@dalmore/api-contracts 1.0.2 → 1.0.5

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 (295) hide show
  1. package/README.md +34 -55
  2. package/index.d.mts +17 -0
  3. package/index.d.ts +17 -0
  4. package/index.mjs +10970 -0
  5. package/package.json +10 -46
  6. package/common/helpers/index.ts +0 -205
  7. package/common/types/account-contact.types.ts +0 -98
  8. package/common/types/account-detail.types.ts +0 -27
  9. package/common/types/account-integration.types.ts +0 -143
  10. package/common/types/account-manager.types.ts +0 -124
  11. package/common/types/account.types.ts +0 -296
  12. package/common/types/activity.types.ts +0 -274
  13. package/common/types/address.types.ts +0 -41
  14. package/common/types/aic.types.ts +0 -246
  15. package/common/types/aml.types.ts +0 -18
  16. package/common/types/api-key-logs.types.ts +0 -66
  17. package/common/types/api-keys.types.ts +0 -69
  18. package/common/types/asset.types.ts +0 -338
  19. package/common/types/auth.types.ts +0 -370
  20. package/common/types/batch-jobs.types.ts +0 -150
  21. package/common/types/bonus-tier.types.ts +0 -147
  22. package/common/types/cart.types.ts +0 -18
  23. package/common/types/checklist-items.types.ts +0 -70
  24. package/common/types/checklist.types.ts +0 -97
  25. package/common/types/common.types.ts +0 -1520
  26. package/common/types/comply-advantage-api.types.ts +0 -316
  27. package/common/types/comply-advantage.types.ts +0 -25
  28. package/common/types/contact-us.types.ts +0 -107
  29. package/common/types/contract-helpers.ts +0 -205
  30. package/common/types/countries.types.ts +0 -375
  31. package/common/types/covered-person.types.ts +0 -274
  32. package/common/types/dashboard.types.ts +0 -799
  33. package/common/types/data-record.types.ts +0 -325
  34. package/common/types/data-room.types.ts +0 -242
  35. package/common/types/default-theme-config.types.ts +0 -87
  36. package/common/types/disbursement-adjustment.types.ts +0 -32
  37. package/common/types/disbursement-approval-user.types.ts +0 -100
  38. package/common/types/disbursement-review.types.ts +0 -110
  39. package/common/types/disbursement-transaction.types.ts +0 -72
  40. package/common/types/disbursements.types.ts +0 -310
  41. package/common/types/domain-filter.types.ts +0 -55
  42. package/common/types/email-theme.types.ts +0 -442
  43. package/common/types/entity.types.ts +0 -15
  44. package/common/types/error-responses.types.ts +0 -135
  45. package/common/types/escrow-account.types.ts +0 -104
  46. package/common/types/exchange-api-key.types.ts +0 -121
  47. package/common/types/exchange-import.types.ts +0 -36
  48. package/common/types/exchange-provider.types.ts +0 -329
  49. package/common/types/file.types.ts +0 -461
  50. package/common/types/health.types.ts +0 -29
  51. package/common/types/index.ts +0 -48
  52. package/common/types/individuals.types.ts +0 -554
  53. package/common/types/investor-account.types.ts +0 -1239
  54. package/common/types/investorAccountIdSchema.type.ts +0 -0
  55. package/common/types/investors-offering.types.ts +0 -65
  56. package/common/types/invite.types.ts +0 -133
  57. package/common/types/issuer-bank-account.types.ts +0 -107
  58. package/common/types/issuer-offering.types.ts +0 -306
  59. package/common/types/issuer-payment-method.types.ts +0 -341
  60. package/common/types/issuer.types.ts +0 -312
  61. package/common/types/job-item.types.ts +0 -119
  62. package/common/types/jobs.types.ts +0 -171
  63. package/common/types/kyb.types.ts +0 -53
  64. package/common/types/kyc.types.ts +0 -188
  65. package/common/types/legal-entity.types.ts +0 -185
  66. package/common/types/login-history.types.ts +0 -46
  67. package/common/types/mail-template.types.ts +0 -436
  68. package/common/types/north-cap-integration.types.ts +0 -190
  69. package/common/types/note.types.ts +0 -109
  70. package/common/types/notification.types.ts +0 -58
  71. package/common/types/notion-api.types.ts +0 -374
  72. package/common/types/notion-database.types.ts +0 -125
  73. package/common/types/notion-page.types.ts +0 -267
  74. package/common/types/offering-reports.types.ts +0 -153
  75. package/common/types/offering-submission.types.ts +0 -314
  76. package/common/types/offering.types.ts +0 -590
  77. package/common/types/page-revision.types.ts +0 -86
  78. package/common/types/page.types.ts +0 -436
  79. package/common/types/password.type.ts +0 -15
  80. package/common/types/payment-methods.types.ts +0 -298
  81. package/common/types/phone.type.ts +0 -27
  82. package/common/types/portfolio.types.ts +0 -50
  83. package/common/types/privacy-policy-and-tos.types.ts +0 -231
  84. package/common/types/queue.types.ts +0 -111
  85. package/common/types/registered-reps.types.ts +0 -25
  86. package/common/types/rejection-reasons.types.ts +0 -56
  87. package/common/types/review.types.ts +0 -133
  88. package/common/types/role.types.ts +0 -26
  89. package/common/types/secondary-customer.types.ts +0 -66
