@dalmore/api-contracts 1.0.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (289) hide show
  1. package/README.md +79 -0
  2. package/common/types/account-contact.types.ts +98 -0
  3. package/common/types/account-detail.types.ts +27 -0
  4. package/common/types/account-integration.types.ts +143 -0
  5. package/common/types/account-manager.types.ts +114 -0
  6. package/common/types/account.types.ts +239 -0
  7. package/common/types/activity.types.ts +236 -0
  8. package/common/types/address.types.ts +41 -0
  9. package/common/types/aic.types.ts +246 -0
  10. package/common/types/aml.types.ts +18 -0
  11. package/common/types/api-key-logs.types.ts +66 -0
  12. package/common/types/api-keys.types.ts +69 -0
  13. package/common/types/asset.types.ts +335 -0
  14. package/common/types/auth.types.ts +343 -0
  15. package/common/types/batch-jobs.types.ts +151 -0
  16. package/common/types/bonus-tier.types.ts +115 -0
  17. package/common/types/cart.types.ts +18 -0
  18. package/common/types/checklist-items.types.ts +70 -0
  19. package/common/types/checklist.types.ts +97 -0
  20. package/common/types/common.types.ts +1501 -0
  21. package/common/types/comply-advantage-api.types.ts +316 -0
  22. package/common/types/comply-advantage.types.ts +25 -0
  23. package/common/types/contact-us.types.ts +107 -0
  24. package/common/types/countries.types.ts +375 -0
  25. package/common/types/covered-person.types.ts +274 -0
  26. package/common/types/dashboard.types.ts +799 -0
  27. package/common/types/data-record.types.ts +325 -0
  28. package/common/types/data-room.types.ts +242 -0
  29. package/common/types/default-theme-config.types.ts +87 -0
  30. package/common/types/disbursement-adjustment.types.ts +32 -0
  31. package/common/types/disbursement-approval-user.types.ts +100 -0
  32. package/common/types/disbursement-review.types.ts +110 -0
  33. package/common/types/disbursement-transaction.types.ts +72 -0
  34. package/common/types/disbursements.types.ts +310 -0
  35. package/common/types/domain-filter.types.ts +55 -0
  36. package/common/types/email-theme.types.ts +442 -0
  37. package/common/types/entity.types.ts +15 -0
  38. package/common/types/error-responses.types.ts +135 -0
  39. package/common/types/escrow-account.types.ts +104 -0
  40. package/common/types/exchange-api-key.types.ts +121 -0
  41. package/common/types/exchange-import.types.ts +36 -0
  42. package/common/types/exchange-provider.types.ts +329 -0
  43. package/common/types/file.types.ts +461 -0
  44. package/common/types/health.types.ts +29 -0
  45. package/common/types/index.ts +48 -0
  46. package/common/types/individuals.types.ts +554 -0
  47. package/common/types/investor-account.types.ts +1168 -0
  48. package/common/types/investorAccountIdSchema.type.ts +0 -0
  49. package/common/types/investors-offering.types.ts +65 -0
  50. package/common/types/invite.types.ts +133 -0
  51. package/common/types/issuer-bank-account.types.ts +107 -0
  52. package/common/types/issuer-offering.types.ts +306 -0
  53. package/common/types/issuer-payment-method.types.ts +341 -0
  54. package/common/types/issuer.types.ts +312 -0
  55. package/common/types/job-item.types.ts +119 -0
  56. package/common/types/jobs.types.ts +171 -0
  57. package/common/types/kyb.types.ts +53 -0
  58. package/common/types/kyc.types.ts +188 -0
  59. package/common/types/legal-entity.types.ts +185 -0
  60. package/common/types/login-history.types.ts +46 -0
  61. package/common/types/mail-template.types.ts +436 -0
  62. package/common/types/north-cap-integration.types.ts +190 -0
  63. package/common/types/note.types.ts +109 -0
  64. package/common/types/notification.types.ts +58 -0
  65. package/common/types/notion-api.types.ts +374 -0
  66. package/common/types/notion-database.types.ts +125 -0
  67. package/common/types/notion-page.types.ts +267 -0
  68. package/common/types/offering-reports.types.ts +153 -0
  69. package/common/types/offering-submission.types.ts +314 -0
  70. package/common/types/offering.types.ts +590 -0
  71. package/common/types/page-revision.types.ts +86 -0
  72. package/common/types/page.types.ts +436 -0
  73. package/common/types/password.type.ts +15 -0
  74. package/common/types/payment-methods.types.ts +298 -0
  75. package/common/types/phone.type.ts +27 -0
  76. package/common/types/portfolio.types.ts +50 -0
  77. package/common/types/privacy-policy-and-tos.types.ts +231 -0
  78. package/common/types/queue.types.ts +112 -0
  79. package/common/types/registered-reps.types.ts +25 -0
  80. package/common/types/rejection-reasons.types.ts +56 -0
  81. package/common/types/reminder-config.types.ts +40 -0
  82. package/common/types/review.types.ts +133 -0
  83. package/common/types/role.types.ts +26 -0
  84. package/common/types/secondary-customer.types.ts +66 -0
  85. package/common/types/secondary-issuer.types.ts +50 -0
  86. package/common/types/secondary-order.types.ts +58 -0
  87. package/common/types/secondary-security.types.ts +60 -0
  88. package/common/types/secondary-trade.entity.ts +16 -0
  89. package/common/types/secondary-trade.types.ts +87 -0
  90. package/common/types/secure-request.types.ts +68 -0
  91. package/common/types/signer.types.ts +651 -0
  92. package/common/types/site-link.types.ts +166 -0
  93. package/common/types/site-settings.types.ts +726 -0
  94. package/common/types/site.types.ts +270 -0
  95. package/common/types/sms.types.ts +30 -0
  96. package/common/types/state-machine.types.ts +177 -0
  97. package/common/types/states.types.ts +163 -0
  98. package/common/types/subdoc-preview.types.ts +35 -0
  99. package/common/types/task.types.ts +258 -0
  100. package/common/types/trade-adjustment.type.ts +33 -0
  101. package/common/types/trade-line-item.type.ts +132 -0
  102. package/common/types/trade.types.ts +849 -0
  103. package/common/types/transaction.types.ts +198 -0
  104. package/common/types/trusted-contact.types.ts +122 -0
  105. package/common/types/typography.types.ts +75 -0
