@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
@@ -1,341 +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
- });
72
- export type IPaginatedIssuerPaymentMethodIntegrations = z.infer<
73
- typeof IPaginatedIssuerPaymentMethodIntegrations
74
- >;
75
-
76
- export const IIssuerPaymentMethod = IBaseEntity.extend({
77
- paymentMethodType: z
78
- .nativeEnum(PaymentMethodType)
79
- .openapi({ example: PaymentMethodType.CREDIT_CARD }),
80
- paymentMethodProvider: z.nativeEnum(PaymentMethodProvider).openapi({
81
- example: PaymentMethodProvider.STRIPE,
82
- }),
83
- enabled: z.boolean().openapi({ example: true }),
84
- 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
- });