@dalmore/api-contracts 0.0.0-dev.d4be84e → 0.0.0-dev.d4fc9b8

package/common/types/zapier.types.js

@@ -0,0 +1,247 @@
+import { z } from 'zod';
+/**
+ * Available trigger types for Zapier.
+ */
+export const ZAPIER_TRIGGER_TYPES = [
+    // === API-sourced triggers (from Client portal calls) ===
+    {
+        eventType: 'client.trades.create',
+        displayName: 'Trade Created',
+        description: 'Triggers when a new trade/investment is placed',
+        source: 'api',
+    },
+    {
+        eventType: 'client.trades.update',
+        displayName: 'Trade Updated',
+        description: 'Triggers when a trade is updated',
+        source: 'api',
+    },
+    {
+        eventType: 'client.investor_accounts.create',
+        displayName: 'Investor Created',
+        description: 'Triggers when a new investor account is created',
+        source: 'api',
+    },
+    {
+        eventType: 'client.investor_accounts.update',
+        displayName: 'Investor Updated',
+        description: 'Triggers when an investor account is updated',
+        source: 'api',
+    },
+    {
+        eventType: 'client.offerings.create',
+        displayName: 'Offering Created',
+        description: 'Triggers when a new offering is created',
+        source: 'api',
+    },
+    {
+        eventType: 'client.offerings.update',
+        displayName: 'Offering Updated',
+        description: 'Triggers when an offering is updated',
+        source: 'api',
+    },
+    // === Users (common for email marketing integrations) ===
+    {
+        eventType: 'client.users.create',
+        displayName: 'User Signed Up',
+        description: 'Triggers when a new user signs up (ideal for adding to email marketing lists)',
+        source: 'api',
+    },
+    {
+        eventType: 'client.users.update',
+        displayName: 'User Updated',
+        description: 'Triggers when a user profile is updated',
+        source: 'api',
+    },
+    // === External-sourced triggers (from third-party webhooks) ===
+    {
+        eventType: 'client.kycs.approved',
+        displayName: 'KYC Approved',
+        description: 'Triggers when KYC verification is approved (via Persona)',
+        source: 'external',
+    },
+    {
+        eventType: 'client.kycs.rejected',
+        displayName: 'KYC Rejected',
+        description: 'Triggers when KYC verification is rejected (via Persona)',
+        source: 'external',
+    },
+    {
+        eventType: 'client.amls.approved',
+        displayName: 'AML Approved',
+        description: 'Triggers when AML screening is approved (via ComplyAdvantage)',
+        source: 'external',
+    },
+    {
+        eventType: 'client.amls.rejected',
+        displayName: 'AML Rejected',
+        description: 'Triggers when AML screening is rejected (via ComplyAdvantage)',
+        source: 'external',
+    },
+    {
+        eventType: 'client.transactions.completed',
+        displayName: 'Transaction Completed',
+        description: 'Triggers when a payment transaction is completed (via Stripe)',
+        source: 'external',
+    },
+    {
+        eventType: 'client.transactions.failed',
+        displayName: 'Transaction Failed',
+        description: 'Triggers when a payment transaction fails (via Stripe)',
+        source: 'external',
+    },
+    // === Both API and external triggers ===
+    {
+        eventType: 'client.trades.approved',
+        displayName: 'Trade Approved',
+        description: 'Triggers when a trade is approved (manual or automatic)',
+        source: 'both',
+    },
+    {
+        eventType: 'client.trades.rejected',
+        displayName: 'Trade Rejected',
+        description: 'Triggers when a trade is rejected (manual or automatic)',
+        source: 'both',
+    },
+];
+/**
+ * Available actions for Zapier.
+ * Maps directly to existing Client portal endpoints.
