
-  PENDING = 'PENDING',
-  INCOME = 'INCOME',
-  NET_WORTH = 'NET_WORTH',
-  PROFESSIONAL_CERTIFICATION = 'PROFESSIONAL_CERTIFICATION',
-  KNOWLEDGEABLE_EMPLOYEE = 'KNOWLEDGEABLE_EMPLOYEE',
-}
-
-export enum InvestorAccountType {
-  INDIVIDUAL = 'INDIVIDUAL',
-  JOINT = 'JOINT',
-  RETIREMENT = 'RETIREMENT',
-  LEGAL_ENTITY = 'LEGAL_ENTITY',
-}
-
-export enum SetupStatusType {
-  IN_PROGRESS = 'IN_PROGRESS',
-  COMPLETE = 'COMPLETE',
-}
-
-export enum SetupStepType {
-  NEW = 'NEW',
-  PERSONAL_INFO = 'PERSONAL_INFO',
-  ADDRESS = 'ADDRESS',
-  KYC = 'KYC',
-  INCOME = 'INCOME',
-  AIC_QUESTIONS = 'AIC_QUESTIONS',
-  AIC_FILES = 'AIC_FILES',
-}
-
-export enum OfferingType {
-  REG_A = 'REG_A',
-  REG_CF = 'REG_CF',
-  REG_D = 'REG_D',
-  S1 = 'S1',
-  EXCHANGE_NOTE = 'EXCHANGE_NOTE',
-}
-
-export enum AssetType {
-  BOND = 'BOND',
-  STOCK = 'STOCK',
-}
-
-export enum AdjustmentType {
-  CREDIT_CARD_FEES = 'CREDIT_CARD_FEES',
-  SERVICE_CHARGES = 'SERVICE_CHARGES',
-  SUBSCRIPTION_DISCOUNT = 'SUBSCRIPTION_DISCOUNT',
-}
-
-export enum SignatureStatus {
-  PENDING = BaseStatus.PENDING,
-  SIGNED = BaseStatus.SIGNED,
-  DECLINED = BaseStatus.DECLINED,
-  NEEDS_REVIEW = BaseStatus.NEEDS_REVIEW,
-  RE_SIGN = BaseStatus.RE_SIGN,
-}
-
-export enum TemplateType {
-  INDIVIDUAL = 'INDIVIDUAL',
-  JOINT = 'JOINT',
-  ENTITY = 'ENTITY',
-  RETIREMENT = 'RETIREMENT',
-  GENERAL = 'GENERAL',
-}
-
-export enum TemplateStatus {
-  PENDING = BaseStatus.PENDING,
-  VALID = BaseStatus.VALID,
-  ERROR = BaseStatus.ERROR,
-}
-
-export enum SenderIdentityStatus {
-  PENDING = BaseStatus.PENDING,
-  APPROVED = BaseStatus.APPROVED,
-  REJECTED = BaseStatus.DECLINED,
-  DELETED = BaseStatus.DELETED,
-  REVOKED = BaseStatus.REVOKED,
-}
-
-export enum DurationType {
-  DAY = 'DAYS',
-  WEEK = 'WEEKS',
-  MONTH = 'MONTHS',
-  YEAR = 'YEARS',
-}
-export enum CoveredPersonsRoleType {
-  ENTITY = 'ENTITY',
-  BOARD_MEMBER = 'BOARD_MEMBER',
-  ADVISOR = 'ADVISOR',
-  CEO = 'CEO',
-  CFO = 'CFO',
-  ACCOUNTING = 'ACCOUNTING',
-  CPA = 'CPA',
-  LEGAL = 'LEGAL',
-  EXECUTIVE = 'EXECUTIVE',
-  EMPLOYEE = 'EMPLOYEE',
-  INVESTOR = 'INVESTOR',
-  PROMOTER = 'PROMOTER',
-  OWNER = 'OWNER',
-  AFFILIATED = 'AFFILIATED',
-}
-export enum IDType {
-  PASSPORT = 'PASSPORT',
-  DRIVERS_LICENSE = 'DRIVERS_LICENSE',
-}
-export enum CoveredPersonType {
-  CHILD = 'CHILD',
-  PARENT = 'PARENT',
-}
-
-export enum CoveredPersonFileLabels {
-  IDENTITY_FRONT = 'IDENTITY_FRONT',
-  IDENTITY_BACK = 'IDENTITY_BACK',
-  BAD_ACTOR_REPORT_FILE = 'BAD_ACTOR_REPORT_FILE',
-}
-
-export enum IdentityFileLabels {
-  IDENTITY_FRONT = 'IDENTITY_FRONT',
-  IDENTITY_BACK = 'IDENTITY_BACK',
-  PASSPORT = 'PASSPORT',
-}
-
-export enum IssuerFileLabels {
-  SS4_LETTER = 'SS4_LETTER',
-  FORMATION_DOCUMENT = 'FORMATION_DOCUMENT',
-  COVER_ART = 'COVER_ART',
-}
-
-export enum OfferingFileLabels {
-  MEMORANDUM = 'MEMORANDUM',
-  SUBSCRIPTION_AGREEMENT = 'SUBSCRIPTION_AGREEMENT',
-  COVER_ART = 'COVER_ART',
-}
-export enum SiteBrandingFileLabels {
-  LOGO = 'LOGO',
-  FAVICON = 'FAVICON',
-  BACKGROUND_IMAGE = 'BACKGROUND_IMAGE',
-}
-
-export enum TradeFileLables {
-  TRADE_DOCUMENT = 'TRADE_DOCUMENT',
-}
-
-export enum RetirementFileLabels {
