@oatfi/oatfi-sdk-ts 0.12.0 → 0.12.3

package/src/sdk/businessloanprogramenrollments.ts

@@ -0,0 +1,29 @@
+/*
+ * Code generated by Speakeasy (https://speakeasy.com). DO NOT EDIT.
+ */
+
+import { businessLoanProgramEnrollmentsUpsert } from "../funcs/businessLoanProgramEnrollmentsUpsert.js";
+import { ClientSDK, RequestOptions } from "../lib/sdks.js";
+import * as models from "../models/index.js";
+import * as operations from "../models/operations/index.js";
+import { unwrapAsync } from "../types/fp.js";
+
+export class BusinessLoanProgramEnrollments extends ClientSDK {
+  /**
+   * Upsert a business loan program enrollment (internal/embed token)
+   *
+   * @remarks
+   * Internal embeddable endpoint. Upserts the enrollment record keyed by (business, program). The embed token must belong to a partner that owns both the business and the loan program.
+   */
+  async upsert(
+    request:
+      operations.BusinessLoanProgramEnrollmentsInternalControllerUpsertRequest,
+    options?: RequestOptions,
+  ): Promise<models.BusinessLoanProgramEnrollmentResponseDto> {
+    return unwrapAsync(businessLoanProgramEnrollmentsUpsert(
+      this,
+      request,
+      options,
+    ));
+  }
+}

package/src/sdk/files.ts

@@ -4,6 +4,7 @@
 
 import { filesDelete } from "../funcs/filesDelete.js";
 import { filesDownload } from "../funcs/filesDownload.js";
+import { filesExtractCompanyName } from "../funcs/filesExtractCompanyName.js";
 import { filesGet } from "../funcs/filesGet.js";
 import { filesList } from "../funcs/filesList.js";
 import { filesUpdate } from "../funcs/filesUpdate.js";
@@ -103,4 +104,21 @@ export class Files extends ClientSDK {
       options,
     ));
   }
+
+  /**
+   * [TEST] Extract business name from a bank statement PDF
+   *
+   * @remarks
+   * Experimental endpoint to tune heuristics for extracting the account holder / business name from a bank statement PDF. Returns the top-ranked candidate plus the top 10 candidates with scoring breakdown for debugging.
+   */
+  async extractCompanyName(
+    request: operations.FilesControllerExtractCompanyNameRequest,
+    options?: RequestOptions,
+  ): Promise<models.ExtractCompanyNameResponseDto> {
+    return unwrapAsync(filesExtractCompanyName(
+      this,
+      request,
+      options,
+    ));
+  }
 }

package/src/sdk/ledgerentries.ts

@@ -0,0 +1,55 @@
+/*
+ * Code generated by Speakeasy (https://speakeasy.com). DO NOT EDIT.
+ */
+
+import { ledgerEntriesCreate } from "../funcs/ledgerEntriesCreate.js";
+import { ledgerEntriesGet } from "../funcs/ledgerEntriesGet.js";
+import { ledgerEntriesUpdate } from "../funcs/ledgerEntriesUpdate.js";
+import { ClientSDK, RequestOptions } from "../lib/sdks.js";
+import * as models from "../models/index.js";
+import * as operations from "../models/operations/index.js";
+import { unwrapAsync } from "../types/fp.js";
+
+export class LedgerEntries extends ClientSDK {
+  /**
+   * Create a new Ledger Entry
+   */
+  async create(
+    request: operations.LedgerEntriesControllerCreateRequest,
+    options?: RequestOptions,
+  ): Promise<models.LedgerEntryResponseDto> {
+    return unwrapAsync(ledgerEntriesCreate(
+      this,
+      request,
+      options,
+    ));
+  }
+
+  /**
+   * Retrieve a Ledger Entry by ID
+   */
+  async get(
+    request: operations.LedgerEntriesControllerFindOneRequest,
+    options?: RequestOptions,
+  ): Promise<models.LedgerEntryResponseDto> {
+    return unwrapAsync(ledgerEntriesGet(
+      this,
+      request,
+      options,
+    ));
+  }
+
+  /**
+   * Update a Ledger Entry by ID
+   */
+  async update(
+    request: operations.LedgerEntriesControllerUpdateRequest,
+    options?: RequestOptions,
+  ): Promise<models.LedgerEntryResponseDto> {
+    return unwrapAsync(ledgerEntriesUpdate(
+      this,
+      request,
+      options,
+    ));
+  }
+}

package/src/sdk/onboardingterms.ts

@@ -2,11 +2,11 @@
  * Code generated by Speakeasy (https://speakeasy.com). DO NOT EDIT.
  */
 