  90. package/common/types/secondary-issuer.types.ts +0 -50
  91. package/common/types/secondary-order.types.ts +0 -58
  92. package/common/types/secondary-security.types.ts +0 -60
  93. package/common/types/secondary-trade.entity.ts +0 -16
  94. package/common/types/secondary-trade.types.ts +0 -95
  95. package/common/types/secure-request.types.ts +0 -68
  96. package/common/types/signer.types.ts +0 -651
  97. package/common/types/site-link.types.ts +0 -166
  98. package/common/types/site-settings.types.ts +0 -726
  99. package/common/types/site.types.ts +0 -270
  100. package/common/types/sms.types.ts +0 -30
  101. package/common/types/state-machine.types.ts +0 -177
  102. package/common/types/states.types.ts +0 -163
  103. package/common/types/subdoc-preview.types.ts +0 -35
  104. package/common/types/task.types.ts +0 -258
  105. package/common/types/trade-adjustment.type.ts +0 -33
  106. package/common/types/trade-line-item.type.ts +0 -132
  107. package/common/types/trade.types.ts +0 -931
  108. package/common/types/transaction.types.ts +0 -198
  109. package/common/types/trusted-contact.types.ts +0 -122
  110. package/common/types/typography.types.ts +0 -75
  111. package/common/types/user-manual.types.ts +0 -290
  112. package/common/types/user-setting.types.ts +0 -133
  113. package/common/types/user.types.ts +0 -320
  114. package/common/types/webhook.types.ts +0 -588
  115. package/common/types/zip.type.ts +0 -36
  116. package/contracts/clients/accounts/index.ts +0 -61
  117. package/contracts/clients/aic/index.ts +0 -59
  118. package/contracts/clients/api-key-logs/index.ts +0 -53
  119. package/contracts/clients/api-keys/index.ts +0 -73
  120. package/contracts/clients/assets/index.ts +0 -102
  121. package/contracts/clients/auth/index.ts +0 -50
  122. package/contracts/clients/files/index.ts +0 -166
  123. package/contracts/clients/files-public/index.ts +0 -166
  124. package/contracts/clients/index.ts +0 -44
  125. package/contracts/clients/individuals/index.ts +0 -93
  126. package/contracts/clients/investor-accounts/index.ts +0 -93
  127. package/contracts/clients/issuers/index.ts +0 -94
  128. package/contracts/clients/legal-entities/index.ts +0 -93
  129. package/contracts/clients/offerings/index.ts +0 -117
  130. package/contracts/clients/secure-requests/index.ts +0 -34
  131. package/contracts/clients/sites/index.ts +0 -56
  132. package/contracts/clients/trades/index.ts +0 -122
  133. package/contracts/compliance/account-contacts/index.ts +0 -82
  134. package/contracts/compliance/account-managers/index.ts +0 -142
  135. package/contracts/compliance/accounts/index.ts +0 -187
  136. package/contracts/compliance/activities/index.ts +0 -55
  137. package/contracts/compliance/aic/index.ts +0 -60
  138. package/contracts/compliance/api-keys/index.ts +0 -91
  139. package/contracts/compliance/assets/index.ts +0 -122
  140. package/contracts/compliance/auth/index.ts +0 -134
  141. package/contracts/compliance/batch-jobs/index.ts +0 -62
  142. package/contracts/compliance/bonus-tiers/index.ts +0 -55
  143. package/contracts/compliance/checklist/index.ts +0 -87
  144. package/contracts/compliance/checklist-items/index.ts +0 -86
  145. package/contracts/compliance/covered-persons/index.ts +0 -97
  146. package/contracts/compliance/dashboard/index.ts +0 -111
  147. package/contracts/compliance/data-records/index.ts +0 -116
  148. package/contracts/compliance/data-rooms/index.ts +0 -113
  149. package/contracts/compliance/default-theme-configs/index.ts +0 -95
  150. package/contracts/compliance/disbursement/index.ts +0 -165
  151. package/contracts/compliance/disbursement-approval-users/index.ts +0 -84
  152. package/contracts/compliance/disbursement-transactions/index.ts +0 -37
  153. package/contracts/compliance/domain-filters/index.ts +0 -117
  154. package/contracts/compliance/email-themes/index.ts +0 -284
  155. package/contracts/compliance/escrow-accounts/index.ts +0 -85
  156. package/contracts/compliance/exchange-api-keys/index.ts +0 -129
  157. package/contracts/compliance/exchange-imports/index.ts +0 -137
  158. package/contracts/compliance/files/index.ts +0 -267
  159. package/contracts/compliance/files-public/index.ts +0 -188
  160. package/contracts/compliance/health/index.ts +0 -26
  161. package/contracts/compliance/index.ts +0 -147
  162. package/contracts/compliance/individuals/index.ts +0 -57
  163. package/contracts/compliance/investor-accounts/index.ts +0 -141
  164. package/contracts/compliance/invites/index.ts +0 -137
  165. package/contracts/compliance/issuer-bank-accounts/index.ts +0 -81
  166. package/contracts/compliance/issuer-payment-methods/index.ts +0 -81
  167. package/contracts/compliance/issuers/index.ts +0 -97
  168. package/contracts/compliance/job-items/index.ts +0 -58
  169. package/contracts/compliance/jobs/index.ts +0 -59
  170. package/contracts/compliance/kyb/index.ts +0 -54