-  CUSTODIAN_INSTRUCTION_DOCUMENT = 'CUSTODIAN_INSTRUCTION_DOCUMENT',
-}
-export enum AccreditationFileLabels {
-  PROOF_OF_INCOME = 'PROOF_OF_INCOME',
-  PROOF_OF_NET_WORTH = 'PROOF_OF_NET_WORTH',
-  EMPLOYEE = 'EMPLOYEE',
-  TAX_RETURNS = 'TAX_RETURNS',
-  ACCOUNT_STATEMENT = 'ACCOUNT_STATEMENT',
-  ACCREDITATION_LETTER = 'ACCREDITATION_LETTER',
-  LICENSE = 'LICENSE',
-}
-
-export enum OtherFileLabels {
-  OTHER = 'OTHER',
-  COMPLIANCE_REQUEST = 'COMPLIANCE_REQUEST',
-  SUB_DOC = 'SUB_DOC',
-}
-
-export const FileLabels = {
-  ...AccreditationFileLabels,
-  ...CoveredPersonFileLabels,
-  ...OtherFileLabels,
-  ...RetirementFileLabels,
-  ...SiteBrandingFileLabels,
-  ...OfferingFileLabels,
-  ...IssuerFileLabels,
-  ...IdentityFileLabels,
-  ...TradeFileLables,
-} as const;
-
-export type FileLabels = (typeof FileLabels)[keyof typeof FileLabels];
-export const FileLabelsEnum = z.enum(
-  Object.values(FileLabels) as [string, ...string[]],
-);
-
-export enum TradeType {
-  PURCHASE = 'PURCHASE',
-  CONVERSION = 'CONVERSION',
-  TRANSFER = 'TRANSFER',
-}
-export enum TradeStatus {
-  CART = BaseStatus.CART,
-  PLACED = BaseStatus.PLACED,
-  IN_REVIEW = BaseStatus.IN_REVIEW,
-  NEEDS_INFO = BaseStatus.NEEDS_INFO,
-  NEEDS_PAYMENT_INFO = BaseStatus.NEEDS_PAYMENT_INFO,
-  FUNDING = BaseStatus.FUNDING,
-  CANCELLED = BaseStatus.CANCELLED,
-  SETTLED = BaseStatus.SETTLED,
-  IMPORT_ERROR = BaseStatus.IMPORT_ERROR,
-  ERROR = BaseStatus.ERROR,
-  UPDATE_PAYMENT_METHOD = BaseStatus.UPDATE_PAYMENT_METHOD,
-}
-
-export enum SavedQuery {
-  ERROR_REPORT = 'ERROR_REPORT',
-  STUCK_TRADES = 'STUCK_TRADES',
-}
-
-export enum SystemReviewLogTrigger {
-  AML_STATUS_UPDATE = 'AML_STATUS_UPDATE',
-  AIC_STATUS_UPDATE = 'AIC_STATUS_UPDATE',
-  INDIVIDUAL_UPDATE = 'INDIVIDUAL_UPDATE',
-  TRADE_STATUS_UPDATE = 'TRADE_STATUS_UPDATE',
-  KYC_STATUS_UPDATE = 'KYC_STATUS_UPDATE',
-  SUBDOC_STATUS_UPDATE = 'SUBDOC_STATUS_UPDATE',
-  VALIDATE_PLACED_TRADES_WORKER = 'VALIDATE_PLACED_TRADES_WORKER',
-}
-
-export enum OfferingOnboardingStatus {
-  IN_REVIEW = BaseStatus.IN_REVIEW,
-  COMPLETE = BaseStatus.COMPLETED,
-}
-
-export enum ExchangeProvider {
-  PPEX = 'PPEX',
-  PHOENIX = 'PHOENIX',
-  NORTHCAP = 'NORTHCAP',
-}
-
-export enum RunnerType {
-  WORKER = 'WORKER',
-  PIPELINE = 'PIPELINE',
-}
-export enum PublicDataType {
-  DATA_ROOM = 'DATA_ROOM',
-  PAGE = 'PAGE',
-  OFFERING = 'OFFERING',
-}
-
-export enum TrustedContactRelationship {
-  SIBLING = 'SIBLING',
-  GUARDIAN = 'GUARDIAN',
-  CHILD = 'CHILD',
-  FRIEND = 'FRIEND',
-  OTHER = 'OTHER',
-}
-export enum FileStatus {
-  PENDING = BaseStatus.PENDING,
-  ERROR = BaseStatus.ERROR,
-  VALID = BaseStatus.VALID,
-  INVALID = BaseStatus.INVALID,
-  NOT_PROCESSED = BaseStatus.NOT_PROCESSED,
-  PROCESSING = BaseStatus.PROCESSING,
-  PROCESSING_ERROR = BaseStatus.PROCESSING_ERROR,
-  REVIEW_ERROR = BaseStatus.REVIEW_ERROR,
-  PROCESSED = BaseStatus.PROCESSED,
-}
-export enum SystemReviewStatus {
-  PENDING = BaseStatus.PENDING,
-  NEEDS_INFO = BaseStatus.NEEDS_INFO,
-  READY_TO_APPROVE = BaseStatus.READY_TO_APPROVE,
-  NEEDS_REVIEW = BaseStatus.NEEDS_REVIEW,
-  APPROVED = BaseStatus.APPROVED,
-  REJECTED = BaseStatus.REJECTED,
-}
-
-export enum FilingStatus {
-  SINGLE = 'SINGLE',
-  JOINT = 'JOINT',
