@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
@@ -1,341 +0,0 @@
1
- import { TypeID } from 'typeid-js';
2
- import { z } from 'zod';
3
- import {
4
- PaymentMethodProvider,
5
- PaymentMethodType,
6
- } from './payment-methods.types';
7
- import { issuerIdSchema, IIssuer } from './issuer.types';
8
- import { IBaseEntity } from './entity.types';
9
- import { IPaginationMeta, REDACTED } from './common.types';
10
- import { StateCode } from './states.types';
11
- import { CountryCode } from './countries.types';
12
- import { accountIdSchema } from './account.types';
13
- import { fileIdSchema } from './file.types';
14
-
15
- export const issuerPaymentMethodIdSchema = z.string().refine(
16
- (value) => {
17
- try {
18
- const tid = TypeID.fromString(value);
19
- return tid.getType() === 'issuer_payment_method';
20
- } catch {
21
- return false;
22
- }
23
- },
24
- {
25
- message: `Invalid issuer_payment_method ID format. Must be a valid TypeID with "issuer_payment_method" prefix. Example: issuer_payment_method_01j5y5ghx5fg68d663j1fvy2x7`,
26
- },
27
- );
28
-
29
- export const issuerPaymentMethodIntegrationIdSchema = z.string().refine(
30
- (value) => {
31
- try {
32
- const tid = TypeID.fromString(value);
33
- return tid.getType() === 'issuer_payment_method_integration';
34
- } catch {
35
- return false;
36
- }
37
- },
38
- {
39
- message: `Invalid issuer_payment_method_integration ID format. Must be a valid TypeID with "issuer_payment_method_integration" prefix. Example: issuer_payment_method_integration_01j5y5ghx5fg68d663j1fvy2x7`,
40
- },
41
- );
42
-
43
- export enum IssuerPaymentMethodIntegrationStatus {
44
- PENDING = 'PENDING',
45
- CONNECTED = 'CONNECTED',
46
- DISCONNECTED = 'DISCONNECTED',
47
- }
48
-
49
- export const IssuerPaymentMethodIntegration = IBaseEntity.extend({
50
- id: issuerPaymentMethodIntegrationIdSchema,
51
- integrationStatus: z
52
- .nativeEnum(IssuerPaymentMethodIntegrationStatus)
53
- .openapi({
54
- example: IssuerPaymentMethodIntegrationStatus.PENDING,
55
- }),
56
- issuerPaymentMethodId: issuerPaymentMethodIdSchema,
57
- integrationAccountId: z.string().nullable(),
58
- integrationAccountEmail: z.string().nullable(),
59
- integrationAccountLink: z.string().nullable(),
60
- integrationAccountLinkExpiresAt: z
61
- .union([z.number(), z.string().transform((val) => parseInt(val, 10))])
62
- .nullable(), // the reason we need to do this is Unix timestamps stored as BIGINT in PostgreSQL. The value 1759727425634 is likely a Unix timestamp in milliseconds, which exceeds JavaScript's safe integer range, so TypeORM returns it as a string to prevent precision loss.
