@dalmore/api-contracts 0.0.0-dev.ee0e6b6 → 0.0.0-dev.fb640f0

package/common/types/queue.types.js

@@ -0,0 +1,73 @@
+import { typeid } from 'typeid-js';
+export var QueueFrequency;
+(function (QueueFrequency) {
+    QueueFrequency["SUPER_HIGH_FREQUENCY"] = "SUPER_HIGH_FREQUENCY";
+    QueueFrequency["HIGH_FREQUENCY"] = "HIGH_FREQUENCY";
+    QueueFrequency["MEDIUM_FREQUENCY"] = "MEDIUM_FREQUENCY";
+    QueueFrequency["LOW_FREQUENCY"] = "LOW_FREQUENCY";
+})(QueueFrequency || (QueueFrequency = {}));
+const FREQUENCY_CONFIGS = {
+    [QueueFrequency.SUPER_HIGH_FREQUENCY]: {
+        removeOnComplete: 50,
+        removeOnFail: 25,
+        attempts: 1,
+        backoff: {
+            type: 'fixed',
+            delay: 500,
+        },
+    },
+    [QueueFrequency.HIGH_FREQUENCY]: {
+        removeOnComplete: 50,
+        removeOnFail: 25,
+        attempts: 2,
+        backoff: {
+            type: 'fixed',
+            delay: 1000,
+        },
+    },
+    [QueueFrequency.MEDIUM_FREQUENCY]: {
+        removeOnComplete: 75,
+        removeOnFail: 35,
+        attempts: 3,
+        backoff: {
+            type: 'exponential',
+            delay: 1500,
+        },
+    },
+    [QueueFrequency.LOW_FREQUENCY]: {
+        removeOnComplete: 100,
+        removeOnFail: 50,
+        attempts: 3,
+        backoff: {
+            type: 'exponential',
+            delay: 2000,
+        },
+    },
+};
+/**
+ * Creates standardized BullMQ job options based on frequency and job ID
+ * @param jobId - Unique identifier for the job (for deduplication)
+ * @param frequency - Queue frequency level (defaults to LOW_FREQUENCY)
+ * @param customOptions - Optional custom options to override defaults
+ * @returns JobsOptions for BullMQ
+ */
+export function createQueueJobOptions(jobId, frequency = QueueFrequency.LOW_FREQUENCY, customOptions) {
+    const config = FREQUENCY_CONFIGS[frequency];
+    const finalJobId = jobId || typeid('job').toString();
+    return {
+        jobId: finalJobId,
+        removeOnComplete: config.removeOnComplete,
+        removeOnFail: config.removeOnFail,
+        attempts: config.attempts,
+        backoff: config.backoff,
+        ...customOptions,
+    };
+}
+/**
+ * Convenience functions for each frequency level
+ */
+export const createSuperHighFrequencyJobOptions = (jobId, customOptions) => createQueueJobOptions(jobId, QueueFrequency.SUPER_HIGH_FREQUENCY, customOptions);
+export const createHighFrequencyJobOptions = (jobId, customOptions) => createQueueJobOptions(jobId, QueueFrequency.HIGH_FREQUENCY, customOptions);
+export const createMediumFrequencyJobOptions = (jobId, customOptions) => createQueueJobOptions(jobId, QueueFrequency.MEDIUM_FREQUENCY, customOptions);
+export const createLowFrequencyJobOptions = (jobId, customOptions) => createQueueJobOptions(jobId, QueueFrequency.LOW_FREQUENCY, customOptions);
+//# sourceMappingURL=queue.types.js.map

package/common/types/queue.types.js.map

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package/common/types/registered-reps.types.d.ts

