@dalmore/api-contracts 0.0.0-dev.ee0e6b6 → 0.0.0-dev.f0b9301

package/common/types/legal-entity.types.ts

@@ -1,185 +0,0 @@
-import { z } from 'zod';
-import { IBaseEntity } from './entity.types';
-import {
-  dateSchema,
-  IPaginationMeta,
-  KYBStatus,
-  SanctionsStatus,
-  SetupStatusType,
-} from './common.types';
-import { KybZod } from './kyb.types';
-import { extendZodWithOpenApi } from '@anatine/zod-openapi';
-import { TypeID } from 'typeid-js';
-import { AddressSchema } from './address.types';
-import { PhoneZodSchema } from './phone.type';
-extendZodWithOpenApi(z);
-
-// importing investorAccountIdSchema directly from './investor-account.types' causes 500 server errors due to circular import
-const investorAccountIdSchema = z.string().refine(
-  (value) => {
-    try {
-      const tid = TypeID.fromString(value);
-      return tid.getType() === 'investor_account';
-    } catch {
-      return false;
-    }
-  },
-  {
-    message:
-      'Invalid investor_account ID format. Must be a valid TypeID with "investor_account" prefix.',
-  },
-);
-
-export const legalEntityIdSchema = z.string().refine(
-  (value) => {
-    try {
-      const tid = TypeID.fromString(value);
-      return tid.getType() === 'legal_entity';
-    } catch {
-      return false;
-    }
-  },
-  {
-    message:
-      'Invalid legal_entity ID format. Must be a valid TypeID with "legal_entity" prefix.',
-  },
-);
-export const LegalEntityZod = IBaseEntity.extend({
-  thirdPartyId: z
-    .string()
-    .openapi({ example: 'third_party_legal_entity_123' })
-    .nullable(),
-  accountId: z
-    .string()
-    .openapi({ example: 'account_01j1xgme5qeqq97gpdztd7e4a6' }),
-  investorAccountId: z
-    .string()
-    .openapi({ example: 'investor_account_01j1xgme5qeqq97gpdztd7e4a7' }),
-  kybStatus: z
-    .lazy(() => z.nativeEnum(KYBStatus))
-    .openapi({ example: 'PENDING' }),
-  sanctionsStatus: z
-    .lazy(() => z.nativeEnum(SanctionsStatus))
-    .openapi({ example: 'PENDING' }),
-  kybs: z.array(KybZod).optional(),
-  name: z.string().openapi({ example: 'Acme Corporation' }),
-  ein: z.string().openapi({ example: '12-3456789' }).nullish(),
-  companyType: z.string().openapi({ example: 'LLC' }).nullish(),
-  streetAddress: z.string().openapi({ example: '123 Main St' }).nullish(),
-  city: z.string().openapi({ example: 'Anytown' }).nullish(),
-  state: z.string().openapi({ example: 'CA' }).nullable(),
-  zip: z.string().openapi({ example: '12345' }).nullish(),
-  country: z.string().openapi({ example: 'USA' }).nullish(),
-  phone: z.string().openapi({ example: '+12124567890' }).nullish(),
-  setupStatus: z.nativeEnum(SetupStatusType),
-});
-export type LegalEntityZod = z.infer<typeof LegalEntityZod>;
-
-export const IPaginatedLegalEntity = z.object({
-  items: z.array(LegalEntityZod),
-  meta: IPaginationMeta,
-});
-export type IPaginatedLegalEntity = z.infer<typeof IPaginatedLegalEntity>;
-
-const legalEntitiesInclude = z.enum(['kybs']);
-
-export const LegalEntityFiltersZod = z.object({
-  kybStatus: z.nativeEnum(KYBStatus).optional(),
-  sanctionsStatus: z.nativeEnum(SanctionsStatus).optional(),
-});
-
-/**
- * @description Query parameters for including related entities
- * @xample in contract us as -> query: z.object({}).merge(UsersIncludeQuery),
- */
-export const LegalEntitiesIncludeQuery = z.object({
-  include: z
-    .string()
-    .optional()
-    .transform((str) => (str ? str.split(',') : []))
