@dalmore/api-contracts 1.0.3 → 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 (303) hide show
  1. package/README.md +34 -60
  2. package/index.d.mts +17 -0
  3. package/index.d.ts +17 -0
  4. package/index.mjs +1001 -18638
  5. package/package.json +7 -54
  6. package/clients/index.mjs +0 -10970
  7. package/compliance/index.mjs +0 -20016
  8. package/compliance-apikey/index.mjs +0 -9795
  9. package/helpers/index.mjs +0 -146
  10. package/investors/index.mjs +0 -12844
  11. package/issuers/index.mjs +0 -16168
  12. package/secondaries/index.mjs +0 -10282
  13. package/src/common/helpers/index.ts +0 -205
  14. package/src/common/types/account-contact.types.ts +0 -98
  15. package/src/common/types/account-detail.types.ts +0 -27
  16. package/src/common/types/account-integration.types.ts +0 -143
  17. package/src/common/types/account-manager.types.ts +0 -124
  18. package/src/common/types/account.types.ts +0 -296
  19. package/src/common/types/activity.types.ts +0 -274
  20. package/src/common/types/address.types.ts +0 -41
  21. package/src/common/types/aic.types.ts +0 -246
  22. package/src/common/types/aml.types.ts +0 -18
  23. package/src/common/types/api-key-logs.types.ts +0 -66
  24. package/src/common/types/api-keys.types.ts +0 -69
  25. package/src/common/types/asset.types.ts +0 -338
  26. package/src/common/types/auth.types.ts +0 -370
  27. package/src/common/types/batch-jobs.types.ts +0 -150
  28. package/src/common/types/bonus-tier.types.ts +0 -147
  29. package/src/common/types/cart.types.ts +0 -18
  30. package/src/common/types/checklist-items.types.ts +0 -70
  31. package/src/common/types/checklist.types.ts +0 -97
  32. package/src/common/types/common.types.ts +0 -1520
  33. package/src/common/types/comply-advantage-api.types.ts +0 -316
  34. package/src/common/types/comply-advantage.types.ts +0 -25
  35. package/src/common/types/contact-us.types.ts +0 -107
  36. package/src/common/types/contract-helpers.ts +0 -205
  37. package/src/common/types/countries.types.ts +0 -375
  38. package/src/common/types/covered-person.types.ts +0 -274
  39. package/src/common/types/dashboard.types.ts +0 -799
  40. package/src/common/types/data-record.types.ts +0 -325
  41. package/src/common/types/data-room.types.ts +0 -242
  42. package/src/common/types/default-theme-config.types.ts +0 -87
  43. package/src/common/types/disbursement-adjustment.types.ts +0 -32
  44. package/src/common/types/disbursement-approval-user.types.ts +0 -100
  45. package/src/common/types/disbursement-review.types.ts +0 -110
  46. package/src/common/types/disbursement-transaction.types.ts +0 -72
  47. package/src/common/types/disbursements.types.ts +0 -310
  48. package/src/common/types/domain-filter.types.ts +0 -55
  49. package/src/common/types/email-theme.types.ts +0 -442
  50. package/src/common/types/entity.types.ts +0 -15
  51. package/src/common/types/error-responses.types.ts +0 -135
  52. package/src/common/types/escrow-account.types.ts +0 -104
  53. package/src/common/types/exchange-api-key.types.ts +0 -121
  54. package/src/common/types/exchange-import.types.ts +0 -36
  55. package/src/common/types/exchange-provider.types.ts +0 -329
  56. package/src/common/types/file.types.ts +0 -461
  57. package/src/common/types/health.types.ts +0 -29
  58. package/src/common/types/index.ts +0 -48
  59. package/src/common/types/individuals.types.ts +0 -554
  60. package/src/common/types/investor-account.types.ts +0 -1239
  61. package/src/common/types/investorAccountIdSchema.type.ts +0 -0
  62. package/src/common/types/investors-offering.types.ts +0 -65
  63. package/src/common/types/invite.types.ts +0 -133
  64. package/src/common/types/issuer-bank-account.types.ts +0 -107
  65. package/src/common/types/issuer-offering.types.ts +0 -306
  66. package/src/common/types/issuer-payment-method.types.ts +0 -341