@@ -0,0 +1,6 @@
+import { z } from 'zod';
+export declare enum CommissionRateType {
+    FIXED = "FIXED",
+    PERCENTAGE = "PERCENTAGE"
+}
+export declare const registeredRepIdSchema: z.ZodEffects<z.ZodString, string, string>;

package/common/types/registered-reps.types.js

@@ -0,0 +1,21 @@
+import { z } from 'zod';
+import { extendZodWithOpenApi } from '@anatine/zod-openapi';
+import { TypeID } from 'typeid-js';
+extendZodWithOpenApi(z);
+export var CommissionRateType;
+(function (CommissionRateType) {
+    CommissionRateType["FIXED"] = "FIXED";
+    CommissionRateType["PERCENTAGE"] = "PERCENTAGE";
+})(CommissionRateType || (CommissionRateType = {}));
+export const registeredRepIdSchema = z.string().refine((value) => {
+    try {
+        const tid = TypeID.fromString(value);
+        return tid.getType() === 'registered_rep';
+    }
+    catch {
+        return false;
+    }
+}, {
+    message: 'Invalid registered rep ID format. Must be a valid TypeID with "registered_rep" prefix. Example: registered_rep_01j5y5ghx8fvc83dmx3pznq7hv',
+});
+//# sourceMappingURL=registered-reps.types.js.map

package/common/types/registered-reps.types.js.map

@@ -0,0 +1 @@
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package/common/types/rejection-reasons.types.d.ts

@@ -0,0 +1,35 @@
+import { z } from 'zod';
+export declare const RejectionReasons: {
+    KYC: string[];
+    AML: string[];
+    AIC: string[];
+    SUB_DOC: string[];
+};
+export declare const rejectionReasonIdSchema: z.ZodEffects<z.ZodString, string, string>;
+export declare const RejectionReasonZod: z.ZodObject<{
+    __entity: z.ZodOptional<z.ZodString>;
+    createdAt: z.ZodUnion<[z.ZodString, z.ZodDate]>;
+    updatedAt: z.ZodUnion<[z.ZodString, z.ZodDate]>;
+    deletedAt: z.ZodNullable<z.ZodUnion<[z.ZodString, z.ZodDate]>>;
+} & {
+    id: z.ZodString;
+    reason: z.ZodString;
+    target: z.ZodString;
+}, "strip", z.ZodTypeAny, {
+    id: string;
+    createdAt: string | Date;
+    updatedAt: string | Date;
+    deletedAt: string | Date | null;
+    target: string;
+    reason: string;
+    __entity?: string | undefined;
+}, {
+    id: string;
+    createdAt: string | Date;
+    updatedAt: string | Date;
+    deletedAt: string | Date | null;
+    target: string;
+    reason: string;
+    __entity?: string | undefined;
+}>;
+export type RejectionReasonZod = z.infer<typeof RejectionReasonZod>;

package/common/types/rejection-reasons.types.js

@@ -0,0 +1,49 @@
+import { IBaseEntity } from './entity.types.js';
+import { TypeID } from 'typeid-js';
+import { z } from 'zod';
+export const RejectionReasons = {
+    KYC: [
+        'ID document is expired',
+        'ID photo is blurry or unclear',
+        'ID does not match applicant’s name',
+        'Document type not accepted',
+        'Incomplete or missing ID submission',
+    ],
+    AML: [
+        'Missing supporting financial documents',
+        'Income documentation not sufficient',
+        'CPA/Attorney letter is outdated or unsigned',
+        'Documents do not meet accreditation criteria',
+    ],
+    AIC: [
+        'Individual appears on a sanctions list',
+        'Match found in politically exposed persons (PEP) database',
+        'Potential adverse media found',
+        'High-risk jurisdiction flagged',
+        'Name match flagged – additional verification required',
+    ],
+    SUB_DOC: [
+        'Signature missing or incorrect',
+        'Incomplete or incorrectly filled document',
+        'Document version is outdated',
+        'Not all pages were submitted',
+        'Mismatch in investment amount',
+    ],
+};
+export const rejectionReasonIdSchema = z.string().refine((value) => {
+    try {
+        const tid = TypeID.fromString(value);
+        return tid.getType() === 'rejection_reason';
+    }
+    catch {
+        return false;
+    }
+}, {
+    message: 'Invalid rejection reason ID format. Must be a valid TypeID with "rejection_reason" prefix.',
+});
+export const RejectionReasonZod = IBaseEntity.extend({
+    id: z.string(),
+    reason: z.string(),
+    target: z.string(),
+});
+//# sourceMappingURL=rejection-reasons.types.js.map

package/common/types/rejection-reasons.types.js.map

@@ -0,0 +1 @@
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package/common/types/reports.types.d.ts