+ */
+export const ZAPIER_ACTION_TYPES = [
+    // === Trades ===
+    {
+        key: 'create_trade',
+        displayName: 'Create Trade',
+        description: 'Create a new trade/investment',
+        method: 'POST',
+        endpoint: '/clients/api/v1/trades',
+        noun: 'Trade',
+    },
+    {
+        key: 'update_trade',
+        displayName: 'Update Trade',
+        description: 'Update an existing trade',
+        method: 'PATCH',
+        endpoint: '/clients/api/v1/trades/:id',
+        noun: 'Trade',
+    },
+    {
+        key: 'get_trade',
+        displayName: 'Find Trade',
+        description: 'Find a trade by ID',
+        method: 'GET',
+        endpoint: '/clients/api/v1/trades/:id',
+        noun: 'Trade',
+    },
+    {
+        key: 'search_trades',
+        displayName: 'Search Trades',
+        description: 'Search for trades with filters',
+        method: 'GET',
+        endpoint: '/clients/api/v1/trades',
+        noun: 'Trade',
+    },
+    // === Investor Accounts ===
+    {
+        key: 'create_investor',
+        displayName: 'Create Investor',
+        description: 'Create a new investor account',
+        method: 'POST',
+        endpoint: '/clients/api/v1/investor-accounts',
+        noun: 'Investor',
+    },
+    {
+        key: 'update_investor',
+        displayName: 'Update Investor',
+        description: 'Update an investor account',
+        method: 'PATCH',
+        endpoint: '/clients/api/v1/investor-accounts/:id',
+        noun: 'Investor',
+    },
+    {
+        key: 'get_investor',
+        displayName: 'Find Investor',
+        description: 'Find an investor by ID',
+        method: 'GET',
+        endpoint: '/clients/api/v1/investor-accounts/:id',
+        noun: 'Investor',
+    },
+    {
+        key: 'search_investors',
+        displayName: 'Search Investors',
+        description: 'Search for investors with filters',
+        method: 'GET',
+        endpoint: '/clients/api/v1/investor-accounts',
+        noun: 'Investor',
+    },
+    // === Offerings ===
+    {
+        key: 'get_offering',
+        displayName: 'Find Offering',
+        description: 'Find an offering by ID',
+        method: 'GET',
+        endpoint: '/clients/api/v1/offerings/:id',
+        noun: 'Offering',
+    },
+    {
+        key: 'list_offerings',
+        displayName: 'List Offerings',
+        description: 'List all offerings',
+        method: 'GET',
+        endpoint: '/clients/api/v1/offerings',
+        noun: 'Offering',
+    },
+    // === KYC ===
+    {
+        key: 'create_kyc',
+        displayName: 'Start KYC',
+        description: 'Initiate KYC verification for an investor',
+        method: 'POST',
+        endpoint: '/clients/api/v1/kycs',
+        noun: 'KYC',
+    },
+    {
+        key: 'get_kyc',
+        displayName: 'Find KYC',
+        description: 'Find KYC status by ID',
+        method: 'GET',
+        endpoint: '/clients/api/v1/kycs/:id',
+        noun: 'KYC',
+    },
+];
+// Zod schemas for API responses
+export const ZapierTriggerTypeZod = z.object({
+    eventType: z.string(),
+    displayName: z.string(),
+    description: z.string(),
+    source: z.enum(['api', 'external', 'both']),
+});
+export const ZapierActionTypeZod = z.object({
+    key: z.string(),
+    displayName: z.string(),
+    description: z.string(),
+    method: z.enum(['GET', 'POST', 'PATCH', 'PUT', 'DELETE']),
+    endpoint: z.string(),
+    noun: z.string(),
+});
+// Webhook subscription schemas
+export const WebhookSubscriptionZod = z.object({
+    id: z.string(),
+    targetUrl: z.string().url(),
+    eventTypes: z.array(z.string()),
+    name: z.string().nullable(),
+    enabled: z.boolean(),
+    createdAt: z.string(),
+    updatedAt: z.string(),
+});
+export const CreateWebhookSubscriptionZod = z.object({
+    targetUrl: z.string().url(),
+    eventTypes: z.array(z.string()).min(1),
+    name: z.string().optional(),
+});
+export const WebhookSubscriptionResponseZod = z.object({
+    id: z.string(),
+    hook0SubscriptionId: z.string().nullable(),
+});
+//# sourceMappingURL=zapier.types.js.map

package/common/types/zapier.types.js.map

@@ -0,0 +1 @@
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package/contracts/clients/csv/index.d.ts

@@ -7,13 +7,6 @@ export declare const csvContract: {
         body: import("@ts-rest/core").ContractPlainType<{
             file: File;
         }>;
-        query: import("zod").ZodObject<{
-            type: import("zod").ZodNativeEnum<typeof import("../../..").InvestorAccountType>;
-        }, "strip", import("zod").ZodTypeAny, {
-            type: import("../../..").InvestorAccountType;
-        }, {
-            type: import("../../..").InvestorAccountType;
-        }>;
         summary: "Upload and process CSV file for investor account creation";
         contentType: "multipart/form-data";
         path: "csv/investors";
@@ -679,6 +672,94 @@ export declare const csvContract: {
                             financial?: boolean | undefined;
                         } | undefined;
                     }>>>;
+                    trustedContacts: import("zod").ZodOptional<import("zod").ZodArray<import("zod").ZodLazy<import("zod").ZodObject<{
+                        id: import("zod").ZodString;
