@forestadmin/datasource-demo-fintech 1.0.0

package/dist/customizations/kyc_cases.js

@@ -0,0 +1,105 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.default = customizeKycCases;
+const utils_1 = require("./utils");
+function badge(text, color) {
+    return `<span style="display:inline-block;padding:2px 8px;border-radius:4px;font-size:11px;font-weight:600;background:${color};color:#fff;">${text}</span>`;
+}
+function riskBadge(rating) {
+    const colors = { LOW: '#16a34a', MEDIUM: '#d97706', HIGH: '#dc2626' };
+    return badge(rating || '—', colors[rating] || '#6b7280');
+}
+function flag(value, label) {
+    return value
+        ? `<span style="color:#dc2626;font-weight:600;">⚠ ${label}</span>`
+        : '<span style="color:#6b7280;">— No</span>';
+}
+function row(label, value) {
+    return `<tr><td style="padding:6px 8px;color:#6b7280;font-size:12px;width:38%;">${label}</td><td style="padding:6px 8px;font-size:13px;">${value ?? '—'}</td></tr>`;
+}
+function customizeKycCases(collection) {
+    // Relationships
+    collection
+        .addManyToOneRelation('customer', 'customers', { foreignKey: 'customer_id' })
+        .addOneToManyRelation('documents', 'kyc_documents', { originKey: 'kyc_case_id' });
+    collection.addAction('Approve KYC', {
+        scope: 'Single',
+        execute: async (context, resultBuilder) => {
+            const caseId = await context.getRecordId();
+            const data = await context.getRecord([
+                'customer_id',
+                'opened_at',
+                'customer:first_name',
+                'customer:last_name',
+                'customer:email',
+                'customer:nationality',
+                'customer:risk_rating',
+                'customer:is_pep',
+                'customer:is_sanctioned',
+            ]);
+            const c = data.customer ?? {};
+            await context.collection.update((0, utils_1.byId)(caseId), { status: 'APPROVED', resolved_at: (0, utils_1.now)() });
+            await context.dataSource
+                .getCollection('customers')
+                .update({ conditionTree: { field: 'id', operator: 'Equal', value: data.customer_id } }, { onboarding_status: 'APPROVED' });
+            const html = `
+        <div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',sans-serif;max-width:520px;padding:4px;">
+          <div style="background:#16a34a;color:#fff;padding:12px 16px;border-radius:8px;margin-bottom:16px;">
+            <div style="font-size:16px;font-weight:700;">✓ KYC Approved — Onboarding Complete</div>
+            <div style="font-size:12px;opacity:0.85;">Customer onboarding status set to APPROVED.</div>
+          </div>
+          <table style="width:100%;border-collapse:collapse;background:#f9fafb;border-radius:6px;overflow:hidden;">
+            ${row('Name', `<strong>${c.first_name ?? ''} ${c.last_name ?? ''}</strong>`)}
+            ${row('Email', c.email)}
+            ${row('Nationality', c.nationality)}
+            ${row('Risk rating', riskBadge(c.risk_rating))}
+            ${row('PEP', flag(c.is_pep, 'Politically Exposed Person'))}
+            ${row('Sanctions', flag(c.is_sanctioned, 'On sanctions list'))}
+            ${row('Case', `#${caseId} · opened ${String(data.opened_at ?? '').slice(0, 10)}`)}
+            ${row('Outcome', badge('APPROVED', '#16a34a'))}
+          </table>
+        </div>`;
+            return resultBuilder.success('KYC Approved', { html });
+        },
+    });
+    collection.addAction('Reject KYC', {
+        scope: 'Single',
+        form: [
+            {
+                label: 'Rejection Reason',
+                type: 'String',
+                isRequired: true,
+                description: 'Briefly explain why the KYC case is being rejected.',
+            },
+        ],
+        execute: async (context, resultBuilder) => {
+            const caseId = await context.getRecordId();
+            await context.collection.update((0, utils_1.byId)(caseId), {
+                status: 'REJECTED',
+                rejection_reason: context.formValues['Rejection Reason'],
+                resolved_at: (0, utils_1.now)(),
+            });
+            return resultBuilder.success(`KYC rejected. Reason recorded: "${context.formValues['Rejection Reason']}".`);
+        },
+    });
+    collection.addAction('Escalate KYC', {
+        scope: 'Single',
+        form: [
+            {
+                label: 'Escalation Reason',
+                type: 'String',
+                isRequired: true,
+                description: 'Explain why this case requires senior compliance review.',
+            },
+        ],
+        execute: async (context, resultBuilder) => {
+            const caseId = await context.getRecordId();
+            await context.collection.update((0, utils_1.byId)(caseId), {
+                status: 'ESCALATED',
+                escalation_reason: context.formValues['Escalation Reason'],
+            });
+            return resultBuilder.success('Case escalated to senior compliance team for review.');
+        },
+    });
+}
+//# sourceMappingURL=data:application/json;base64,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