@@ -0,0 +1,345 @@
+import { z } from 'zod';
+export declare enum ReportType {
+    COMPLIANCE_OFFICER_REPORT = "COMPLIANCE_OFFICER_REPORT",
+    OFFERING_REPORT = "OFFERING_REPORT"
+}
+export declare const ComplianceOfficerReportFiltersZod: z.ZodObject<{
+    search: z.ZodOptional<z.ZodString>;
+    complianceOfficerIds: z.ZodEffects<z.ZodEffects<z.ZodOptional<z.ZodString>, string[], string | undefined>, string[], string | undefined>;
+    /**
+     * Optional date range filter on when the trade was reviewed.
+     */
+    from: z.ZodOptional<z.ZodEffects<z.ZodEffects<z.ZodNullable<z.ZodString>, string | null, string | null>, Date | null, string | null>>;
+    to: z.ZodOptional<z.ZodEffects<z.ZodEffects<z.ZodNullable<z.ZodString>, string | null, string | null>, Date | null, string | null>>;
+}, "strip", z.ZodTypeAny, {
+    complianceOfficerIds: string[];
+    from?: Date | null | undefined;
+    to?: Date | null | undefined;
+    search?: string | undefined;
+}, {
+    from?: string | null | undefined;
+    to?: string | null | undefined;
+    search?: string | undefined;
+    complianceOfficerIds?: string | undefined;
+}>;
+export type ComplianceOfficerReportFiltersZod = z.infer<typeof ComplianceOfficerReportFiltersZod>;
+export declare const IComplianceOfficerReportRow: z.ZodObject<{
+    complianceOfficerId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
+    complianceOfficerName: z.ZodString;
+    accountCount: z.ZodNumber;
+    issuerCount: z.ZodNumber;
+    offeringCount: z.ZodNumber;
+    approvedTradesCount: z.ZodNumber;
+    rejectedTradesCount: z.ZodNumber;
+}, "strip", z.ZodTypeAny, {
+    complianceOfficerId: string;
+    complianceOfficerName: string;
+    accountCount: number;
+    issuerCount: number;
+    offeringCount: number;
+    approvedTradesCount: number;
+    rejectedTradesCount: number;
+}, {
+    complianceOfficerId: string;
+    complianceOfficerName: string;
+    accountCount: number;
+    issuerCount: number;
+    offeringCount: number;
+    approvedTradesCount: number;
+    rejectedTradesCount: number;
+}>;
+export type IComplianceOfficerReportRow = z.infer<typeof IComplianceOfficerReportRow>;
+export declare const IComplianceOfficerReportDetailRow: z.ZodObject<{
+    accountId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
+    accountName: z.ZodString;
+    issuerId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
+    issuerName: z.ZodString;
+    offeringId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
+    offeringName: z.ZodString;
+    approvedTradesCount: z.ZodNumber;
+    rejectedTradesCount: z.ZodNumber;
+}, "strip", z.ZodTypeAny, {
+    accountId: string;
+    accountName: string;
+    offeringId: string;
+    issuerId: string;
+    issuerName: string;
+    offeringName: string;
+    approvedTradesCount: number;
+    rejectedTradesCount: number;
+}, {
+    accountId: string;
+    accountName: string;
+    offeringId: string;
+    issuerId: string;
+    issuerName: string;
+    offeringName: string;
+    approvedTradesCount: number;
+    rejectedTradesCount: number;
+}>;
+export type IComplianceOfficerReportDetailRow = z.infer<typeof IComplianceOfficerReportDetailRow>;
+export declare const IComplianceOfficerReportRowWithDetails: z.ZodObject<{
+    complianceOfficerId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
+    complianceOfficerName: z.ZodString;
+    accountCount: z.ZodNumber;
+    issuerCount: z.ZodNumber;
+    offeringCount: z.ZodNumber;
+    approvedTradesCount: z.ZodNumber;
+    rejectedTradesCount: z.ZodNumber;
+} & {
+    rows: z.ZodArray<z.ZodObject<{
+        accountId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
+        accountName: z.ZodString;
+        issuerId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
+        issuerName: z.ZodString;
+        offeringId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
+        offeringName: z.ZodString;
+        approvedTradesCount: z.ZodNumber;
+        rejectedTradesCount: z.ZodNumber;
+    }, "strip", z.ZodTypeAny, {