63
- });
64
- export type IssuerPaymentMethodIntegration = z.infer<
65
- typeof IssuerPaymentMethodIntegration
66
- >;
67
-
68
- export const IPaginatedIssuerPaymentMethodIntegrations = z.object({
69
- items: z.array(IssuerPaymentMethodIntegration),
70
- meta: IPaginationMeta,
71
- });
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- export type IPaginatedIssuerPaymentMethodIntegrations = z.infer<
73
- typeof IPaginatedIssuerPaymentMethodIntegrations
74
- >;
75
-
76
- export const IIssuerPaymentMethod = IBaseEntity.extend({
77
- paymentMethodType: z
78
- .nativeEnum(PaymentMethodType)
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- .openapi({ example: PaymentMethodType.CREDIT_CARD }),
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- paymentMethodProvider: z.nativeEnum(PaymentMethodProvider).openapi({
81
- example: PaymentMethodProvider.STRIPE,
82
- }),
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- enabled: z.boolean().openapi({ example: true }),
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- issuerId: issuerIdSchema.openapi({
85
- example: 'issuer_01jdq2crwke8xskjd840cj79pw',
86
- }),
87
- config: z
88
- .any()
89
- .transform((config) => {
90
- if (!config) return null;
91
- const configData =
92
- typeof config === 'string' ? JSON.parse(config) : config;
93
-
94
- if (configData.stripeSecretKey) {
95
- configData.stripeSecretKey = REDACTED;
96
- }
97
-
98
- return configData;
99
- })
100
- .nullable()
101
- .optional(),
102
- issuer: IIssuer.optional().nullable(),
103
- integration: IssuerPaymentMethodIntegration.nullable().optional(),
104
- });
105
- export type IIssuerPaymentMethod = z.infer<typeof IIssuerPaymentMethod>;
106
-
107
- export const stripeConfigSchema = z.object({
108
- stripeAccountId: z.string().nullable(),
109
- });
110
-
111
- export const wireConfigSchema = z.object({
112
- usAccountHolderName: z.string().nullable(),
113
- usBankName: z.string().nullable(),
114
- usRoutingNumber: z
115
- .string()
116
- .length(9, { message: 'Routing number must be 9 digits' })
117
- .regex(/^\d{9}$/, { message: 'Routing number must be numeric digits' })
118
- .nullable(),
119
- usAccountNumber: z
120
- .string()
121
- .min(8, { message: 'Account number must be at least 8 digits' })
122
- .max(17, { message: 'Account number must be at most 17 digits' })
123
- .regex(/^\d+$/, { message: 'Account number must be numeric digits' })
124
- .nullable(),
125
- reference: z
126
- .string()
127
- .min(1, { message: 'Reference must be at least 1 character' })
128
- .max(255, { message: 'Reference must be at most 255 characters' })
129
- .nullable()
130
- .optional(),
131
- swiftId: z
132
- .string()
133
- .min(8, { message: 'Swift ID must be at least 8 characters' })
134
- .max(11, { message: 'Swift ID must be at most 11 characters' })
135
- .nullable()
136
- .optional(),
137
- });
138
- export type WireConfig = z.infer<typeof wireConfigSchema>;
139
-
140
- export const checkConfigSchema = z.object({
141
- companyName: z.string().nullable(),
142
- address: z.string().nullable(),
143
- address2: z.string().optional().nullable(),
144
- city: z.string().nullable(),
145
- state: z.nativeEnum(StateCode).nullable().openapi({ example: 'CA' }),
146
- zip: z
147
- .string()
148
- .regex(/^\d{5}$/, {
149
- message: 'Invalid ZIP code. It must be a 5-digit number.',
150
- })
151
- .nullable()
152
- .openapi({ example: '90015' }),
153
- country: z.nativeEnum(CountryCode).nullable().openapi({ example: 'US' }),
154
- reference: z
155
- .string()
156
- .min(1, { message: 'Reference must be at least 1 character' })
157
- .max(255, { message: 'Reference must be at most 255 characters' })
158
- .nullable()
159
- .optional(),
160
- });
161
-
162
- export type CheckConfig = z.infer<typeof checkConfigSchema>;
163
-
164