-}
-export enum AccountType {
-  CHECKING = 'CHECKING',
-  SAVINGS = 'SAVINGS',
-  BROKERAGE = 'BROKERAGE',
-  REAL_ESTATE = 'REAL_ESTATE',
-  OTHER = 'OTHER',
-}
-export enum SourceOfIncome {
-  EMPLOYED = 'EMPLOYED',
-  SELF_EMPLOYED = 'SELF_EMPLOYED',
-  UNEMPLOYED = 'UNEMPLOYED',
-  RETIREMENT = 'RETIREMENT',
-  STUDENT = 'STUDENT',
-}
-
-export enum DateField {
-  RAW_ORDER_CREATED_DATE = 'rawOrder.createdDate',
-  RAW_TRADE_CREATED_DATE = 'rawTrade.createdDate',
-  CREATED_AT = 'createdAt',
-}
-
-export const DateFieldMap = {
-  [DateField.RAW_ORDER_CREATED_DATE]: "raw_order_data->>'createdDate'",
-  [DateField.RAW_TRADE_CREATED_DATE]: "raw_trade_data->>'createdDate'",
-  [DateField.CREATED_AT]: 'entity.createdAt',
-};
-
-/**
- * Event fields represent database entity columns that can be changed using status.changed events.
- * These enum values correspond to actual column names in various database entities
- * and are used to track field-level changes in the system's activity logging.
- */
-export enum EventField {
-  STATUS = 'status',
-  TRADE_STATUS = 'tradeStatus',
-  FUNDING_STATUS = 'fundingStatus',
-  COMPLIANCE_REVIEW = 'complianceReview',
-  SYSTEM_REVIEW_CHECK = 'systemReviewCheck',
-  SYSTEM_REVIEW = 'systemReview',
-  KYC_STATUS = 'kycStatus',
-  AML_STATUS = 'amlStatus',
-  AIC_STATUS = 'aicStatus',
-  SA_STATUS = 'saStatus',
-  ONBOARDING_STATUS = 'onboardingStatus',
-  TRANSACTION_STATUS = 'transactionStatus',
-}
-
-export enum EventName {
-  STATUS_CHANGED = 'status.changed',
-  UPDATE_FIELD = 'update.field',
-  ACTION_PERFORMED = 'action.performed',
-  PENDING_OVERDUE_TRADES_ALERT = 'pending_overdue.trades.alert',
-  IN_REVIEW_TRADES_ALERT = 'trade.inreview.alert',
-  INDIVIDUAL_AML_STATUS_CHANGED = 'individual.aml_status.changed',
-}
-
-// pending charged settled refunded cancelled
-export enum TransactionStatus {
-  PENDING = BaseStatus.PENDING,
-  CHARGED = BaseStatus.CHARGED,
-  APPROVED = BaseStatus.APPROVED,
-  SETTLED = BaseStatus.SETTLED,
-  REFUNDED = BaseStatus.REFUNDED,
-  CANCELLED = BaseStatus.CANCELLED,
-  DECLINED = BaseStatus.DECLINED,
-  FAILED = BaseStatus.FAILED,
-  AUTHORIZING = BaseStatus.AUTHORIZING,
-  FUNDING = BaseStatus.FUNDING,
-  PARTIALLY_REFUNDED = BaseStatus.PARTIALLY_REFUNDED,
-  VOIDED = BaseStatus.VOIDED,
-}
-
-//charge, refund, adjustment
-export enum TransactionType {
-  CHARGE = 'CHARGE',
-  REFUND = 'REFUND',
-  ADJUSTMENT = 'ADJUSTMENT',
-}
-
-const parseDate = (str: string | null): Date | null => {
-  if (!str) return null;
-  const [monthStr, dayStr, yearStr] = str.split('/');
-  const month = Number(monthStr);
-  const day = Number(dayStr);
-  const year = Number(yearStr);
-  if (isNaN(month) || isNaN(day) || isNaN(year)) {
-    return null;
-  }
-  return new Date(year, month - 1, day);
-};
-
-export const dateSchema = z
-  .string()
-  .nullable()
-  .refine(
-    (val) => {
-      if (!val) return true;
-      const regex = /^(0[1-9]|1[0-2])\/(0[1-9]|[12][0-9]|3[01])\/\d{4}$/;
-      return regex.test(val);
-    },
-    { message: 'Date must be in MM/DD/YYYY format' },
-  )
-  .transform((val) => (val ? parseDate(val) : null));
-
-/**
- * Creates a Zod schema for parsing and transforming date strings in MM/DD/YYYY format.
