@dalmore/api-contracts 1.0.9 → 1.0.10

package/{src/common → common}/types/dashboard.types.ts

@@ -7,6 +7,7 @@ import {
   FileLabels,
   IPaginationMeta,
   OfferingType,
+  StringToBooleanSchema,
 } from './common.types';
 import { accountIdSchema } from './account.types';
 
@@ -330,15 +331,7 @@ export const GetInvestmentDashboardQueryZod = z.object({
   offerings: OfferingsArrayQueryZod.optional(),
   offeringTypes: OfferingTypesQueryZod.optional(),
   timeFilteringType: z.nativeEnum(DashboardTimeFilteringType),
-  debug: z.preprocess(
-    (val) =>
-      val === 'true' || val === '1'
-        ? true
-        : val === 'false' || val === '0'
-          ? false
-          : val,
-    z.boolean().optional(),
-  ),
+  debug: StringToBooleanSchema.optional(),
 });
 export type GetInvestmentDashboardQueryZod = z.infer<
   typeof GetInvestmentDashboardQueryZod

package/{src/common → common}/types/data-record.types.ts

@@ -166,7 +166,7 @@ export interface BaseDataRecordStructure extends IBaseEntityType {
   data?: BaseDataRecordStructure[] | undefined;
 }
 
-export const DataRecordStructureZod = z
+export const DataRecordStructureZod: z.ZodType<BaseDataRecordStructure> = z
   .lazy(() =>
     IBaseEntity.extend({
       name: z.string().min(1).max(255),

package/{src/common → common}/types/disbursements.types.ts

@@ -11,14 +11,17 @@ import {
 import { tradeIdSchema } from './trade.types';
 import { accountIdSchema } from './account.types';
 import { TypeID } from 'typeid-js';
-import { issuerIdSchema } from './issuer.types';
-import { issuerBankAccountIdSchema } from './issuer-bank-account.types';
+import { IIssuer, issuerIdSchema } from './issuer.types';
+import {
+  IIssuerBankAccount,
+  issuerBankAccountIdSchema,
+} from './issuer-bank-account.types';
 import { userIdSchema, UserZod } from './user.types';
 import {
   PostDisbursementAdjustmentZod,
   DisbursementAdjustmentType,
 } from './disbursement-adjustment.types';
-import { escrowAccountIdSchema } from './escrow-account.types';
+import { IEscrowAccount, escrowAccountIdSchema } from './escrow-account.types';
 