package/dist/customizations/kyc_documents.d.ts

@@ -0,0 +1,3 @@
+import type { CollectionCustomizer, TSchema } from '@forestadmin/datasource-customizer';
+export default function customizeKycDocuments(collection: CollectionCustomizer<TSchema, 'kyc_documents'>): void;
+//# sourceMappingURL=kyc_documents.d.ts.map

package/dist/customizations/kyc_documents.js

@@ -0,0 +1,62 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.default = customizeKycDocuments;
+const utils_1 = require("./utils");
+const REJECTION_REASONS = [
+    'Image quality too low — please resubmit a clearer scan.',
+    'Document partially obscured — ensure all corners are visible.',
+    'Expiry date unreadable — please provide a higher-resolution image.',
+    'Glare detected on security features — retake under natural light.',
+];
+function panel(title, color, subtitle, rows) {
+    return `
+    <div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',sans-serif;max-width:480px;padding:4px;">
+      <div style="background:${color};color:#fff;padding:12px 16px;border-radius:8px;margin-bottom:16px;">
+        <div style="font-size:16px;font-weight:700;">${title}</div>
+        <div style="font-size:12px;opacity:0.85;">${subtitle}</div>
+      </div>
+      <table style="width:100%;border-collapse:collapse;background:#f9fafb;border-radius:6px;overflow:hidden;">${rows}</table>
+    </div>`;
+}
+function row(label, value) {
+    return `<tr><td style="padding:6px 8px;color:#6b7280;font-size:12px;width:40%;">${label}</td><td style="padding:6px 8px;font-size:13px;">${value}</td></tr>`;
+}
+function badgeOutcome(text, color) {
+    return `<span style="display:inline-block;padding:2px 8px;border-radius:4px;font-size:11px;font-weight:600;background:${color};color:#fff;">${text}</span>`;
+}
+function customizeKycDocuments(collection) {
+    // Relationships
+    collection
+        .addManyToOneRelation('customer', 'customers', { foreignKey: 'customer_id' })
+        .addManyToOneRelation('kycCase', 'kyc_cases', { foreignKey: 'kyc_case_id' });
+    collection.addAction('Verify Document', {
+        scope: 'Single',
+        execute: async (context, resultBuilder) => {
+            const docId = await context.getRecordId();
+            const doc = await context.getRecord(['document_type']);
+            const passed = Math.random() < 0.8;
+            const scanRef = `SCAN-${Date.now().toString(36).toUpperCase()}`;
+            const docLabel = String(doc.document_type).replace(/_/g, ' ');
+            if (passed) {
+                await context.collection.update((0, utils_1.byId)(docId), { verified: true, verified_at: (0, utils_1.now)() });
+                return resultBuilder.success('Document verified', {
+                    html: panel('✓ Document Verified', '#16a34a', 'Automated scan completed successfully.', [
+                        row('Document type', docLabel),
+                        row('Scan reference', `<span style="font-family:monospace;">${scanRef}</span>`),
+                        row('Outcome', badgeOutcome('VERIFIED', '#16a34a')),
+                    ].join('')),
+                });
+            }
+            const reason = REJECTION_REASONS[Math.floor(Math.random() * REJECTION_REASONS.length)];
+            return resultBuilder.success('Verification failed', {
+                html: panel('⚠ Verification Failed', '#d97706', 'The document could not be verified automatically.', [
+                    row('Document type', docLabel),
+                    row('Scan reference', `<span style="font-family:monospace;">${scanRef}</span>`),
+                    row('Reason', `<span style="color:#b45309;">${reason}</span>`),
+                    row('Outcome', badgeOutcome('NOT VERIFIED', '#d97706')),
+                ].join('')),
+            });
+        },
+    });
+}
+//# sourceMappingURL=data:application/json;base64,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