  106. package/common/types/user-manual.types.ts +290 -0
  107. package/common/types/user-setting.types.ts +133 -0
  108. package/common/types/user.types.ts +318 -0
  109. package/common/types/webhook.types.ts +588 -0
  110. package/common/types/zip.type.ts +36 -0
  111. package/contracts/clients/accounts/index.ts +58 -0
  112. package/contracts/clients/aic/index.ts +59 -0
  113. package/contracts/clients/api-key-logs/index.ts +53 -0
  114. package/contracts/clients/api-keys/index.ts +73 -0
  115. package/contracts/clients/assets/index.ts +102 -0
  116. package/contracts/clients/auth/index.ts +33 -0
  117. package/contracts/clients/files/index.ts +166 -0
  118. package/contracts/clients/files-public/index.ts +166 -0
  119. package/contracts/clients/index.ts +42 -0
  120. package/contracts/clients/individuals/index.ts +93 -0
  121. package/contracts/clients/investor-accounts/index.ts +93 -0
  122. package/contracts/clients/issuers/index.ts +94 -0
  123. package/contracts/clients/legal-entities/index.ts +93 -0
  124. package/contracts/clients/offerings/index.ts +116 -0
  125. package/contracts/clients/secure-requests/index.ts +34 -0
  126. package/contracts/clients/trades/index.ts +122 -0
  127. package/contracts/compliance/account-contacts/index.ts +82 -0
  128. package/contracts/compliance/account-managers/index.ts +140 -0
  129. package/contracts/compliance/accounts/index.ts +185 -0
  130. package/contracts/compliance/activities/index.ts +55 -0
  131. package/contracts/compliance/aic/index.ts +60 -0
  132. package/contracts/compliance/api-keys/index.ts +91 -0
  133. package/contracts/compliance/assets/index.ts +122 -0
  134. package/contracts/compliance/auth/index.ts +134 -0
  135. package/contracts/compliance/batch-jobs/index.ts +62 -0
  136. package/contracts/compliance/checklist/index.ts +87 -0
  137. package/contracts/compliance/checklist-items/index.ts +86 -0
  138. package/contracts/compliance/covered-persons/index.ts +97 -0
  139. package/contracts/compliance/dashboard/index.ts +111 -0
  140. package/contracts/compliance/data-records/index.ts +116 -0
  141. package/contracts/compliance/data-rooms/index.ts +113 -0
  142. package/contracts/compliance/default-theme-configs/index.ts +95 -0
  143. package/contracts/compliance/disbursement/index.ts +165 -0
  144. package/contracts/compliance/disbursement-approval-users/index.ts +84 -0
  145. package/contracts/compliance/disbursement-transactions/index.ts +37 -0
  146. package/contracts/compliance/domain-filters/index.ts +117 -0
  147. package/contracts/compliance/email-themes/index.ts +284 -0
  148. package/contracts/compliance/escrow-accounts/index.ts +85 -0
  149. package/contracts/compliance/exchange-api-keys/index.ts +129 -0
  150. package/contracts/compliance/exchange-imports/index.ts +137 -0
  151. package/contracts/compliance/files/index.ts +267 -0
  152. package/contracts/compliance/files-public/index.ts +188 -0
  153. package/contracts/compliance/health/index.ts +26 -0
  154. package/contracts/compliance/index.ts +145 -0
  155. package/contracts/compliance/individuals/index.ts +57 -0
  156. package/contracts/compliance/investor-accounts/index.ts +137 -0
  157. package/contracts/compliance/invites/index.ts +137 -0
  158. package/contracts/compliance/issuer-bank-accounts/index.ts +81 -0
  159. package/contracts/compliance/issuer-payment-methods/index.ts +81 -0
  160. package/contracts/compliance/issuers/index.ts +97 -0
  161. package/contracts/compliance/job-items/index.ts +58 -0
  162. package/contracts/compliance/jobs/index.ts +59 -0
  163. package/contracts/compliance/kyb/index.ts +54 -0
  164. package/contracts/compliance/kyc/index.ts +77 -0
  165. package/contracts/compliance/legal-entities/index.ts +57 -0
  166. package/contracts/compliance/login-histories/index.ts +37 -0
  167. package/contracts/compliance/notes/index.ts +69 -0
  168. package/contracts/compliance/notion-databases/index.ts +107 -0
  169. package/contracts/compliance/notion-pages/index.ts +105 -0
  170. package/contracts/compliance/offering-reports/index.ts +149 -0
  171. package/contracts/compliance/offerings/index.ts +233 -0
  172. package/contracts/compliance/pages/index.ts +178 -0
  173. package/contracts/compliance/payment-methods/index.ts +57 -0
  174. package/contracts/compliance/rejection-reasons/index.ts +32 -0
  175. package/contracts/compliance/review/index.ts +169 -0
  176. package/contracts/compliance/roles/index.ts +34 -0
  177. package/contracts/compliance/secondary-customers/index.ts +77 -0
  178. package/contracts/compliance/secondary-orders/index.ts +60 -0
  179. package/contracts/compliance/secondary-trades/index.ts +100 -0
  180. package/contracts/compliance/secure-requests/index.ts +54 -0
  181. package/contracts/compliance/signer/index.ts +369 -0
  182. package/contracts/compliance/site-links/index.ts +128 -0
  183. package/contracts/compliance/site-settings/index.ts +669 -0
  184. package/contracts/compliance/sites/index.ts +56 -0
  185. package/contracts/compliance/state-machine/index.ts +94 -0
  186. package/contracts/compliance/tasks/index.ts +91 -0
  187. package/contracts/compliance/third-parties/index.ts +52 -0
  188. package/contracts/compliance/trade-line-items/index.ts +59 -0
  189. package/contracts/compliance/trades/index.ts +230 -0
  190. package/contracts/compliance/transactions/index.ts +161 -0
  191. package/contracts/compliance/user-manuals/index.ts +271 -0
  192. package/contracts/compliance/user-settings/index.ts +189 -0
  193. package/contracts/compliance/users/index.ts +200 -0
  194. package/contracts/compliance/webhooks/index.ts +41 -0
  195. package/contracts/compliance-apikey/accounts/index.ts +58 -0
  196. package/contracts/compliance-apikey/index.ts +14 -0
  197. package/contracts/index.ts +6 -0
  198. package/contracts/investors/account-contacts/index.ts +58 -0
  199. package/contracts/investors/aic/index.ts +59 -0
  200. package/contracts/investors/assets/index.ts +61 -0