 export const disbursementIdSchema = z.string().refine(
   (value) => {
@@ -308,3 +311,116 @@ export const DisbursementSummaryZod = z.object({
   amountToBeTransferred: z.number(),
 });
 export type DisbursementSummaryZod = z.infer<typeof DisbursementSummaryZod>;
+
+// GET /disbursements/preview query parameters
+export const GetDisbursementPreviewQueryZod = z.object({
+  offeringId: offeringIdSchema,
+  selectedTrades: z
+    .string()
+    .optional()
+    .transform((str) => (str ? str.split(',') : []))
+    .refine(
+      (ids) =>
+        ids.every((id) => {
+          try {
+            const tid = TypeID.fromString(id);
+            return tid.getType() === 'trade';
+          } catch {
+            return false;
+          }
+        }),
+      {
+        message: 'All selected trades must be valid trade IDs',
+      },
+    )
+    .openapi({
+      example: 'trade_01abc123,trade_01def456',
+    }),
+});
+export type GetDisbursementPreviewQueryZod = z.infer<
+  typeof GetDisbursementPreviewQueryZod
+>;
+
+// Context fields for disbursement preview
+export const DisbursementPreviewContextZod = z.object({
+  issuer: z.lazy(() => IIssuer).nullable(),
+  offering: z.lazy(() => IOffering).nullable(),
+  escrowAccount: z.lazy(() => IEscrowAccount).nullable(),
+  destinationBank: z.lazy(() => IIssuerBankAccount).nullable(),
+});
+export type DisbursementPreviewContextZod = z.infer<
+  typeof DisbursementPreviewContextZod
+>;
+
+// Balance values for disbursement preview
+export const DisbursementPreviewBalanceZod = z.object({
+  totalRaised: z.number(),
+  totalDisbursed: z.number(),
+  pending: z.number(),
+  refundPool: z.number(),
+  availableForDisbursement: z.number(),
+});
+export type DisbursementPreviewBalanceZod = z.infer<
+  typeof DisbursementPreviewBalanceZod
+>;
+
+// Trade summary for disbursement preview
+export const DisbursementPreviewTradeSummaryZod = z.object({
+  selectedTradesCount: z.number(),
+  selectedTradesTotalAmount: z.number(),
+});
+export type DisbursementPreviewTradeSummaryZod = z.infer<
+  typeof DisbursementPreviewTradeSummaryZod
+>;
+
+// Contingency validation result
+export const DisbursementPreviewContingencyZod = z.object({
+  contingencyPassed: z.boolean(),
+  contingencyMessage: z.string().nullable(),
+  contingencyAmount: z.number(),
+});
+export type DisbursementPreviewContingencyZod = z.infer<
+  typeof DisbursementPreviewContingencyZod
+>;
+
+// Amount defaults and constraints
+export const DisbursementPreviewAmountZod = z.object({
+  defaultAmount: z.number(),
+  minAmount: z.number(),
+  maxAmount: z.number(),
+});
+export type DisbursementPreviewAmountZod = z.infer<
+  typeof DisbursementPreviewAmountZod
+>;
+
+// Complete response for GET /disbursements/preview
+export const DisbursementPreviewZod = z.object({
+  context: DisbursementPreviewContextZod,
+  balance: DisbursementPreviewBalanceZod,
+  tradeSummary: DisbursementPreviewTradeSummaryZod,
+  contingency: DisbursementPreviewContingencyZod,
+  amount: DisbursementPreviewAmountZod,
+});
+export type DisbursementPreviewZod = z.infer<typeof DisbursementPreviewZod>;
+
+export const EligibleOfferingZod = z.object({
+  offeringId: offeringIdSchema,
+  offeringName: z.string(),
+  availableAmount: z.number(),
+});
+export type EligibleOfferingZod = z.infer<typeof EligibleOfferingZod>;
+
+export const IPaginatedEligibleOffering = z.object({
+  items: z.array(EligibleOfferingZod),
+  meta: IPaginationMeta,
+});
+export type IPaginatedEligibleOffering = z.infer<
+  typeof IPaginatedEligibleOffering
+>;
+
+export const EligibleOfferingsFiltersZod = z.object({
+  search: z.string().optional(),
+});
+export type EligibleOfferingsFiltersZod = z.infer<
+  typeof EligibleOfferingsFiltersZod
+>;

package/{src/common → common}/types/escrow-account.types.ts

@@ -1,6 +1,6 @@
 import { extendZodWithOpenApi } from '@anatine/zod-openapi';
 import { z } from 'zod';
-import { AccountZod, IPaginationMeta } from './common.types';
+import { AccountZod, EmailSchema, IPaginationMeta } from './common.types';
 import { IBaseEntity } from './entity.types';
 import { TypeID } from 'typeid-js';
 import { accountIdSchema } from './account.types';
@@ -43,7 +43,7 @@ export const PostEscrowAccount = z.object({
   accountNumber: z.string().optional().nullable(),
   routingNumber: z.string().min(9).max(9).optional().nullable(),
   agentName: z.string().min(2).max(50),
-  agentEmail: z.string().email(),
+  agentEmail: EmailSchema,
 });
 
 export type PostEscrowAccount = z.infer<typeof PostEscrowAccount>;
@@ -65,7 +65,7 @@ export const PatchEscrowAccount = z.object({
   accountNumber: z.string().min(10).max(18).optional().nullable().optional(),
   routingNumber: z.string().min(9).max(9).optional().nullable().optional(),
   agentName: z.string().min(2).max(50).optional(),
-  agentEmail: z.string().email().optional(),
+  agentEmail: EmailSchema.optional(),
 });
 
 export type PatchEscrowAccount = z.infer<typeof PatchEscrowAccount>;

package/{src/common → common}/types/file.types.ts

@@ -17,7 +17,7 @@ import { KybZod } from './kyb.types';
 import { IIndividualZod, individualIdSchema } from './individuals.types';
 import { LegalEntityZod } from './legal-entity.types';
 import { IInvestorAccount } from './investor-account.types';
-import { TradeZod } from './trade.types';
+import { tradeIdSchema, TradeZod } from './trade.types';
 
 extendZodWithOpenApi(z);
 