  67. package/src/common/types/issuer.types.ts +0 -312
  68. package/src/common/types/job-item.types.ts +0 -119
  69. package/src/common/types/jobs.types.ts +0 -171
  70. package/src/common/types/kyb.types.ts +0 -53
  71. package/src/common/types/kyc.types.ts +0 -188
  72. package/src/common/types/legal-entity.types.ts +0 -185
  73. package/src/common/types/login-history.types.ts +0 -46
  74. package/src/common/types/mail-template.types.ts +0 -436
  75. package/src/common/types/north-cap-integration.types.ts +0 -190
  76. package/src/common/types/note.types.ts +0 -109
  77. package/src/common/types/notification.types.ts +0 -58
  78. package/src/common/types/notion-api.types.ts +0 -374
  79. package/src/common/types/notion-database.types.ts +0 -125
  80. package/src/common/types/notion-page.types.ts +0 -267
  81. package/src/common/types/offering-reports.types.ts +0 -153
  82. package/src/common/types/offering-submission.types.ts +0 -314
  83. package/src/common/types/offering.types.ts +0 -590
  84. package/src/common/types/page-revision.types.ts +0 -86
  85. package/src/common/types/page.types.ts +0 -436
  86. package/src/common/types/password.type.ts +0 -15
  87. package/src/common/types/payment-methods.types.ts +0 -298
  88. package/src/common/types/phone.type.ts +0 -27
  89. package/src/common/types/portfolio.types.ts +0 -50
  90. package/src/common/types/privacy-policy-and-tos.types.ts +0 -231
  91. package/src/common/types/queue.types.ts +0 -111
  92. package/src/common/types/registered-reps.types.ts +0 -25
  93. package/src/common/types/rejection-reasons.types.ts +0 -56
  94. package/src/common/types/review.types.ts +0 -133
  95. package/src/common/types/role.types.ts +0 -26
  96. package/src/common/types/secondary-customer.types.ts +0 -66
  97. package/src/common/types/secondary-issuer.types.ts +0 -50
  98. package/src/common/types/secondary-order.types.ts +0 -58
  99. package/src/common/types/secondary-security.types.ts +0 -60
  100. package/src/common/types/secondary-trade.entity.ts +0 -16
  101. package/src/common/types/secondary-trade.types.ts +0 -95
  102. package/src/common/types/secure-request.types.ts +0 -68
  103. package/src/common/types/signer.types.ts +0 -651
  104. package/src/common/types/site-link.types.ts +0 -166
  105. package/src/common/types/site-settings.types.ts +0 -726
  106. package/src/common/types/site.types.ts +0 -270
  107. package/src/common/types/sms.types.ts +0 -30
  108. package/src/common/types/state-machine.types.ts +0 -177
  109. package/src/common/types/states.types.ts +0 -163
  110. package/src/common/types/subdoc-preview.types.ts +0 -35
  111. package/src/common/types/task.types.ts +0 -258
  112. package/src/common/types/trade-adjustment.type.ts +0 -33
  113. package/src/common/types/trade-line-item.type.ts +0 -132
  114. package/src/common/types/trade.types.ts +0 -931
  115. package/src/common/types/transaction.types.ts +0 -198
  116. package/src/common/types/trusted-contact.types.ts +0 -122
  117. package/src/common/types/typography.types.ts +0 -75
  118. package/src/common/types/user-manual.types.ts +0 -290
  119. package/src/common/types/user-setting.types.ts +0 -133
  120. package/src/common/types/user.types.ts +0 -320
  121. package/src/common/types/webhook.types.ts +0 -588
  122. package/src/common/types/zip.type.ts +0 -36
  123. package/src/contracts/clients/accounts/index.ts +0 -61
  124. package/src/contracts/clients/aic/index.ts +0 -59
  125. package/src/contracts/clients/api-key-logs/index.ts +0 -53
  126. package/src/contracts/clients/api-keys/index.ts +0 -73
  127. package/src/contracts/clients/assets/index.ts +0 -102
  128. package/src/contracts/clients/auth/index.ts +0 -50
  129. package/src/contracts/clients/files/index.ts +0 -166
  130. package/src/contracts/clients/files-public/index.ts +0 -166
  131. package/src/contracts/clients/index.ts +0 -44