  201. package/contracts/investors/auth/index.ts +116 -0
  202. package/contracts/investors/bonus-tiers/index.ts +37 -0
  203. package/contracts/investors/cart/index.ts +75 -0
  204. package/contracts/investors/contact-us/index.ts +48 -0
  205. package/contracts/investors/data-records/index.ts +113 -0
  206. package/contracts/investors/data-rooms/index.ts +96 -0
  207. package/contracts/investors/files/index.ts +167 -0
  208. package/contracts/investors/files-public/index.ts +185 -0
  209. package/contracts/investors/index.ts +72 -0
  210. package/contracts/investors/individuals/index.ts +99 -0
  211. package/contracts/investors/investor-accounts/index.ts +110 -0
  212. package/contracts/investors/issuer-payment-methods/index.ts +36 -0
  213. package/contracts/investors/issuers/index.ts +30 -0
  214. package/contracts/investors/legal-entities/index.ts +93 -0
  215. package/contracts/investors/notes/index.ts +69 -0
  216. package/contracts/investors/offerings/index.ts +93 -0
  217. package/contracts/investors/pages/index.ts +88 -0
  218. package/contracts/investors/payment-methods/index.ts +149 -0
  219. package/contracts/investors/portfolios/index.ts +53 -0
  220. package/contracts/investors/sites/index.ts +96 -0
  221. package/contracts/investors/tasks/index.ts +111 -0
  222. package/contracts/investors/trade-line-items/index.ts +75 -0
  223. package/contracts/investors/trades/index.ts +114 -0
  224. package/contracts/investors/transactions/index.ts +37 -0
  225. package/contracts/investors/trusted-contacts/index.ts +93 -0
  226. package/contracts/investors/user-manuals/index.ts +62 -0
  227. package/contracts/investors/user-settings/index.ts +170 -0
  228. package/contracts/investors/users/index.ts +45 -0
  229. package/contracts/investors/webhooks/index.ts +30 -0
  230. package/contracts/issuers/account-contacts/index.ts +76 -0
  231. package/contracts/issuers/account-integrations/index.ts +97 -0
  232. package/contracts/issuers/accounts/index.ts +92 -0
  233. package/contracts/issuers/activities/index.ts +54 -0
  234. package/contracts/issuers/aic/index.ts +39 -0
  235. package/contracts/issuers/api-key-logs/index.ts +53 -0
  236. package/contracts/issuers/api-keys/index.ts +93 -0
  237. package/contracts/issuers/assets/index.ts +122 -0
  238. package/contracts/issuers/auth/index.ts +152 -0
  239. package/contracts/issuers/bonus-tiers/index.ts +37 -0
  240. package/contracts/issuers/contact-us/index.ts +48 -0
  241. package/contracts/issuers/covered-persons/index.ts +136 -0
  242. package/contracts/issuers/dashboard/index.ts +72 -0
  243. package/contracts/issuers/data-records/index.ts +257 -0
  244. package/contracts/issuers/data-rooms/index.ts +134 -0
  245. package/contracts/issuers/disbursement-approval-users/index.ts +82 -0
  246. package/contracts/issuers/disbursement-transactions/index.ts +53 -0
  247. package/contracts/issuers/disbursements/index.ts +153 -0
  248. package/contracts/issuers/email-themes/index.ts +242 -0
  249. package/contracts/issuers/escrow-accounts/index.ts +81 -0
  250. package/contracts/issuers/exchange-api-keys/index.ts +144 -0
  251. package/contracts/issuers/files/index.ts +166 -0
  252. package/contracts/issuers/files-public/index.ts +166 -0
  253. package/contracts/issuers/health/index.ts +24 -0
  254. package/contracts/issuers/index.ts +112 -0
  255. package/contracts/issuers/investor-accounts/index.ts +126 -0
  256. package/contracts/issuers/invites/index.ts +129 -0
  257. package/contracts/issuers/issuer/index.ts +94 -0
  258. package/contracts/issuers/issuer-bank-accounts/index.ts +81 -0
  259. package/contracts/issuers/issuer-payment-methods/index.ts +136 -0
  260. package/contracts/issuers/kyc/index.ts +38 -0
  261. package/contracts/issuers/login-histories/index.ts +51 -0
  262. package/contracts/issuers/notes/index.ts +69 -0
  263. package/contracts/issuers/offerings/index.ts +206 -0
  264. package/contracts/issuers/pages/index.ts +138 -0
  265. package/contracts/issuers/payment-methods/index.ts +61 -0
  266. package/contracts/issuers/portfolios/index.ts +36 -0
  267. package/contracts/issuers/rejection-reasons/index.ts +32 -0
  268. package/contracts/issuers/review/index.ts +63 -0
  269. package/contracts/issuers/secondary-customers/index.ts +55 -0
  270. package/contracts/issuers/secondary-orders/index.ts +57 -0
  271. package/contracts/issuers/secondary-trades/index.ts +57 -0
  272. package/contracts/issuers/secure-requests/index.ts +34 -0
  273. package/contracts/issuers/site-links/index.ts +116 -0
  274. package/contracts/issuers/site-settings/index.ts +585 -0
  275. package/contracts/issuers/sites/index.ts +32 -0
  276. package/contracts/issuers/tasks/index.ts +111 -0
  277. package/contracts/issuers/trades/index.ts +132 -0
  278. package/contracts/issuers/transactions/index.ts +158 -0
  279. package/contracts/issuers/user-manuals/index.ts +62 -0
  280. package/contracts/issuers/user-settings/index.ts +170 -0
  281. package/contracts/issuers/users/index.ts +126 -0
  282. package/contracts/secondaries/accounts/index.ts +58 -0
  283. package/contracts/secondaries/index.ts +23 -0
  284. package/contracts/secondaries/secondary-customers/index.ts +55 -0
  285. package/contracts/secondaries/secondary-issuers/index.ts +94 -0
  286. package/contracts/secondaries/secondary-orders/index.ts +56 -0
  287. package/contracts/secondaries/secondary-securities/index.ts +95 -0
  288. package/contracts/secondaries/secondary-trades/index.ts +56 -0
  289. package/package.json +74 -0
@@ -0,0 +1,236 @@
1
+ import { z } from 'zod';
2
+ import {
3
+ BaseAction,
4
+ BaseStatus,
5
+ IPaginationMeta,
6
+ PortalType,
7
+ TargetTableConfig,
8
+ TargetTableEnum,
9
+ } from './common.types';
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+ import { TypeID } from 'typeid-js';
11
+ import { IBaseEntity } from './entity.types';
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+
13
+ /**
14
+ * WARNING!!!