  171. package/contracts/compliance/kyc/index.ts +0 -77
  172. package/contracts/compliance/legal-entities/index.ts +0 -57
  173. package/contracts/compliance/login-histories/index.ts +0 -37
  174. package/contracts/compliance/notes/index.ts +0 -69
  175. package/contracts/compliance/notion-databases/index.ts +0 -107
  176. package/contracts/compliance/notion-pages/index.ts +0 -105
  177. package/contracts/compliance/offering-reports/index.ts +0 -149
  178. package/contracts/compliance/offerings/index.ts +0 -233
  179. package/contracts/compliance/pages/index.ts +0 -178
  180. package/contracts/compliance/payment-methods/index.ts +0 -57
  181. package/contracts/compliance/rejection-reasons/index.ts +0 -32
  182. package/contracts/compliance/review/index.ts +0 -169
  183. package/contracts/compliance/roles/index.ts +0 -34
  184. package/contracts/compliance/secondary-customers/index.ts +0 -77
  185. package/contracts/compliance/secondary-orders/index.ts +0 -60
  186. package/contracts/compliance/secondary-trades/index.ts +0 -100
  187. package/contracts/compliance/secure-requests/index.ts +0 -54
  188. package/contracts/compliance/signer/index.ts +0 -369
  189. package/contracts/compliance/site-links/index.ts +0 -128
  190. package/contracts/compliance/site-settings/index.ts +0 -669
  191. package/contracts/compliance/sites/index.ts +0 -56
  192. package/contracts/compliance/state-machine/index.ts +0 -94
  193. package/contracts/compliance/tasks/index.ts +0 -91
  194. package/contracts/compliance/third-parties/index.ts +0 -52
  195. package/contracts/compliance/trade-line-items/index.ts +0 -59
  196. package/contracts/compliance/trades/index.ts +0 -230
  197. package/contracts/compliance/transactions/index.ts +0 -161
  198. package/contracts/compliance/user-manuals/index.ts +0 -271
  199. package/contracts/compliance/user-settings/index.ts +0 -189
  200. package/contracts/compliance/users/index.ts +0 -200
  201. package/contracts/compliance/webhooks/index.ts +0 -41
  202. package/contracts/compliance-apikey/accounts/index.ts +0 -58
  203. package/contracts/compliance-apikey/index.ts +0 -14
  204. package/contracts/index.ts +0 -6
  205. package/contracts/investors/account-contacts/index.ts +0 -58
  206. package/contracts/investors/aic/index.ts +0 -59
  207. package/contracts/investors/assets/index.ts +0 -61
  208. package/contracts/investors/auth/index.ts +0 -116
  209. package/contracts/investors/bonus-tiers/index.ts +0 -37
  210. package/contracts/investors/cart/index.ts +0 -75
  211. package/contracts/investors/contact-us/index.ts +0 -48
  212. package/contracts/investors/data-records/index.ts +0 -113
  213. package/contracts/investors/data-rooms/index.ts +0 -96
  214. package/contracts/investors/files/index.ts +0 -167
  215. package/contracts/investors/files-public/index.ts +0 -185
  216. package/contracts/investors/index.ts +0 -72
  217. package/contracts/investors/individuals/index.ts +0 -99
  218. package/contracts/investors/investor-accounts/index.ts +0 -110
  219. package/contracts/investors/issuer-payment-methods/index.ts +0 -36
  220. package/contracts/investors/issuers/index.ts +0 -30
  221. package/contracts/investors/legal-entities/index.ts +0 -93
  222. package/contracts/investors/notes/index.ts +0 -69
  223. package/contracts/investors/offerings/index.ts +0 -93
  224. package/contracts/investors/pages/index.ts +0 -88
  225. package/contracts/investors/payment-methods/index.ts +0 -149
  226. package/contracts/investors/portfolios/index.ts +0 -53
  227. package/contracts/investors/sites/index.ts +0 -96
  228. package/contracts/investors/tasks/index.ts +0 -111
  229. package/contracts/investors/trade-line-items/index.ts +0 -75
  230. package/contracts/investors/trades/index.ts +0 -114
  231. package/contracts/investors/transactions/index.ts +0 -37
  232. package/contracts/investors/trusted-contacts/index.ts +0 -93
  233. package/contracts/investors/user-manuals/index.ts +0 -62
  234. package/contracts/investors/user-settings/index.ts +0 -170
  235. package/contracts/investors/users/index.ts +0 -45
  236. package/contracts/investors/webhooks/index.ts +0 -30
  237. package/contracts/issuers/account-contacts/index.ts +0 -76
  238. package/contracts/issuers/account-integrations/index.ts +0 -97
  239. package/contracts/issuers/accounts/index.ts +0 -97
  240. package/contracts/issuers/activities/index.ts +0 -54
  241. package/contracts/issuers/aic/index.ts +0 -39
  242. package/contracts/issuers/api-key-logs/index.ts +0 -53
  243. package/contracts/issuers/api-keys/index.ts +0 -93
  244. package/contracts/issuers/assets/index.ts +0 -122
  245. package/contracts/issuers/auth/index.ts +0 -152
  246. package/contracts/issuers/bonus-tiers/index.ts +0 -55
  247. package/contracts/issuers/contact-us/index.ts +0 -48
  248. package/contracts/issuers/covered-persons/index.ts +0 -136
  249. package/contracts/issuers/dashboard/index.ts +0 -72
