@dalmore/api-contracts 1.0.6 → 1.0.7

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 (137) hide show
  1. package/dist/contracts/clients/index.d.ts +19 -0
  2. package/index.mjs +4 -1
  3. package/package.json +4 -4
  4. package/src/common/types/account-contact.types.ts +0 -98
  5. package/src/common/types/account-detail.types.ts +0 -27
  6. package/src/common/types/account-integration.types.ts +0 -143
  7. package/src/common/types/account-manager.types.ts +0 -124
  8. package/src/common/types/account.types.ts +0 -296
  9. package/src/common/types/activity.types.ts +0 -274
  10. package/src/common/types/address.spec.ts +0 -203
  11. package/src/common/types/address.types.ts +0 -41
  12. package/src/common/types/aic.types.ts +0 -246
  13. package/src/common/types/aml.types.ts +0 -18
  14. package/src/common/types/api-key-logs.types.ts +0 -66
  15. package/src/common/types/api-keys.types.ts +0 -69
  16. package/src/common/types/asset.types.ts +0 -338
  17. package/src/common/types/auth.types.ts +0 -370
  18. package/src/common/types/batch-jobs.types.ts +0 -151
  19. package/src/common/types/bonus-tier.types.ts +0 -147
  20. package/src/common/types/cart.types.ts +0 -18
  21. package/src/common/types/checklist-items.types.ts +0 -70
  22. package/src/common/types/checklist.types.ts +0 -97
  23. package/src/common/types/common.types.spec.ts +0 -336
  24. package/src/common/types/common.types.ts +0 -1520
  25. package/src/common/types/comply-advantage-api.types.ts +0 -316
  26. package/src/common/types/comply-advantage.types.ts +0 -25
  27. package/src/common/types/contact-us.types.ts +0 -107
  28. package/src/common/types/contract-helpers.ts +0 -205
  29. package/src/common/types/countries.types.ts +0 -375
  30. package/src/common/types/covered-person.types.ts +0 -274
  31. package/src/common/types/dashboard.types.ts +0 -799
  32. package/src/common/types/data-record.types.ts +0 -325
  33. package/src/common/types/data-room.types.ts +0 -242
  34. package/src/common/types/default-theme-config.types.ts +0 -87
  35. package/src/common/types/disbursement-adjustment.types.ts +0 -32
  36. package/src/common/types/disbursement-approval-user.types.ts +0 -100
  37. package/src/common/types/disbursement-review.types.ts +0 -110
  38. package/src/common/types/disbursement-transaction.types.ts +0 -72
  39. package/src/common/types/disbursements.types.ts +0 -310
  40. package/src/common/types/domain-filter.types.ts +0 -55
  41. package/src/common/types/email-theme.types.ts +0 -442
  42. package/src/common/types/entity.types.ts +0 -15
  43. package/src/common/types/error-responses.types.ts +0 -135
  44. package/src/common/types/escrow-account.types.ts +0 -104
  45. package/src/common/types/exchange-api-key.types.ts +0 -121
  46. package/src/common/types/exchange-import.types.ts +0 -36
  47. package/src/common/types/exchange-provider.types.ts +0 -329
  48. package/src/common/types/file.types.ts +0 -461
  49. package/src/common/types/files.types.spec.ts +0 -154
  50. package/src/common/types/health.types.ts +0 -29
  51. package/src/common/types/index.ts +0 -48
  52. package/src/common/types/individuals.types.ts +0 -554
  53. package/src/common/types/investor-account.types.ts +0 -1239
  54. package/src/common/types/investorAccountIdSchema.type.ts +0 -0
  55. package/src/common/types/investors-offering.types.ts +0 -65
  56. package/src/common/types/invite.types.ts +0 -133
  57. package/src/common/types/issuer-bank-account.types.ts +0 -107
  58. package/src/common/types/issuer-offering.types.ts +0 -306
  59. package/src/common/types/issuer-payment-method.types.spec.ts +0 -612
  60. package/src/common/types/issuer-payment-method.types.ts +0 -341
  61. package/src/common/types/issuer.types.ts +0 -312
  62. package/src/common/types/job-item.types.ts +0 -119
  63. package/src/common/types/jobs.types.ts +0 -171
  64. package/src/common/types/kyb.types.ts +0 -53
  65. package/src/common/types/kyc.types.ts +0 -188
  66. package/src/common/types/legal-entity.types.ts +0 -185
  67. package/src/common/types/login-history.types.ts +0 -46
  68. package/src/common/types/mail-template.types.ts +0 -436
  69. package/src/common/types/north-cap-integration.types.ts +0 -190