15
+ * ANY CHANGES TO:
16
+ * - ActivityTypeCategory
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+ * - ActivityTypeResource
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+ * - ActivityTypeAction
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+ * Will require a migration to add the new combinations to the database. See activity-type.entity.ts
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+ * Also, previous migrations will have to be updated to prevent the new combination from being seeded before the new migration introduces it.
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+ * see: SeedActivityActionTable1733789494520
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+ * This is required only for backwards compatibility when developing locally and e2e tests.
23
+ */
24
+ export enum ActivityTypeCategory {
25
+ CLIENT = PortalType.CLIENT,
26
+ INVESTOR = PortalType.INVESTOR,
27
+ COMPLIANCE = PortalType.COMPLIANCE,
28
+ ISSUER = PortalType.ISSUER,
29
+ }
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+
31
+ export const CategoryMap: { [key: string]: ActivityTypeCategory } = {
32
+ compliance: ActivityTypeCategory.COMPLIANCE,
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+ issuers: ActivityTypeCategory.ISSUER,
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+ clients: ActivityTypeCategory.CLIENT,
35
+ investors: ActivityTypeCategory.INVESTOR,
36
+ };
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+
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+ export enum ActivityTypeResource {
39
+ KYCS = 'KYCS',
40
+ KYBS = 'KYBS',
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+ INDIVIDUALS = 'INDIVIDUALS',
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+ LEGAL_ENTITIES = 'LEGAL_ENTITIES',
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+ INVESTOR_ACCOUNTS = 'INVESTOR_ACCOUNTS',
44
+ TRADES = 'TRADES',
45
+ OFFERINGS = 'OFFERINGS',
46
+ ISSUERS = 'ISSUERS',
47
+ COVERED_PERSONS = 'COVERED_PERSONS',
48
+ PAYMENT_METHODS = 'PAYMENT_METHODS',
49
+ NOTES = 'NOTES',
50
+ USERS = 'USERS',
51
+ ACCOUNTS = 'ACCOUNTS',
52
+ FILES = 'FILES',
53
+ PAGES = 'PAGES',
54
+ AMLS = 'AMLS',
55
+ DISBURSEMENTS = 'DISBURSEMENTS',
56
+ DISBURSEMENT_REVIEWS = 'DISBURSEMENT_REVIEWS',
57
+ TRADE_LINE_ITEMS = 'TRADE_LINE_ITEMS',
58
+ TRANSACTIONS = 'TRANSACTIONS',
59
+ AICS = 'AICS',
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+ SITES = 'SITES',
61
+ THEMES = 'THEMES',
62
+ THEME_SETTINGS = 'THEME_SETTINGS',
63
+ }
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+
65
+ export const ResourceMap: { [key: string]: ActivityTypeResource } = {
66
+ trades: ActivityTypeResource.TRADES,
67
+ 'trade-line-items': ActivityTypeResource.TRADE_LINE_ITEMS,
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+ transactions: ActivityTypeResource.TRANSACTIONS,
69
+ users: ActivityTypeResource.USERS,
70
+ offerings: ActivityTypeResource.OFFERINGS,
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+ 'investor-accounts': ActivityTypeResource.INVESTOR_ACCOUNTS,
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+ individuals: ActivityTypeResource.INDIVIDUALS,
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+ 'payment-methods': ActivityTypeResource.PAYMENT_METHODS,
74
+ notes: ActivityTypeResource.NOTES,
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+ issuers: ActivityTypeResource.ISSUERS,
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+ 'covered-persons': ActivityTypeResource.COVERED_PERSONS,
77
+ kyc: ActivityTypeResource.KYCS,
78
+ aml: ActivityTypeResource.AMLS,
79
+ aic: ActivityTypeResource.AICS,
80
+ kyb: ActivityTypeResource.KYBS,
81
+ 'legal-entities': ActivityTypeResource.LEGAL_ENTITIES,
82
+ accounts: ActivityTypeResource.ACCOUNTS,
83
+ files: ActivityTypeResource.FILES,
84
+ 'files-public': ActivityTypeResource.FILES,
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+ pages: ActivityTypeResource.PAGES,
86
+ disbursements: ActivityTypeResource.DISBURSEMENTS,
87
+ 'disbursement-reviews': ActivityTypeResource.DISBURSEMENT_REVIEWS,
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+ sites: ActivityTypeResource.SITES,
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+ themes: ActivityTypeResource.THEMES,
90
+ 'theme-settings': ActivityTypeResource.THEME_SETTINGS,
91
+ };
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+
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+ /**
94
+ * WARNING!!!
95
+ * ANY CHANGES TO:
96
+ * - ActivityTypeAction
97
+ * Will require a migration to add the new combinations to the database. See activity-type.entity.ts
98
+ * Also, previous migrations will have to be updated to prevent the new combination from being seeded before the new migration introduces it.