- * The schema accepts a parameter to determine if the date should be formatted as the start or end of the day.
- * - If param is 'START', the time is set to 00:00:00.000 (local, no timezone effect).
- * - If param is 'END', the time is set to 23:59:59.999 (local, no timezone effect).
- * - Otherwise, the time is set to 00:00:00.000.
- * The returned value is a Date object or null.
- */
-export const createDateSchema = (param?: 'START' | 'END') =>
-  z
-    .string()
-    .nullable()
-    .refine(
-      (val) => {
-        if (!val) return true;
-        const regex = /^(0[1-9]|1[0-2])\/(0[1-9]|[12][0-9]|3[01])\/\d{4}$/;
-        return regex.test(val);
-      },
-      { message: 'Date must be in MM/DD/YYYY format' },
-    )
-    .transform((val) => {
-      if (!val) return null;
-      const [monthStr, dayStr, yearStr] = val.split('/');
-      const month = Number(monthStr);
-      const day = Number(dayStr);
-      const year = Number(yearStr);
-      if (isNaN(month) || isNaN(day) || isNaN(year)) {
-        return null;
-      }
-      let date: Date;
-      if (param === 'END') {
-        // Set to 23:59:59.999 local, then force to end of day in UTC
-        date = new Date(Date.UTC(year, month - 1, day, 23, 59, 59, 999));
-      } else {
-        // Default to START or normal, set to 00:00:00.000 UTC
-        date = new Date(Date.UTC(year, month - 1, day, 0, 0, 0, 0));
-      }
-      return date;
-    });
-
-/**
- * Default dateSchema (no param) for backward compatibility.
- */
-export const dateSchemaWithParam = createDateSchema();
-
-export enum IssuerOnboardingSetupType {
-  OFFERING = 'OFFERING',
-  INVESTOR_PORTAL = 'INVESTOR_PORTAL',
-  PAYMENT_METHOD = 'PAYMENT_METHOD',
-  ACCOUNT_CONTACTS = 'ACCOUNT_CONTACTS',
-}
-
-export enum ThemeScope {
-  ACCOUNT = 'ACCOUNT',
-  SYSTEM = 'SYSTEM',
-}
-
-/**
- * The configuration for the target tables. Used in Notes, Files, and Activities
- * All tables that need to be targeted should be added here.
- * to determine the target table from the target ID.
- * TODO: UPDATE WITH MORE TABLES
- * CHANGES HERE WILL REQUIRE A MIGRATION
- */
-export const TargetTableConfig = {
-  KYCS: { table: 'kycs', idPrefix: 'kyc' },
-  AMLS: { table: 'amls', idPrefix: 'aml' },
-  AICS: { table: 'aics', idPrefix: 'aic' },
-  KYBS: { table: 'kybs', idPrefix: 'kyb' },
-  INDIVIDUALS: { table: 'individuals', idPrefix: 'individual' },
-  LEGAL_ENTITIES: { table: 'legal_entities', idPrefix: 'legal_entity' },
-  INVESTOR_ACCOUNTS: {
-    table: 'investor_accounts',
-    idPrefix: 'investor_account',
-  },
-  TRADES: { table: 'trades', idPrefix: 'trade' },
-  OFFERINGS: { table: 'offerings', idPrefix: 'offering' },
-  ISSUERS: { table: 'issuers', idPrefix: 'issuer' },
-  COVERED_PERSONS: { table: 'covered_persons', idPrefix: 'covered_person' },
-  PAYMENT_METHODS: { table: 'payment_methods', idPrefix: 'payment_method' },
-  NOTES: { table: 'notes', idPrefix: 'note' },
-  USERS: { table: 'users', idPrefix: 'user' },
-  ACCOUNTS: { table: 'accounts', idPrefix: 'account' },
-  PAGES: { table: 'pages', idPrefix: 'page' },
-  TASKS: { table: 'tasks', idPrefix: 'task' },
-  FILES: { table: 'files', idPrefix: 'file' },
-  DATA_RECORD_FILES: {
-    table: 'data_record_files',
-    idPrefix: 'data_record_file',
-  },
-  ASSETS: { table: 'assets', idPrefix: 'asset' },
-  SITES: { table: 'sites', idPrefix: 'site' },
-  PAGE_REVISIONS: { table: 'page_revisions', idPrefix: 'page_revision' },
-  TRADE_LINE_ITEMS: { table: 'trade_line_items', idPrefix: 'trade_line_item' },
-  TRANSACTIONS: { table: 'transactions', idPrefix: 'transaction' },
-  DISBURSEMENTS: { table: 'disbursements', idPrefix: 'disbursement' },
-  DISBURSEMENT_REVIEWS: {
-    table: 'disbursement_reviews',
-    idPrefix: 'disbursement_review',
-  },
-  ISSUER_PAYMENT_METHODS: {
-    table: 'issuer_payment_methods',
-    idPrefix: 'issuer_payment_method',
-  },
-  SIGNER_BRANDS: { table: 'signer_brands', idPrefix: 'signer_brand' },
-  THEMES: { table: 'themes', idPrefix: 'theme' },
-  THEME_SETTINGS: { table: 'theme_settings', idPrefix: 'theme_setting' },
-} as const;
-
-export type TargetTableType = keyof typeof TargetTableConfig;
-export const TargetTableEnum = Object.keys(TargetTableConfig) as [
-  TargetTableType,
-  ...TargetTableType[],
-];
-
-/**
- * Get the target table name from a target ID.
