cas-parser-node 1.4.0 → 1.6.2

package/src/resources/{cas-parser.ts → cams-kfintech.ts}

@@ -1,58 +1,146 @@
 // File generated from our OpenAPI spec by Stainless. See CONTRIBUTING.md for details.
 
 import { APIResource } from '../core/resource';
+import * as CamsKfintechAPI from './cams-kfintech';
 import { APIPromise } from '../core/api-promise';
 import { RequestOptions } from '../internal/request-options';
 import { maybeMultipartFormRequestOptions } from '../internal/uploads';
 
-export class CasParserResource extends APIResource {
+export class CamsKfintech extends APIResource {
   /**
    * This endpoint specifically parses CAMS/KFintech CAS (Consolidated Account
    * Statement) PDF files and returns data in a unified format. Use this endpoint
    * when you know the PDF is from CAMS or KFintech.
    */
-  camsKfintech(body: CasParserCamsKfintechParams, options?: RequestOptions): APIPromise<UnifiedResponse> {
+  parse(body: CamsKfintechParseParams, options?: RequestOptions): APIPromise<UnifiedResponse> {
     return this._client.post(
       '/v4/cams_kfintech/parse',
       maybeMultipartFormRequestOptions({ body, ...options }, this._client),
     );
   }
+}
 
+export interface LinkedHolder {
   /**
-   * This endpoint specifically parses CDSL CAS (Consolidated Account Statement) PDF
-   * files and returns data in a unified format. Use this endpoint when you know the
-   * PDF is from CDSL.
+   * Name of the account holder
    */
-  cdsl(body: CasParserCdslParams, options?: RequestOptions): APIPromise<UnifiedResponse> {
-    return this._client.post(
-      '/v4/cdsl/parse',
-      maybeMultipartFormRequestOptions({ body, ...options }, this._client),
-    );
-  }
+  name?: string;
 
   /**
-   * This endpoint specifically parses NSDL CAS (Consolidated Account Statement) PDF
-   * files and returns data in a unified format. Use this endpoint when you know the
-   * PDF is from NSDL.
+   * PAN of the account holder
    */
-  nsdl(body: CasParserNsdlParams, options?: RequestOptions): APIPromise<UnifiedResponse> {
-    return this._client.post(
-      '/v4/nsdl/parse',
-      maybeMultipartFormRequestOptions({ body, ...options }, this._client),
-    );
-  }
+  pan?: string;
+}
 
+/**
+ * Unified transaction schema for all holding types (MF folios, equities, bonds,
+ * etc.)
+ */
+export interface Transaction {
   /**
-   * This endpoint parses CAS (Consolidated Account Statement) PDF files from NSDL,
-   * CDSL, or CAMS/KFintech and returns data in a unified format. It auto-detects the
-   * CAS type and transforms the data into a consistent structure regardless of the
-   * source.
+   * Additional transaction-specific fields that vary by source
    */
-  smartParse(body: CasParserSmartParseParams, options?: RequestOptions): APIPromise<UnifiedResponse> {
-    return this._client.post(
-      '/v4/smart/parse',
-      maybeMultipartFormRequestOptions({ body, ...options }, this._client),
-    );
+  additional_info?: Transaction.AdditionalInfo;
+
+  /**
+   * Transaction amount in currency (computed from units × price/NAV)
+   */
+  amount?: number | null;
+
+  /**
+   * Balance units after transaction
+   */
+  balance?: number;
+
+  /**
+   * Transaction date (YYYY-MM-DD)
+   */
+  date?: string;
+
+  /**
+   * Transaction description/particulars
+   */
+  description?: string;
+
+  /**
+   * Dividend rate (for DIVIDEND_PAYOUT transactions)
+   */
+  dividend_rate?: number | null;
+
+  /**
+   * NAV/price per unit on transaction date
+   */
+  nav?: number | null;
+
+  /**
+   * Transaction type. Possible values are PURCHASE, PURCHASE_SIP, REDEMPTION,
+   * SWITCH_IN, SWITCH_IN_MERGER, SWITCH_OUT, SWITCH_OUT_MERGER, DIVIDEND_PAYOUT,
+   * DIVIDEND_REINVEST, SEGREGATION, STAMP_DUTY_TAX, TDS_TAX, STT_TAX, MISC,
+   * REVERSAL, UNKNOWN.
+   */
+  type?:
+    | 'PURCHASE'
+    | 'PURCHASE_SIP'
+    | 'REDEMPTION'
+    | 'SWITCH_IN'
+    | 'SWITCH_IN_MERGER'
+    | 'SWITCH_OUT'
+    | 'SWITCH_OUT_MERGER'
+    | 'DIVIDEND_PAYOUT'
+    | 'DIVIDEND_REINVEST'
+    | 'SEGREGATION'
+    | 'STAMP_DUTY_TAX'
+    | 'TDS_TAX'
+    | 'STT_TAX'
+    | 'MISC'
+    | 'REVERSAL'
+    | 'UNKNOWN';
+
+  /**
+   * Number of units involved in transaction
+   */
+  units?: number;
+}
+
+export namespace Transaction {
+  /**
+   * Additional transaction-specific fields that vary by source
+   */
+  export interface AdditionalInfo {
+    /**
+     * Capital withdrawal amount (CDSL MF transactions)
+     */
+    capital_withdrawal?: number;
+
+    /**
+     * Units credited (demat transactions)
+     */
+    credit?: number;
+
+    /**
+     * Units debited (demat transactions)
+     */
+    debit?: number;
+
+    /**
+     * Income distribution amount (CDSL MF transactions)
+     */
+    income_distribution?: number;
+
+    /**
+     * Order/transaction reference number (demat transactions)
+     */
+    order_no?: string;
+
+    /**
+     * Price per unit (NSDL/CDSL MF transactions)
+     */
+    price?: number;
+
+    /**
+     * Stamp duty charged
+     */
+    stamp_duty?: number;
   }
 }
 