  132. package/src/contracts/clients/individuals/index.ts +0 -93
  133. package/src/contracts/clients/investor-accounts/index.ts +0 -93
  134. package/src/contracts/clients/issuers/index.ts +0 -94
  135. package/src/contracts/clients/legal-entities/index.ts +0 -93
  136. package/src/contracts/clients/offerings/index.ts +0 -117
  137. package/src/contracts/clients/secure-requests/index.ts +0 -34
  138. package/src/contracts/clients/sites/index.ts +0 -56
  139. package/src/contracts/clients/trades/index.ts +0 -122
  140. package/src/contracts/compliance/account-contacts/index.ts +0 -82
  141. package/src/contracts/compliance/account-managers/index.ts +0 -142
  142. package/src/contracts/compliance/accounts/index.ts +0 -187
  143. package/src/contracts/compliance/activities/index.ts +0 -55
  144. package/src/contracts/compliance/aic/index.ts +0 -60
  145. package/src/contracts/compliance/api-keys/index.ts +0 -91
  146. package/src/contracts/compliance/assets/index.ts +0 -122
  147. package/src/contracts/compliance/auth/index.ts +0 -134
  148. package/src/contracts/compliance/batch-jobs/index.ts +0 -62
  149. package/src/contracts/compliance/bonus-tiers/index.ts +0 -55
  150. package/src/contracts/compliance/checklist/index.ts +0 -87
  151. package/src/contracts/compliance/checklist-items/index.ts +0 -86
  152. package/src/contracts/compliance/covered-persons/index.ts +0 -97
  153. package/src/contracts/compliance/dashboard/index.ts +0 -111
  154. package/src/contracts/compliance/data-records/index.ts +0 -116
  155. package/src/contracts/compliance/data-rooms/index.ts +0 -113
  156. package/src/contracts/compliance/default-theme-configs/index.ts +0 -95
  157. package/src/contracts/compliance/disbursement/index.ts +0 -165
  158. package/src/contracts/compliance/disbursement-approval-users/index.ts +0 -84
  159. package/src/contracts/compliance/disbursement-transactions/index.ts +0 -37
  160. package/src/contracts/compliance/domain-filters/index.ts +0 -117
  161. package/src/contracts/compliance/email-themes/index.ts +0 -284
  162. package/src/contracts/compliance/escrow-accounts/index.ts +0 -85
  163. package/src/contracts/compliance/exchange-api-keys/index.ts +0 -129
  164. package/src/contracts/compliance/exchange-imports/index.ts +0 -137
  165. package/src/contracts/compliance/files/index.ts +0 -267
  166. package/src/contracts/compliance/files-public/index.ts +0 -188
  167. package/src/contracts/compliance/health/index.ts +0 -26
  168. package/src/contracts/compliance/index.ts +0 -147
  169. package/src/contracts/compliance/individuals/index.ts +0 -57
  170. package/src/contracts/compliance/investor-accounts/index.ts +0 -141
  171. package/src/contracts/compliance/invites/index.ts +0 -137
  172. package/src/contracts/compliance/issuer-bank-accounts/index.ts +0 -81
  173. package/src/contracts/compliance/issuer-payment-methods/index.ts +0 -81
  174. package/src/contracts/compliance/issuers/index.ts +0 -97
  175. package/src/contracts/compliance/job-items/index.ts +0 -58
  176. package/src/contracts/compliance/jobs/index.ts +0 -59
  177. package/src/contracts/compliance/kyb/index.ts +0 -54
  178. package/src/contracts/compliance/kyc/index.ts +0 -77
  179. package/src/contracts/compliance/legal-entities/index.ts +0 -57
  180. package/src/contracts/compliance/login-histories/index.ts +0 -37
  181. package/src/contracts/compliance/notes/index.ts +0 -69
  182. package/src/contracts/compliance/notion-databases/index.ts +0 -107
  183. package/src/contracts/compliance/notion-pages/index.ts +0 -105
  184. package/src/contracts/compliance/offering-reports/index.ts +0 -149
  185. package/src/contracts/compliance/offerings/index.ts +0 -233
  186. package/src/contracts/compliance/pages/index.ts +0 -178
  187. package/src/contracts/compliance/payment-methods/index.ts +0 -57