-    .refine(
-      (includes) =>
-        includes.every((include) =>
-          legalEntitiesInclude.options.includes(include as any),
-        ),
-      {
-        message: `Invalid include option provided. Valid options are: ${legalEntitiesInclude.options.join(',')}`,
-      },
-    )
-    .openapi({
-      example: `${legalEntitiesInclude.options.join(',')}`,
-    }),
-});
-export interface LegalEntitiesIncludeQuery
-  extends z.infer<typeof LegalEntitiesIncludeQuery> {}
-export const EINSchema = z
-  .string()
-  .openapi({ example: '123456789' })
-  .length(9, 'Ein shall be of 9 characters')
-  .refine((v) => !isNaN(Number(v)), {
-    message: `Ein can only consist of numbers`,
-  })
-  .optional();
-
-export const CompanyNameSchema = z
-  .string()
-  .openapi({ example: 'Acme Corporation' })
-  .min(2, 'Name is less than 2 characters ')
-  .max(50, 'Name is more than 50 characters ');
-
-export const CompanyTypeSchema = z
-  .string()
-  .openapi({ example: 'LLC' })
-  .min(2, 'companyType is less than 2 characters ')
-  .max(50, 'companyType is more than 50 characters ');
-
-export const PostLegalEntitySchema = z
-  .object({
-    investorAccountId: investorAccountIdSchema,
-    name: CompanyNameSchema,
-    ein: EINSchema,
-    email: z.string().email().optional(),
-    companyType: CompanyTypeSchema.optional(),
-    phone: PhoneZodSchema.openapi({ example: '+12124567890' }).optional(),
-    dateOfIncorporation: z.lazy(() => dateSchema).optional(),
-    stateOfIncorporation: z.string().optional(),
-  })
-  .and(AddressSchema);
-
-export type PostLegalEntityType = z.infer<typeof PostLegalEntitySchema>;
-
-export const UpdateLegalEntitySchema = z
-  .object({
-    id: legalEntityIdSchema.optional(),
-    name: CompanyNameSchema.optional(),
-    ein: EINSchema,
-    email: z.string().email().optional(),
-    companyType: CompanyTypeSchema.optional(),
-    phone: PhoneZodSchema.openapi({ example: '+12124567890' }).optional(),
-    dateOfIncorporation: z.lazy(() => dateSchema).optional(),
-    stateOfIncorporation: z.string().optional(),
-  })
-  .and(AddressSchema);
-
-export type UpdateLegalEntityType = z.infer<typeof UpdateLegalEntitySchema>;
-
-export const ResponseLegalEntitySchema = z.object({
-  id: legalEntityIdSchema,
-  accountId: z.string(),
-  investorAccountId: z.string(),
-  name: CompanyNameSchema,
-  ein: EINSchema.nullish(),
-  email: z.string().email().nullable(),
-  companyType: z.string().nullable(),
-  address: z.string().nullable(),
-  address2: z.string().nullable(),
-  city: z.string().nullable(),
-  state: z.string().nullable(),
-  zip: z.string().nullable(),
-  country: z.string().nullable(),
-  phone: z.string().nullable(),
-  dateOfIncorporation: z.coerce.date().nullable(),
-  stateOfIncorporation: z.string().nullable(),
-  setupStatus: z.nativeEnum(SetupStatusType),
-});
-export type ResponseLegalEntityType = z.infer<typeof ResponseLegalEntitySchema>;

package/common/types/login-history.types.ts

@@ -1,46 +0,0 @@
-import { TypeID } from 'typeid-js';
-import { z } from 'zod';
-import { IBaseEntity } from './entity.types';
-export const loginHistoryIdSchema = z.string().refine(
-  (value) => {
-    try {
-      const tid = TypeID.fromString(value);
-      return tid.getType() === 'login_history';
-    } catch {
-      return false;
-    }
-  },
-  {
-    message:
-      'Invalid login history ID format. Must be a valid TypeID with "login_history" prefix.',