- export const retirementConfigSchema = z.object({
165
- custodianInstruction: z.string().min(1).max(1000).nullable().openapi({
166
- example: 'This is a test custodian instruction',
167
- }),
168
- custodianDocument: z
169
- .lazy(() => fileIdSchema)
170
- .optional()
171
- .nullable(),
172
- });
173
-
174
- export const PatchIssuerPaymentMethodZod = z.discriminatedUnion(
175
- 'paymentMethodType',
176
- [
177
- z.object({
178
- paymentMethodType: z.literal(PaymentMethodType.CREDIT_CARD),
179
- config: stripeConfigSchema,
180
- }),
181
- z.object({
182
- paymentMethodType: z.literal(PaymentMethodType.ACH),
183
- config: stripeConfigSchema,
184
- }),
185
- z.object({
186
- paymentMethodType: z.literal(PaymentMethodType.BANK_ACCOUNT),
187
- config: stripeConfigSchema,
188
- }),
189
- z.object({
190
- paymentMethodType: z.literal(PaymentMethodType.WIRE),
191
- config: wireConfigSchema,
192
- }),
193
- z.object({
194
- paymentMethodType: z.literal(PaymentMethodType.CHECK),
195
- config: checkConfigSchema,
196
- }),
197
- z.object({
198
- paymentMethodType: z.literal(PaymentMethodType.RETIREMENT),
199
- config: retirementConfigSchema,
200
- }),
201
- ],
202
- );
203
-
204
- export type PatchIssuerPaymentMethodZod = z.infer<
205
- typeof PatchIssuerPaymentMethodZod
206
- >;
207
- export const CompliancePatchIssuerPaymentMethodZod = z
208
- .object({
209
- accountId: accountIdSchema,
210
- })
211
- .and(PatchIssuerPaymentMethodZod);
212
-
213
- export type CompliancePatchIssuerPaymentMethodZod = z.infer<
214
- typeof CompliancePatchIssuerPaymentMethodZod
215
- >;
216
-
217
- export const IPaginatedIssuerPaymentMethod = z.object({
218
- items: z.array(IIssuerPaymentMethod),
219
- meta: IPaginationMeta,
220
- });
221
- export type IPaginatedIssuerPaymentMethod = z.infer<
222
- typeof IPaginatedIssuerPaymentMethod
223
- >;
224
-
225
- export const GetIssuerPaymentMethodZod = z.object({
226
- issuerId: issuerIdSchema.openapi({
227
- example: 'issuer_01jdq2crwke8xskjd840cj79pw',
228
- }),
229
- });
230
- export type GetIssuerPaymentMethodZod = z.infer<
231
- typeof GetIssuerPaymentMethodZod
232
- >;
233
-
234
- export const ComplianceGetIssuerPaymentMethodZod =
235
- GetIssuerPaymentMethodZod.extend({
236
- accountId: accountIdSchema,
237
- });
238
- export type ComplianceGetIssuerPaymentMethodZod = z.infer<
239
- typeof ComplianceGetIssuerPaymentMethodZod
240
- >;
241
-
242
- export const PaymentMethodConfig = z.discriminatedUnion('paymentMethodType', [
243
- z.object({
244
- paymentMethodType: z.literal(PaymentMethodType.CREDIT_CARD),
245
- config: stripeConfigSchema,
246
- }),
247
- z.object({
248
- paymentMethodType: z.literal(PaymentMethodType.ACH),
249
- config: stripeConfigSchema,
250
- }),
251
- z.object({
252
- paymentMethodType: z.literal(PaymentMethodType.WIRE),
253
- config: wireConfigSchema,
254
- }),
255
- z.object({
256
- paymentMethodType: z.literal(PaymentMethodType.CHECK),
257
- config: checkConfigSchema,
258
- }),
259
- z.object({
260
- paymentMethodType: z.literal(PaymentMethodType.RETIREMENT),
261
- config: retirementConfigSchema,
262
- }),
263
- ]);
264
-
265
- export type PaymentMethodConfig = z.infer<typeof PaymentMethodConfig>;
266
-
267
- export const createDefaultIssuerPaymentMethods = (issuerId: string) => {
268
- const paymentMethods = [
269
- {
270
- paymentMethod: PaymentMethodType.CREDIT_CARD,
271
- paymentMethodProvider: PaymentMethodProvider.STRIPE,
272
- config: stripeConfigSchema.parse({
273
- stripeAccountId: null,
274
- }),
275
- },
276
- {
277
- paymentMethod: PaymentMethodType.ACH,
278
- paymentMethodProvider: PaymentMethodProvider.STRIPE,
279
- config: stripeConfigSchema.parse({
280
- stripeAccountId: null,
281
- }),
282
- },
283
- {
284
- paymentMethod: PaymentMethodType.BANK_ACCOUNT,
285