99
+ * see:
100
+ * SeedActivityActionTable1733789494520
101
+ * SeedActivityResourceTableFiles1735884938590
102
+ * SeedAmlPagesInActivityTypes1740995815856
103
+ * SeedActivityResourceTypeDisbursement1742689286845
104
+ * SeedActivityResourceTradeLineItem1746449328700
105
+ * SeedActivityReset2faAction1746791323564
106
+ * SeedActivityResourceUserCombinations1747289941817
107
+ * AddedResubmitActivityType1747999619404
108
+ * AddedDeclinedAndSignedActivityAction1748011929459
109
+ * SeedActivityResourceTypeDisbursementReview1753945998383
110
+ * SeedActivityResourceTypeTransaction1754457409040
111
+ * AddedAicTargetTable1756265520122
112
+ * AddedReporcessActivityTypeAction1758023244400
113
+ * AddedActivityActionSave1761715000038
114
+ * AddedAcceptedActivityAction1762848949484
115
+ */
116
+ export enum ActivityTypeAction {
117
+ CREATE = BaseAction.CREATE,
118
+ UPDATE = BaseAction.UPDATE,
119
+ DELETE = BaseAction.DELETE,
120
+ IMPORT = BaseAction.IMPORT,
121
+ APPROVED = BaseStatus.APPROVED,
122
+ REJECTED = BaseStatus.REJECTED,
123
+ SUBMITTED = BaseStatus.SUBMITTED,
124
+ DECLINED = BaseStatus.DECLINED,
125
+ SIGNED = BaseStatus.SIGNED,
126
+ COMPLETED = BaseStatus.COMPLETED,
127
+ RE_SIGN = BaseStatus.RE_SIGN,
128
+ RESUBMIT = BaseStatus.RESUBMIT,
129
+ RESET_2FA = BaseStatus.RESET_2FA,
130
+ LOGIN = BaseStatus.LOGIN,
131
+ RESET_PASSWORD = BaseStatus.RESET_PASSWORD,
132
+ TWO_FACTOR_LOGIN = BaseStatus.TWO_FACTOR_LOGIN,
133
+ FORGOT_PASSWORD = BaseStatus.FORGOT_PASSWORD,
134
+ RE_PROCESS = BaseStatus.RE_PROCESS,
135
+ SAVE = BaseStatus.SAVE,
136
+ ACCEPTED = BaseStatus.ACCEPTED,
137
+ }
138
+
139
+ export const MethodMap: { [key: string]: ActivityTypeAction } = {
140
+ POST: ActivityTypeAction.CREATE,
141
+ PUT: ActivityTypeAction.UPDATE,
142
+ PATCH: ActivityTypeAction.UPDATE,
143
+ DELETE: ActivityTypeAction.DELETE,
144
+ };
145
+
146
+ export const activityIdSchema = z.string().refine(
147
+ (value) => {
148
+ try {
149
+ const tid = TypeID.fromString(value);
150
+ return tid.getType() === 'activity';
151
+ } catch {
152
+ return false;
153
+ }
154
+ },
155
+ {
156
+ message:
157
+ 'Invalid activity ID format. Must be a valid TypeID with "activity" prefix. Example: activity_01j5y5ghx8fvc83dmx3pznq7hv',
158
+ },
159
+ );
160
+
161
+ export const UserLoginForActivityZod = z.object({
162
+ id: z.string().openapi({
163
+ example: 'user_login_01jepymte1feb8a4j46gy6850k',
164
+ }),
165
+ firstName: z.string().openapi({
166
+ example: 'Daniel',
167
+ }),
168
+ lastName: z.string().openapi({
169
+ example: 'Ice',
170
+ }),
171
+ email: z.string().email().openapi({
172
+ example: 'dice@dalmoregroup.com',
173
+ }),
174
+ __entity: z.string().optional(),
175
+ });
176
+
177
+ const UserForActivityZod = z.object({
178
+ id: z.string(),
179
+ roleId: z.string().nullable(),
180
+ accountId: z.string().nullable(),
181
+ userLogin: UserLoginForActivityZod,
182
+ __entity: z.string().optional(),
183
+ });
184
+
185
+ const ActivityTypeZod = IBaseEntity.extend({
186
+ category: z.nativeEnum(ActivityTypeCategory),
187
+ resource: z.enum(TargetTableEnum),
188
+ action: z.nativeEnum(ActivityTypeAction),
189
+ __entity: z.string().optional(),
190
+ });
191
+
192
+ export const ActivityZod = IBaseEntity.extend({
193
+ id: activityIdSchema,
194
+ message: z.string(),
195
+ targetTable: z.enum(TargetTableEnum),
196
+ targetId: z.string(),
197
+ userId: z.string().nullable(),
198
+ activityTypeId: z.string(),
199
+ accountId: z.string().nullable(),
200
+ user: UserForActivityZod,
201
+ activityType: ActivityTypeZod,
202
+ targetObject: z.string().nullable().optional(),
203
+ __entity: z.string().optional(),
204
+ });
205
+ export type ActivityZod = z.infer<typeof ActivityZod>;
206
+
207
+ export const IPaginatedActivity = z.object({
208
+ items: z.array(ActivityZod),
209
+ meta: IPaginationMeta,
210
+ });
211
+ export type IPaginatedActivity = z.infer<typeof IPaginatedActivity>;
212
+
213
+ export const ActivitiesFilters = z.object({
214
+ targetTable: z.enum(TargetTableEnum).optional(),
215
+ targetId: z
216
+ .string()
217
+ .optional()
218
+ .refine(
219
+ (value) => {
220
+ try {
221
+ if (!value) return true;
222
+ const tid = TypeID.fromString(value);
223
+ return Object.values(TargetTableConfig).some(
224
+ (config) => config.idPrefix === tid.getType(),
225
+ );
226
+ } catch {
227
+ return false;
228
+ }
229
+ },
230
+ {
231
+ message: `Invalid target ID format. Must match the corresponding table's ID prefix. Valid prefix: ${TargetTableEnum.toString().toLowerCase()}. Example: disbursement_01j6aqmtfyfwy9spjdcnh7yqk7`,
232
+ },
233
+ ),
234
+ search: z.string().max(50).optional(),
235
+ });
236
+ export type ActivitiesFilters = z.infer<typeof ActivitiesFilters>;
@@ -0,0 +1,41 @@
1
+ import { z } from 'zod';
2
+ import { CountryStateSchema, RequiredCountryStateSchema } from './states.types';
3