  250. package/contracts/issuers/data-records/index.ts +0 -257
  251. package/contracts/issuers/data-rooms/index.ts +0 -134
  252. package/contracts/issuers/disbursement-approval-users/index.ts +0 -82
  253. package/contracts/issuers/disbursement-transactions/index.ts +0 -53
  254. package/contracts/issuers/disbursements/index.ts +0 -153
  255. package/contracts/issuers/email-themes/index.ts +0 -242
  256. package/contracts/issuers/escrow-accounts/index.ts +0 -81
  257. package/contracts/issuers/exchange-api-keys/index.ts +0 -144
  258. package/contracts/issuers/files/index.ts +0 -166
  259. package/contracts/issuers/files-public/index.ts +0 -166
  260. package/contracts/issuers/health/index.ts +0 -24
  261. package/contracts/issuers/index.ts +0 -112
  262. package/contracts/issuers/investor-accounts/index.ts +0 -148
  263. package/contracts/issuers/invites/index.ts +0 -129
  264. package/contracts/issuers/issuer/index.ts +0 -94
  265. package/contracts/issuers/issuer-bank-accounts/index.ts +0 -81
  266. package/contracts/issuers/issuer-payment-methods/index.ts +0 -136
  267. package/contracts/issuers/kyc/index.ts +0 -38
  268. package/contracts/issuers/login-histories/index.ts +0 -51
  269. package/contracts/issuers/notes/index.ts +0 -69
  270. package/contracts/issuers/offerings/index.ts +0 -206
  271. package/contracts/issuers/pages/index.ts +0 -138
  272. package/contracts/issuers/payment-methods/index.ts +0 -61
  273. package/contracts/issuers/portfolios/index.ts +0 -36
  274. package/contracts/issuers/rejection-reasons/index.ts +0 -32
  275. package/contracts/issuers/review/index.ts +0 -63
  276. package/contracts/issuers/secondary-customers/index.ts +0 -55
  277. package/contracts/issuers/secondary-orders/index.ts +0 -57
  278. package/contracts/issuers/secondary-trades/index.ts +0 -57
  279. package/contracts/issuers/secure-requests/index.ts +0 -34
  280. package/contracts/issuers/site-links/index.ts +0 -116
  281. package/contracts/issuers/site-settings/index.ts +0 -585
  282. package/contracts/issuers/sites/index.ts +0 -32
  283. package/contracts/issuers/tasks/index.ts +0 -111
  284. package/contracts/issuers/trades/index.ts +0 -132
  285. package/contracts/issuers/transactions/index.ts +0 -158
  286. package/contracts/issuers/user-manuals/index.ts +0 -62
  287. package/contracts/issuers/user-settings/index.ts +0 -170
  288. package/contracts/issuers/users/index.ts +0 -126
  289. package/contracts/secondaries/accounts/index.ts +0 -58
  290. package/contracts/secondaries/index.ts +0 -23
  291. package/contracts/secondaries/secondary-customers/index.ts +0 -55
  292. package/contracts/secondaries/secondary-issuers/index.ts +0 -94
  293. package/contracts/secondaries/secondary-orders/index.ts +0 -56
  294. package/contracts/secondaries/secondary-securities/index.ts +0 -95
  295. package/contracts/secondaries/secondary-trades/index.ts +0 -56
@@ -1,799 +0,0 @@
1
- import { z } from 'zod';
2
- import { TaskZod } from './task.types';
3
- import { offeringIdSchema } from './offering.types';
4
- import {
5
- dateSchema,
6
- FileLabelsEnum,
7
- FileLabels,
8
- IPaginationMeta,
9
- OfferingType,
10
- } from './common.types';
11
- import { accountIdSchema } from './account.types';
12
-
13
- export const DashboardIntervalsZod = z.object({
14
- yesterdayCount: z.coerce.number().int().default(0),
15
- lastWeekCount: z.coerce.number().int().default(0),
16
- lastMonthCount: z.coerce.number().int().default(0),
17
- totalCount: z.coerce.number().int().default(0),
18
- });
19
- export type DashboardIntervalsZod = z.infer<typeof DashboardIntervalsZod>;
20
-
21
- export const TradeIntervalsZod = z
22
- .object({
23
- yesterdaySum: z.coerce.number().default(0),
24
- lastWeekSum: z.coerce.number().default(0),
25
- lastMonthSum: z.coerce.number().default(0),
26
- totalSum: z.coerce.number().default(0),
27
- })
28
- .and(DashboardIntervalsZod);
29
- export type TradeIntervalsZod = z.infer<typeof TradeIntervalsZod>;
30
-
31
- export const ActiveOfferingZod = z.object({
32
- id: offeringIdSchema,
33
- name: z.string(),
34
- cart: z.coerce.number().int().default(0),
35
- cartSum: z.coerce.number().default(0),
36
- account: z.coerce.number().int().default(0),
37
- accountSum: z.coerce.number().default(0),
38
- payment: z.coerce.number().int().default(0),
39
- paymentSum: z.coerce.number().default(0),
40
- subdoc: z.coerce.number().int().default(0),
41
- subdocSum: z.coerce.number().default(0),
42
- placed: z.coerce.number().int().default(0),
43
- placedSum: z.coerce.number().default(0),
44
- review: z.coerce.number().int().default(0),
45
- reviewSum: z.coerce.number().default(0),
46
- funding: z.coerce.number().int().default(0),
47
- fundingSum: z.coerce.number().default(0),
48
- settled: z.coerce.number().int().default(0),
49
- settledSum: z.coerce.number().default(0),
50
- });
51
-
52
- export type ActiveOfferingZod = z.infer<typeof ActiveOfferingZod>;
53
-
54
- export const ActiveOfferingTimelineZod = z
55