+        accountId: string;
+        accountName: string;
+        offeringId: string;
+        issuerId: string;
+        issuerName: string;
+        offeringName: string;
+        approvedTradesCount: number;
+        rejectedTradesCount: number;
+    }, {
+        accountId: string;
+        accountName: string;
+        offeringId: string;
+        issuerId: string;
+        issuerName: string;
+        offeringName: string;
+        approvedTradesCount: number;
+        rejectedTradesCount: number;
+    }>, "many">;
+}, "strip", z.ZodTypeAny, {
+    complianceOfficerId: string;
+    complianceOfficerName: string;
+    accountCount: number;
+    issuerCount: number;
+    offeringCount: number;
+    approvedTradesCount: number;
+    rejectedTradesCount: number;
+    rows: {
+        accountId: string;
+        accountName: string;
+        offeringId: string;
+        issuerId: string;
+        issuerName: string;
+        offeringName: string;
+        approvedTradesCount: number;
+        rejectedTradesCount: number;
+    }[];
+}, {
+    complianceOfficerId: string;
+    complianceOfficerName: string;
+    accountCount: number;
+    issuerCount: number;
+    offeringCount: number;
+    approvedTradesCount: number;
+    rejectedTradesCount: number;
+    rows: {
+        accountId: string;
+        accountName: string;
+        offeringId: string;
+        issuerId: string;
+        issuerName: string;
+        offeringName: string;
+        approvedTradesCount: number;
+        rejectedTradesCount: number;
+    }[];
+}>;
+export type IComplianceOfficerReportRowWithDetails = z.infer<typeof IComplianceOfficerReportRowWithDetails>;
+export declare const IReportSummary: z.ZodObject<{
+    type: z.ZodNativeEnum<typeof ReportType>;
+    count: z.ZodNumber;
+}, "strip", z.ZodTypeAny, {
+    type: ReportType;
+    count: number;
+}, {
+    type: ReportType;
+    count: number;
+}>;
+export type IReportSummary = z.infer<typeof IReportSummary>;
+export declare const IPaginatedComplianceOfficerReport: z.ZodObject<{
+    items: z.ZodArray<z.ZodObject<{
+        complianceOfficerId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
+        complianceOfficerName: z.ZodString;
+        accountCount: z.ZodNumber;
+        issuerCount: z.ZodNumber;
+        offeringCount: z.ZodNumber;
+        approvedTradesCount: z.ZodNumber;
+        rejectedTradesCount: z.ZodNumber;
+    } & {
+        rows: z.ZodArray<z.ZodObject<{
+            accountId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
+            accountName: z.ZodString;
+            issuerId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
+            issuerName: z.ZodString;
+            offeringId: z.ZodLazy<z.ZodEffects<z.ZodString, string, string>>;
+            offeringName: z.ZodString;
+            approvedTradesCount: z.ZodNumber;
+            rejectedTradesCount: z.ZodNumber;
+        }, "strip", z.ZodTypeAny, {
+            accountId: string;
+            accountName: string;
+            offeringId: string;
+            issuerId: string;
+            issuerName: string;
+            offeringName: string;
+            approvedTradesCount: number;
+            rejectedTradesCount: number;
+        }, {
+            accountId: string;
+            accountName: string;
+            offeringId: string;
+            issuerId: string;
+            issuerName: string;
+            offeringName: string;
+            approvedTradesCount: number;
+            rejectedTradesCount: number;
+        }>, "many">;
+    }, "strip", z.ZodTypeAny, {
+        complianceOfficerId: string;
+        complianceOfficerName: string;
+        accountCount: number;
+        issuerCount: number;
+        offeringCount: number;
+        approvedTradesCount: number;
+        rejectedTradesCount: number;
+        rows: {
+            accountId: string;
+            accountName: string;
+            offeringId: string;
+            issuerId: string;
+            issuerName: string;
+            offeringName: string;
+            approvedTradesCount: number;