+                        __entity: import("zod").ZodOptional<import("zod").ZodString>;
+                        createdAt: import("zod").ZodUnion<[import("zod").ZodString, import("zod").ZodDate]>;
+                        updatedAt: import("zod").ZodUnion<[import("zod").ZodString, import("zod").ZodDate]>;
+                        deletedAt: import("zod").ZodNullable<import("zod").ZodUnion<[import("zod").ZodString, import("zod").ZodDate]>>;
+                    } & {
+                        firstName: import("zod").ZodNullable<import("zod").ZodString>;
+                        lastName: import("zod").ZodNullable<import("zod").ZodString>;
+                        email: import("zod").ZodNullable<import("zod").ZodString>;
+                        phone: import("zod").ZodNullable<import("zod").ZodObject<{
+                            countryCallingCode: import("zod").ZodString;
+                            country: import("zod").ZodString;
+                            nationalNumber: import("zod").ZodString;
+                            number: import("zod").ZodString;
+                            formatNational: import("zod").ZodString;
+                            formatInternational: import("zod").ZodString;
+                        }, "strip", import("zod").ZodTypeAny, {
+                            number: string;
+                            countryCallingCode: string;
+                            country: string;
+                            nationalNumber: string;
+                            formatNational: string;
+                            formatInternational: string;
+                        }, {
+                            number: string;
+                            countryCallingCode: string;
+                            country: string;
+                            nationalNumber: string;
+                            formatNational: string;
+                            formatInternational: string;
+                        }>>;
+                        address: import("zod").ZodNullable<import("zod").ZodString>;
+                        address2: import("zod").ZodNullable<import("zod").ZodString>;
+                        city: import("zod").ZodNullable<import("zod").ZodString>;
+                        state: import("zod").ZodNullable<import("zod").ZodString>;
+                        zip: import("zod").ZodNullable<import("zod").ZodString>;
+                        country: import("zod").ZodNullable<import("zod").ZodString>;
+                        relationship: import("zod").ZodNativeEnum<typeof import("../../..").TrustedContactRelationship>;
+                    }, "strip", import("zod").ZodTypeAny, {
+                        id: string;
+                        createdAt: string | Date;
+                        updatedAt: string | Date;
+                        deletedAt: string | Date | null;
+                        country: string | null;
+                        firstName: string | null;
+                        lastName: string | null;
+                        email: string | null;
+                        phone: {
+                            number: string;
+                            countryCallingCode: string;
+                            country: string;
+                            nationalNumber: string;
+                            formatNational: string;
+                            formatInternational: string;
+                        } | null;
+                        state: string | null;
+                        address: string | null;
+                        city: string | null;
+                        zip: string | null;
+                        address2: string | null;
+                        relationship: import("../../..").TrustedContactRelationship;
+                        __entity?: string | undefined;
+                    }, {
+                        id: string;
+                        createdAt: string | Date;
+                        updatedAt: string | Date;
+                        deletedAt: string | Date | null;
+                        country: string | null;
+                        firstName: string | null;
+                        lastName: string | null;
+                        email: string | null;
+                        phone: {
+                            number: string;
+                            countryCallingCode: string;
+                            country: string;
+                            nationalNumber: string;
+                            formatNational: string;
+                            formatInternational: string;
+                        } | null;
+                        state: string | null;
+                        address: string | null;
+                        city: string | null;
+                        zip: string | null;
+                        address2: string | null;
+                        relationship: import("../../..").TrustedContactRelationship;
+                        __entity?: string | undefined;
+                    }>>, "many">>;
                 }, "strip", import("zod").ZodTypeAny, {
                     id: string;
                     createdAt: string | Date;
@@ -814,6 +895,31 @@ export declare const csvContract: {
                             financial: boolean;
                         } | undefined;