@@ -168,13 +168,13 @@ export type PostFileQueryParams = z.infer<typeof PostFileQueryParams>;
 
 /**
  * CLIENT portal specific schema for file uploads
- * Only allows INDIVIDUALS as target for file uploads
+ * Only allows INDIVIDUALS and TRADES as target for file uploads
  */
 export const ClientPostFileQueryParams = z.object({
   name: z.string().min(1).max(100).openapi({ example: 'file_name' }),
   category: z.string().max(50).openapi({ example: 'application' }),
   label: FileLabelsEnum.openapi({ example: FileLabels.OTHER }),
-  targetId: individualIdSchema.openapi({
+  targetId: z.union([individualIdSchema, tradeIdSchema]).openapi({
     example: 'individual_01kcrsny60fb9rjc8bbqc3b80c',
   }),
   metadata: metadataSchema.nullable().optional(),
@@ -314,8 +314,23 @@ export const reviewFiles = z.object({
 });
 export type reviewFiles = z.infer<typeof reviewFiles>;
 
+/**
+ * Zod preprocessor that trims strings and converts empty/whitespace-only strings to null
+ */
+const trimAndNullifyString = z.preprocess((val) => {
+  if (typeof val === 'string') {
+    const trimmed = val.trim();
+    return trimmed === '' ? null : trimmed;
+  }
+  return val;
+}, z.unknown());
+
 export const PatchFileMetadata = z.object({
-  corrected: z.record(z.string(), z.unknown()),
+  corrected: z.record(z.string(), trimAndNullifyString),
+  expectedCorrected: z
+    .record(z.string(), trimAndNullifyString)
+    .nullable()
+    .optional(),
 });
 export type PatchFileMetadata = z.infer<typeof PatchFileMetadata>;
 
@@ -343,6 +358,7 @@ export const FileMetadataSchema = z.object({
       },
     ),
   corrected: z.record(z.any()).optional(),
+  expectedCorrected: z.record(z.any()).optional(),
 });
 export type FileMetadata = z.infer<typeof FileMetadataSchema>;
 

package/common/types/i-will-do-it-later.types.ts

@@ -0,0 +1,68 @@
+import { z } from 'zod';
+import { PortalType, TargetTableEnum } from './common.types';
+import { TaskPriority, TaskType } from './task.types';
+
+export enum IWillDoItLaterType {
+  KYC = 'KYC',
+  // Future types can be added here:
+  // AIC = 'AIC',
+  // AML = 'AML',
+}
+
+export const IWillDoItLaterBodySchema = z.object({
+  type: z.nativeEnum(IWillDoItLaterType).default(IWillDoItLaterType.KYC),
+});
+
+export type IWillDoItLaterBodyType = z.infer<typeof IWillDoItLaterBodySchema>;
+
+export const IWillDoItLaterResponseSchema = z.object({
+  message: z.string(),
+});
+
+export type IWillDoItLaterResponseType = z.infer<
+  typeof IWillDoItLaterResponseSchema
+>;
+
+/**
+ * @description Context required for processing "I'll do it later" actions.
+ */
+export interface IWillDoItLaterContext {
+  /** The ID of the target entity */
+  targetId: string;
+  /** The table name of the target entity */
+  targetTable: (typeof TargetTableEnum)[number];
+  /** The account ID associated with the action */
+  accountId: string;
+  /** The user ID who will be assigned the task */
+  assigneeId: string;
+}
+
+/**
+ * @description Configuration for each "I'll do it later" action type.
+ * Maps action types to their corresponding task configuration.
+ */
+export interface IWillDoItLaterTaskConfig {
+  taskType: TaskType;
+  portalType: PortalType;
+  title: string;
+  description: string;
+  priority: TaskPriority;
+}
+
+/**
+ * @description Mapping of "I'll do it later" types to their task configurations.
+ * This allows for easy extension of new action types without modifying the service logic.
+ */
+export const IWillDoItLaterTaskConfigMap: Record<
+  IWillDoItLaterType,
+  IWillDoItLaterTaskConfig
+> = {
+  [IWillDoItLaterType.KYC]: {
+    taskType: TaskType.COMPLETE_KYC,
+    portalType: PortalType.INVESTOR,
+    title: 'Complete KYC',
+    description:
+      'We are unable to verify your KYC information. Please complete your KYC.',
+    priority: TaskPriority.HIGH,
+  },
+};