+ import { CountryZipSchema, RequiredCountryZipSchema } from './zip.type';
4
+
5
+ export const AddressSchema = z
6
+ .object({
7
+ address: z
8
+ .string()
9
+ .min(2, 'address is less than 2 characters')
10
+ .nullable()
11
+ .optional(),
12
+ address2: z.string().nullable().optional(),
13
+ city: z
14
+ .string()
15
+ .min(2, 'city is less than 2 characters')
16
+ .max(30, 'city is more than 30 characters')
17
+ .nullable()
18
+ .optional(),
19
+ })
20
+ .and(CountryStateSchema)
21
+ .and(CountryZipSchema);
22
+
23
+ export type AddressType = z.infer<typeof AddressSchema>;
24
+
25
+ export const RequiredAddressSchema = z
26
+ .object({
27
+ address: z.string().min(2, 'Address must be at least 2 characters'),
28
+ address2: z
29
+ .string()
30
+ .max(100, 'Address2 cannot exceed 100 characters')
31
+ .nullable()
32
+ .optional(),
33
+ city: z
34
+ .string()
35
+ .min(2, 'City must be at least 2 characters')
36
+ .max(50, 'City cannot exceed 50 characters'),
37
+ })
38
+ .and(RequiredCountryStateSchema)
39
+ .and(RequiredCountryZipSchema);
40
+
41
+ export type RequiredAddressType = z.infer<typeof RequiredAddressSchema>;
@@ -0,0 +1,246 @@
1
+ import { z } from 'zod';
2
+ import { IBaseEntity } from './entity.types';
3
+ import { extendZodWithOpenApi } from '@anatine/zod-openapi';
4
+ import { TypeID } from 'typeid-js';
5
+ import { fileIdSchema } from './file.types';
6
+ import {
7
+ AccountType,
8
+ AicAccreditationType,
9
+ ComplianceReview,
10
+ FilingStatus,
11
+ SystemReviewStatus,
12
+ } from './common.types';
13
+ import { IIndividualZod, individualIdSchema } from './individuals.types';
14
+ import { userIdSchema, UserZod } from './user.types';
15
+ import { accountIdSchema } from './account.types';
16
+
17
+ extendZodWithOpenApi(z);
18
+
19
+ export const aicIdSchema = z.string().refine(
20
+ (value) => {
21
+ try {
22
+ const tid = TypeID.fromString(value);
23
+ return tid.getType() === 'aic';
24
+ } catch {
25
+ return false;
26
+ }
27
+ },
28
+ {
29
+ message: `Invalid aic ID format. Must be a valid TypeID with "aic" prefix. Example: aic_01j5y5ghx5fg68d663j1fvy2x7`,
30
+ },
31
+ );
32
+
33
+ export enum ProfessionalType {
34
+ SECURITIES_LICENSES = 'SECURITIES_LICENSES',
35
+ DIRECTORS = 'DIRECTORS',
36
+ FAMILY_OFFICE = 'FAMILY_OFFICE',
37
+ }
38
+
39
+ export enum ResultType {
40
+ PASS = 'PASS',
41
+ FAIL = 'FAIL',
42
+ }
43
+
44
+ const aicInclude = z.enum(['individual']);
45
+
46
+ export const AicIncludeQuery = z.object({
47
+ include: z
48
+ .string()
49
+ .optional()
50
+ .transform((str) => (str ? str.split(',') : []))
51
+ .refine(
52
+ (includes) =>
53
+ includes.every((include) =>
54
+ aicInclude.options.includes(include as any),
55
+ ),
56
+ {
57
+ message: `Invalid include option provided. Valid options are: ${aicInclude.options.join(',')}`,
58
+ },
59
+ )
60
+ .openapi({
61
+ example: `${aicInclude.options.join(',')}`,
62
+ }),
63
+ });
64
+
65
+ export const IncomeDataEntryZod = z.object({
66
+ year: z
67
+ .number()
68
+ .int()
69
+ .min(2020)
70
+ .max(new Date().getFullYear() - 1),
71
+ filingStatus: z.nativeEnum(FilingStatus),
72
+ income: z.number().min(0).multipleOf(0.01),
73
+ fileId: z.lazy(() => fileIdSchema),
74
+ });
75
+
76
+ export type IncomeDataEntryZod = z.infer<typeof IncomeDataEntryZod>;
77
+
78
+ export const NetWorthDataEntryZod = z.object({
79
+ institution: z.string().min(1).max(100),
80
+ accountType: z.nativeEnum(AccountType),
81
+ balance: z.number().min(0).multipleOf(0.01),
82
+ fileId: z.lazy(() => fileIdSchema),
83
+ });
84
+
85
+ export type NetWorthDataEntryZod = z.infer<typeof NetWorthDataEntryZod>;
86
+
87
+ export const ProfessionalDataEntryZod = z
88
+ .object({
89
+ professionalType: z.nativeEnum(ProfessionalType),
90
+ licenseNumber: z.string().min(1).max(50).optional().nullable(),
91
+ fileId: z
92
+ .lazy(() => fileIdSchema)
93
+ .optional()
94
+ .nullable(),
95
+ })
96
+ .refine(
97
+ (data) => {
98
+ if (data.professionalType === ProfessionalType.SECURITIES_LICENSES) {
99
+ return !!data.licenseNumber;
100
+ }
101
+ return true;
102
+ },
103
+ {
104
+ message: `License number is required when professional type is ${ProfessionalType.SECURITIES_LICENSES}`,
105
+ path: ['licenseNumber'],
106
+ },
107
+ );
108
+
109
+ export type ProfessionalDataEntryZod = z.infer<typeof ProfessionalDataEntryZod>;
110
+
111
+ export const EmployeeDataEntryZod = z.object({
112
+ position: z.string().min(1).max(100),
113
+ fileId: z.lazy(() => fileIdSchema),
114
+ });
115
+
116
+ export type EmployeeDataEntryZod = z.infer<typeof EmployeeDataEntryZod>;
117
+
118
+ // Validation configuration types
119
+ export interface AicValidationConfig<T> {
120
+ schema: z.ZodType<T>;
121
+ errorPrefix: string;
122
+ }
123
+
124
+ export type AicValidationConfigMap = {
125
+ [AicAccreditationType.INCOME]: AicValidationConfig<IncomeDataEntryZod>;
126
+ [AicAccreditationType.NET_WORTH]: AicValidationConfig<NetWorthDataEntryZod>;
