@dalmore/api-contracts 0.0.0-dev.d38f1ff → 0.0.0-dev.d4b2a0e

package/common/types/csv.types.js

@@ -0,0 +1,216 @@
+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 { PostLegalEntityCoreSchema } from './legal-entity.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])),
+});
+export const BaseIndividualCsvFields = 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(UpdateIndividualBaseObject.omit({
+    firstName: true,
+    lastName: true,
+}))
+    .and(AddressSchema)
+    .refine((data) => data.password === data.confirmPassword, {
+    message: 'Passwords do not match',
+    path: ['confirmPassword'],
+});
+export const BaseJointCsvFields = z
+    .object({
+    // Second holder fields for JOINT accounts
+    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(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(),
+}))
+    .and(BaseIndividualCsvFields);
+export const BaseLegalEntityCsvFields = z
+    .object({
+    // Entity-specific fields
+    entityName: z.string().min(2).max(100),
+})
+    .and(BaseJointCsvFields)
+    .and(PostLegalEntityCoreSchema.extend({
+    investorAccountId: investorAccountIdSchema.optional(),
+}));
+/**
+ * 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 @@
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package/common/types/disbursement-transaction.types.d.ts

@@ -1,5 +1,5 @@
 import { z } from 'zod';
-import { TransactionStatus, TransactionType } from './transaction.types';
+import { TransactionStatus, TransactionType } from './common.types';
 export declare const disbursementTransactionIdSchema: z.ZodEffects<z.ZodString, string, string>;
 export declare const DisbursementTransactionZod: z.ZodObject<{
     __entity: z.ZodOptional<z.ZodString>;

package/common/types/disbursement-transaction.types.js

@@ -3,7 +3,7 @@ import { z } from 'zod';
 import { accountIdSchema } from './account.types.js';
 import { IBaseEntity } from './entity.types.js';
 import { dateSchema } from './common.types.js';
-import { TransactionStatus, TransactionType } from './transaction.types.js';
+import { TransactionStatus, TransactionType } from './common.types.js';
 import { disbursementIdSchema, DisbursementZod } from './disbursements.types.js';
 export const disbursementTransactionIdSchema = z.string().refine((value) => {
     try {

package/common/types/disbursement-transaction.types.js.map

@@ -1 +1 @@
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