- .object({
56
- id: offeringIdSchema,
57
- name: z.string(),
58
- })
59
- .and(DashboardIntervalsZod);
60
- export type ActiveOfferingTimelineZod = z.infer<
61
- typeof ActiveOfferingTimelineZod
62
- >;
63
-
64
- export const ActiveOfferings = z.array(ActiveOfferingZod);
65
- export type ActiveOfferings = z.infer<typeof ActiveOfferings>;
66
-
67
- export const ActiveOfferingsTimeline = z.array(ActiveOfferingTimelineZod);
68
- export type ActiveOfferingsTimeline = z.infer<typeof ActiveOfferingsTimeline>;
69
-
70
- export const IssuerDashboardZod = z.object({
71
- investors: DashboardIntervalsZod,
72
- trades: TradeIntervalsZod,
73
- activeOfferings: z.array(ActiveOfferingZod).nullable(),
74
- activeOfferingsTimeline: z.array(ActiveOfferingTimelineZod).nullable(),
75
- tasks: z.array(z.lazy(() => TaskZod)).nullable(),
76
- });
77
- export type IssuerDashboardZod = z.infer<typeof IssuerDashboardZod>;
78
-
79
- export const PastWeeklyTrade = z.object({
80
- weekRange: z.string(),
81
- total: z.coerce.number().default(0),
82
- progressionSum: z.coerce.number().default(0),
83
- weekCount: z.coerce.number().default(0),
84
- });
85
- export type PastWeeklyTrade = z.infer<typeof PastWeeklyTrade>;
86
-
87
- export const PastWeeklyTrades = z.array(PastWeeklyTrade);
88
-
89
- export type PastWeeklyTrades = z.infer<typeof PastWeeklyTrades>;
90
-
91
- export const TotalSettledTradesZod = z.object({
92
- total: z.coerce.number().default(0),
93
- });
94
- export type TotalSettledTradesZod = z.infer<typeof TotalSettledTradesZod>;
95
-
96
- export const OfferingProgressSectionZod = z.object({
97
- url: z.string().nullable(),
98
- totalSettledTrades: z.coerce.number(),
99
- targetAmount: z.coerce.number().nullable().default(1),
100
- progressPercentage: z.number(),
101
- lastUpdated: z.date(),
102
- });
103
-
104
- export type OfferingProgressSectionZod = z.infer<
105
- typeof OfferingProgressSectionZod
106
- >;
107
-
108
- export const InvestorDistributionZod = z.object({
109
- individualPercentage: z.coerce.number().default(0),
110
- legalEntityPercentage: z.coerce.number().default(0),
111
- jointPercentage: z.coerce.number().default(0),
112
- retirementPercentage: z.coerce.number().default(0),
113
- });
114
- export type InvestorDistributionZod = z.infer<typeof InvestorDistributionZod>;
115
-
116
- export const IssuersOfferingDashboardZod = z.object({
117
- progressSection: OfferingProgressSectionZod,
118
- investors: DashboardIntervalsZod,
119
- trades: TradeIntervalsZod,
120
- pastWeeklyTrades: PastWeeklyTrades,
121
- investorDistribution: InvestorDistributionZod,
122
- });
123
-
124
- export type IssuersOfferingDashboardZod = z.infer<
125
- typeof IssuersOfferingDashboardZod
126
- >;
127
-
128
- export const InvestmentOverviewZod = z.object({
129
- totalInvested: z.coerce.number().default(0),
130
- totalInvestors: z.coerce.number().int().default(0),
131
- offeringMax: z.coerce.number().default(0),
132
- amountRaised: z.coerce.number().default(0),
133
- accreditationPercent: z.coerce.number().default(0),
134
- });
135
- export type InvestmentOverviewZod = z.infer<typeof InvestmentOverviewZod>;
136
-
137
- export const LeadInvestorWeeklyDataZod = z.object({
138
- interval: z.string(),
139
- leads: z.coerce.number().int().default(0),
140
- investors: z.coerce.number().int().default(0),
141
- users: z.coerce.number().int().default(0),
142
- weekNumber: z.coerce.number().int().default(0),
143
- });
144
- export type LeadInvestorWeeklyDataZod = z.infer<
145
- typeof LeadInvestorWeeklyDataZod
146
- >;
147
-
148
- export const LeadsInvestorsZod = z.object({
149
- data: z.array(LeadInvestorWeeklyDataZod),
150
- });
151
- export type LeadsInvestorsZod = z.infer<typeof LeadsInvestorsZod>;
152
-
153
- export const MetricPeriodDataZod = z.object({
154
- thisWeek: z.coerce.number().int().default(0),
155
- lastWeek: z.coerce.number().int().default(0),
156
- thisMonth: z.coerce.number().int().default(0),
157
- lastMonth: z.coerce.number().int().default(0),
158
- });
159
- export type MetricPeriodDataZod = z.infer<typeof MetricPeriodDataZod>;
160
-
161
- export const TradeCountAndAmountZod = z.object({
162
- count: z.coerce.number().int().default(0),
163
- amount: z.coerce.number().default(0),
164
- });
165
- export type TradeCountAndAmountZod = z.infer<typeof TradeCountAndAmountZod>;
166
-
167
- export const TradePeriodDataZod = z.object({
168
- thisWeek: TradeCountAndAmountZod,
169
- lastWeek: TradeCountAndAmountZod,
170
- thisMonth: TradeCountAndAmountZod,
171
- lastMonth: TradeCountAndAmountZod,
172
- });
173
- export type TradePeriodDataZod = z.infer<typeof TradePeriodDataZod>;
174
-
175
- export const PerformanceMetricsZod = z.object({
176
- leads: MetricPeriodDataZod,
177
- investors: MetricPeriodDataZod,
178
- users: MetricPeriodDataZod,
179
- trades: TradePeriodDataZod,
180
- });
181
- export type PerformanceMetricsZod = z.infer<typeof PerformanceMetricsZod>;
182
-
183