package/dist/customizations/refund_requests.d.ts

@@ -0,0 +1,3 @@
+import type { CollectionCustomizer, TSchema } from '@forestadmin/datasource-customizer';
+export default function customizeRefundRequests(collection: CollectionCustomizer<TSchema, 'refund_requests'>): void;
+//# sourceMappingURL=refund_requests.d.ts.map

package/dist/customizations/refund_requests.js

@@ -0,0 +1,151 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.default = customizeRefundRequests;
+const utils_1 = require("./utils");
+// Our refund reasons → suggested (reason_code, description) per network.
+const REASON_MAPPING = {
+    UNAUTHORIZED: {
+        MASTERCARD: ['4837', 'No Cardholder Authorization'],
+        VISA: ['10.4', 'Fraud — Card-Absent Environment'],
+    },
+    DUPLICATE_CHARGE: {
+        MASTERCARD: ['4834', 'Duplicate Processing / Paid by Other Means'],
+        VISA: ['12.6.1', 'Duplicate Processing'],
+    },
+    ITEM_NOT_RECEIVED: {
+        MASTERCARD: ['4855', 'Goods or Services Not Provided'],
+        VISA: ['13.1', 'Merchandise / Services Not Received'],
+    },
+    SERVICE_NOT_RENDERED: {
+        MASTERCARD: ['4853', 'Cardholder Dispute — Services Not Provided'],
+        VISA: ['13.2', 'Cancelled Recurring Transaction'],
+    },
+    CANCELLED_ORDER: {
+        MASTERCARD: ['4860', 'Credit Not Processed'],
+        VISA: ['13.6', 'Credit Not Processed'],
+    },
+};
+function customizeRefundRequests(collection) {
+    // Relationships
+    collection
+        .addManyToOneRelation('customer', 'customers', { foreignKey: 'customer_id' })
+        .addOneToManyRelation('chargebacks', 'chargebacks', { originKey: 'refund_request_id' });
+    collection.addAction('Decline Refund', {
+        scope: 'Single',
+        form: [
+            {
+                label: 'Decline Reason',
+                type: 'String',
+                isRequired: true,
+                description: 'Explain why this refund request cannot be approved.',
+            },
+        ],
+        execute: async (context, resultBuilder) => {
+            const id = await context.getRecordId();
+            await context.collection.update((0, utils_1.byId)(id), {
+                status: 'DECLINED',
+                resolution_notes: context.formValues['Decline Reason'],
+                reviewed_at: (0, utils_1.now)(),
+                reviewed_by: context.caller.email,
+            });
+            return resultBuilder.success('Refund request declined.');
+        },
+    });
+    collection.addAction('Open Chargeback', {
+        scope: 'Single',
+        form: [
+            {
+                label: 'Network',
+                type: 'Enum',
+                enumValues: ['VISA', 'MASTERCARD'],
+                isRequired: true,
+                description: 'Card network the disputed transaction was processed on.',
+            },
+            {
+                label: 'Merchant Name',
+                type: 'String',
+                isRequired: true,
+                description: "Merchant as it appeared on the cardholder's statement.",
+            },
+            {
+                label: 'Analyst Notes',
+                type: 'String',
+                description: 'Why are we escalating this refund to a chargeback?',
+            },
+        ],
+        execute: async (context, resultBuilder) => {
+            const refundId = await context.getRecordId();
+            const refund = await context.getRecord([
+                'customer_id',
+                'transaction_id',
+                'transaction_date',
+                'amount',
+                'currency',
+                'reason',
+                'status',
+            ]);
+            const network = context.formValues.Network;