- * @param targetId - The target ID to get the table name for.
- * @returns The target table name or null if the target ID is invalid.
- */
-export function getTargetTableFromId(targetId: string): string | null {
-  try {
-    const tid = TypeID.fromString(targetId);
-    const prefix = tid.getType();
-
-    for (const config of Object.values(TargetTableConfig)) {
-      if (config.idPrefix === prefix) {
-        return config.table;
-      }
-    }
-  } catch {
-    return null;
-  }
-
-  return null;
-}
-export enum UrlClassification {
-  BASE64 = 'BASE64',
-  REGULAR = 'REGULAR',
-  INVALID = 'INVALID',
-}
-
-export enum OfferingVersioningType {
-  PUBLISHED = 'PUBLISHED',
-  DRAFT = 'DRAFT',
-}
-/**
- * Get the target table type from a target ID.
- * @param targetId - The target ID to get the table type for.
- * @returns The target table type or null if the target ID is invalid.
- */
-export function getTargetTableTypeFromId(
-  targetId: string,
-): TargetTableType | null {
-  try {
-    const tid = TypeID.fromString(targetId);
-    const prefix = tid.getType();
-
-    for (const [tableType, config] of Object.entries(TargetTableConfig)) {
-      if (config.idPrefix === prefix) {
-        return tableType as TargetTableType;
-      }
-    }
-  } catch {
-    return null;
-  }
-
-  return null;
-}
-
-export const REDACTED = '[REDACTED]';
-
-/**
- * Zod schema for validating and normalizing URLs.
- *
- * This schema ensures that the URL is valid and normalizes it by removing the protocol (http/https)
- * and any path after the main domain.
- *
- * @example
- * UrlSchema.parse('https://www.example.com'); // Valid URL, normalized to 'www.example.com'
- * UrlSchema.parse('abc.example.org'); // Valid URL, normalized to 'abc.example.org'
- * UrlSchema.parse('https://subdomain.example.co.uk/path'); // Valid URL, normalized to 'subdomain.example.co.uk'
- * UrlSchema.parse('ftp://example.com'); // Throws validation error
- * UrlSchema.parse('invalid-url'); // Throws validation error
- */
-export const createUrlSchema = (options?: { strict?: boolean }) => {
-  return z
-    .string()
-    .refine(
-      (value) => {
-        try {
-          // If strict mode is enabled, require abc.def.com format (at least one subdomain)
-          const urlPattern = options?.strict
-            ? /^(https?:\/\/)?([a-zA-Z0-9-]+\.[a-zA-Z0-9-]+\.[a-zA-Z]{2,})(\/.*)?$/
-            : /^(https?:\/\/)?(www\.)?([a-zA-Z0-9-]+\.)+[a-zA-Z]{2,}(\/.*)?$/;
-          return urlPattern.test(value);
-        } catch {
-          return false;
-        }
-      },
-      {
-        message: options?.strict
-          ? 'Invalid URL. Must be in format abc.def.com'
-          : 'Invalid URL',
-      },
-    )
-    .transform((value) => {
-      try {
-        const url = new URL(
-          value.startsWith('http') || value.startsWith('https')
-            ? value
-            : `http://${value}`,
-        );
-        return url.hostname.toLowerCase();
-      } catch {
-        return value.toLowerCase();
-      }
-    })
-    .openapi({
-      example: options?.strict ? 'subdomain.example.com' : 'www.example.com',
-    });
-};
-
-export const UrlSchema = createUrlSchema();
-
-/**
- * Zod schema for validating subdomains.
- *
- * This schema ensures that the subdomain contains only alphanumeric characters and hyphens,
- * does not start or end with a hyphen, and follows standard subdomain naming conventions.
- *
- * @example
- * SubdomainSchema.parse('my-site'); // Valid subdomain
- * SubdomainSchema.parse('123test'); // Valid subdomain
- * SubdomainSchema.parse('my_site'); // Throws validation error (underscore not allowed)
- * SubdomainSchema.parse('-mysite'); // Throws validation error (cannot start with hyphen)
- * SubdomainSchema.parse('mysite-'); // Throws validation error (cannot end with hyphen)
- */
-export const SubdomainSchema = z
-  .string()
-  .min(1, { message: 'Subdomain cannot be empty' })
-  .max(63, { message: 'Subdomain cannot exceed 63 characters' })
-  .refine(
-    (value) => {
-      // Subdomain can only contain alphanumeric characters and hyphens
-      // Cannot start or end with a hyphen
-      const subdomainPattern = /^[a-zA-Z0-9]([a-zA-Z0-9-]*[a-zA-Z0-9])?$/;
-      return subdomainPattern.test(value);
-    },
-    {
-      message:
-        'Subdomain can only contain letters, numbers, and hyphens, and cannot start or end with a hyphen',
-    },
-  )
-  .transform((value) => value.toLowerCase())
-  .openapi({ example: 'my-site' });
-
-/**
- * Zod schema for validating domain names without subdomains.