+            rejectedTradesCount: number;
+        }[];
+    }, {
+        complianceOfficerId: string;
+        complianceOfficerName: string;
+        accountCount: number;
+        issuerCount: number;
+        offeringCount: number;
+        approvedTradesCount: number;
+        rejectedTradesCount: number;
+        rows: {
+            accountId: string;
+            accountName: string;
+            offeringId: string;
+            issuerId: string;
+            issuerName: string;
+            offeringName: string;
+            approvedTradesCount: number;
+            rejectedTradesCount: number;
+        }[];
+    }>, "many">;
+    meta: z.ZodObject<{
+        itemCount: z.ZodNumber;
+        totalItems: z.ZodOptional<z.ZodNumber>;
+        itemsPerPage: z.ZodNumber;
+        totalPages: z.ZodOptional<z.ZodNumber>;
+        currentPage: z.ZodNumber;
+    }, "strip", z.ZodTypeAny, {
+        itemCount: number;
+        itemsPerPage: number;
+        currentPage: number;
+        totalItems?: number | undefined;
+        totalPages?: number | undefined;
+    }, {
+        itemCount: number;
+        itemsPerPage: number;
+        currentPage: number;
+        totalItems?: number | undefined;
+        totalPages?: number | undefined;
+    }>;
+}, "strip", z.ZodTypeAny, {
+    items: {
+        complianceOfficerId: string;
+        complianceOfficerName: string;
+        accountCount: number;
+        issuerCount: number;
+        offeringCount: number;
+        approvedTradesCount: number;
+        rejectedTradesCount: number;
+        rows: {
+            accountId: string;
+            accountName: string;
+            offeringId: string;
+            issuerId: string;
+            issuerName: string;
+            offeringName: string;
+            approvedTradesCount: number;
+            rejectedTradesCount: number;
+        }[];
+    }[];
+    meta: {
+        itemCount: number;
+        itemsPerPage: number;
+        currentPage: number;
+        totalItems?: number | undefined;
+        totalPages?: number | undefined;
+    };
+}, {
+    items: {
+        complianceOfficerId: string;
+        complianceOfficerName: string;
+        accountCount: number;
+        issuerCount: number;
+        offeringCount: number;
+        approvedTradesCount: number;
+        rejectedTradesCount: number;
+        rows: {
+            accountId: string;
+            accountName: string;
+            offeringId: string;
+            issuerId: string;
+            issuerName: string;
+            offeringName: string;
+            approvedTradesCount: number;
+            rejectedTradesCount: number;
+        }[];
+    }[];
+    meta: {
+        itemCount: number;
+        itemsPerPage: number;
+        currentPage: number;
+        totalItems?: number | undefined;
+        totalPages?: number | undefined;
+    };
+}>;
+export type IPaginatedComplianceOfficerReport = z.infer<typeof IPaginatedComplianceOfficerReport>;
+/** Common filter parameters for compliance officer queries */
+export interface ComplianceOfficerFilterParams {
+    fromDate: Date | null;
+    toDate: Date | null;
+    search: string | undefined;
+    complianceOfficerIds: string[];
+}
+/** Raw row type from compliance officer aggregate query */
+export interface ComplianceOfficerAggregateRow {
+    compliance_officer_id: string;
+    compliance_officer_name: string;
+    account_count: string | number;
+    issuer_count: string | number;
+    offering_count: string | number;
+    approved_trades_count: string | number;
+    rejected_trades_count: string | number;
+}
+/** Raw row type from compliance officer detail query */
+export interface ComplianceOfficerDetailQueryRow {
+    compliance_officer_id: string;
+    account_id: string | null;
+    account_name: string | null;
+    issuer_id: string | null;
+    issuer_name: string | null;
+    offering_id: string | null;
+    offering_name: string | null;
+    approved_trades_count: string | number;
+    rejected_trades_count: string | number;
+}