-  },
-);
-export const ILoginHistory = IBaseEntity.extend({
-  id: loginHistoryIdSchema,
-  ipAddress: z.string().ip().nullable(),
-  location: z.string().nullable(),
-  browser: z.string().nullable(),
-  deviceString: z.string().nullable(),
-  osVersion: z.string().nullable(),
-  browserVersion: z.string().nullable(),
-  os: z.string().nullable(),
-  userId: z.string().nullable(),
-  user: z.any().nullable(),
-});
-export type ILoginHistory = z.infer<typeof ILoginHistory>;
-
-export const PostLoginHistoryZod = z.object({
-  ipAddress: z.string().ip().nullable(),
-  location: z.string().nullable(),
-  browser: z.string().nullable(),
-  deviceString: z.string().nullable(),
-  osVersion: z.string().nullable(),
-  browserVersion: z.string().nullable(),
-  os: z.string().nullable(),
-});
-export type PostLoginHistoryZod = z.infer<typeof PostLoginHistoryZod>;
-
-export const IListLoginHistories = z.object({
-  items: z.array(ILoginHistory),
-});
-export type IListLoginHistories = z.infer<typeof IListLoginHistories>;

package/common/types/mail-template.types.ts

@@ -1,436 +0,0 @@
-import { z } from 'zod';
-import { InvestorAccountType } from './common.types';
-
-export const IssuerWelcomeEmailTemplateZod = z.object({
-  issuerName: z.string(),
-});
-export type IssuerWelcomeEmailTemplateZod = z.infer<
-  typeof IssuerWelcomeEmailTemplateZod
->;
-
-export const ResetPasswordEmailTemplateZod = z.object({
-  name: z.string(),
-  resetPasswordLink: z.string(),
-  resetPasswordCode: z.string(),
-});
-export type ResetPasswordEmailTemplateZod = z.infer<
-  typeof ResetPasswordEmailTemplateZod
->;
-
-export const InvitationEmailTemplateZod = z.object({
-  issuerName: z.string(),
-  role: z.string(),
-  invitationLink: z.string(),
-});
-export type InvitationEmailTemplateZod = z.infer<
-  typeof InvitationEmailTemplateZod
->;
-
-export const InvestorWelcomeEmailTemplateZod = z.object({
-  investorName: z.string(),
-  issuerName: z.string(),
-  loginLink: z.string(),
-});
-export type InvestorWelcomeEmailTemplateZod = z.infer<
-  typeof InvestorWelcomeEmailTemplateZod
->;
-
-export const PlacedOrderLineItemsZod = z.object({
-  name: z.string(),
-  pricePerShare: z.number(),
-  numberOfSharesPurchased: z.number(),
-  totalInvestment: z.number(),
-});
-export type PlacedOrderLineItemsZod = z.infer<typeof PlacedOrderLineItemsZod>;
-
-export const OrderPlacedEmailTemplateZod = z.object({
-  issuerName: z.string(),
-  investorName: z.string(),
-  investorAccountType: z.nativeEnum(InvestorAccountType),
-  lineItems: z.array(PlacedOrderLineItemsZod),
-  tradeDetailsEndpoint: z.string(),
-  isWirePayment: z.boolean(),
-  usAccountHolderName: z.string(),
-  usBankName: z.string(),
-  usRoutingNumber: z.string(),
-  usAccountNumber: z.string(),
-  reference: z.string(),
-  swiftId: z.string(),
-});
-export type OrderPlacedEmailTemplateZod = z.infer<
-  typeof OrderPlacedEmailTemplateZod
->;
-
-export const OrderApprovedEmailTemplateZod = OrderPlacedEmailTemplateZod.omit({
-  lineItems: true,
-}).extend({
-  pricePerShare: z.number(),
-  numberOfAssetsPurchased: z.number(),
-  name: z.string(),
-  totalAmount: z.number(),
-  isWirePayment: z.boolean(),
-  usAccountHolderName: z.string(),
-  usBankName: z.string(),
-  usRoutingNumber: z.string(),
-  usAccountNumber: z.string(),
-  reference: z.string(),
-  swiftId: z.string(),
-});