package/{src/common → common}/types/index.ts

@@ -42,6 +42,8 @@ export * from './domain-filter.types';
 export * from './aic.types';
 export * from './default-theme-config.types';
 export * from './offering-reports.types';
+export * from './i-will-do-it-later.types';
+export * from './payment-methods.types';
 
 export enum Versions {
   V1 = 'v1',

package/{src/common → common}/types/individuals.types.ts

@@ -12,12 +12,11 @@ import {
   InvestorAccountType,
   SetupStatusType,
   SetupStepType,
-  ComplianceReview,
   RetirementAccountType,
-  TradeStatus,
   EmploymentStatus,
   SourceOfIncome,
   AMLProvider,
+  EmailSchema,
 } from './common.types';
 import { IBaseEntity } from './entity.types';
 import { IInvestorAccount } from './investor-account.types';
@@ -60,8 +59,8 @@ export enum aicQuestionnaireQuestionType {
 }
 
 export enum FilterBy {
-  TRADE = 'TRADE',
-  INVESTOR = 'INVESTOR',
+  ALL = 'ALL',
+  PENDING_TRADES = 'PENDING_TRADES',
 }
 
 export const aicQuestionnaireQuestion = z.object({
@@ -243,17 +242,6 @@ export const IndividualFiltersZod = z.object({
 
 export const ComplianceIndividualFiltersZod = IndividualFiltersZod.extend({
   filterBy: z.nativeEnum(FilterBy).optional(),
-  tradeStatus: z.nativeEnum(TradeStatus).optional(),
-  complianceReview: z.nativeEnum(ComplianceReview).optional(),
-  hasPendingTrades: z.preprocess(
-    (val) =>
-      val === 'true' || val === '1'
-        ? true
-        : val === 'false' || val === '0'
-          ? false
-          : val,
-    z.boolean().optional(),
-  ),
 });
 
 /**
@@ -301,7 +289,7 @@ export const PostIndividualBodySchema = z
       .string()
       .length(3, 'currencyCode must be 3 digits')
       .optional(),
-    email: z.string().email().optional(),
+    email: EmailSchema.optional(),
     role: z.nativeEnum(IndividualRole),
     phone: PhoneZodSchema.openapi({ example: '+12124567890' }).optional(),
     ownership: z.coerce
@@ -400,7 +388,7 @@ export const UpdateIndividualBodySchema = z
       .length(3, 'currencyCode must be 3 digits')
       .optional(),
     phone: PhoneZodSchema.openapi({ example: '+12124567890' }).optional(),
-    email: z.string().email().optional(),
+    email: EmailSchema.optional(),
     ownership: z.coerce
       .number()
       .min(0, 'Ownership is less than 0')

package/{src/common → common}/types/investor-account.types.ts

@@ -24,6 +24,7 @@ import {
   SortBy,
   SortOrder,
   AMLProvider,
+  EmailSchema,
 } from './common.types';
 import { accountIdSchema } from './account.types';
 import { SaStatus, tradeIdSchema, TradeZod } from './trade.types';
@@ -131,7 +132,7 @@ export type PostClientInvestorAccountBody = z.infer<
 
 export const UpdateInvestorAccountBodySchema = z.object({
   name: z.string().optional(),
-  email: z.string().email().optional(),
+  email: EmailSchema.optional(),
 });
 export type UpdateInvestorAccountBody = z.infer<
   typeof UpdateInvestorAccountBodySchema

package/{src/common → common}/types/invite.types.ts

@@ -3,7 +3,9 @@ import {
   AccountZod,
   IPaginationMeta,
   IssuerRole,
+  PortalType,
   UserRole,
+  EmailSchema,
 } from './common.types';
 import { extendZodWithOpenApi } from '@anatine/zod-openapi';
 import { TypeID } from 'typeid-js';
@@ -48,7 +50,7 @@ export const InviteWithUrl = InviteWithoutSecretZod.extend({
 export type InviteWithUrl = z.infer<typeof InviteWithUrl>;
 
 export const PostIssuerInviteZod = z.object({
-  email: z.string().email(),
+  email: EmailSchema,
   role: z.nativeEnum(IssuerRole),
 });
 