package/common/types/reports.types.js

@@ -0,0 +1,69 @@
+import { extendZodWithOpenApi } from '@anatine/zod-openapi';
+import { z } from 'zod';
+import { accountIdSchema } from './account.types.js';
+import { dateSchema, IPaginationMeta } from './common.types.js';
+import { issuerIdSchema } from './issuer.types.js';
+import { offeringIdSchema } from './offering.types.js';
+import { userIdSchema } from './user.types.js';
+extendZodWithOpenApi(z);
+export var ReportType;
+(function (ReportType) {
+    ReportType["COMPLIANCE_OFFICER_REPORT"] = "COMPLIANCE_OFFICER_REPORT";
+    ReportType["OFFERING_REPORT"] = "OFFERING_REPORT";
+})(ReportType || (ReportType = {}));
+export const ComplianceOfficerReportFiltersZod = z.object({
+    search: z.string().trim().max(50).optional(),
+    complianceOfficerIds: z
+        .string()
+        .optional()
+        .transform((value) => {
+        if (!value) {
+            return [];
+        }
+        const ids = value.split(',').map((id) => id.trim());
+        return Array.from(new Set(ids));
+    })
+        .refine((value) => {
+        if (!value || value.length === 0)
+            return true;
+        return value.every((id) => userIdSchema.safeParse(id).success);
+    }, {
+        message: 'Invalid compliance officer IDs. Must be a valid user ID. Example: user_01j6aqmtfyfwy9spjdcnh7yqk7',
+    }),
+    /**
+     * Optional date range filter on when the trade was reviewed.
+     */
+    from: dateSchema.optional().openapi({ example: 'MM/DD/YYYY' }),
+    to: dateSchema.optional().openapi({ example: 'MM/DD/YYYY' }),
+});
+export const IComplianceOfficerReportRow = z.object({
+    complianceOfficerId: z.lazy(() => userIdSchema),
+    complianceOfficerName: z.string(),
+    accountCount: z.number(),
+    issuerCount: z.number(),
+    offeringCount: z.number(),
+    approvedTradesCount: z.number(),
+    rejectedTradesCount: z.number(),
+});
+export const IComplianceOfficerReportDetailRow = z.object({
+    accountId: z.lazy(() => accountIdSchema),
+    accountName: z.string(),
+    issuerId: z.lazy(() => issuerIdSchema),
+    issuerName: z.string(),
+    offeringId: z.lazy(() => offeringIdSchema),
+    offeringName: z.string(),
+    approvedTradesCount: z.number(),
+    rejectedTradesCount: z.number(),
+});
+export const IComplianceOfficerReportRowWithDetails = IComplianceOfficerReportRow.extend({
+    rows: z.array(IComplianceOfficerReportDetailRow),
+});
+export const IReportSummary = z.object({
+    type: z.nativeEnum(ReportType),
+    count: z.number(),
+});
+export const IPaginatedComplianceOfficerReport = z.object({
+    items: z.array(IComplianceOfficerReportRowWithDetails),
+    meta: IPaginationMeta,
+});
+//# sourceMappingURL=reports.types.js.map

package/common/types/reports.types.js.map

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