@@ -67,6 +155,11 @@ export interface UnifiedResponse {
 
   mutual_funds?: Array<UnifiedResponse.MutualFund>;
 
+  /**
+   * List of NPS accounts
+   */
+  nps?: Array<UnifiedResponse.Np>;
+
   summary?: UnifiedResponse.Summary;
 }
 
@@ -104,6 +197,11 @@ export namespace UnifiedResponse {
 
     holdings?: DematAccount.Holdings;
 
+    /**
+     * List of account holders linked to this demat account
+     */
+    linked_holders?: Array<CamsKfintechAPI.LinkedHolder>;
+
     /**
      * Total value of the demat account
      */
@@ -173,7 +271,7 @@ export namespace UnifiedResponse {
         /**
          * Additional information specific to the AIF
          */
-        additional_info?: unknown;
+        additional_info?: Aif.AdditionalInfo;
 
         /**
          * ISIN code of the AIF
@@ -185,6 +283,11 @@ export namespace UnifiedResponse {
          */
         name?: string;
 
+        /**
+         * List of transactions for this holding (beta)
+         */
+        transactions?: Array<CamsKfintechAPI.Transaction>;
+
         /**
          * Number of units held
          */
@@ -196,11 +299,28 @@ export namespace UnifiedResponse {
         value?: number;
       }
 
+      export namespace Aif {
+        /**
+         * Additional information specific to the AIF
+         */
+        export interface AdditionalInfo {
+          /**
+           * Closing balance units for the statement period (beta)
+           */
+          close_units?: number | null;
+
+          /**
+           * Opening balance units for the statement period (beta)
+           */
+          open_units?: number | null;
+        }
+      }
+
       export interface CorporateBond {
         /**
          * Additional information specific to the corporate bond
          */
-        additional_info?: unknown;
+        additional_info?: CorporateBond.AdditionalInfo;
 
         /**
          * ISIN code of the corporate bond
@@ -212,6 +332,11 @@ export namespace UnifiedResponse {
          */
         name?: string;
 
+        /**
+         * List of transactions for this holding (beta)
+         */
+        transactions?: Array<CamsKfintechAPI.Transaction>;
+
         /**
          * Number of units held
          */
@@ -223,11 +348,28 @@ export namespace UnifiedResponse {
         value?: number;
       }
 
+      export namespace CorporateBond {
+        /**
+         * Additional information specific to the corporate bond
+         */
+        export interface AdditionalInfo {
+          /**
+           * Closing balance units for the statement period (beta)
+           */
+          close_units?: number | null;
+
+          /**
+           * Opening balance units for the statement period (beta)
+           */
+          open_units?: number | null;
+        }
+      }
+
       export interface DematMutualFund {
         /**
          * Additional information specific to the mutual fund
          */
-        additional_info?: unknown;
+        additional_info?: DematMutualFund.AdditionalInfo;
 
         /**
          * ISIN code of the mutual fund
@@ -239,6 +381,11 @@ export namespace UnifiedResponse {
          */
         name?: string;
 
+        /**
+         * List of transactions for this holding (beta)
+         */
+        transactions?: Array<CamsKfintechAPI.Transaction>;
+
         /**
          * Number of units held
          */
@@ -250,11 +397,28 @@ export namespace UnifiedResponse {
         value?: number;
       }
 