+import { onboardingTermsAgreementAssignmentInternalControllerCreate } from "../funcs/onboardingTermsAgreementAssignmentInternalControllerCreate.js";
 import { onboardingTermsCreate } from "../funcs/onboardingTermsCreate.js";
 import { onboardingTermsGetAll } from "../funcs/onboardingTermsGetAll.js";
 import { onboardingTermsGetHtml } from "../funcs/onboardingTermsGetHtml.js";
 import { onboardingTermsList } from "../funcs/onboardingTermsList.js";
-import { onboardingTermsOnboardingTermsInternalControllerCreate } from "../funcs/onboardingTermsOnboardingTermsInternalControllerCreate.js";
 import { ClientSDK, RequestOptions } from "../lib/sdks.js";
 import * as models from "../models/index.js";
 import * as operations from "../models/operations/index.js";
@@ -18,12 +18,12 @@ export class OnboardingTerms extends ClientSDK {
    * Create an onboarding terms acceptance for a business
    *
    * @remarks
-   * Creates a new agreement acceptance record for the given business. The acceptance source is always recorded as `OATFI_API`. A webhook event `agreement_acceptance.created` is emitted to the partner's configured webhook endpoint.
+   * Creates a new agreement assignment record for the given business. The acceptance source is always recorded as `PARTNER_API`. The caller MAY send `user_accepted` to attest whether the borrower actually accepted the terms; it defaults to true when omitted. A webhook event `agreement_acceptance.created` is emitted to the partner's configured webhook endpoint.
    */
   async create(
-    request: operations.BusinessOnboardingTermsControllerCreateRequest,
+    request: operations.BusinessAgreementAssignmentsControllerCreateRequest,
     options?: RequestOptions,
-  ): Promise<models.OnboardingTermsAcceptanceResponseDto> {
+  ): Promise<models.PartnerAgreementAssignmentResponseDto> {
     return unwrapAsync(onboardingTermsCreate(
       this,
       request,
@@ -32,14 +32,14 @@ export class OnboardingTerms extends ClientSDK {
   }
 
   /**
-   * List onboarding terms acceptance records for a business
+   * List onboarding terms assignment records for a business
    */
   async list(
-    request: operations.BusinessOnboardingTermsControllerFindAllRequest,
+    request: operations.BusinessAgreementAssignmentsControllerFindAllRequest,
     options?: RequestOptions,
   ): Promise<
     PageIterator<
-      operations.BusinessOnboardingTermsControllerFindAllResponse,
+      operations.BusinessAgreementAssignmentsControllerFindAllResponse,
       { cursor: string }
     >
   > {
@@ -58,7 +58,7 @@ export class OnboardingTerms extends ClientSDK {
    */
   async getHtml(
     request:
-      operations.BusinessOnboardingTermsControllerGetOnboardingTermsHtmlRequest,
+      operations.BusinessAgreementAssignmentsControllerGetOnboardingTermsHtmlRequest,
     options?: RequestOptions,
   ): Promise<string> {
     return unwrapAsync(onboardingTermsGetHtml(
@@ -69,31 +69,33 @@ export class OnboardingTerms extends ClientSDK {
   }
 
   /**
-   * Create a new onboarding terms acceptance record
+   * Create a new onboarding terms assignment record
    *
    * @remarks
-   * Creates a new agreement acceptance record. When a business entity accepts onboarding terms (via hosted flow or embedded component), a webhook event `agreement_acceptance.created` is automatically emitted to the partner's configured webhook endpoint. The event payload includes the business external ID, timestamp of acceptance, terms version identifier, and terms file URL.
+   * Creates a new agreement assignment record. When a business entity accepts onboarding terms (via hosted flow or embedded component), a webhook event `agreement_acceptance.created` is automatically emitted to the partner's configured webhook endpoint. The event payload includes the business Mongo id, timestamp of acceptance, and terms version identifier.
    */
-  async onboardingTermsInternalControllerCreate(
-    request: models.CreateOnboardingTermsAcceptanceDto,
+  async agreementAssignmentInternalControllerCreate(
+    request: models.CreateAgreementAssignmentDto,
     options?: RequestOptions,
-  ): Promise<models.OnboardingTermsAcceptanceResponseDto> {
-    return unwrapAsync(onboardingTermsOnboardingTermsInternalControllerCreate(
-      this,
-      request,
-      options,
-    ));
+  ): Promise<models.AgreementAssignmentResponseDto> {
+    return unwrapAsync(
+      onboardingTermsAgreementAssignmentInternalControllerCreate(
+        this,
+        request,
+        options,
+      ),
+    );
   }
 