- *
- * This schema ensures the domain is in a valid format (example.com) without subdomains.
- *
- * @example
- * DomainSchema.parse('example.com'); // Valid domain
- * DomainSchema.parse('subdomain.example.com'); // Throws validation error
- */
-export const DomainSchema = z
-  .string()
-  .refine(
-    (value) => {
-      // Only allow a single dot to prevent subdomains
-      const parts = value.split('.');
-      if (parts.length !== 2) return false;
-
-      // Basic domain format validation
-      const domainPattern = /^[a-zA-Z0-9-]+\.[a-zA-Z]{2,}$/;
-      return domainPattern.test(value);
-    },
-    {
-      message:
-        'Invalid domain format. Must be a domain without subdomains (e.g., example.com)',
-    },
-  )
-  .openapi({ example: 'example.com' });
-
-/**
- * Zod schema for validating hex color codes (with optional alpha/transparency).
- *
- * This schema allows hex codes with or without a leading '#', and accepts 3, 4, 6, 7, or 8 hex digits (e.g., #RRGGBB, #RRGGBBA, #RRGGBBAA, #RGB, #RGBA, #XXXXXXX).
- * The 7-digit form (e.g., #RRGGBBA) is supported to allow for transparency/alpha values at the end.
- * It also trims whitespace and lowercases the value.
- *
- * @example
- * HexCodeColorSchema.parse('#FF0000'); // Valid hex code
- * HexCodeColorSchema.parse('FF0000'); // Valid hex code
- * HexCodeColorSchema.parse('#F00'); // Valid hex code
- * HexCodeColorSchema.parse('F00'); // Valid hex code
- * HexCodeColorSchema.parse('#FF000080'); // Valid hex code (with alpha)
- * HexCodeColorSchema.parse('#D9D9D14'); // Valid hex code (7 digits, with transparency)
- * HexCodeColorSchema.parse(' #abc '); // Valid hex code, returns '#abc'
- * HexCodeColorSchema.parse('#XYZ'); // Throws validation error
- */
-export const HexCodeColorSchema = z
-  .string()
-  .trim()
-  .transform((val) => (val.startsWith('#') ? val : `#${val}`))
-  .refine(
-    (val) =>
-      /^#[A-Fa-f0-9]{3}$/.test(val) || // #RGB
-      /^#[A-Fa-f0-9]{4}$/.test(val) || // #RGBA
-      /^#[A-Fa-f0-9]{6}$/.test(val) || // #RRGGBB
-      /^#[A-Fa-f0-9]{7}$/.test(val) || // #RRGGBBA (7 digits, e.g., with transparency)
-      /^#[A-Fa-f0-9]{8}$/.test(val), // #RRGGBBAA
-    {
-      message:
-        'Invalid color hex code. It should be 3, 4, 6, 7, or 8 hex digits, with or without a leading "#".',
-    },
-  )
-  .openapi({ example: '#FFA500' });
-
-export const WithCoverArtUrl = z.object({
-  coverArtUrl: z.string().nullable().optional(),
-});
-
-export const UNKNOWN = 'unknown';
-
-export enum UserManualType {
-  FAQ = 'FAQ',
-  USER_MANUAL = 'USER_MANUAL',
-}
-export enum BulkExportType {
-  INVESTOR_ACCOUNTS = 'INVESTOR_ACCOUNTS',
-  TRADES = 'TRADES',
-  COMPLIANCE_TRADES = 'COMPLIANCE_TRADES',
-  SECONDARY_CUSTOMERS = 'SECONDARY_CUSTOMERS',
-  SECONDARY_TRADES = 'SECONDARY_TRADES',
-}
-export const SubmitIssuerOfferingError = z.object({
-  field: z.string(),
-  message: z.string(),
-  id: z.string().optional(),
-});
-export type SubmitIssuerOfferingError = z.infer<
-  typeof SubmitIssuerOfferingError
->;
-export const ErrorResponseZod = z.object({
-  valid: z.boolean(),
-  errors: z.array(SubmitIssuerOfferingError),
-});
-export type ErrorResponseZod = z.infer<typeof ErrorResponseZod>;
-
-/**
- * A Zod schema that preprocesses a value to convert it to a number if it is a string.
- * If the value is a string, it attempts to parse it as a float. If parsing fails, it returns `undefined`.
- * If the value is already a number, it is returned as is.
- *
- * @example
- * numberFromStringOrNumber.parse("123.45"); // returns 123.45
- * numberFromStringOrNumber.parse(123.45); // returns 123.45
- * numberFromStringOrNumber.parse("abc"); // throws a ZodError
- *
- * @type {ZodSchema<number>}
- */
-export const numberFromStringOrNumber = (fieldName: string) =>
-  z.preprocess(
-    (val) => {
-      if (typeof val === 'string') {
-        const parsed = parseFloat(val);
-        return isNaN(parsed) ? undefined : parsed;
-      }
-      return val;
-    },
-    z.number({
-      required_error: `${fieldName} field is required.`,
-      invalid_type_error: `${fieldName} field is required.`,
-    }),
-  );
-
-/**
- * Creates a Zod schema for transforming number values to a specified decimal precision.