+            const analyst = context.caller.email;
+            const chargebacks = context.dataSource.getCollection('chargebacks');
+            if (refund.status === 'ESCALATED') {
+                const existing = await chargebacks.list({ conditionTree: { field: 'refund_request_id', operator: 'Equal', value: refundId } }, ['reference']);
+                if (existing.length) {
+                    return resultBuilder.error(`Refund already escalated to chargeback ${existing[0].reference}.`);
+                }
+            }
+            const [code, description] = REASON_MAPPING[refund.reason]?.[network] ?? [
+                'GENERAL',
+                'General Dispute',
+            ];
+            // Pick the customer's primary active card (fallback: most recently issued).
+            const cards = await context.dataSource
+                .getCollection('cards')
+                .list({ conditionTree: { field: 'customer_id', operator: 'Equal', value: refund.customer_id } }, ['id', 'status', 'issued_at']);
+            cards.sort((a, b) => {
+                if ((a.status === 'ACTIVE') !== (b.status === 'ACTIVE')) {
+                    return a.status === 'ACTIVE' ? -1 : 1;
+                }
+                return String(b.issued_at).localeCompare(String(a.issued_at));
+            });
+            const cardId = cards[0]?.id ?? null;
+            const all = await chargebacks.list({}, ['id']);
+            const nextId = all.reduce((max, r) => Math.max(max, Number(r.id)), 0) + 1;
+            const reference = `CB-${new Date().getUTCFullYear()}-${String(nextId).padStart(5, '0')}`;
+            await chargebacks.create([
+                {
+                    id: nextId,
+                    reference,
+                    customer_id: refund.customer_id,
+                    card_id: cardId,
+                    refund_request_id: refundId,
+                    transaction_id: refund.transaction_id,
+                    merchant_name: context.formValues['Merchant Name'],
+                    transaction_amount: refund.amount,
+                    transaction_currency: refund.currency,
+                    transaction_date: refund.transaction_date,
+                    amount: refund.amount,
+                    currency: refund.currency,
+                    network,
+                    reason_code: code,
+                    reason_description: description,
+                    source: 'CUSTOMER_DISPUTE',
+                    status: 'INITIATED',
+                    filed_at: (0, utils_1.now)(),
+                    provisional_credit_issued: false,
+                    analyst_email: analyst,
+                    resolution_notes: context.formValues['Analyst Notes'] ?? null,
+                    created_at: (0, utils_1.now)(),
+                    updated_at: (0, utils_1.now)(),
+                },
+            ]);
+            await context.collection.update((0, utils_1.byId)(refundId), {
+                status: 'ESCALATED',
+                escalated_to: 'CHARGEBACK',
+                reviewed_at: (0, utils_1.now)(),
+                reviewed_by: analyst,
+            });
+            return resultBuilder.success(`Chargeback ${reference} opened on ${network} (${code}). Refund marked as ESCALATED.`);
+        },
+    });
+}
+//# sourceMappingURL=data:application/json;base64,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

package/dist/customizations/sar_reports.d.ts

@@ -0,0 +1,3 @@
+import type { CollectionCustomizer, TSchema } from '@forestadmin/datasource-customizer';
+export default function customizeSarReports(collection: CollectionCustomizer<TSchema, 'sar_reports'>): void;
+//# sourceMappingURL=sar_reports.d.ts.map