   /**
-   * Get onboarding terms acceptance records
+   * Get onboarding terms assignment records
    */
   async getAll(
-    request: operations.OnboardingTermsInternalControllerFindAllRequest,
+    request: operations.AgreementAssignmentInternalControllerFindAllRequest,
     options?: RequestOptions,
   ): Promise<
     PageIterator<
-      operations.OnboardingTermsInternalControllerFindAllResponse,
+      operations.AgreementAssignmentInternalControllerFindAllResponse,
       { cursor: string }
     >
   > {

package/src/sdk/platformsettings.ts

@@ -3,6 +3,7 @@
  */
 
 import { platformSettingsCreate } from "../funcs/platformSettingsCreate.js";
+import { platformSettingsGetBrandingConfiguration } from "../funcs/platformSettingsGetBrandingConfiguration.js";
 import { platformSettingsGetOne } from "../funcs/platformSettingsGetOne.js";
 import { platformSettingsUpdate } from "../funcs/platformSettingsUpdate.js";
 import { ClientSDK, RequestOptions } from "../lib/sdks.js";
@@ -52,4 +53,19 @@ export class PlatformSettings extends ClientSDK {
       options,
     ));
   }
+
+  /**
+   * Get platform branding configuration for embedded component
+   */
+  async getBrandingConfiguration(
+    request:
+      operations.PlatformSettingsInternalControllerFindBrandingConfigurationRequest,
+    options?: RequestOptions,
+  ): Promise<models.BrandingResponseDto> {
+    return unwrapAsync(platformSettingsGetBrandingConfiguration(
+      this,
+      request,
+      options,
+    ));
+  }
 }

package/src/sdk/programbillingcycles.ts

@@ -0,0 +1,70 @@
+/*
+ * Code generated by Speakeasy (https://speakeasy.com). DO NOT EDIT.
+ */
+
+import { programBillingCyclesCreate } from "../funcs/programBillingCyclesCreate.js";
+import { programBillingCyclesDelete } from "../funcs/programBillingCyclesDelete.js";
+import { programBillingCyclesGet } from "../funcs/programBillingCyclesGet.js";
+import { programBillingCyclesUpdate } from "../funcs/programBillingCyclesUpdate.js";
+import { ClientSDK, RequestOptions } from "../lib/sdks.js";
+import * as models from "../models/index.js";
+import * as operations from "../models/operations/index.js";
+import { unwrapAsync } from "../types/fp.js";
+
+export class ProgramBillingCycles extends ClientSDK {
+  /**
+   * Create a billing cycle for a loan program
+   */
+  async create(
+    request: operations.ProgramBillingCyclesControllerCreateRequest,
+    options?: RequestOptions,
+  ): Promise<models.ProgramBillingCycleResponseDto> {
+    return unwrapAsync(programBillingCyclesCreate(
+      this,
+      request,
+      options,
+    ));
+  }
+
+  /**
+   * List billing cycles for a loan program
+   */
+  async get(
+    request: operations.ProgramBillingCyclesControllerFindAllRequest,
+    options?: RequestOptions,
+  ): Promise<operations.ProgramBillingCyclesControllerFindAllResponse> {
+    return unwrapAsync(programBillingCyclesGet(
+      this,
+      request,
+      options,
+    ));
+  }
+
+  /**
+   * Update a billing cycle on a loan program
+   */
+  async update(
+    request: operations.ProgramBillingCyclesControllerUpdateRequest,
+    options?: RequestOptions,
+  ): Promise<models.ProgramBillingCycleResponseDto> {
+    return unwrapAsync(programBillingCyclesUpdate(
+      this,
+      request,
+      options,
+    ));
+  }
+
+  /**
+   * Delete a billing cycle from a loan program
+   */
+  async delete(
+    request: operations.ProgramBillingCyclesControllerRemoveRequest,
+    options?: RequestOptions,
+  ): Promise<void> {
+    return unwrapAsync(programBillingCyclesDelete(
+      this,
+      request,
+      options,
+    ));
+  }
+}