  188. package/src/contracts/compliance/rejection-reasons/index.ts +0 -32
  189. package/src/contracts/compliance/review/index.ts +0 -169
  190. package/src/contracts/compliance/roles/index.ts +0 -34
  191. package/src/contracts/compliance/secondary-customers/index.ts +0 -77
  192. package/src/contracts/compliance/secondary-orders/index.ts +0 -60
  193. package/src/contracts/compliance/secondary-trades/index.ts +0 -100
  194. package/src/contracts/compliance/secure-requests/index.ts +0 -54
  195. package/src/contracts/compliance/signer/index.ts +0 -369
  196. package/src/contracts/compliance/site-links/index.ts +0 -128
  197. package/src/contracts/compliance/site-settings/index.ts +0 -669
  198. package/src/contracts/compliance/sites/index.ts +0 -56
  199. package/src/contracts/compliance/state-machine/index.ts +0 -94
  200. package/src/contracts/compliance/tasks/index.ts +0 -91
  201. package/src/contracts/compliance/third-parties/index.ts +0 -52
  202. package/src/contracts/compliance/trade-line-items/index.ts +0 -59
  203. package/src/contracts/compliance/trades/index.ts +0 -230
  204. package/src/contracts/compliance/transactions/index.ts +0 -161
  205. package/src/contracts/compliance/user-manuals/index.ts +0 -271
  206. package/src/contracts/compliance/user-settings/index.ts +0 -189
  207. package/src/contracts/compliance/users/index.ts +0 -200
  208. package/src/contracts/compliance/webhooks/index.ts +0 -41
  209. package/src/contracts/compliance-apikey/accounts/index.ts +0 -58
  210. package/src/contracts/compliance-apikey/index.ts +0 -14
  211. package/src/contracts/index.ts +0 -6
  212. package/src/contracts/investors/account-contacts/index.ts +0 -58
  213. package/src/contracts/investors/aic/index.ts +0 -59
  214. package/src/contracts/investors/assets/index.ts +0 -61
  215. package/src/contracts/investors/auth/index.ts +0 -116
  216. package/src/contracts/investors/bonus-tiers/index.ts +0 -37
  217. package/src/contracts/investors/cart/index.ts +0 -75
  218. package/src/contracts/investors/contact-us/index.ts +0 -48
  219. package/src/contracts/investors/data-records/index.ts +0 -113
  220. package/src/contracts/investors/data-rooms/index.ts +0 -96
  221. package/src/contracts/investors/files/index.ts +0 -167
  222. package/src/contracts/investors/files-public/index.ts +0 -185
  223. package/src/contracts/investors/index.ts +0 -72
  224. package/src/contracts/investors/individuals/index.ts +0 -99
  225. package/src/contracts/investors/investor-accounts/index.ts +0 -110
  226. package/src/contracts/investors/issuer-payment-methods/index.ts +0 -36
  227. package/src/contracts/investors/issuers/index.ts +0 -30
  228. package/src/contracts/investors/legal-entities/index.ts +0 -93
  229. package/src/contracts/investors/notes/index.ts +0 -69
  230. package/src/contracts/investors/offerings/index.ts +0 -93
  231. package/src/contracts/investors/pages/index.ts +0 -88
  232. package/src/contracts/investors/payment-methods/index.ts +0 -149
  233. package/src/contracts/investors/portfolios/index.ts +0 -53
  234. package/src/contracts/investors/sites/index.ts +0 -96
  235. package/src/contracts/investors/tasks/index.ts +0 -111
  236. package/src/contracts/investors/trade-line-items/index.ts +0 -75
  237. package/src/contracts/investors/trades/index.ts +0 -114
  238. package/src/contracts/investors/transactions/index.ts +0 -37
  239. package/src/contracts/investors/trusted-contacts/index.ts +0 -93
  240. package/src/contracts/investors/user-manuals/index.ts +0 -62
  241. package/src/contracts/investors/user-settings/index.ts +0 -170
  242. package/src/contracts/investors/users/index.ts +0 -45
  243. package/src/contracts/investors/webhooks/index.ts +0 -30
  244. package/src/contracts/issuers/account-contacts/index.ts +0 -76
  245. package/src/contracts/issuers/account-integrations/index.ts +0 -97