- paymentMethodProvider: PaymentMethodProvider.STRIPE,
286
- config: stripeConfigSchema.parse({
287
- stripeAccountId: null,
288
- }),
289
- },
290
- {
291
- paymentMethod: PaymentMethodType.WIRE,
292
- paymentMethodProvider: PaymentMethodProvider.OTHER,
293
- config: wireConfigSchema.parse({
294
- usAccountHolderName: null,
295
- usBankName: null,
296
- usRoutingNumber: null,
297
- usAccountNumber: null,
298
- reference: null,
299
- swiftId: null,
300
- }),
301
- },
302
- {
303
- paymentMethod: PaymentMethodType.CHECK,
304
- paymentMethodProvider: PaymentMethodProvider.OTHER,
305
- config: checkConfigSchema.parse({
306
- companyName: null,
307
- address: null,
308
- address2: null,
309
- city: null,
310
- state: null,
311
- zip: null,
312
- country: null,
313
- reference: null,
314
- }),
315
- },
316
- {
317
- paymentMethod: PaymentMethodType.RETIREMENT,
318
- paymentMethodProvider: PaymentMethodProvider.OTHER,
319
- config: retirementConfigSchema.parse({
320
- custodianInstruction: null,
321
- custodianDocument: null,
322
- }),
323
- },
324
- ];
325
-
326
- return paymentMethods.map((paymentMethod) => ({
327
- issuerId,
328
- paymentMethodType: paymentMethod.paymentMethod,
329
- paymentMethodProvider: paymentMethod.paymentMethodProvider,
330
- enabled: false,
331
- config: JSON.stringify(paymentMethod.config),
332
- }));
333
- };
334
-
335
- export const ConnectIssuerPaymentMethodZod = z.object({
336
- email: z.string().email(),
337
- paymentMethodProvider: z.enum([PaymentMethodProvider.STRIPE]), // Only Stripe is supported for now
338
- });
339
- export type ConnectIssuerPaymentMethodZod = z.infer<
340
- typeof ConnectIssuerPaymentMethodZod
341
- >;
@@ -1,312 +0,0 @@
1
- import { extendZodWithOpenApi } from '@anatine/zod-openapi';
2
- import { TypeID } from 'typeid-js';
3
- import { z } from 'zod';
4
- import { accountIdSchema } from './account.types';
5
- import {
6
- AccountZod,
7
- dateSchema,
8
- IPaginationMeta,
9
- IssuerStatus,
10
- SortBy,
11
- SortOrder,
12
- } from './common.types';
13
- import { IBaseEntity } from './entity.types';
14
- import { fileIdSchema, FileZod } from './file.types';
15
- import { AddressSchema } from './address.types';
16
-
17
- extendZodWithOpenApi(z);
18
- export enum IssuerTypes {
19
- LLC = 'LLC',
20
- S_CORP = 'S_CORP',
21
- C_CORP = 'C_CORP',
22
- }
23
- export const issuerIdSchema = z.string().refine(
24
- (value) => {
25
- try {
26
- const tid = TypeID.fromString(value);
27
- return tid.getType() === 'issuer';
28
- } catch {
29
- return false;
30
- }
31
- },
32
- {
33
- message:
34
- 'Invalid issuer ID format. Must be a valid TypeID with "issuer" prefix.',
35
- },
36
- );
37
-
38
- const issuersInclude = z.enum(['account', 'offerings', 'coveredPersons']);
39
-
40
- /**
41
- * @description Query parameters for including related entities
42
- * @xample in contract us as -> query: z.object({}).merge(IssuerIncludeQuery),
43
- */
44
- export const IssuersIncludeQuery = z.object({
45
- include: z
46
- .string()
47
- .optional()
48
- .transform((str) => (str ? str.split(',') : []))
49
- .refine(
50
- (includes) =>
51
- includes.every((include) =>
52
- issuersInclude.options.includes(include as any),
53
- ),
54
- {
55
- message: `Invalid include option provided. Valid options are: ${issuersInclude.options.join(',')}`,
56
- },
57
- )
58
- .openapi({
59
- example: `${issuersInclude.options.join(',')}`,
60
- }),
61
- });
62
-
63
- export const PostIssuerZod = z
64
- .object({
65
- title: z
66
- .string()
67
- .min(1)
68
- .max(150)
69
- .nullable()
70
- .optional()
71
- .openapi({ example: 'Issuer Title' }),
72
- description: z
73
- .string()
74
- .min(1)
75
- .max(1000)
76
- .nullable()
77
- .optional()
78
- .openapi({ example: 'Fund Consulting Services' }),
79
- legalName: z.string().min(1).max(100).openapi({ example: 'Fund.co LLC' }),