                     } | undefined;
+                    trustedContacts?: {
+                        id: string;
+                        createdAt: string | Date;
+                        updatedAt: string | Date;
+                        deletedAt: string | Date | null;
+                        country: string | null;
+                        firstName: string | null;
+                        lastName: string | null;
+                        email: string | null;
+                        phone: {
+                            number: string;
+                            countryCallingCode: string;
+                            country: string;
+                            nationalNumber: string;
+                            formatNational: string;
+                            formatInternational: string;
+                        } | null;
+                        state: string | null;
+                        address: string | null;
+                        city: string | null;
+                        zip: string | null;
+                        address2: string | null;
+                        relationship: import("../../..").TrustedContactRelationship;
+                        __entity?: string | undefined;
+                    }[] | undefined;
                 }, {
                     id: string;
                     createdAt: string | Date;
@@ -949,6 +1055,31 @@ export declare const csvContract: {
                             financial?: boolean | undefined;
                         } | undefined;
                     } | undefined;
+                    trustedContacts?: {
+                        id: string;
+                        createdAt: string | Date;
+                        updatedAt: string | Date;
+                        deletedAt: string | Date | null;
+                        country: string | null;
+                        firstName: string | null;
+                        lastName: string | null;
+                        email: string | null;
+                        phone: {
+                            number: string;
+                            countryCallingCode: string;
+                            country: string;
+                            nationalNumber: string;
+                            formatNational: string;
+                            formatInternational: string;
+                        } | null;
+                        state: string | null;
+                        address: string | null;
+                        city: string | null;
+                        zip: string | null;
+                        address2: string | null;
+                        relationship: import("../../..").TrustedContactRelationship;
+                        __entity?: string | undefined;
+                    }[] | undefined;
                 }>>>;
                 role: import("zod").ZodNativeEnum<typeof import("../../..").IndividualRole>;
                 firstName: import("zod").ZodString;
@@ -1216,6 +1347,31 @@ export declare const csvContract: {
                             financial: boolean;
                         } | undefined;
                     } | undefined;
+                    trustedContacts?: {
+                        id: string;
+                        createdAt: string | Date;
+                        updatedAt: string | Date;
+                        deletedAt: string | Date | null;
+                        country: string | null;
+                        firstName: string | null;
+                        lastName: string | null;
+                        email: string | null;
+                        phone: {
+                            number: string;
+                            countryCallingCode: string;
+                            country: string;
+                            nationalNumber: string;
+                            formatNational: string;
+                            formatInternational: string;
+                        } | null;
+                        state: string | null;
+                        address: string | null;
+                        city: string | null;
+                        zip: string | null;
+                        address2: string | null;
+                        relationship: import("../../..").TrustedContactRelationship;
+                        __entity?: string | undefined;
+                    }[] | undefined;
                 } | undefined;
             }, {
                 id: string;
@@ -1429,6 +1585,31 @@ export declare const csvContract: {
                             financial?: boolean | undefined;
                         } | undefined;
                     } | undefined;
+                    trustedContacts?: {
+                        id: string;
+                        createdAt: string | Date;
+                        updatedAt: string | Date;
+                        deletedAt: string | Date | null;
+                        country: string | null;
+                        firstName: string | null;
+                        lastName: string | null;
+                        email: string | null;
+                        phone: {
+                            number: string;
+                            countryCallingCode: string;
+                            country: string;
+                            nationalNumber: string;