+      export namespace DematMutualFund {
+        /**
+         * Additional information specific to the mutual fund
+         */
+        export interface AdditionalInfo {
+          /**
+           * Closing balance units for the statement period (beta)
+           */
+          close_units?: number | null;
+
+          /**
+           * Opening balance units for the statement period (beta)
+           */
+          open_units?: number | null;
+        }
+      }
+
       export interface Equity {
         /**
          * Additional information specific to the equity
          */
-        additional_info?: unknown;
+        additional_info?: Equity.AdditionalInfo;
 
         /**
          * ISIN code of the equity
@@ -266,6 +430,11 @@ export namespace UnifiedResponse {
          */
         name?: string;
 
+        /**
+         * List of transactions for this holding (beta)
+         */
+        transactions?: Array<CamsKfintechAPI.Transaction>;
+
         /**
          * Number of units held
          */
@@ -277,11 +446,28 @@ export namespace UnifiedResponse {
         value?: number;
       }
 
+      export namespace Equity {
+        /**
+         * Additional information specific to the equity
+         */
+        export interface AdditionalInfo {
+          /**
+           * Closing balance units for the statement period (beta)
+           */
+          close_units?: number | null;
+
+          /**
+           * Opening balance units for the statement period (beta)
+           */
+          open_units?: number | null;
+        }
+      }
+
       export interface GovernmentSecurity {
         /**
          * Additional information specific to the government security
          */
-        additional_info?: unknown;
+        additional_info?: GovernmentSecurity.AdditionalInfo;
 
         /**
          * ISIN code of the government security
@@ -293,6 +479,11 @@ export namespace UnifiedResponse {
          */
         name?: string;
 
+        /**
+         * List of transactions for this holding (beta)
+         */
+        transactions?: Array<CamsKfintechAPI.Transaction>;
+
         /**
          * Number of units held
          */
@@ -303,6 +494,23 @@ export namespace UnifiedResponse {
          */
         value?: number;
       }
+
+      export namespace GovernmentSecurity {
+        /**
+         * Additional information specific to the government security
+         */
+        export interface AdditionalInfo {
+          /**
+           * Closing balance units for the statement period (beta)
+           */
+          close_units?: number | null;
+
+          /**
+           * Opening balance units for the statement period (beta)
+           */
+          open_units?: number | null;
+        }
+      }
     }
   }
 
@@ -440,6 +648,11 @@ export namespace UnifiedResponse {
      */
     folio_number?: string;
 
+    /**
+     * List of account holders linked to this mutual fund folio
+     */
+    linked_holders?: Array<CamsKfintechAPI.LinkedHolder>;
+
     /**
      * Registrar and Transfer Agent name
      */
@@ -507,7 +720,7 @@ export namespace UnifiedResponse {
        */
       nominees?: Array<string>;
 
-      transactions?: Array<Scheme.Transaction>;
+      transactions?: Array<CamsKfintechAPI.Transaction>;
 
       /**
        * Type of mutual fund scheme
@@ -541,14 +754,14 @@ export namespace UnifiedResponse {
         amfi?: string;
 
         /**
-         * Closing balance units (CAMS/KFintech)
+         * Closing balance units for the statement period
          */
-        close_units?: number;
+        close_units?: number | null;
 
         /**
-         * Opening balance units (CAMS/KFintech)
+         * Opening balance units for the statement period
          */
-        open_units?: number;
+        open_units?: number | null;
 
         /**
          * RTA code for the scheme (CAMS/KFintech)
@@ -567,50 +780,85 @@ export namespace UnifiedResponse {
          */
         percentage?: number;
       }
+    }
+  }
 
-      export interface Transaction {
-        /**
-         * Transaction amount
-         */
-        amount?: number;
+  export interface Np {
+    /**
+     * Additional information specific to the NPS account
+     */
+    additional_info?: unknown;
 
-        /**
-         * Balance units after transaction
-         */
-        balance?: number;
+    /**
+     * Central Record Keeping Agency name
+     */
+    cra?: string;
 
-        /**
-         * Transaction date
-         */
-        date?: string;
+    funds?: Array<Np.Fund>;
 
-        /**
-         * Transaction description
-         */
-        description?: string;
+    /**
+     * List of account holders linked to this NPS account
+     */
+    linked_holders?: Array<CamsKfintechAPI.LinkedHolder>;
 