package/src/sdk/sdk.ts

@@ -13,6 +13,7 @@ import { Businesses } from "./businesses.js";
 import { BusinessFiles } from "./businessfiles.js";
 import { BusinessFinancialAccounts } from "./businessfinancialaccounts.js";
 import { BusinessHolds } from "./businessholds.js";
+import { BusinessLoanProgramEnrollments } from "./businessloanprogramenrollments.js";
 import { BusinessPersons } from "./businesspersons.js";
 import { BusinessPlaidTokens } from "./businessplaidtokens.js";
 import { DailyReports } from "./dailyreports.js";
@@ -22,6 +23,7 @@ import { FinancialAccounts } from "./financialaccounts.js";
 import { Holds } from "./holds.js";
 import { IncreaseTransactions } from "./increasetransactions.js";
 import { InternalProgramSettings } from "./internalprogramsettings.js";
+import { LedgerEntries } from "./ledgerentries.js";
 import { OnboardingTerms } from "./onboardingterms.js";
 import { Originations } from "./originations.js";
 import { PaymentIntents } from "./paymentintents.js";
@@ -33,6 +35,7 @@ import { PlatformComponents } from "./platformcomponents.js";
 import { PlatformFinancialAccounts } from "./platformfinancialaccounts.js";
 import { Platforms } from "./platforms.js";
 import { PlatformSettings } from "./platformsettings.js";
+import { ProgramBillingCycles } from "./programbillingcycles.js";
 import { Programs } from "./programs.js";
 import { ProgramSettings } from "./programsettings.js";
 import { StateDisclosures } from "./statedisclosures.js";
@@ -51,6 +54,11 @@ import {
 // #endregion imports
 
 export class OatFiSDK extends ClientSDK {
+  private _onboardingTerms?: OnboardingTerms;
+  get onboardingTerms(): OnboardingTerms {
+    return (this._onboardingTerms ??= new OnboardingTerms(this._options));
+  }
+
   private _businesses?: Businesses;
   get businesses(): Businesses {
     return (this._businesses ??= new Businesses(this._options));
@@ -189,6 +197,13 @@ export class OatFiSDK extends ClientSDK {
     return (this._programSettings ??= new ProgramSettings(this._options));
   }
 
+  private _programBillingCycles?: ProgramBillingCycles;
+  get programBillingCycles(): ProgramBillingCycles {
+    return (this._programBillingCycles ??= new ProgramBillingCycles(
+      this._options,
+    ));
+  }
+
   private _stateDisclosures?: StateDisclosures;
   get stateDisclosures(): StateDisclosures {
     return (this._stateDisclosures ??= new StateDisclosures(this._options));
@@ -204,9 +219,10 @@ export class OatFiSDK extends ClientSDK {
     return (this._users ??= new Users(this._options));
   }
 
-  private _onboardingTerms?: OnboardingTerms;
-  get onboardingTerms(): OnboardingTerms {
-    return (this._onboardingTerms ??= new OnboardingTerms(this._options));
+  private _businessLoanProgramEnrollments?: BusinessLoanProgramEnrollments;
+  get businessLoanProgramEnrollments(): BusinessLoanProgramEnrollments {
+    return (this._businessLoanProgramEnrollments ??=
+      new BusinessLoanProgramEnrollments(this._options));
   }
 
   private _internalProgramSettings?: InternalProgramSettings;
@@ -238,6 +254,11 @@ export class OatFiSDK extends ClientSDK {
     ));
   }
 
+  private _ledgerEntries?: LedgerEntries;
+  get ledgerEntries(): LedgerEntries {
+    return (this._ledgerEntries ??= new LedgerEntries(this._options));
+  }
+
   // #region sdk-class-body
 