- export const CartFunnelStepZod = z.object({
184
- step: z.string(),
185
- count: z.coerce.number().int().default(0),
186
- amount: z.coerce.number().default(0),
187
- });
188
- export type CartFunnelStepZod = z.infer<typeof CartFunnelStepZod>;
189
-
190
- export const CartStatusZod = z.object({
191
- funnel: z.array(CartFunnelStepZod),
192
- });
193
- export type CartStatusZod = z.infer<typeof CartStatusZod>;
194
-
195
- export const OrderFunnelStepZod = z.object({
196
- step: z.string(),
197
- amount: z.coerce.number().default(0),
198
- count: z.coerce.number().int().default(0),
199
- });
200
- export type OrderFunnelStepZod = z.infer<typeof OrderFunnelStepZod>;
201
-
202
- export const OrderStatusZod = z.object({
203
- funnel: z.array(OrderFunnelStepZod),
204
- });
205
- export type OrderStatusZod = z.infer<typeof OrderStatusZod>;
206
-
207
- export const InvestorInfoZod = z.object({
208
- name: z.string(),
209
- id: z.string(),
210
- });
211
- export type InvestorInfoZod = z.infer<typeof InvestorInfoZod>;
212
-
213
- export const InvestorsByStateItemZod = z.object({
214
- state: z.string(),
215
- investors: z.coerce.number().int().default(0),
216
- trades: z.coerce.number().int().default(0),
217
- });
218
- export type InvestorsByStateItemZod = z.infer<typeof InvestorsByStateItemZod>;
219
-
220
- export const InvestorsByStateZod = z.object({
221
- data: z.array(InvestorsByStateItemZod),
222
- });
223
- export type InvestorsByStateZod = z.infer<typeof InvestorsByStateZod>;
224
-
225
- export const AccreditationBreakdownZod = z.object({
226
- accredited: z.coerce.number().default(0),
227
- nonAccredited: z.coerce.number().default(0),
228
- });
229
- export type AccreditationBreakdownZod = z.infer<
230
- typeof AccreditationBreakdownZod
231
- >;
232
-
233
- export const TradeBreakdownZod = z.object({
234
- weekNumber: z.number().nullable(),
235
- date: z.string(),
236
- amount: z.coerce.number().default(0),
237
- totalAmount: z.coerce.number().default(0),
238
- });
239
- export type TradeBreakdownZod = z.infer<typeof TradeBreakdownZod>;
240
-
241
- export const TradesBreakdownZod = z.array(TradeBreakdownZod);
242
- export type TradesBreakdownZod = z.infer<typeof TradesBreakdownZod>;
243
-
244
- export const InvestmentDashboardZod = z.object({
245
- overview: InvestmentOverviewZod,
246
- performanceMetrics: PerformanceMetricsZod,
247
- leadInvestorsWeekly: LeadsInvestorsZod,
248
- accreditationBreakdown: AccreditationBreakdownZod,
249
- cartStatus: CartStatusZod,
250
- orderStatus: OrderStatusZod,
251
- tradesBreakdown: TradesBreakdownZod,
252
- investorsByState: InvestorsByStateZod,
253
- });
254
- export type InvestmentDashboardZod = z.infer<typeof InvestmentDashboardZod>;
255
-
256
- export const OfferingsArrayQueryZod = z
257
- .string()
258
- .min(1, { message: 'Offerings query cannot be empty' })
259
- .transform((s) => s.split(',').map((id) => id.trim())) // Split + trim
260
- .transform((ids) => {
261
- // Deduplicate while preserving first occurrence order
262
- const uniqueIds: string[] = [];
263
- const seen = new Set<string>();
264
-
265
- ids.forEach((id) => {
266
- if (!seen.has(id)) {
267
- seen.add(id);
268
- uniqueIds.push(id);
269
- }
270
- });
271
-
272
- return uniqueIds;
273
- })
274
- .superRefine((ids, ctx) => {
275
- // Validate remaining IDs after deduplication
276
- ids.forEach((id, index) => {
277
- const idCheck = offeringIdSchema.safeParse(id);
278
- if (!idCheck.success) {
279
- ctx.addIssue({
280
- code: z.ZodIssueCode.custom,
281
- message: `Invalid offering ID at position ${index}: ${idCheck.error.message}`,
282
- path: [index],
283
- });
284
- }
285
- });
286
- });
287
-
288
- export type OfferingsArrayQueryZod = z.infer<typeof OfferingsArrayQueryZod>;
289
-
290
- export const OfferingTypesQueryZod = z
291
- .string()
292
- .min(1, { message: 'Offering types cannot be empty' })
293
- .transform((s) => s.split(',').map((type) => type.trim())) // Split + trim
294
- .transform((types) => {
295
- // Deduplicate while preserving first occurrence order
296
- const uniqueTypes: string[] = [];
297
- const seen = new Set<string>();
298
-
299
- types.forEach((type) => {
300
- if (!seen.has(type)) {
301
- seen.add(type);
302
- uniqueTypes.push(type);
303
- }
304
- });
305
-
306
- return uniqueTypes;
307
- })
308
- .superRefine((types, ctx) => {
309
- // Validate remaining types after deduplication
310
- types.forEach((type, index) => {
311
- if (!Object.values(OfferingType).includes(type as OfferingType)) {
312
- ctx.addIssue({
313
- code: z.ZodIssueCode.custom,
314
- message: `Invalid offering type at position ${index}: Valid values are ${Object.values(OfferingType).join(', ')}`,
315
- path: [index],
316
- });
317
- }
318
- });
319
- });
320
- export type OfferingTypesQueryZod = z.infer<typeof OfferingTypesQueryZod>;
321
-
322
- export enum DashboardTimeFilteringType {
323
- TIME_BASED = 'TIME_BASED',
324
- GLOBAL = 'GLOBAL',
325
- }
326
-
327