-export type OrderApprovedEmailTemplateZod = z.infer<
-  typeof OrderApprovedEmailTemplateZod
->;
-
-export const TaskAssignedEmailTemplateZod = z.object({
-  userName: z.string(),
-  taskName: z.string(),
-  assignedBy: z.string(),
-  dueDate: z.string(),
-  taskType: z.string(),
-  priority: z.string(),
-  description: z.string(),
-  completeTaskEndpoint: z.string(),
-});
-export type TaskAssignedEmailTemplateZod = z.infer<
-  typeof TaskAssignedEmailTemplateZod
->;
-export const ResetPasswordSuccessEmailTemplateZod = z.object({
-  name: z.string(),
-  loginLink: z.string(),
-});
-export type ResetPasswordSuccessEmailTemplateZod = z.infer<
-  typeof ResetPasswordSuccessEmailTemplateZod
->;
-
-export const PaymentFailedEmailTemplateZod = z.object({
-  firstName: z.string(),
-  tradeDetailsEndpoint: z.string(),
-});
-export type PaymentFailedEmailTemplateZod = z.infer<
-  typeof PaymentFailedEmailTemplateZod
->;
-export const RetirementInstructionEmailTemplateZod = z.object({
-  name: z.string(),
-  instruction: z.string(),
-});
-export type RetirementInstructionEmailTemplateZod = z.infer<
-  typeof RetirementInstructionEmailTemplateZod
->;
-
-export const ContactUsEmailTemplateZod = z.object({
-  firstName: z.string(),
-  lastName: z.string(),
-  email: z.string(),
-  subject: z.string(),
-  message: z.string(),
-  timestamp: z.string(),
-});
-export type ContactUsEmailTemplateZod = z.infer<
-  typeof ContactUsEmailTemplateZod
->;
-
-export const SignatureRequestEmailTemplateZod = z.object({
-  investorName: z.string(),
-  requestedBy: z.string(),
-  requestedByEmail: z.string(),
-  documentName: z.string(),
-  expirationDate: z.string(),
-  signersList: z.array(
-    z.object({
-      name: z.string(),
-      email: z.string(),
-    }),
-  ),
-});
-export type SignatureRequestEmailTemplateZod = z.infer<
-  typeof SignatureRequestEmailTemplateZod
->;
-// TODO: Add EMAIL_VERIFICATION
-export const EMAIL_TEMPLATES = {
-  WELCOME_ISSUER: {
-    subject: 'Welcome to Dalmore',
-    path: 'welcome-issuer.mjml',
-    body: `<html>
-<body>
-    <p>Hello {{issuerName}},</p>
-    
-    <p>Welcome to Dalmore! We're thrilled to have you here as you take the next step in raising investments.</p>
-    
-    <p>Getting started is simple. Complete setting up your issuer account, submit your offering for review, and once approved, you'll be ready to connect with investors.</p>
-    
-    <p>For more details on how Dalmore can support your fundraising efforts, we've attached a brief info guide.</p>
-    
-    <p>If you have any questions, feel free to reach out.</p>
-    
-    <p>Best,<br>
-    The Dalmore Team</p>
-</body>
-</html>`,
-  },
-
-  WELCOME_INVESTOR: {
-    subject: 'Start Investing with {{issuerName}} on Dalmore',
-    path: 'welcome-investor.mjml',
-    body: `<html>
-<body>
-    <p>Hello {{investorName}},</p>
-    
-    <p>{{issuerName}} is now accepting investments on Dalmore. Explore the offering and invest today.</p>
-    
-    <p>You can view the offering here:</p>
-    
-    <p><a href="{{heroAssetLink}}">View Offering</a></p>
-    
-    <p>If you have any questions, we're here to help.</p>
-    
-    <p>Best,<br>
-    The Dalmore Team</p>
-</body>
-</html>`,
-  },
-
-  RESET_PASSWORD: {
-    subject: 'Reset your password',
-    path: 'reset-password.mjml',
-    body: `<html>
-<body>
-    <p>Hello {{name}},</p>
-    
-    <p>We received a request to reset your password. Click below to set a new one:</p>