   /**

package/src/types/async.ts

@@ -21,16 +21,17 @@ export type APICall =
 
 export class APIPromise<T> implements Promise<T> {
   readonly #promise: Promise<[T, APICall]>;
-  readonly #unwrapped: Promise<T>;
+  #unwrapped: Promise<T> | null;
 
   readonly [Symbol.toStringTag] = "APIPromise";
 
   constructor(p: [T, APICall] | Promise<[T, APICall]>) {
     this.#promise = p instanceof Promise ? p : Promise.resolve(p);
-    this.#unwrapped =
-      p instanceof Promise
-        ? this.#promise.then(([value]) => value)
-        : Promise.resolve(p[0]);
+    this.#unwrapped = p instanceof Promise ? null : Promise.resolve(p[0]);
+  }
+
+  #getUnwrapped(): Promise<T> {
+    return (this.#unwrapped ??= this.#promise.then(([value]) => value));
   }
 
   then<TResult1 = T, TResult2 = never>(
@@ -55,11 +56,11 @@ export class APIPromise<T> implements Promise<T> {
       | null
       | undefined,
   ): Promise<T | TResult> {
-    return this.#unwrapped.catch(onrejected);
+    return this.#getUnwrapped().catch(onrejected);
   }
 
   finally(onfinally?: (() => void) | null | undefined): Promise<T> {
-    return this.#unwrapped.finally(onfinally);
+    return this.#getUnwrapped().finally(onfinally);
   }
 
   $inspect(): Promise<[T, APICall]> {

package/src/types/primitives.ts

@@ -62,24 +62,6 @@ export function number(): z.ZodType<number, z.ZodTypeDef, unknown> {
   ]);
 }
 
-export function bigint(): z.ZodType<bigint, z.ZodTypeDef, unknown> {
-  return z.union([
-    z.string().transform((x, ctx) => {
-      try {
-        return BigInt(x);
-      } catch (error) {
-        ctx.addIssue({
-          code: "invalid_type",
-          expected: "bigint",
-          received: "string",
-        });
-        return z.NEVER;
-      }
-    }),
-    zodDefaultToZeroValue(0n),
-  ]);
-}
-
 export function date(): z.ZodType<Date, z.ZodTypeDef, unknown> {
   return z.union([
     z.union([z.string(), zodDefaultToZeroValue(0)]).transform((x) =>
@@ -106,20 +88,12 @@ export function literal<T extends string | number | boolean>(
   return z.union([z.literal(value), zodDefaultToZeroValue(value)]);
 }
 
-export function literalBigInt<T extends bigint>(
-  value: T,
-): z.ZodType<T, z.ZodTypeDef, unknown> {
-  return z.literal(String(value)).transform((x) => BigInt(x)) as any;
-}
-
 export function optional<T extends z.ZodType>(t: T) {
   return z.union([
-    z.undefined(),
-
     // Null -> undefined
     z.null().transform(() => unrecognized(undefined)),
     t,
-  ]);
+  ]).optional();
 }
 
 export function nullable<T extends z.ZodType>(t: T) {

package/dist/commonjs/funcs/onboardingTermsOnboardingTermsInternalControllerCreate.d.ts.map

@@ -1 +0,0 @@
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package/dist/commonjs/funcs/onboardingTermsOnboardingTermsInternalControllerCreate.js.map

@@ -1 +0,0 @@
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package/dist/commonjs/models/createonboardingtermsacceptancedto.d.ts