80
- dba: z
81
- .string()
82
- .min(1)
83
- .max(100)
84
- .nullable()
85
- .optional()
86
- .openapi({ example: 'Fund Consulting Services' }),
87
- doi: dateSchema.nullable().optional().openapi({ example: 'MM/DD/YYYY' }),
88
- ein: z
89
- .string()
90
- .regex(/^\d{9}$/, {
91
- message: 'Invalid EIN format. Must be exactly 9 digits',
92
- })
93
- .nullable()
94
- .optional()
95
- .openapi({ example: '123456789' }),
96
- type: z.nativeEnum(IssuerTypes).openapi({ example: 'LLC' }),
97
- })
98
- .and(AddressSchema);
99
-
100
- export type PostIssuerZod = z.infer<typeof PostIssuerZod>;
101
-
102
- export const CompliancePostIssuerZod = z
103
- .object({
104
- accountId: accountIdSchema.openapi({
105
- accountId: 'account_00041061050r3gg28a1c60t3gf',
106
- }),
107
- })
108
- .and(PostIssuerZod);
109
-
110
- export type CompliancePostIssuerZod = z.infer<typeof CompliancePostIssuerZod>;
111
-
112
- export const PutIssuerZod = z
113
- .object({
114
- title: z
115
- .string()
116
- .min(1)
117
- .max(150)
118
- .nullable()
119
- .optional()
120
- .openapi({ example: 'Issuer Title' }),
121
- description: z
122
- .string()
123
- .min(1)
124
- .max(1000)
125
- .nullable()
126
- .optional()
127
- .openapi({ example: 'Fund Consulting Services' }),
128
- legalName: z
129
- .string()
130
- .min(1)
131
- .max(100)
132
- .optional()
133
- .openapi({ example: 'Fund.co LLC' }),
134
- dba: z
135
- .string()
136
- .min(1)
137
- .max(100)
138
- .nullable()
139
- .optional()
140
- .openapi({ example: 'Fund Consulting Services' }),
141
- doi: dateSchema.nullable().optional().openapi({ example: 'MM/DD/YYYY' }),
142
- ein: z
143
- .string()
144
- .regex(/^\d{9}$/, {
145
- message: 'Invalid EIN format. Must be exactly 9 digits',
146
- })
147
- .optional()
148
- .nullable()
149
- .openapi({ example: '123456789' }),
150
- type: z.nativeEnum(IssuerTypes).optional().openapi({ example: 'LLC' }),
151
- ss4LetterFileId: z
152
- .lazy(() => fileIdSchema)
153
- .optional()
154
- .nullable(),
155
- coverArtId: z
156
- .lazy(() => fileIdSchema)
157
- .optional()
158
- .nullable(),
159
- })
160
- .and(AddressSchema);
161
-
162
- export type PutIssuerZod = z.infer<typeof PutIssuerZod>;
163
-
164
- export const IIssuer = IBaseEntity.extend({
165
- id: issuerIdSchema,
166
- legalName: z.string().nullable().openapi({ example: 'Fund.co LLC' }),
167
- dba: z.string().nullable().openapi({ example: 'Fund Consulting Services' }),
168
- title: z.string().nullable().openapi({ example: 'Issuer Title' }),
169
- description: z
170
- .string()
171
- .nullable()
172
- .openapi({ example: 'Fund Consulting Services' }),
173
- ein: z
174
- .string()
175
- .regex(/^\d{9}$/, {
176
- message: 'Invalid EIN format. Must be exactly 9 digits',
177
- })
178
- .transform((val) => val.replace(/(\d{2})(\d{7})/, '$1-$2'))
179
- .nullable()
180
- .openapi({ example: '123456789' }),
181
- type: z.nativeEnum(IssuerTypes).openapi({ example: 'LLC' }),
182
- address: z.string().nullable().openapi({ example: '1234 Main St, Apt 101' }),
183
- address2: z.string().nullable().openapi({ example: 'Apt 202' }),
184
- city: z.string().nullable().openapi({ example: 'Los Angeles' }),
185
- state: z.string().nullable().openapi({ example: 'CA' }),
186
- zip: z.string().nullable().openapi({ example: '90015' }),
187
- country: z.string().nullable().openapi({ example: 'United States' }),
188
- accountId: z.string(),
189
- account: AccountZod.optional().nullable(),
190
- ss4LetterFileId: z.string().nullable(),
191
- status: z
192
- .nativeEnum(IssuerStatus)
193
- .openapi({ example: IssuerStatus.SUBMITTED }),
194
- coverArtId: z.string().nullable(),
195
- coverArt: z
196
- .lazy(() => FileZod)
197
- .nullable()
198
- .optional(),
199
- doi: z.date().nullable(),
200
- });
201
-
202