  246. package/src/contracts/issuers/accounts/index.ts +0 -97
  247. package/src/contracts/issuers/activities/index.ts +0 -54
  248. package/src/contracts/issuers/aic/index.ts +0 -39
  249. package/src/contracts/issuers/api-key-logs/index.ts +0 -53
  250. package/src/contracts/issuers/api-keys/index.ts +0 -93
  251. package/src/contracts/issuers/assets/index.ts +0 -122
  252. package/src/contracts/issuers/auth/index.ts +0 -152
  253. package/src/contracts/issuers/bonus-tiers/index.ts +0 -55
  254. package/src/contracts/issuers/contact-us/index.ts +0 -48
  255. package/src/contracts/issuers/covered-persons/index.ts +0 -136
  256. package/src/contracts/issuers/dashboard/index.ts +0 -72
  257. package/src/contracts/issuers/data-records/index.ts +0 -257
  258. package/src/contracts/issuers/data-rooms/index.ts +0 -134
  259. package/src/contracts/issuers/disbursement-approval-users/index.ts +0 -82
  260. package/src/contracts/issuers/disbursement-transactions/index.ts +0 -53
  261. package/src/contracts/issuers/disbursements/index.ts +0 -153
  262. package/src/contracts/issuers/email-themes/index.ts +0 -242
  263. package/src/contracts/issuers/escrow-accounts/index.ts +0 -81
  264. package/src/contracts/issuers/exchange-api-keys/index.ts +0 -144
  265. package/src/contracts/issuers/files/index.ts +0 -166
  266. package/src/contracts/issuers/files-public/index.ts +0 -166
  267. package/src/contracts/issuers/health/index.ts +0 -24
  268. package/src/contracts/issuers/index.ts +0 -112
  269. package/src/contracts/issuers/investor-accounts/index.ts +0 -148
  270. package/src/contracts/issuers/invites/index.ts +0 -129
  271. package/src/contracts/issuers/issuer/index.ts +0 -94
  272. package/src/contracts/issuers/issuer-bank-accounts/index.ts +0 -81
  273. package/src/contracts/issuers/issuer-payment-methods/index.ts +0 -136
  274. package/src/contracts/issuers/kyc/index.ts +0 -38
  275. package/src/contracts/issuers/login-histories/index.ts +0 -51
  276. package/src/contracts/issuers/notes/index.ts +0 -69
  277. package/src/contracts/issuers/offerings/index.ts +0 -206
  278. package/src/contracts/issuers/pages/index.ts +0 -138
  279. package/src/contracts/issuers/payment-methods/index.ts +0 -61
  280. package/src/contracts/issuers/portfolios/index.ts +0 -36
  281. package/src/contracts/issuers/rejection-reasons/index.ts +0 -32
  282. package/src/contracts/issuers/review/index.ts +0 -63
  283. package/src/contracts/issuers/secondary-customers/index.ts +0 -55
  284. package/src/contracts/issuers/secondary-orders/index.ts +0 -57
  285. package/src/contracts/issuers/secondary-trades/index.ts +0 -57
  286. package/src/contracts/issuers/secure-requests/index.ts +0 -34
  287. package/src/contracts/issuers/site-links/index.ts +0 -116
  288. package/src/contracts/issuers/site-settings/index.ts +0 -585
  289. package/src/contracts/issuers/sites/index.ts +0 -32
  290. package/src/contracts/issuers/tasks/index.ts +0 -111
  291. package/src/contracts/issuers/trades/index.ts +0 -132
  292. package/src/contracts/issuers/transactions/index.ts +0 -158
  293. package/src/contracts/issuers/user-manuals/index.ts +0 -62
  294. package/src/contracts/issuers/user-settings/index.ts +0 -170
  295. package/src/contracts/issuers/users/index.ts +0 -126
  296. package/src/contracts/secondaries/accounts/index.ts +0 -58
  297. package/src/contracts/secondaries/index.ts +0 -23
  298. package/src/contracts/secondaries/secondary-customers/index.ts +0 -55
  299. package/src/contracts/secondaries/secondary-issuers/index.ts +0 -94
  300. package/src/contracts/secondaries/secondary-orders/index.ts +0 -56
  301. package/src/contracts/secondaries/secondary-securities/index.ts +0 -95
  302. package/src/contracts/secondaries/secondary-trades/index.ts +0 -56
  303. package/types/index.mjs +0 -10320
@@ -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
- >;