-
-    <p>Code: {{resetPasswordCode}}</p>
-    
-    <p><a href="{{resetPasswordLink}}">Reset Password</a></p>
-    
-    <p>If you didn't request this, please ignore this email.</p>
-    
-    <p>Best,<br>
-    The Dalmore Team</p>
-</body>
-</html>`,
-  },
-
-  ISSUER_INVITATION: {
-    subject: "You've Been Invited to Join an Issuer Account",
-    path: 'invitation.mjml',
-    body: `<html>
-<body>
-    <p>Hello,</p>
-    
-    <p>You've been invited to join the {{issuerName}}'s account on Dalmore with the role of {{role}}.</p>
-    
-    <p>Click below to accept the invitation and access the account:</p>
-    
-    <p>{{invitationLink}}</p>
-    
-    <p>If you have any questions, feel free to reach out.</p>
-    
-    <p>Best,<br>
-    The Dalmore Team</p>
-</body>
-</html>`,
-  },
-
-  COMPLIANCE_INVITATION: {
-    subject: "You've Been Invited to Join an Compliance Account",
-    path: 'compliance-invitation.mjml',
-    body: `<html>
-<body>
-    <p>Hello,</p>
-    
-    <p>You've been invited to join the Dalmore Group Compliance Portal with the role of {{role}}.</p>
-    
-    <p>Click below to accept the invitation and access the account:</p>
-    
-    <p>{{invitationLink}}</p>
-    
-    <p>If you have any questions, feel free to reach out.</p>
-    
-    <p>Best,<br>
-    The Dalmore Team</p>
-</body>
-</html>`,
-  },
-
-  ORDER_PLACED: {
-    subject: 'Your Trade Has Been Placed',
-    path: 'order-placed.mjml',
-    body: `<html>
-<body>
-    <p>Hello {{investorName}},</p>
-    
-    <p>Your trade has been successfully placed with {{issuerName}}. Here are the details:</p>
-    
-    <p><b>Investor Account Type:</b> {{investorAccountType}}<br>
-    <b>Offering Name:</b> {{offeringName}}<br>
-    <b>Number of Assets Purchased:</b> {{numberOfAssetsPurchased}}<br>
-    <b>Total Investment Value:</b> {{totalInvestmentAmount}}</p>
-    
-    <p>You will receive a confirmation once the order is reviewed.</p>
-    
-    <p><a href="{{tradeDetailsEndpoint}}">View Trade Details</a></p>
-    
-    <p>Best,<br>
-    The Dalmore Team</p>
-</body>
-</html>`,
-  },
-
-  ORDER_APPROVED: {
-    subject: 'Your Trade Has Been Approved',
-    path: 'order-approved.mjml',
-    body: `<html>
-<body>
-    <p>Hello {{investorName}},</p>
-    
-    <p>Your trade with {{issuerName}} has been reviewed and approved. Here are the details:</p>
-    
-    <p><b>Investor Account Type:</b> {{investorAccountType}}<br>
-    <b>Offering Name:</b> {{offeringName}}<br>
-    <b>Number of Assets Purchased:</b> {{numberOfAssetsPurchased}}<br>
-    <b>Total Investment Value:</b> {{totalInvestmentAmount}}</p>
-    
-    <p>You can view your trade details in your account.</p>
-    
-    <p>Best,<br>
-    The Dalmore Team</p>
-</body>
-</html>`,
-  },
-  TASK_ASSIGNED: {
-    subject: 'New Task Assigned',
-    path: 'task-assigned.mjml',
-    body: `<html>
-<body>
-    <p>Hi, {{userName}}!</p>
-    
-    <p>You have a new task assigned to you. Please review the details below:</p>
-    
-    <p>Task Name: {{taskName}}<br>
-    Assigned By: {{assignedBy}}<br>
-    Due Date: {{dueDate}}<br>
-    Task Type: {{taskType}}<br>
-    Priority: {{priority}}<br>
-    Description: {{description}}</p>
-    
-    <p><a href="{{completeTaskEndpoint}}">Complete Task</a></p>
-</body>
-</html>
-`,
-  },
-  AML_PENDING: {
-    subject: 'AML Pending',
-    path: 'aml-pending.mjml',