package/dist/customizations/sar_reports.js

@@ -0,0 +1,27 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.default = customizeSarReports;
+const utils_1 = require("./utils");
+function customizeSarReports(collection) {
+    // Relationships
+    collection
+        .addManyToOneRelation('customer', 'customers', { foreignKey: 'customer_id' })
+        .addManyToOneRelation('alert', 'aml_alerts', { foreignKey: 'alert_id' });
+    // File the SAR with the financial intelligence unit and escalate the source alert.
+    collection.addAction('File SAR', {
+        scope: 'Single',
+        form: [],
+        execute: async (context, resultBuilder) => {
+            const sarId = await context.getRecordId();
+            const sar = await context.getRecord(['reference', 'alert_id']);
+            await context.collection.update((0, utils_1.byId)(sarId), { status: 'FILED', filed_at: (0, utils_1.now)() });
+            if (sar.alert_id) {
+                await context.dataSource
+                    .getCollection('aml_alerts')
+                    .update({ conditionTree: { field: 'id', operator: 'Equal', value: sar.alert_id } }, { status: 'SAR_FILED', sar_reference: sar.reference, resolved_at: (0, utils_1.now)() });
+            }
+            return resultBuilder.success(`SAR ${sar.reference} filed. Source alert escalated.`);
+        },
+    });
+}
+//# sourceMappingURL=data:application/json;base64,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

package/dist/customizations/utils.d.ts

@@ -0,0 +1,21 @@
+/** A Forest filter matching a single record by primary key. */
+export declare function byId(id: string | number): {
+    conditionTree: {
+        field: string;
+        operator: "Equal";
+        value: string | number;
+    };
+};
+/** A Forest filter matching several records by primary key. */
+export declare function byIds(ids: Array<string | number>): {
+    conditionTree: {
+        field: string;
+        operator: "In";
+        value: (string | number)[];
+    };
+};
+/** Current instant as an ISO timestamp (the demo's stand-in for SQL `NOW()`). */
+export declare function now(): string;
+/** Statuses for which a chargeback is considered resolved and immutable. */
+export declare const RESOLVED_CHARGEBACK_STATUSES: string[];
+//# sourceMappingURL=utils.d.ts.map

package/dist/customizations/utils.js

@@ -0,0 +1,22 @@
+"use strict";
+// Small helpers shared by the Smart Action customizations.
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.RESOLVED_CHARGEBACK_STATUSES = void 0;
+exports.byId = byId;
+exports.byIds = byIds;
+exports.now = now;
+/** A Forest filter matching a single record by primary key. */
+function byId(id) {
+    return { conditionTree: { field: 'id', operator: 'Equal', value: id } };
+}
+/** A Forest filter matching several records by primary key. */
+function byIds(ids) {
+    return { conditionTree: { field: 'id', operator: 'In', value: ids } };
+}
+/** Current instant as an ISO timestamp (the demo's stand-in for SQL `NOW()`). */
+function now() {
+    return new Date().toISOString();
+}
+/** Statuses for which a chargeback is considered resolved and immutable. */
+exports.RESOLVED_CHARGEBACK_STATUSES = ['WON', 'LOST', 'ACCEPTED', 'DISMISSED'];
+//# sourceMappingURL=data:application/json;base64,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

package/dist/index.d.ts

@@ -0,0 +1,3 @@
+import type { DataSourceFactory } from '@forestadmin/datasource-toolkit';
+export declare function createDemoFintechDataSource(): DataSourceFactory;
+//# sourceMappingURL=index.d.ts.map