@@ -131,3 +133,27 @@ export const PatchInviteForComplianceZod = PatchInviteRoleZod.extend({
 export type PatchInviteForComplianceZod = z.infer<
   typeof PatchInviteForComplianceZod
 >;
+
+export const PostInviteZod = z.object({
+  email: EmailSchema,
+  role: z.nativeEnum(UserRole).openapi({
+    example: UserRole.ADMIN,
+  }),
+  accountId: z.string().optional().openapi({
+    example: 'account_01j5y5ghx5fg68d663j1fvy2x7',
+  }),
+  portalType: z.nativeEnum(PortalType).optional().openapi({
+    example: PortalType.ISSUER,
+  }),
+});
+
+export type PostInviteZod = z.infer<typeof PostInviteZod>;
+
+export const CompliancePostInviteZod = z.object({
+  email: EmailSchema,
+  role: z.nativeEnum(UserRole).openapi({
+    example: UserRole.ADMIN,
+  }),
+});
+
+export type CompliancePostInviteZod = z.infer<typeof CompliancePostInviteZod>;

package/{src/common → common}/types/issuer-offering.types.ts

@@ -8,10 +8,13 @@ import {
   ManagedByType,
   OfferingVersioningType,
   ComplianceReview,
+  DurationType,
+  AssetType,
+  StringToBooleanSchema,
 } from './common.types';
 import { IBaseEntity } from './entity.types';
 import { IIssuer, issuerIdSchema } from './issuer.types';
-import { IAsset } from './asset.types';
+import { IAsset, postAssetRefinement, AssetTemplateType } from './asset.types';
 import { fileIdSchema, FileZod } from './file.types';
 import { accountIdSchema } from './account.types';
 
@@ -128,20 +131,60 @@ export const PostIssuerOffering = z
       .nullable()
       .openapi({ example: 'This is a description of the offering.' }),
     managedBy: z.nativeEnum(ManagedByType).optional(),
+    assetName: z.string().min(2).max(50).openapi({ example: 'Asset name' }),
+    assetType: z.nativeEnum(AssetType).openapi({ example: AssetType.STOCK }),
+    pricePerUnit: z
+      .number()
+      .min(0.01)
+      .max(10000000000)
+      .nullable()
+      .openapi({ example: 2000 }),
+    totalUnits: z
+      .number()
+      .min(1)
+      .max(10000000000)
+      .nullable()
+      .openapi({ example: 5200 }),
+    yield: z
+      .number()
+      .min(0.01)
+      .max(10000000000)
+      .nullable()
+      .optional()
+      .openapi({ example: 1200 }),
+    duration: z
+      .number()
+      .min(1)
+      .max(1000)
+      .nullable()
+      .optional()
+      .openapi({ example: 1 }),
+    durationType: z
+      .nativeEnum(DurationType)
+      .nullable()
+      .optional()
+      .openapi({ example: DurationType.DAY }),
+    template: z
+      .nativeEnum(AssetTemplateType)
+      .default(AssetTemplateType.STANDARD)
+      .openapi({ example: AssetTemplateType.STANDARD }),
+    tiers: z.array(z.number().positive()).nullable().optional(),
+    enableBonus: z.boolean().default(false).optional(),
   })
-  .refine(
-    (data) => {
-      // Check if both values are present, and if so, ensure minInvestment is less than maxInvestment
-      if (data.minInvestment && data.maxInvestment) {
-        return data.minInvestment < data.maxInvestment;
+  .superRefine((data, ctx) => {
+    // Check if both values are present, and if so, ensure minInvestment is less than maxInvestment
+    if (data.minInvestment && data.maxInvestment) {
+      if (data.minInvestment >= data.maxInvestment) {
+        ctx.addIssue({
+          path: ['minInvestment'],
+          message: 'Minimum investment must be less than maximum investment.',
+          code: z.ZodIssueCode.custom,
+        });
       }
-      return true; // If one or both values are undefined, skip this check
-    },
-    {
-      message: 'Minimum investment must be less than maximum investment.',
-      path: ['minInvestment'],
-    },
-  );
+    }
+    // Apply asset-specific refinements
+    postAssetRefinement(data, ctx);
+  });
 