- export const GetInvestmentDashboardQueryZod = z.object({
328
- startDate: dateSchema.optional(),
329
- endDate: dateSchema.optional(),
330
- offerings: OfferingsArrayQueryZod.optional(),
331
- offeringTypes: OfferingTypesQueryZod.optional(),
332
- timeFilteringType: z.nativeEnum(DashboardTimeFilteringType),
333
- debug: z.preprocess(
334
- (val) =>
335
- val === 'true' || val === '1'
336
- ? true
337
- : val === 'false' || val === '0'
338
- ? false
339
- : val,
340
- z.boolean().optional(),
341
- ),
342
- });
343
- export type GetInvestmentDashboardQueryZod = z.infer<
344
- typeof GetInvestmentDashboardQueryZod
345
- >;
346
-
347
- export const defaultDebugData: InvestmentDashboardZod = {
348
- overview: {
349
- totalInvested: 1300000,
350
- totalInvestors: 75,
351
- offeringMax: 2000000,
352
- amountRaised: 1300000,
353
- accreditationPercent: 65,
354
- },
355
- performanceMetrics: {
356
- leads: {
357
- thisWeek: 120,
358
- lastWeek: 98,
359
- thisMonth: 320,
360
- lastMonth: 280,
361
- },
362
- investors: {
363
- thisWeek: 75,
364
- lastWeek: 62,
365
- thisMonth: 215,
366
- lastMonth: 186,
367
- },
368
- users: {
369
- thisWeek: 150,
370
- lastWeek: 121,
371
- thisMonth: 412,
372
- lastMonth: 380,
373
- },
374
- trades: {
375
- thisWeek: {
376
- count: 5,
377
- amount: 1105,
378
- },
379
- lastWeek: {
380
- count: 23,
381
- amount: 49782.5,
382
- },
383
- thisMonth: {
384
- count: 13,
385
- amount: 3557.5,
386
- },
387
- lastMonth: {
388
- count: 68,
389
- amount: 188705,
390
- },
391
- },
392
- },
393
- leadInvestorsWeekly: {
394
- data: [
395
- {
396
- weekNumber: 1,
397
- interval: 'April 28 - May 04',
398
- leads: 27,
399
- investors: 15,
400
- users: 10,
401
- },
402
- {
403
- weekNumber: 2,
404
- interval: 'May 05 - May 11',
405
- leads: 32,
406
- investors: 18,
407
- users: 12,
408
- },
409
- {
410
- weekNumber: 3,
411
- interval: 'May 12 - May 18',
412
- leads: 42,
413
- investors: 21,
414
- users: 15,
415
- },
416
- {
417
- weekNumber: 4,
418
- interval: 'May 19 - May 25',
419
- leads: 38,
420
- investors: 16,
421
- users: 13,
422
- },
423
- {
424
- weekNumber: 5,
425
- interval: 'May 26 - June 01',
426
- leads: 45,
427
- investors: 24,
428
- users: 17,
429
- },
430
- {
431
- weekNumber: 6,
432
- interval: 'June 02 - June 08',
433
- leads: 36,
434
- investors: 19,
435
- users: 14,
436
- },
437
- ],
438
- },
439
- accreditationBreakdown: {
440
- accredited: 67.5,
441
- nonAccredited: 31.25,
442
- },
443
- cartStatus: {
444
- funnel: [
445
- {
446
- step: 'ACCOUNT',
447
- count: 4,
448
- amount: 5085,
449
- },
450
- {
451
- step: 'CART',
452
- count: 19,
453
- amount: 39600,
454
- },
455
- {
456
- step: 'PAYMENT',
457
- count: 3,
458
- amount: 175,
459
- },
460
- {
461
- step: 'SUBDOC',
462
- count: 0,
463
- amount: 0,
464
- },
465
- ],
466
- },
467
- orderStatus: {
468
- funnel: [
469
- {
470
- step: 'PLACED',
471
- count: 0,
472
- amount: 0,
473
- },
474
- {
475
- step: 'IN_REVIEW',
476
- count: 29,
477
- amount: 58630,
478
- },
479
- {
480
- step: 'FUNDING',
481
- count: 3,
482
- amount: 6125,
483
- },
484
- {
485
- step: 'SETTLED',
486
- count: 22,
487
- amount: 96855,
488
- },
489
- ],
490
- },
491
- tradesBreakdown: [
492
- { weekNumber: null, date: 'Mar 24', amount: 120, totalAmount: 120 },
493
- { weekNumber: null, date: 'Apr 24', amount: 150, totalAmount: 270 },
494
- { weekNumber: null, date: 'May 24', amount: 180, totalAmount: 450 },
495
- { weekNumber: null, date: 'Jun 24', amount: 200, totalAmount: 650 },
496
- { weekNumber: null, date: 'Jul 24', amount: 170, totalAmount: 820 },
497
- { weekNumber: null, date: 'Aug 24', amount: 210, totalAmount: 1030 },
498
- { weekNumber: null, date: 'Sep 24', amount: 190, totalAmount: 1220 },
499
- { weekNumber: null, date: 'Oct 24', amount: 220, totalAmount: 1440 },
500
- { weekNumber: null, date: 'Nov 24', amount: 160, totalAmount: 1600 },
501
- { weekNumber: null, date: 'Dec 24', amount: 230, totalAmount: 1830 },
502
- { weekNumber: null, date: 'Jan 25', amount: 210, totalAmount: 2040 },
503
- { weekNumber: null, date: 'Feb 25', amount: 180, totalAmount: 2220 },
504
- { weekNumber: null, date: 'Mar 25', amount: 200, totalAmount: 2420 },
505
- { weekNumber: null, date: 'Apr 25', amount: 170, totalAmount: 2590 },
506
- { weekNumber: null, date: 'May 25', amount: 190, totalAmount: 2780 },
507
- { weekNumber: null, date: 'Jun 25', amount: 220, totalAmount: 3000 },
508
- { weekNumber: null, date: 'Jul 25', amount: 210, totalAmount: 3210 },
509
- { weekNumber: null, date: 'Aug 25', amount: 230, totalAmount: 3440 },
510
- { weekNumber: null, date: 'Sep 25', amount: 200, totalAmount: 3640 },
511
- { weekNumber: null, date: 'Oct 25', amount: 180, totalAmount: 3820 },
512
- ],
513
- investorsByState: {
514
- data: [
515
- {
516
- state: 'Alabama',
517
- investors: 346,
518
- trades: 126,
519
- },
520
- {
521
- state: 'Alaska',
522
- investors: 136,
523
- trades: 89,
524
- },
525
- {
526
- state: 'Arizona',
527