  70. package/src/common/types/note.types.ts +0 -109
  71. package/src/common/types/notification.types.ts +0 -58
  72. package/src/common/types/notion-api.types.ts +0 -374
  73. package/src/common/types/notion-database.types.ts +0 -125
  74. package/src/common/types/notion-page.types.ts +0 -267
  75. package/src/common/types/offering-reports.types.ts +0 -153
  76. package/src/common/types/offering-submission.types.ts +0 -314
  77. package/src/common/types/offering.types.spec.ts +0 -91
  78. package/src/common/types/offering.types.ts +0 -590
  79. package/src/common/types/page-revision.types.ts +0 -86
  80. package/src/common/types/page.types.ts +0 -436
  81. package/src/common/types/password.type.ts +0 -15
  82. package/src/common/types/payment-methods.types.ts +0 -298
  83. package/src/common/types/phone.spec.ts +0 -76
  84. package/src/common/types/phone.type.ts +0 -27
  85. package/src/common/types/portfolio.types.ts +0 -50
  86. package/src/common/types/privacy-policy-and-tos.types.ts +0 -231
  87. package/src/common/types/queue.types.ts +0 -112
  88. package/src/common/types/registered-reps.types.ts +0 -25
  89. package/src/common/types/rejection-reasons.types.ts +0 -56
  90. package/src/common/types/reminder-config.types.ts +0 -40
  91. package/src/common/types/review.types.ts +0 -133
  92. package/src/common/types/role.types.ts +0 -26
  93. package/src/common/types/secondary-customer.types.ts +0 -66
  94. package/src/common/types/secondary-issuer.types.ts +0 -50
  95. package/src/common/types/secondary-order.types.ts +0 -58
  96. package/src/common/types/secondary-security.types.ts +0 -60
  97. package/src/common/types/secondary-trade.entity.ts +0 -16
  98. package/src/common/types/secondary-trade.types.ts +0 -95
  99. package/src/common/types/secure-request.types.ts +0 -68
  100. package/src/common/types/signer.types.ts +0 -651
  101. package/src/common/types/site-link.types.spec.ts +0 -134
  102. package/src/common/types/site-link.types.ts +0 -166
  103. package/src/common/types/site-settings.types.ts +0 -726
  104. package/src/common/types/site.types.ts +0 -270
  105. package/src/common/types/sms.types.ts +0 -30
  106. package/src/common/types/state-machine.types.ts +0 -177
  107. package/src/common/types/states.types.ts +0 -163
  108. package/src/common/types/subdoc-preview.types.ts +0 -35
  109. package/src/common/types/task.types.ts +0 -258
  110. package/src/common/types/trade-adjustment.type.ts +0 -33
  111. package/src/common/types/trade-line-item.type.ts +0 -132
  112. package/src/common/types/trade.types.ts +0 -929
  113. package/src/common/types/transaction.types.ts +0 -198
  114. package/src/common/types/trusted-contact.types.ts +0 -122
  115. package/src/common/types/typography.types.ts +0 -75
  116. package/src/common/types/user-manual.types.ts +0 -290
  117. package/src/common/types/user-setting.types.ts +0 -133
  118. package/src/common/types/user.types.ts +0 -320
  119. package/src/common/types/webhook.types.ts +0 -588
  120. package/src/common/types/zip.type.ts +0 -36
  121. package/src/contracts/clients/accounts/index.ts +0 -61
  122. package/src/contracts/clients/aic/index.ts +0 -59
  123. package/src/contracts/clients/api-key-logs/index.ts +0 -53
  124. package/src/contracts/clients/api-keys/index.ts +0 -73
  125. package/src/contracts/clients/assets/index.ts +0 -102
  126. package/src/contracts/clients/auth/index.ts +0 -50
  127. package/src/contracts/clients/files/index.ts +0 -166
  128. package/src/contracts/clients/files-public/index.ts +0 -166
  129. package/src/contracts/clients/index.ts +0 -44
  130. package/src/contracts/clients/individuals/index.ts +0 -93
  131. package/src/contracts/clients/investor-accounts/index.ts +0 -93
  132. package/src/contracts/clients/issuers/index.ts +0 -94
  133. package/src/contracts/clients/legal-entities/index.ts +0 -93
  134. package/src/contracts/clients/offerings/index.ts +0 -117
  135. package/src/contracts/clients/secure-requests/index.ts +0 -34
  136. package/src/contracts/clients/sites/index.ts +0 -56
  137. package/src/contracts/clients/trades/index.ts +0 -122
@@ -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
- >;