- export type IIssuer = z.infer<typeof IIssuer>;
203
-
204
- export const IPaginatedIssuer = z.object({
205
- items: z.array(IIssuer),
206
- meta: IPaginationMeta,
207
- });
208
- export type IPaginatedIssuer = z.infer<typeof IPaginatedIssuer>;
209
-
210
- export const GetIssuersZod = z.object({
211
- accountId: accountIdSchema.optional(),
212
- ein: z
213
- .string()
214
- .regex(/^\d{9}$/, {
215
- message: 'Invalid EIN format. Must be exactly 9 digits',
216
- })
217
- .optional()
218
- .openapi({ example: '123456789' }),
219
- legalName: z.string().optional().openapi({ example: 'Fund.co LLC' }),
220
- type: z
221
- .nativeEnum(IssuerTypes)
222
- .optional()
223
- .openapi({ example: IssuerTypes.C_CORP }),
224
- status: z
225
- .nativeEnum(IssuerStatus)
226
- .optional()
227
- .openapi({ example: IssuerStatus.SUBMITTED }),
228
- });
229
-
230
- export type GetIssuersZod = z.infer<typeof GetIssuersZod>;
231
-
232
- export enum CatalogMode {
233
- CATALOG = 'CATALOG',
234
- CATEGORY = 'CATEGORY',
235
- PRODUCT = 'PRODUCT',
236
- }
237
-
238
- const CatalogModeSchema = z.object({
239
- mode: z.nativeEnum(CatalogMode).optional(),
240
- });
241
-
242
- export const IPaginatedCatalog = z.object({
243
- items: z.array(IIssuer),
244
- meta: IPaginationMeta.merge(CatalogModeSchema),
245
- });
246
-
247
- export const GetIssuersSummaryZod = z.object({
248
- accountId: accountIdSchema.optional(),
249
- issuerId: issuerIdSchema.optional(),
250
- coveredPersons: z.number(),
251
- offerings: z.number(),
252
- assets: z.number(),
253
- });
254
- export type GetIssuersSummaryZod = z.infer<typeof GetIssuersSummaryZod>;
255
-
256
- export const IPaginatedIssersSummary = z.object({
257
- items: z.array(GetIssuersSummaryZod),
258
- meta: IPaginationMeta,
259
- });
260
- export type IPaginatedIssersSummary = z.infer<typeof IPaginatedIssersSummary>;
261
-
262
- export const IssuersSummaryFilterZod = z.object({
263
- accountId: accountIdSchema.optional(),
264
- issuerId: issuerIdSchema.optional(),
265
- search: z.string().optional(),
266
- });
267
- export type IssuersSummaryFilterZod = z.infer<typeof IssuersSummaryFilterZod>;
268
-
269
- export const IssuersSortZod = z.object({
270
- sort: z
271
- .enum([SortBy.LEGAL_NAME, SortBy.CREATED_AT, SortBy.UPDATED_AT])
272
- .optional(),
273
- dir: z.nativeEnum(SortOrder).optional(),
274
- });
275
- export type IssuersSortZod = z.infer<typeof IssuersSortZod>;
276
-
277
- /**
278
- * Schema for transforming EIN (Employer Identification Number) formats.
279
- *
280
- * This schema validates and transforms a 9-digit EIN by inserting a hyphen after
281
- * the first two digits (XX-XXXXXXX format). If the input doesn't match the expected
282
- * 9-digit pattern, the original value is returned unchanged.
283
- *
284
- * The schema uses passthrough to allow additional fields in the object without validation,
285
- * making it flexible for use with various data structures that include an EIN.
286
- *
287
- * @example
288
- * // Transforms: { ein: '123456789' } -> { ein: '12-3456789' }
289
- * // Keeps as-is: { ein: '12-3456789' } -> { ein: '12-3456789' }
290
- */
291
- export const EinTransformerSchema = z
292
- .object({
293
- ein: z
294
- .string()
295
- .nullable()
296
- .optional()
297
- .transform((val) => {
298
- // Only apply transformation if it matches the regex pattern
299
- if (val && /^\d{9}$/.test(val)) {
300
- return val.replace(/(\d{2})(\d{7})/, '$1-$2');
301
- }
302
- // Otherwise return the original value
303
- return val;
304
- })
305
- .openapi({ example: '123456789' }),
306
- })
307
- .passthrough(); // Allow additional fields without validation
308
-
309
- export const PaginatedEinTransformerSchema = z.object({
310
- items: z.array(EinTransformerSchema),
311
- meta: IPaginationMeta,
312
- });