- investors: 580,
528
- trades: 182,
529
- },
530
- {
531
- state: 'Arkansas',
532
- investors: 244,
533
- trades: 95,
534
- },
535
- {
536
- state: 'California',
537
- investors: 1750,
538
- trades: 623,
539
- },
540
- {
541
- state: 'Colorado',
542
- investors: 572,
543
- trades: 201,
544
- },
545
- {
546
- state: 'Connecticut',
547
- investors: 343,
548
- trades: 142,
549
- },
550
- {
551
- state: 'Delaware',
552
- investors: 224,
553
- trades: 87,
554
- },
555
- {
556
- state: 'Florida',
557
- investors: 1425,
558
- trades: 410,
559
- },
560
- {
561
- state: 'Georgia',
562
- investors: 538,
563
- trades: 195,
564
- },
565
- {
566
- state: 'Hawaii',
567
- investors: 224,
568
- trades: 83,
569
- },
570
- {
571
- state: 'Idaho',
572
- investors: 229,
573
- trades: 94,
574
- },
575
- {
576
- state: 'Illinois',
577
- investors: 625,
578
- trades: 231,
579
- },
580
- {
581
- state: 'Indiana',
582
- investors: 355,
583
- trades: 124,
584
- },
585
- {
586
- state: 'Iowa',
587
- investors: 238,
588
- trades: 93,
589
- },
590
- {
591
- state: 'Kansas',
592
- investors: 232,
593
- trades: 87,
594
- },
595
- {
596
- state: 'Kentucky',
597
- investors: 245,
598
- trades: 91,
599
- },
600
- {
601
- state: 'Louisiana',
602
- investors: 361,
603
- trades: 137,
604
- },
605
- {
606
- state: 'Maine',
607
- investors: 109,
608
- trades: 42,
609
- },
610
- {
611
- state: 'Maryland',
612
- investors: 364,
613
- trades: 145,
614
- },
615
- {
616
- state: 'Massachusetts',
617
- investors: 481,
618
- trades: 178,
619
- },
620
- {
621
- state: 'Michigan',
622
- investors: 508,
623
- trades: 187,
624
- },
625
- {
626
- state: 'Minnesota',
627
- investors: 374,
628
- trades: 142,
629
- },
630
- {
631
- state: 'Mississippi',
632
- investors: 233,
633
- trades: 85,
634
- },
635
- {
636
- state: 'Missouri',
637
- investors: 374,
638
- trades: 143,
639
- },
640
- {
641
- state: 'Montana',
642
- investors: 212,
643
- trades: 74,
644
- },
645
- {
646
- state: 'Nebraska',
647
- investors: 229,
648
- trades: 86,
649
- },
650
- {
651
- state: 'Nevada',
652
- investors: 366,
653
- trades: 143,
654
- },
655
- {
656
- state: 'New Hampshire',
657
- investors: 215,
658
- trades: 79,
659
- },
660
- {
661
- state: 'New Jersey',
662
- investors: 519,
663
- trades: 193,
664
- },
665
- {
666
- state: 'New Mexico',
667
- investors: 226,
668
- trades: 83,
669
- },
670
- {
671
- state: 'New York',
672
- investors: 860,
673
- trades: 307,
674
- },
675
- {
676
- state: 'North Carolina',
677
- investors: 558,
678
- trades: 212,
679
- },
680
- {
681
- state: 'North Dakota',
682
- investors: 217,
683
- trades: 76,
684
- },
685
- {
686
- state: 'Ohio',
687
- investors: 511,
688
- trades: 189,
689
- },
690
- {
691
- state: 'Oklahoma',
692
- investors: 349,
693
- trades: 128,
694
- },
695
- {
696
- state: 'Oregon',
697
- investors: 340,
698
- trades: 125,
699
- },
700
- {
701
- state: 'Pennsylvania',
702
- investors: 554,
703
- trades: 209,
704
- },
705
- {
706
- state: 'Rhode Island',
707
- investors: 209,
708
- trades: 71,
709
- },
710
- {
711
- state: 'South Carolina',
712
- investors: 363,
713
- trades: 138,
714
- },
715
- {
716
- state: 'South Dakota',
717
- investors: 215,
718
- trades: 75,
719
- },
720
- {
721
- state: 'Tennessee',
722
- investors: 372,
723
- trades: 142,
724
- },
725
- {
726
- state: 'Texas',
727
- investors: 1509,
728
- trades: 487,
729
- },
730
- {
731
- state: 'Utah',
732
- investors: 362,
733
- trades: 139,
734
- },
735
- {
736
- state: 'Vermont',
737
- investors: 208,
738
- trades: 69,
739
- },
740
- {
741
- state: 'Virginia',
742
- investors: 496,
743
- trades: 183,
744
- },
745
- {
746
- state: 'Washington',
747
- investors: 517,
748
- trades: 192,
749
- },
750
- {
751
- state: 'West Virginia',
752
- investors: 210,
753
- trades: 73,
754
- },
755
- {
756
- state: 'Wisconsin',
757
- investors: 369,
758
- trades: 138,
759
- },
760
- {
761
- state: 'Wyoming',
762
- investors: 217,
763
- trades: 76,
764
- },
765
- ],
766
- },
767
- };
768
-
769
- export const DocumentSummaryFilterZod = z.object({
770
- type: z
771
- .string()
772
- .optional()
773
- .transform((val) => {
774
- if (!val) return undefined;
775
- return val
776
- .split(',')
777
- .map((item) => item.trim())
778
- .filter((item) => item.length > 0);
779
- })
780
- .pipe(z.array(FileLabelsEnum).optional())
781
- .openapi({ example: FileLabels.OTHER }),
782
- });
783
-
784
- export const DocumentSummaryZod = z.object({
785
- accountId: accountIdSchema,
786
- accountName: z.string(),
787
- category: z.string(),
788
- type: z.string(),
789
- count: z.number().int().default(0),
790
- });
791
- export type DocumentSummaryZod = z.infer<typeof DocumentSummaryZod>;
792
-
793
- export const IPaginatedDocumentSummaryResponse = z.object({
794
- items: z.array(DocumentSummaryZod),
795
- meta: IPaginationMeta,
796
- });
797
- export type IPaginatedDocumentSummaryResponse = z.infer<
798
- typeof IPaginatedDocumentSummaryResponse
799
- >;