-        /**
-         * Dividend rate (for dividend transactions)
-         */
-        dividend_rate?: number;
+    /**
+     * Permanent Retirement Account Number (PRAN)
+     */
+    pran?: string;
 
-        /**
-         * NAV on transaction date
-         */
-        nav?: number;
+    /**
+     * Total value of the NPS account
+     */
+    value?: number;
+  }
 
+  export namespace Np {
+    export interface Fund {
+      /**
+       * Additional information specific to the NPS fund
+       */
+      additional_info?: Fund.AdditionalInfo;
+
+      /**
+       * Cost of investment
+       */
+      cost?: number;
+
+      /**
+       * Name of the NPS fund
+       */
+      name?: string;
+
+      /**
+       * Net Asset Value per unit
+       */
+      nav?: number;
+
+      /**
+       * Number of units held
+       */
+      units?: number;
+
+      /**
+       * Current market value of the holding
+       */
+      value?: number;
+    }
+
+    export namespace Fund {
+      /**
+       * Additional information specific to the NPS fund
+       */
+      export interface AdditionalInfo {
         /**
-         * Transaction type detected based on description. Possible values are
-         * PURCHASE,PURCHASE_SIP,REDEMPTION,SWITCH_IN,SWITCH_IN_MERGER,SWITCH_OUT,SWITCH_OUT_MERGER,DIVIDEND_PAYOUT,DIVIDEND_REINVESTMENT,SEGREGATION,STAMP_DUTY_TAX,TDS_TAX,STT_TAX,MISC.
-         * If dividend_rate is present, then possible values are dividend_rate is
-         * applicable only for DIVIDEND_PAYOUT and DIVIDEND_REINVESTMENT.
+         * Fund manager name
          */
-        type?: string;
+        manager?: string;
 
         /**
-         * Number of units involved
+         * NPS tier (Tier I or Tier II)
          */
-        units?: number;
+        tier?: 1 | 2 | null;
       }
     }
   }
@@ -631,6 +879,8 @@ export namespace UnifiedResponse {
       insurance?: Accounts.Insurance;
 
       mutual_funds?: Accounts.MutualFunds;
+
+      nps?: Accounts.Nps;
     }
 
     export namespace Accounts {
@@ -669,84 +919,44 @@ export namespace UnifiedResponse {
          */
         total_value?: number;
       }
-    }
-  }
-}
-
-export interface CasParserCamsKfintechParams {
-  /**
-   * Password for the PDF file (if required)
-   */
-  password?: string;
-
-  /**
-   * Base64 encoded CAS PDF file
-   */
-  pdf_file?: string;
-
-  /**
-   * URL to the CAS PDF file
-   */
-  pdf_url?: string;
-}
 
-export interface CasParserCdslParams {
-  /**
-   * Password for the PDF file (if required)
-   */
-  password?: string;
-
-  /**
-   * Base64 encoded CAS PDF file
-   */
-  pdf_file?: string;
-
-  /**
-   * URL to the CAS PDF file
-   */
-  pdf_url?: string;
-}
-
-export interface CasParserNsdlParams {
-  /**
-   * Password for the PDF file (if required)
-   */
-  password?: string;
-
-  /**
-   * Base64 encoded CAS PDF file
-   */
-  pdf_file?: string;
+      export interface Nps {
+        /**
+         * Number of NPS accounts
+         */
+        count?: number;
 
-  /**
-   * URL to the CAS PDF file
-   */
-  pdf_url?: string;
+        /**
+         * Total value of NPS accounts
+         */
+        total_value?: number;
+      }
+    }
+  }
 }
 
-export interface CasParserSmartParseParams {
+export interface CamsKfintechParseParams {
   /**
    * Password for the PDF file (if required)
    */
   password?: string;
 
   /**
-   * Base64 encoded CAS PDF file
+   * Base64 encoded CAS PDF file (required if pdf_url not provided)
    */
   pdf_file?: string;
 
   /**
-   * URL to the CAS PDF file
+   * URL to the CAS PDF file (required if pdf_file not provided)
    */
   pdf_url?: string;
 }
 
-export declare namespace CasParserResource {
+export declare namespace CamsKfintech {
   export {
+    type LinkedHolder as LinkedHolder,
+    type Transaction as Transaction,
     type UnifiedResponse as UnifiedResponse,
-    type CasParserCamsKfintechParams as CasParserCamsKfintechParams,
-    type CasParserCdslParams as CasParserCdslParams,
-    type CasParserNsdlParams as CasParserNsdlParams,
-    type CasParserSmartParseParams as CasParserSmartParseParams,
+    type CamsKfintechParseParams as CamsKfintechParseParams,
   };
 }