127
+ [AicAccreditationType.PROFESSIONAL_CERTIFICATION]: AicValidationConfig<ProfessionalDataEntryZod>;
128
+ [AicAccreditationType.KNOWLEDGEABLE_EMPLOYEE]: AicValidationConfig<EmployeeDataEntryZod>;
129
+ };
130
+
131
+ export const validationConfig: AicValidationConfigMap = {
132
+ [AicAccreditationType.INCOME]: {
133
+ schema: IncomeDataEntryZod,
134
+ errorPrefix: 'Income verification',
135
+ },
136
+ [AicAccreditationType.NET_WORTH]: {
137
+ schema: NetWorthDataEntryZod,
138
+ errorPrefix: 'Net worth verification',
139
+ },
140
+ [AicAccreditationType.PROFESSIONAL_CERTIFICATION]: {
141
+ schema: ProfessionalDataEntryZod,
142
+ errorPrefix: 'Professional certification',
143
+ },
144
+ [AicAccreditationType.KNOWLEDGEABLE_EMPLOYEE]: {
145
+ schema: EmployeeDataEntryZod,
146
+ errorPrefix: 'Employee verification',
147
+ },
148
+ } as const;
149
+
150
+ export const AicSystemLogEntryZod = z.object({
151
+ check: z.string().min(1),
152
+ entered: z.number().optional(),
153
+ extracted: z.number().optional(),
154
+ result: z.nativeEnum(ResultType),
155
+ reason: z.string().optional(),
156
+ });
157
+
158
+ export type AicSystemLogEntryZod = z.infer<typeof AicSystemLogEntryZod>;
159
+
160
+ export const AicZod = IBaseEntity.extend({
161
+ individualId: z.lazy(() => individualIdSchema),
162
+ individual: z
163
+ .lazy(() => IIndividualZod)
164
+ .nullable()
165
+ .optional(),
166
+ complianceReview: z.nativeEnum(ComplianceReview),
167
+ reviewedById: z.lazy(() => userIdSchema).nullable(),
168
+ reviewedBy: z
169
+ .lazy(() => UserZod)
170
+ .nullable()
171
+ .optional(),
172
+ reviewedAt: z.date().nullable(),
173
+ systemReview: z.nativeEnum(SystemReviewStatus),
174
+ systemLog: z.array(AicSystemLogEntryZod).nullable(),
175
+ firstName: z.string(),
176
+ lastName: z.string(),
177
+ method: z.nativeEnum(AicAccreditationType),
178
+ incomeData: z.array(IncomeDataEntryZod).nullable(),
179
+ netWorthData: z.array(NetWorthDataEntryZod).nullable(),
180
+ professionalData: z.array(ProfessionalDataEntryZod).nullable(),
181
+ employeeData: z.array(EmployeeDataEntryZod).nullable(),
182
+ });
183
+
184
+ export type AicZod = z.infer<typeof AicZod>;
185
+
186
+ export const PostAicZod = z.object({
187
+ firstName: z.string().min(1).max(50),
188
+ lastName: z.string().min(1).max(50),
189
+ method: z.nativeEnum(AicAccreditationType),
190
+ });
191
+
192
+ export type PostAicZod = z.infer<typeof PostAicZod>;
193
+
194
+ export const UpdateAicZod = z.object({
195
+ firstName: z.string().min(1).max(50),
196
+ lastName: z.string().min(1).max(50),
197
+ method: z.nativeEnum(AicAccreditationType),
198
+ });
199
+
200
+ export type UpdateAicZod = z.infer<typeof UpdateAicZod>;
201
+
202
+ export const AttachAicFilePathParamsZod = z.object({
203
+ individualId: z.lazy(() => individualIdSchema),
204
+ fileId: z.lazy(() => fileIdSchema),
205
+ });
206
+
207
+ export type AttachAicFilePathParamsZod = z.infer<
208
+ typeof AttachAicFilePathParamsZod
209
+ >;
210
+
211
+ export const AttachAicFileBodyZod = z.discriminatedUnion('type', [
212
+ z.object({
213
+ type: z.literal(AicAccreditationType.INCOME),
214
+ metadata: z.array(IncomeDataEntryZod),
215
+ }),
216
+ z.object({
217
+ type: z.literal(AicAccreditationType.NET_WORTH),
218
+ metadata: z.array(NetWorthDataEntryZod),
219
+ }),
220
+ z.object({
221
+ type: z.literal(AicAccreditationType.PROFESSIONAL_CERTIFICATION),
222
+ metadata: z.array(ProfessionalDataEntryZod),
223
+ }),
224
+ z.object({
225
+ type: z.literal(AicAccreditationType.KNOWLEDGEABLE_EMPLOYEE),
226
+ metadata: z.array(EmployeeDataEntryZod),
227
+ }),
228
+ ]);
229
+
230
+ export type AttachAicFilePathBodyZod = z.infer<typeof AttachAicFileBodyZod>;
231
+
232
+ export const ComplianceAicQueryZod = z.object({
233
+ accountId: z.lazy(() => accountIdSchema),
234
+ });
235
+
236
+ export type ComplianceAicQueryZod = z.infer<typeof ComplianceAicQueryZod>;
237
+
238
+ export const ComplianceAttachAicFileBodyZod = AttachAicFileBodyZod.and(
239
+ z.object({
240
+ accountId: z.lazy(() => accountIdSchema),
241
+ }),
242
+ );
243
+
244
+ export type ComplianceAttachAicFileBodyZod = z.infer<
245
+ typeof ComplianceAttachAicFileBodyZod
246
+ >;
@@ -0,0 +1,18 @@
1
+ import { z } from 'zod';
2
+ import { IBaseEntity } from './entity.types';
3
+ import { extendZodWithOpenApi } from '@anatine/zod-openapi';
4
+ import { AMLStatus } from './common.types';
5
+
6
+ extendZodWithOpenApi(z);
7
+
8
+ export const AmlZod = IBaseEntity.extend({
9
+ tid: z.string().openapi({ example: 'third_party_kyc_123' }).nullable(),
10
+ provider: z.string().nullable().openapi({ example: 'AML Provider' }),
11
+ url: z.string().nullable().openapi({ example: 'https://example.com/aml' }),
12
+ status: z.nativeEnum(AMLStatus).openapi({ example: 'PENDING' }),
13
+ checkedAt: z.date().nullable().openapi({ example: '2022-01-01T00:00:00Z' }),
14
+ individualId: z