-    body: `<html>
-<body>
-    <p>Hi, {{userName}}!</p>
-    
-    <p>Your AML status is pending. Please complete your AML.</p>
-    
-    <p>Click below to visit your AML record:</p>
-    
-    <p><a href="{{completeAmlEndpoint}}">Visit AML</a></p>
-</body>
-</html>
-`,
-  },
-  PAYMENT_FAILED: {
-    subject: 'Payment Failed',
-    path: 'payment-failed.mjml',
-    body: ``,
-  },
-  RESET_PASSWORD_SUCCESS: {
-    subject: 'Password Changed Successfully',
-    path: 'reset-password-successful.mjml',
-    body: ``,
-  },
-  RETIREMENT_INSTRUCTION: {
-    subject: 'Retirement Instruction',
-    path: 'retirement-instruction.mjml',
-    body: ``,
-  },
-  EMAIL_NOTIFICATION: {
-    subject: '{{subject}}',
-    path: 'email-notification.mjml',
-    body: ``,
-  },
-  CONTACT_US: {
-    subject: 'New Contact Message',
-    path: 'contact-us.mjml',
-    body: ``,
-  },
-  SUBMIT_PAYMENT: {
-    subject: 'New Task Assigned – Submit Payment',
-    path: 'submit-payment.mjml',
-    body: ``,
-  },
-  SIGNATURE_REQUEST: {
-    subject: 'Document Signature Request',
-    path: 'signature-request.mjml',
-    body: ``,
-  },
-};
-// TODO: Add EMAIL_VERIFICATION
-export enum EmailTemplatesType {
-  WELCOME_ISSUER = 'WELCOME_ISSUER',
-  WELCOME_INVESTOR = 'WELCOME_INVESTOR',
-  RESET_PASSWORD = 'RESET_PASSWORD',
-  RESET_PASSWORD_SUCCESS = 'RESET_PASSWORD_SUCCESS',
-  ISSUER_INVITATION = 'ISSUER_INVITATION',
-  COMPLIANCE_INVITATION = 'COMPLIANCE_INVITATION',
-  EMAIL_NOTIFICATION = 'EMAIL_NOTIFICATION',
-  ORDER_PLACED = 'ORDER_PLACED',
-  ORDER_APPROVED = 'ORDER_APPROVED',
-  TASK_ASSIGNED = 'TASK_ASSIGNED',
-  PAYMENT_FAILED = 'PAYMENT_FAILED',
-  UPDATE_PAYMENT = 'UPDATE_PAYMENT',
-  KYC_VERIFICATION_REQUIRED = 'KYC_VERIFICATION_REQUIRED',
-  DOCUMENT_SIGNATURE_PENDING = 'DOCUMENT_SIGNATURE_PENDING',
-  VERIFY_ACCOUNT = 'VERIFY_ACCOUNT',
-  SIGNATURE_REQUEST = 'SIGNATURE_REQUEST',
-  SUBMIT_PAYMENT = 'SUBMIT_PAYMENT',
-  RETIREMENT_INSTRUCTION = 'RETIREMENT_INSTRUCTION',
-  AML_PENDING = 'AML_PENDING',
-  CONTACT_US = 'CONTACT_US',
-  NONE = 'NONE',
-}
-
-export enum EmailAttachmentsType {
-  USER_MANUAL = 'USER_MANUAL',
-  BROKER_DEALER = 'BROKER_DEALER',
-  STREAM = 'STREAM',
-  STREAMS = 'STREAMS',
-  OTHER = 'OTHER',
-  NONE = 'NONE',
-}
-
-export const FooterZod = z.object({
-  linkedinUrl: z.string().url().nullable(),
-  twitterUrl: z.string().url().nullable(),
-  facebookUrl: z.string().url().nullable(),
-  instagramUrl: z.string().url().nullable(),
-  mailSupporter: z.string().email().nullable(),
-  websiteUrl: z.string().url().nullable(),
-  otherUrls: z.array(z.string().url().nullable()).nullable(),
-  poweredByImageUrl: z.string().url().nullable(),
-  contactUsUrl: z.string().url().nullable(),
-});
-export type FooterZod = z.infer<typeof FooterZod>;
-
-export const HeaderZod = z.object({
-  companyName: z.string(),
-  logoUrl: z.string().nullable(),
-});
-
-export type HeaderZod = z.infer<typeof HeaderZod>;
-
-export const HeaderAndFooterZod = z.object({
-  header: HeaderZod,
-  footer: FooterZod,
-});
-export type HeaderAndFooterZod = z.infer<typeof HeaderAndFooterZod>;
-
-export const EmailThemeSettingZod = z.record(z.string(), z.string().nullable());
-export type EmailThemeSetting = z.infer<typeof EmailThemeSettingZod>;
-
-export const EmailThemeSettingsZod = z.array(EmailThemeSettingZod);
-export type EmailThemeSettingsZod = z.infer<typeof EmailThemeSettingsZod>;