- * Transforms the number to exactly the specified decimal places without validation.
- * Accepts a base number schema with constraints (e.g., .positive(), .max()) and applies precision transformation.
- *
- * @param precision - The number of decimal places to enforce. Defaults to 2.
- * @param baseSchema - Optional base number schema with constraints. Defaults to z.number().
- * @returns A Zod schema that transforms numbers to the specified decimal precision.
- *
- * @example
- * numberPrecisionSchema(2).parse(123.456); // returns 123.46 (transformed)
- * numberPrecisionSchema(2).parse(123.45); // returns 123.45
- * numberPrecisionSchema(2).parse(123.4); // returns 123.40 (transformed)
- * numberPrecisionSchema(3, z.number().positive().max(1000)).parse(500.9999); // returns 501.000 (transformed)
- * numberPrecisionSchema(2, z.number().positive().max(1000)).parse(500.99); // returns 500.99
- */
-export const numberPrecisionSchema = (
-  precision: number = 2,
-  baseSchema: z.ZodNumber = z.number(),
-) =>
-  baseSchema.transform((value) => {
-    if (!isFinite(value)) {
-      return value; // Return Infinity or -Infinity as-is
-    }
-
-    if (precision === 0) {
-      return Math.round(value);
-    }
-
-    // Round in two steps to reduce floating-point drift:
-    // 1) trim the value with extra precision
-    // 2) round the trimmed value at the target precision
-    const factor = Math.pow(10, precision);
-
-    // Trim with extra precision (precision + 5) to keep enough significant digits
-    const trimmed = parseFloat(value.toFixed(Math.min(precision + 5, 20)));
-
-    // Round at target precision
-    const rounded = Math.round(trimmed * factor) / factor;
-
-    // Ensure the returned number has exact decimal places
-    return parseFloat(rounded.toFixed(precision));
-  });
-
-/**
- * Convenience function for 2 decimal precision (backward compatibility).
- * @deprecated Use numberPrecisionSchema(2) instead.
- */
-export const amountPrecision2Schema = (baseSchema: z.ZodNumber = z.number()) =>
-  numberPrecisionSchema(2, baseSchema);
-
-export enum RetirementAccountType {
-  SELF_DIRECTED = 'SELF_DIRECTED',
-  CUSTODIAN_MANAGED = 'CUSTODIAN_MANAGED',
-}
-export enum EmploymentStatus {
-  EMPLOYED = 'EMPLOYED',
-  UNEMPLOYED = 'UNEMPLOYED',
-  SELF_EMPLOYED = 'SELF_EMPLOYED',
-  RETIRED = 'RETIRED',
-  STUDENT = 'STUDENT',
-  OTHER = 'OTHER',
-}
-
-export const dateSchemaWithNormalization = z
-  .string()
-  .nullable()
-  .transform((val) => (val ? normalizeShortDate(val) : null))
-  .refine(
-    (val) => {
-      if (!val) return true;
-      const regex = /^(0[1-9]|1[0-2])\/(0[1-9]|[12][0-9]|3[01])\/\d{4}$/;
-      return regex.test(val);
-    },
-    { message: 'Date must be in MM/DD/YYYY format' },
-  )
-  .transform((val) => (val ? parseDate(val) : null));
-
-export const DateRangeFiltersZod = z.object({
-  from: dateSchema.optional().openapi({ example: 'MM/DD/YYYY' }),
-  to: dateSchema.optional().openapi({ example: 'MM/DD/YYYY' }),
-});
-
-export const metadataSchema = z
-  .string()
-  .min(2)
-  .max(600000)
-  .refine(
-    (data) => {
-      try {
-        if (!data) return true;
-        const parsedData = JSON.parse(data);
-        if (typeof parsedData !== 'object' || parsedData === null) return false;
-        return true;
-      } catch (error) {
-        return false;
-      }
-    },
-    {
-      message: 'must be a valid JSON object.',
-      path: [],
-    },
-  )
-  .transform((data) =>
-    data
-      ? { user_defined_data: JSON.parse(data), expected: JSON.parse(data) }
-      : null,
-  );
-
-export const LogContextZod = z.object({
-  queueName: z.string(),
-  jobId: z.string(),
-  jobName: z.string(),
-  shouldAlert: z.boolean().optional(),
-});
-
-export type LogContext = z.infer<typeof LogContextZod>;
-
-/**
- * Maps all documented Cloudflare Turnstile error codes to their corresponding HTTP status and user-friendly message.