15
+ .string()
16
+ .openapi({ example: 'individual_01j1xgme5qeqq97gpdztd7e4a6' }),
17
+ });
18
+ export type AmlZod = z.infer<typeof AmlZod>;
@@ -0,0 +1,66 @@
1
+ import { z } from 'zod';
2
+ import { TypeID } from 'typeid-js';
3
+ import { HttpStatus } from '@nestjs/common';
4
+ import { extendZodWithOpenApi } from '@anatine/zod-openapi';
5
+ import { IPaginationMeta, HttpMethod, dateSchema } from './common.types';
6
+ import { apiKeyIdSchema } from './api-keys.types';
7
+ import { IBaseEntity } from './entity.types';
8
+
9
+ extendZodWithOpenApi(z);
10
+
11
+ export const ApiLogsFiltersZod = z.object({
12
+ endpoint: z.string().optional(),
13
+ apiKeyId: apiKeyIdSchema.optional(),
14
+ method: z.nativeEnum(HttpMethod).optional(),
15
+ status: z.nativeEnum(HttpStatus).optional(),
16
+ from: dateSchema.optional().openapi({ example: 'MM/DD/YYYY' }),
17
+ to: dateSchema.optional().openapi({ example: 'MM/DD/YYYY' }),
18
+ });
19
+ export type ApiLogsFiltersZod = z.infer<typeof ApiLogsFiltersZod>;
20
+
21
+ export const apiKeyLogIdSchema = z.string().refine(
22
+ (value) => {
23
+ try {
24
+ const tid = TypeID.fromString(value);
25
+ return tid.getType() === 'api_key_log';
26
+ } catch {
27
+ return false;
28
+ }
29
+ },
30
+ {
31
+ message:
32
+ 'Invalid Api Key Log ID format. Must be a valid TypeID with "api_key_log" prefix. Example: api_key_log_01j5y5ghx8fvc83dmx3pznq7hv',
33
+ },
34
+ );
35
+
36
+ export const ApiKeyLogZod = IBaseEntity.extend({
37
+ id: apiKeyLogIdSchema,
38
+ apiKeyId: apiKeyIdSchema,
39
+ method: z.nativeEnum(HttpMethod),
40
+ path: z.string(),
41
+ status: z.nativeEnum(HttpStatus),
42
+ durationMs: z.number(),
43
+ requestBody: z.record(z.any()).nullable(),
44
+ responseBody: z.record(z.any()).nullable(),
45
+ });
46
+ export type ApiKeyLogZod = z.infer<typeof ApiKeyLogZod>;
47
+
48
+ export const ApiLogsTotalsFiltersZod = z.object({
49
+ apiKeyId: apiKeyIdSchema.optional(),
50
+ from: dateSchema.optional().openapi({ example: 'MM/DD/YYYY' }),
51
+ to: dateSchema.optional().openapi({ example: 'MM/DD/YYYY' }),
52
+ });
53
+ export type ApiLogsTotalsFiltersZod = z.infer<typeof ApiLogsTotalsFiltersZod>;
54
+
55
+ export const ApiLogsTotalsZod = z.object({
56
+ success: z.number(),
57
+ failed: z.number(),
58
+ total: z.number().optional(),
59
+ });
60
+ export type ApiLogsTotalsZod = z.infer<typeof ApiLogsTotalsZod>;
61
+
62
+ export const IPaginatedApiLogs = z.object({
63
+ items: z.array(ApiKeyLogZod),
64
+ meta: IPaginationMeta,
65
+ });
66
+ export type IPaginatedApiLogs = z.infer<typeof IPaginatedApiLogs>;
@@ -0,0 +1,69 @@
1
+ import { z } from 'zod';
2
+ import { TypeID } from 'typeid-js';
3
+ import { extendZodWithOpenApi } from '@anatine/zod-openapi';
4
+ import { IBaseEntity } from './entity.types';
5
+ import { IPaginationMeta, PortalType } from './common.types';
6
+ import { accountIdSchema } from './account.types';
7
+ extendZodWithOpenApi(z);
8
+
9
+ export const apiKeyIdSchema = z.string().refine(
10
+ (value) => {
11
+ try {
12
+ const tid = TypeID.fromString(value);
13
+ return tid.getType() === 'api_key';
14
+ } catch {
15
+ return false;
16
+ }
17
+ },
18
+ {
19
+ message:
20
+ 'Invalid Api Key ID format. Must be a valid TypeID with "api_key" prefix. Example: api_key_01j5y5ghx8fvc83dmx3pznq7hv',
21
+ },
22
+ );
23
+
24
+ export const ApiKeyZod = IBaseEntity.extend({
25
+ id: apiKeyIdSchema,
26
+ name: z.string(),
27
+ description: z.string().nullable(),
28
+ key: z.string(),
29
+ keyHash: z.string(),
30
+ active: z.boolean(),
31
+ lastUsedAt: z.date().nullable(),
32
+ accountId: z.string(),
33
+ roleId: z.string().nullable(),
34
+ });
35
+ export type ApiKeyZod = z.infer<typeof ApiKeyZod>;
36
+
37
+ export const IPaginatedApiKeys = z.object({
38
+ items: z.array(ApiKeyZod),
39
+ meta: IPaginationMeta,
40
+ });
41
+ export type IPaginatedApiKeys = z.infer<typeof IPaginatedApiKeys>;
42
+
43
+ export const PostApiKeyBody = z.object({
44
+ name: z
45
+ .string()
46
+ .min(2, 'name is less than 2 characters')
47
+ .max(30, 'name is more than 30 characters')
48
+ .openapi({ description: 'Name of the API key' }),
49
+ description: z
50
+ .string()
51
+ .min(2, 'description is less than 2 characters')
52
+ .max(50, 'description is more than 50 characters')
53
+ .optional()
54
+ .openapi({ description: 'Description of the API key' }),
55
+ accountId: accountIdSchema,
56
+ contract: z
57
+ .enum([
58
+ PortalType.CLIENT,
59
+ PortalType.SECONDARIES,
60
+ PortalType.COMPLIANCE_APIKEY,
61
+ ])
62
+ .default(PortalType.CLIENT),
63
+ });
64
+ export type PostApiKeyBody = z.infer<typeof PostApiKeyBody>;
65
+
66
+ //It removes accountId because issuers use user.accountId from authentication, so the request body shouldn't include it.
67
+ export const PostIssuerApiKeyBody = PostApiKeyBody.omit({ accountId: true });
68
+
69
+ export type PostIssuerApiKeyBody = z.infer<typeof PostIssuerApiKeyBody>;