package/dist/index.js

@@ -0,0 +1,97 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.createDemoFintechDataSource = createDemoFintechDataSource;
+const datasource_customizer_1 = require("@forestadmin/datasource-customizer");
+const datasource_sql_1 = require("@forestadmin/datasource-sql");
+const aml_alerts_1 = __importDefault(require("./customizations/aml_alerts"));
+const cards_1 = __importDefault(require("./customizations/cards"));
+const chargebacks_1 = __importDefault(require("./customizations/chargebacks"));
+const customers_1 = __importDefault(require("./customizations/customers"));
+const kyc_cases_1 = __importDefault(require("./customizations/kyc_cases"));
+const kyc_documents_1 = __importDefault(require("./customizations/kyc_documents"));
+const refund_requests_1 = __importDefault(require("./customizations/refund_requests"));
+const sar_reports_1 = __importDefault(require("./customizations/sar_reports"));
+const seed_1 = __importDefault(require("./seed"));
+const pools_1 = require("./seed/pools");
+// Categorical columns are stored as plain text in SQLite, so introspection types
+// them as `String`. We re-type them as `Enum` to restore Forest's dropdowns. The
+// value lists are the seed's enum domains (single source of truth), extended with
+// the values that only Smart Actions write (`SAR_FILED`, `DISMISSED`) so re-typing
+// never rejects a legitimate value.
+const ENUM_FIELDS = {
+    customers: {
+        onboarding_status: pools_1.ONBOARDING_STATUSES,
+        risk_rating: pools_1.RISK_RATINGS,
+    },
+    cards: {
+        card_type: pools_1.CARD_TYPES,
+        status: pools_1.CARD_STATUSES,
+    },
+    aml_alerts: {
+        alert_type: pools_1.ATYPES,
+        severity: pools_1.AML_SEVERITIES,
+        status: [...pools_1.AML_STATUSES, 'SAR_FILED'],
+    },
+    kyc_cases: {
+        status: pools_1.KYC_STATUSES,
+    },
+    kyc_documents: {
+        document_type: pools_1.DOC_TYPES,
+    },
+    chargebacks: {
+        status: [...pools_1.CB_STATUS, 'DISMISSED'],
+        network: pools_1.NETWORKS,
+        source: pools_1.SOURCES,
+    },
+    refund_requests: {
+        status: pools_1.REFUND_STATUSES,
+        reason: pools_1.REFUND_REASONS,
+    },
+    sar_reports: {
+        status: pools_1.SAR_STATUSES,
+        activity_type: pools_1.ATYPES,
+    },
+};
+/** Re-types the categorical columns of the introspected schema as enums in place. */
+function applyEnums(dataSource) {
+    for (const [collectionName, fields] of Object.entries(ENUM_FIELDS)) {
+        const { fields: schemaFields } = dataSource.getCollection(collectionName).schema;
+        for (const [fieldName, enumValues] of Object.entries(fields)) {