 export type PostIssuerOffering = z.infer<typeof PostIssuerOffering>;
 export const PatchIssuerOffering = z.object({
@@ -151,38 +194,39 @@ export const PatchIssuerOffering = z.object({
     .max(100)
     .optional()
     .openapi({ example: 'Airbnb IPO' }),
+  type: z
+    .nativeEnum(OfferingType)
+    .optional()
+    .openapi({ example: OfferingType.REG_D }),
   targetAmount: z
     .number()
     .min(0)
     .max(10000000000)
     .optional()
     .openapi({ example: 120000 }),
-  raiseAmount: z
-    .number()
-    .min(0)
-    .max(10000000000)
-    .optional()
-    .openapi({ example: 200000 }),
   minInvestment: z
     .number()
     .min(0)
     .max(10000000000)
+    .nullable()
     .optional()
     .openapi({ example: 1000 }),
   maxInvestment: z
     .number()
     .min(0)
     .max(10000000000)
+    .nullable()
     .optional()
     .openapi({ example: 20000 }),
   contingencyAmount: z
     .number()
     .min(0)
     .max(10000000000)
+    .nullable()
     .optional()
     .openapi({ example: 5000 }),
-  startAt: dateSchema.optional().openapi({ example: '10/20/2024' }),
-  endAt: dateSchema.optional().openapi({ example: '10/27/2024' }),
+  startAt: dateSchema.nullable().optional().openapi({ example: '10/20/2024' }),
+  endAt: dateSchema.nullable().optional().openapi({ example: '10/27/2024' }),
   cancellationPeriod: z
     .number()
     .min(1)
@@ -212,6 +256,53 @@ export const PatchIssuerOffering = z.object({
   managedBy: z.nativeEnum(ManagedByType).optional(),
   showTotalRaised: z.boolean().optional(),
   issuerId: issuerIdSchema.optional(),
+  assetName: z.string().min(2).max(50).optional().openapi({ example: 'Z' }),
+  assetType: z
+    .nativeEnum(AssetType)
+    .optional()
+    .openapi({ example: AssetType.STOCK }),
+  pricePerUnit: z
+    .number()
+    .min(0.01)
+    .max(10000000000)
+    .nullable()
+    .optional()
+    .openapi({ example: 2000 }),
+  totalUnits: z
+    .number()
+    .min(1)
+    .max(10000000000)
+    .nullable()
+    .optional()
+    .openapi({ example: 5200 }),
+  yield: z
+    .number()
+    .min(0.01)
+    .max(10000000000)
+    .nullable()
+    .optional()
+    .openapi({ example: 1200 }),
+  duration: z
+    .number()
+    .min(1)
+    .max(1000)
+    .nullable()
+    .optional()
+    .openapi({ example: 1 }),
+  durationType: z
+    .nativeEnum(DurationType)
+    .nullable()
+    .optional()
+    .openapi({ example: DurationType.DAY }),
+  template: z
+    .nativeEnum(AssetTemplateType)
+    .default(AssetTemplateType.STANDARD)
+    .openapi({ example: AssetTemplateType.STANDARD })
+    .nullable()
+    .optional(),
+  tiers: z.array(z.number().positive()).nullable().optional(),
+  enabled: z.boolean().optional(),
+  enableBonus: z.boolean().optional(),
 });
 export type PatchIssuerOffering = z.infer<typeof PatchIssuerOffering>;
 
@@ -281,15 +372,7 @@ export const IssuerOfferingsFilterZod = z.object({
   issuerId: z.lazy(() => issuerIdSchema).optional(),
   type: z.nativeEnum(OfferingType).optional(),
   status: z.nativeEnum(ComplianceReview).optional(),
-  enabled: z.preprocess(
-    (val) =>
-      val === 'true' || val === '1'
-        ? true
-        : val === 'false' || val === '0'
-          ? false
-          : val,
-    z.boolean().optional(),
-  ),
+  enabled: StringToBooleanSchema.optional(),
   managedBy: z.nativeEnum(ManagedByType).optional(),
   versioningType: z.nativeEnum(OfferingVersioningType).optional(),
   combinedStatus: z.nativeEnum(OfferingStatus).optional(),