@@ -1,80 +0,0 @@
-import * as z from "zod/v3";
-import { ClosedEnum } from "../types/enums.js";
-/**
- * How the terms were accepted
- */
-export declare const CreateOnboardingTermsAcceptanceDtoAcceptedVia: {
-    readonly Component: "COMPONENT";
-    readonly Hosted: "HOSTED";
-    readonly PartnerApi: "PARTNER_API";
-    readonly OatfiApi: "OATFI_API";
-};
-/**
- * How the terms were accepted
- */
-export type CreateOnboardingTermsAcceptanceDtoAcceptedVia = ClosedEnum<typeof CreateOnboardingTermsAcceptanceDtoAcceptedVia>;
-/**
- * Collection name of the entity
- */
-export declare const CreateOnboardingTermsAcceptanceDtoEntityCollectionName: {
-    readonly Businesses: "businesses";
-};
-/**
- * Collection name of the entity
- */
-export type CreateOnboardingTermsAcceptanceDtoEntityCollectionName = ClosedEnum<typeof CreateOnboardingTermsAcceptanceDtoEntityCollectionName>;
-/**
- * Type of agreement
- */
-export declare const CreateOnboardingTermsAcceptanceDtoType: {
-    readonly OnboardingTerms: "ONBOARDING_TERMS";
-};
-/**
- * Type of agreement
- */
-export type CreateOnboardingTermsAcceptanceDtoType = ClosedEnum<typeof CreateOnboardingTermsAcceptanceDtoType>;
-export type CreateOnboardingTermsAcceptanceDto = {
-    /**
-     * URL to the exact PDF/HTML artifact accepted
-     */
-    termsFileUrl?: string | undefined;
-    /**
-     * How the terms were accepted
-     */
-    acceptedVia: CreateOnboardingTermsAcceptanceDtoAcceptedVia;
-    /**
-     * ID of the entity that accepted the terms (application, business, or person)
-     */
-    entityId: string;
-    /**
-     * Collection name of the entity
-     */
-    entityCollectionName: CreateOnboardingTermsAcceptanceDtoEntityCollectionName;
-    /**
-     * ID of the loan program
-     */
-    loanProgram?: string | undefined;
-    /**
-     * Type of agreement
-     */
-    type: CreateOnboardingTermsAcceptanceDtoType;
-};
-/** @internal */
-export declare const CreateOnboardingTermsAcceptanceDtoAcceptedVia$outboundSchema: z.ZodNativeEnum<typeof CreateOnboardingTermsAcceptanceDtoAcceptedVia>;
-/** @internal */
-export declare const CreateOnboardingTermsAcceptanceDtoEntityCollectionName$outboundSchema: z.ZodNativeEnum<typeof CreateOnboardingTermsAcceptanceDtoEntityCollectionName>;
-/** @internal */
-export declare const CreateOnboardingTermsAcceptanceDtoType$outboundSchema: z.ZodNativeEnum<typeof CreateOnboardingTermsAcceptanceDtoType>;
-/** @internal */
-export type CreateOnboardingTermsAcceptanceDto$Outbound = {
-    terms_file_url?: string | undefined;
-    accepted_via: string;
-    entity_id: string;
-    entity_collection_name: string;
-    loan_program?: string | undefined;
-    type: string;
-};
-/** @internal */
-export declare const CreateOnboardingTermsAcceptanceDto$outboundSchema: z.ZodType<CreateOnboardingTermsAcceptanceDto$Outbound, z.ZodTypeDef, CreateOnboardingTermsAcceptanceDto>;
-export declare function createOnboardingTermsAcceptanceDtoToJSON(createOnboardingTermsAcceptanceDto: CreateOnboardingTermsAcceptanceDto): string;
-//# sourceMappingURL=createonboardingtermsacceptancedto.d.ts.map

package/dist/commonjs/models/createonboardingtermsacceptancedto.d.ts.map

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package/dist/commonjs/models/createonboardingtermsacceptancedto.js.map

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package/dist/commonjs/models/createpartneronboardingtermsacceptancedto.d.ts

@@ -1,15 +0,0 @@
-import * as z from "zod/v3";
-export type CreatePartnerOnboardingTermsAcceptanceDto = {
-    /**
-     * ID of the loan program
-     */
-    loanProgram: string;
-};
-/** @internal */
-export type CreatePartnerOnboardingTermsAcceptanceDto$Outbound = {
-    loan_program: string;
-};
-/** @internal */
-export declare const CreatePartnerOnboardingTermsAcceptanceDto$outboundSchema: z.ZodType<CreatePartnerOnboardingTermsAcceptanceDto$Outbound, z.ZodTypeDef, CreatePartnerOnboardingTermsAcceptanceDto>;
-export declare function createPartnerOnboardingTermsAcceptanceDtoToJSON(createPartnerOnboardingTermsAcceptanceDto: CreatePartnerOnboardingTermsAcceptanceDto): string;
-//# sourceMappingURL=createpartneronboardingtermsacceptancedto.d.ts.map

package/dist/commonjs/models/createpartneronboardingtermsacceptancedto.d.ts.map

@@ -1 +0,0 @@
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package/dist/commonjs/models/createpartneronboardingtermsacceptancedto.js.map

@@ -1 +0,0 @@
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