+            const column = schemaFields[fieldName];
+            column.columnType = 'Enum';
+            column.enumValues = [...enumValues];
+        }
+    }
+}
+/**
+ * Builds a throwaway SQLite database, seeds it with the demo dataset, and exposes
+ * it through the SQL data source. Schema, relations and types are introspected
+ * from the freshly-created tables. A new database is generated on every boot.
+ */
+async function buildSeededSqlDataSource(logger, restartAgent) {
+    const storage = 'db.sqlite';
+    await (0, seed_1.default)(storage);
+    const ds = await (0, datasource_sql_1.createSqlDataSource)({ dialect: 'sqlite', storage })(logger, restartAgent);
+    applyEnums(ds);
+    return ds;
+}
+// eslint-disable-next-line import/prefer-default-export
+function createDemoFintechDataSource() {
+    const customizer = new datasource_customizer_1.DataSourceCustomizer();
+    customizer.addDataSource(buildSeededSqlDataSource);
+    // Each module wires that collection's relationships, computed fields,
+    // segments and Smart Actions. Relations centre on `customers`.
+    customizer.customizeCollection('customers', customers_1.default);
+    customizer.customizeCollection('cards', cards_1.default);
+    customizer.customizeCollection('aml_alerts', aml_alerts_1.default);
+    customizer.customizeCollection('kyc_cases', kyc_cases_1.default);
+    customizer.customizeCollection('kyc_documents', kyc_documents_1.default);
+    customizer.customizeCollection('chargebacks', chargebacks_1.default);
+    customizer.customizeCollection('refund_requests', refund_requests_1.default);
+    customizer.customizeCollection('sar_reports', sar_reports_1.default);
+    return customizer.getFactory();
+}
+//# sourceMappingURL=data:application/json;base64,eyJ2ZXJzaW9uIjozLCJmaWxlIjoiaW5kZXguanMiLCJzb3VyY2VSb290IjoiIiwic291cmNlcyI6WyIuLi9zcmMvaW5kZXgudHMiXSwibmFtZXMiOltdLCJtYXBwaW5ncyI6Ijs7Ozs7QUErR0Esa0VBaUJDO0FBekhELDhFQUEwRTtBQUMxRSxnRUFBa0U7QUFFbEUsNkVBQTZEO0FBQzdELG1FQUFvRDtBQUNwRCwrRUFBZ0U7QUFDaEUsMkVBQTREO0FBQzVELDJFQUEyRDtBQUMzRCxtRkFBbUU7QUFDbkUsdUZBQXVFO0FBQ3ZFLCtFQUErRDtBQUMvRCxrREFBMEI7QUFDMUIsd0NBZ0JzQjtBQUV0QixpRkFBaUY7QUFDakYsaUZBQWlGO0FBQ2pGLGtGQUFrRjtBQUNsRixtRkFBbUY7QUFDbkYsb0NBQW9DO0FBQ3BDLE1BQU0sV0FBVyxHQUFzRDtJQUNyRSxTQUFTLEVBQUU7UUFDVCxpQkFBaUIsRUFBRSwyQkFBbUI7UUFDdEMsV0FBVyxFQUFFLG9CQUFZO0tBQzFCO0lBQ0QsS0FBSyxFQUFFO1FBQ0wsU0FBUyxFQUFFLGtCQUFVO1FBQ3JCLE1BQU0sRUFBRSxxQkFBYTtLQUN0QjtJQUNELFVBQVUsRUFBRTtRQUNWLFVBQVUsRUFBRSxjQUFNO1FBQ2xCLFFBQVEsRUFBRSxzQkFBYztRQUN4QixNQUFNLEVBQUUsQ0FBQyxHQUFHLG9CQUFZLEVBQUUsV0FBVyxDQUFDO0tBQ3ZDO0lBQ0QsU0FBUyxFQUFFO1FBQ1QsTUFBTSxFQUFFLG9CQUFZO0tBQ3JCO0lBQ0QsYUFBYSxFQUFFO1FBQ2IsYUFBYSxFQUFFLGlCQUFTO0tBQ3pCO0lBQ0QsV0FBVyxFQUFFO1FBQ1gsTUFBTSxFQUFFLENBQUMsR0FBRyxpQkFBUyxFQUFFLFdBQVcsQ0FBQztRQUNuQyxPQUFPLEVBQUUsZ0JBQVE7UUFDakIsTUFBTSxFQUFFLGVBQU87S0FDaEI7SUFDRCxlQUFlLEVBQUU7UUFDZixNQUFNLEVBQUUsdUJBQWU7UUFDdkIsTUFBTSxFQUFFLHNCQUFjO0tBQ3ZCO0lBQ0QsV0FBVyxFQUFFO1FBQ1gsTUFBTSxFQUFFLG9CQUFZO1FBQ3BCLGFBQWEsRUFBRSxjQUFNO0tBQ3RCO0NBQ0YsQ0FBQztBQUVGLHFGQUFxRjtBQUNyRixTQUFTLFVBQVUsQ0FBQyxVQUFzQjtJQUN4QyxLQUFLLE1BQU0sQ0FBQyxjQUFjLEVBQUUsTUFBTSxDQUFDLElBQUksTUFBTSxDQUFDLE9BQU8sQ0FBQyxXQUFXLENBQUMsRUFBRSxDQUFDO1FBQ25FLE1BQU0sRUFBRSxNQUFNLEVBQUUsWUFBWSxFQUFFLEdBQUcsVUFBVSxDQUFDLGFBQWEsQ0FBQyxjQUFjLENBQUMsQ0FBQyxNQUFNLENBQUM7UUFFakYsS0FBSyxNQUFNLENBQUMsU0FBUyxFQUFFLFVBQVUsQ0FBQyxJQUFJLE1BQU0sQ0FBQyxPQUFPLENBQUMsTUFBTSxDQUFDLEVBQUUsQ0FBQztZQUM3RCxNQUFNLE1BQU0sR0FBRyxZQUFZLENBQUMsU0FBUyxDQUFpQixDQUFDO1lBQ3ZELE1BQU0sQ0FBQyxVQUFVLEdBQUcsTUFBTSxDQUFDO1lBQzNCLE1BQU0sQ0FBQyxVQUFVLEdBQUcsQ0FBQyxHQUFHLFVBQVUsQ0FBQyxDQUFDO1FBQ3RDLENBQUM7SUFDSCxDQUFDO0FBQ0gsQ0FBQztBQUVEOzs7O0dBSUc7QUFDSCxLQUFLLFVBQVUsd0JBQXdCLENBQ3JDLE1BQWMsRUFDZCxZQUFpQztJQUVqQyxNQUFNLE9BQU8sR0FBRyxXQUFXLENBQUM7SUFFNUIsTUFBTSxJQUFBLGNBQUksRUFBQyxPQUFPLENBQUMsQ0FBQztJQUVwQixNQUFNLEVBQUUsR0FBRyxNQUFNLElBQUEsb0NBQW1CLEVBQUMsRUFBRSxPQUFPLEVBQUUsUUFBUSxFQUFFLE9BQU8sRUFBRSxDQUFDLENBQUMsTUFBTSxFQUFFLFlBQVksQ0FBQyxDQUFDO0lBRTNGLFVBQVUsQ0FBQyxFQUFFLENBQUMsQ0FBQztJQUVmLE9BQU8sRUFBRSxDQUFDO0FBQ1osQ0FBQztBQUVELHdEQUF3RDtBQUN4RCxTQUFnQiwyQkFBMkI7SUFDekMsTUFBTSxVQUFVLEdBQUcsSUFBSSw0Q0FBb0IsRUFBRSxDQUFDO0lBRTlDLFVBQVUsQ0FBQyxhQUFhLENBQUMsd0JBQXdCLENBQUMsQ0FBQztJQUVuRCxzRUFBc0U7SUFDdEUsK0RBQStEO0lBQy9ELFVBQVUsQ0FBQyxtQkFBbUIsQ0FBQyxXQUFXLEVBQUUsbUJBQWtCLENBQUMsQ0FBQztJQUNoRSxVQUFVLENBQUMsbUJBQW1CLENBQUMsT0FBTyxFQUFFLGVBQWMsQ0FBQyxDQUFDO0lBQ3hELFVBQVUsQ0FBQyxtQkFBbUIsQ0FBQyxZQUFZLEVBQUUsb0JBQWtCLENBQUMsQ0FBQztJQUNqRSxVQUFVLENBQUMsbUJBQW1CLENBQUMsV0FBVyxFQUFFLG1CQUFpQixDQUFDLENBQUM7SUFDL0QsVUFBVSxDQUFDLG1CQUFtQixDQUFDLGVBQWUsRUFBRSx1QkFBcUIsQ0FBQyxDQUFDO0lBQ3ZFLFVBQVUsQ0FBQyxtQkFBbUIsQ0FBQyxhQUFhLEVBQUUscUJBQW9CLENBQUMsQ0FBQztJQUNwRSxVQUFVLENBQUMsbUJBQW1CLENBQUMsaUJBQWlCLEVBQUUseUJBQXVCLENBQUMsQ0FBQztJQUMzRSxVQUFVLENBQUMsbUJBQW1CLENBQUMsYUFBYSxFQUFFLHFCQUFtQixDQUFDLENBQUM7SUFFbkUsT0FBTyxVQUFVLENBQUMsVUFBVSxFQUFFLENBQUM7QUFDakMsQ0FBQyJ9

package/dist/seed/aml.d.ts

@@ -0,0 +1,9 @@
+import type { Customer } from './types';
+import type { Knex } from 'knex';
+/**
+ * Raises 70 AML alerts, weighting customers by risk/PEP/sanctions, then files SARs
+ * for the escalated ones. A filed SAR pushes its source alert to SAR_FILED so the
+ * two collections always tell the same story.
+ */
+export default function seedAml(knex: Knex, customers: Customer[]): Promise<void>;
+//# sourceMappingURL=aml.d.ts.map