+                            formatNational: string;
+                            formatInternational: string;
+                        } | null;
+                        state: string | null;
+                        address: string | null;
+                        city: string | null;
+                        zip: string | null;
+                        address2: string | null;
+                        relationship: import("../../..").TrustedContactRelationship;
+                        __entity?: string | undefined;
+                    }[] | undefined;
                 } | undefined;
             }>;
             400: import("zod").ZodObject<{
@@ -1730,4 +1911,78 @@ export declare const csvContract: {
             }>;
         };
     };
+    uploadOfferingCsv: {
+        method: "POST";
+        metadata: {
+            auth: boolean;
+        };
+        body: import("@ts-rest/core").ContractPlainType<{
+            file: File;
+        }>;
+        query: import("zod").ZodObject<{
+            issuerId: import("zod").ZodEffects<import("zod").ZodString, string, string>;
+        }, "strip", import("zod").ZodTypeAny, {
+            issuerId: string;
+        }, {
+            issuerId: string;
+        }>;
+        summary: "Upload and process CSV file for offering creation";
+        contentType: "multipart/form-data";
+        path: "csv/offering";
+        responses: {
+            200: import("zod").ZodLazy<any>;
+            400: import("zod").ZodObject<{
+                status: import("zod").ZodNumber;
+                message: import("zod").ZodString;
+                errors: import("zod").ZodArray<import("zod").ZodString, "many">;
+            }, "strip", import("zod").ZodTypeAny, {
+                message: string;
+                status: number;
+                errors: string[];
+            }, {
+                message: string;
+                status: number;
+                errors: string[];
+            }>;
+            401: import("zod").ZodObject<{
+                status: import("zod").ZodNumber;
+                message: import("zod").ZodString;
+                errors: import("zod").ZodArray<import("zod").ZodString, "many">;
+            }, "strip", import("zod").ZodTypeAny, {
+                message: string;
+                status: number;
+                errors: string[];
+            }, {
+                message: string;
+                status: number;
+                errors: string[];
+            }>;
+            404: import("zod").ZodObject<{
+                status: import("zod").ZodNumber;
+                message: import("zod").ZodString;
+                errors: import("zod").ZodArray<import("zod").ZodString, "many">;
+            }, "strip", import("zod").ZodTypeAny, {
+                message: string;
+                status: number;
+                errors: string[];
+            }, {
+                message: string;
+                status: number;
+                errors: string[];
+            }>;
+            500: import("zod").ZodObject<{
+                status: import("zod").ZodNumber;
+                message: import("zod").ZodString;
+                errors: import("zod").ZodArray<import("zod").ZodString, "many">;
+            }, "strip", import("zod").ZodTypeAny, {
+                message: string;
+                status: number;
+                errors: string[];
+            }, {
+                message: string;
+                status: number;
+                errors: string[];
+            }>;
+        };
+    };
 };

package/contracts/clients/csv/index.js

@@ -1,12 +1,11 @@
 import { initContract } from '@ts-rest/core';
-import { BadRequestError, UnauthorizedError, UnprocessableError, CsvPersistenceResultZod, InternalError, NotFoundError, IndividualResponseSchema, UploadInvestorCsvQuery, UploadAicCsvQuery, UploadKycCsvQuery, KycZod, } from '../../../common/types/index.js';
+import { BadRequestError, UnauthorizedError, UnprocessableError, CsvPersistenceResultZod, InternalError, NotFoundError, IndividualResponseSchema, UploadAicCsvQuery, UploadKycCsvQuery, KycZod, OfferingCsvResponseZod, UploadOfferingCsvQuery, } from '../../../common/types/index.js';
 const c = initContract();
 export const csvContract = c.router({
     uploadInvestorCsv: {
         summary: 'Upload and process CSV file for investor account creation',
         method: 'POST',
         path: '/investors',
-        query: UploadInvestorCsvQuery,
         contentType: 'multipart/form-data',
         body: c.type(),
         metadata: {
@@ -73,6 +72,24 @@ export const csvContract = c.router({
             500: InternalError,
         },
     },
+    uploadOfferingCsv: {
+        summary: 'Upload and process CSV file for offering creation',
+        method: 'POST',
+        path: '/offering',
+        query: UploadOfferingCsvQuery,
+        contentType: 'multipart/form-data',
+        body: c.type(),
+        metadata: {
+            auth: true,
+        },
+        responses: {
+            200: OfferingCsvResponseZod,
+            400: BadRequestError,
+            401: UnauthorizedError,
+            404: NotFoundError,
+            500: InternalError,
+        },
+    },
 }, {
     pathPrefix: 'csv',
 });

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