- *
- * @see {@link https://developers.cloudflare.com/turnstile/get-started/server-side-validation/ Cloudflare Turnstile Server-side Validation}
- */
-export const errorMap: Record<string, { status: HttpStatus; message: string }> =
-  {
-    'missing-input-secret': {
-      status: HttpStatus.INTERNAL_SERVER_ERROR,
-      message:
-        'Captcha server configuration is missing the secret key. Please ensure the secret key is included.',
-    },
-    'invalid-input-secret': {
-      status: HttpStatus.INTERNAL_SERVER_ERROR,
-      message:
-        'Captcha server secret key is invalid or expired. Please check your secret key in the Cloudflare dashboard.',
-    },
-    'missing-input-response': {
-      status: HttpStatus.BAD_REQUEST,
-      message:
-        'Captcha response is missing. Please ensure the token is included and try again.',
-    },
-    'invalid-input-response': {
-      status: HttpStatus.BAD_REQUEST,
-      message:
-        'Captcha response is invalid, malformed, or expired. Please retry the challenge.',
-    },
-    'bad-request': {
-      status: HttpStatus.BAD_REQUEST,
-      message:
-        'The captcha verification request was malformed. Please check the request format and parameters.',
-    },
-    'timeout-or-duplicate': {
-      status: HttpStatus.CONFLICT,
-      message:
-        'Captcha token has already been validated or expired. Each token can only be used once. Please refresh and try again.',
-    },
-    'internal-error': {
-      status: HttpStatus.INTERNAL_SERVER_ERROR,
-      message:
-        'An internal error occurred during captcha verification. Please retry the request.',
-    },
-  };
-
-export enum BaseContactUsOptions {
-  ISSUER = 'ISSUER',
-  TECHNICAL_SUPPORT = 'TECHNICAL_SUPPORT',
-  SALES = 'SALES',
-  ACCOUNT_MANAGER = 'ACCOUNT_MANAGER',
-}
-
-export enum SortOrder {
-  ASC = 'ASC',
-  DESC = 'DESC',
-}
-
-export enum SortBy {
-  CREATED_AT = 'created_at',
-  UPDATED_AT = 'updated_at',
-  PLACEDAT = 'placedAt',
-  NAME = 'name',
-  TITLE = 'title',
-  LEGAL_NAME = 'legal_name',
-}
-
-export enum PersonaStatus {
-  APPROVED = 'approved',
-  ACTIVE = 'active',
-  CREATED = 'created',
-  COMPLETED = 'completed',
-  DRAFT = 'draft',
-  DECLINED = 'declined',
-  EXPIRED = 'expired',
-  FAILED = 'failed',
-  NEEDS_REVIEW = 'needs_review',
-  PUBLISHED = 'published',
-  PENDING = 'pending',
-  REDACTED = 'redacted',
-}
-
-export enum AMLProvider {
-  COMPLY_ADVANTAGE = 'ComplyAdvantage',
-}
-
-export enum ThemeFileType {
-  LIGHT = 'light',
-  DARK = 'dark',
-}
-
-/**
- * Common timezone identifiers using IANA timezone database format.
- * These are the most commonly used timezones in business applications.
- */
-export enum TimeZone {
-  // UTC
-  UTC = 'UTC',
-
-  // North America
-  PACIFIC = 'America/Los_Angeles',
-  MOUNTAIN = 'America/Denver',
-  CENTRAL = 'America/Chicago',
-  EASTERN = 'America/New_York',
-
-  // Europe
-  LONDON = 'Europe/London',
-  PARIS = 'Europe/Paris',
-  BERLIN = 'Europe/Berlin',
-  ROME = 'Europe/Rome',
-  MADRID = 'Europe/Madrid',
-  AMSTERDAM = 'Europe/Amsterdam',
-  ZURICH = 'Europe/Zurich',
-
-  // Asia
-  TOKYO = 'Asia/Tokyo',
-  SHANGHAI = 'Asia/Shanghai',
-  HONG_KONG = 'Asia/Hong_Kong',
-  SINGAPORE = 'Asia/Singapore',
-  MUMBAI = 'Asia/Kolkata',
-  DUBAI = 'Asia/Dubai',
-
-  // Australia
-  SYDNEY = 'Australia/Sydney',
-  MELBOURNE = 'Australia/Melbourne',
-
-  // Other major business centers
-  SAO_PAULO = 'America/Sao_Paulo',
-  TORONTO = 'America/Toronto',
-  VANCOUVER = 'America/Vancouver',
-}
-
-export const SenderDataZod = z.object({
-  senderName: z.string().nullable(),
-  senderEmail: z.string().nullable(),
-});
-
-export type SenderDataZod = z.infer<typeof SenderDataZod>;
-
-export enum JobState {
-  COMPLETED = 'completed',
-  FAILED = 'failed',
-  WAITING = 'waiting',
-  ACTIVE = 'active',
-  DELAYED = 'delayed',
-  PRIORITIZED = 'prioritized',
-  WAITING_CHILDREN = 'waiting-children',
-}
-
-export const SUBJECT_TYPE_MAP: Record<BulkExportType, string> = {
-  [BulkExportType.INVESTOR_ACCOUNTS]: 'Investor Accounts',
-  [BulkExportType.TRADES]: 'Trades',
-  [BulkExportType.COMPLIANCE_TRADES]: 'Compliance Trades',
-  [BulkExportType.SECONDARY_CUSTOMERS]: 'Secondary Customers',
-  [BulkExportType.SECONDARY_TRADES]: 'Secondary Trades',
-};