DealMakerAPI 0.0.1

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Files changed (36) hide show
  1. checksums.yaml +7 -0
  2. data/DealMakerAPI.gemspec +38 -0
  3. data/Gemfile +9 -0
  4. data/README.md +371 -0
  5. data/Rakefile +10 -0
  6. data/docs/DealApi.md +289 -0
  7. data/docs/V1EntitiesAttachment.md +22 -0
  8. data/docs/V1EntitiesBackgroundCheckSearch.md +18 -0
  9. data/docs/V1EntitiesDeal.md +20 -0
  10. data/docs/V1EntitiesInvestor.md +58 -0
  11. data/docs/V1EntitiesInvestors.md +18 -0
  12. data/docs/V1EntitiesSubscriptionAgreement.md +20 -0
  13. data/git_push.sh +57 -0
  14. data/lib/DealMakerAPI/api/deal_api.rb +299 -0
  15. data/lib/DealMakerAPI/api_client.rb +389 -0
  16. data/lib/DealMakerAPI/api_error.rb +57 -0
  17. data/lib/DealMakerAPI/configuration.rb +271 -0
  18. data/lib/DealMakerAPI/models/v1_entities_attachment.rb +239 -0
  19. data/lib/DealMakerAPI/models/v1_entities_background_check_search.rb +219 -0
  20. data/lib/DealMakerAPI/models/v1_entities_deal.rb +230 -0
  21. data/lib/DealMakerAPI/models/v1_entities_investor.rb +487 -0
  22. data/lib/DealMakerAPI/models/v1_entities_investors.rb +219 -0
  23. data/lib/DealMakerAPI/models/v1_entities_subscription_agreement.rb +229 -0
  24. data/lib/DealMakerAPI/version.rb +15 -0
  25. data/lib/DealMakerAPI.rb +46 -0
  26. data/spec/api/deal_api_spec.rb +89 -0
  27. data/spec/api_client_spec.rb +226 -0
  28. data/spec/configuration_spec.rb +42 -0
  29. data/spec/models/v1_entities_attachment_spec.rb +46 -0
  30. data/spec/models/v1_entities_background_check_search_spec.rb +34 -0
  31. data/spec/models/v1_entities_deal_spec.rb +40 -0
  32. data/spec/models/v1_entities_investor_spec.rb +170 -0
  33. data/spec/models/v1_entities_investors_spec.rb +34 -0
  34. data/spec/models/v1_entities_subscription_agreement_spec.rb +40 -0
  35. data/spec/spec_helper.rb +111 -0
  36. metadata +127 -0
@@ -0,0 +1,389 @@
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+ =begin
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+ #DealMaker API
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+
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+ ## Introduction Welcome to DealMaker’s Web API v1! This API is RESTful, easy to integrate with, and offers support in 2 different languages. # Libraries * Javascript * Ruby # Authentication To authenticate, add an Authorization header to your API request that contains an access token. ## Create an Application DealMaker’s Web API v1 supports the use of OAuth applications. Applications can be generated in your [account](https://www.dealmaker.tech/developer/applications). Unde the developer tab, click the `Create New Application` button ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-1.png) Name your application and assign the level of permissions for this application ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-2.png) Once your application is created, save in a secure space your public and secret keys. **WARNING**: The secret key will not be visible after you click the close button ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-3.png) From the developer tab, you will be able to view and manage all the available applications ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-4.png) Each Application consists of a client id, secret and set of scopes. The scopes define what resources you want to have access to. The client ID and secret are used to generate an access token. You will need to create an application to use API endpoints. ## How to generate an access token After creating an application, you must make a call to obtain a bearer token using the Generate an OAuth token operation. This operation requires the following parameters: `token endpoint` - https://app.dealmaker.tech/oauth/token `grant_type` - must be set to `client_credentials` `client_id` - the Client ID displayed when you created the OAuth application in the previous step `client_secret` - the Client Secret displayed when you created the OAuth application in the previous step `scope` - the scope is established when you created the OAuth application in the previous step Note: The Generate an OAuth token response specifies how long the bearer token is valid for. You should reuse the bearer token until it is expired. When the token is expired, call Generate an OAuth token again to generate a new one. To use the access token, you must set a plain text header named `Authorization` with the contents of the header being “Bearer XXX” where XXX is your generated access token. # Status Codes ## Content-Type Header All responses are returned in JSON format. We specify this by sending the Content-Type header. ## Status Codes Below is a table containing descriptions of the various status codes we currently support against various resources. Sometimes your API call will generate an error. Here you will find additional information about what to expect if you don’t format your request properly, or we fail to properly process your request. | Status Code | Description | | ----------- | ----------- | | `200` | Success | | `403` | Forbiden | | `404` | Not found | # Pagination Pagination is used to divide large resposes is smaller portions (pages). By default, all endpoints return a maximum of 25 records per page. You can change the number of records on a per request basis by passing a `per_page` parameter in the request header parameters. When the response exceeds the `per_page` parameter, you can paginate through the records by increasing the `offset` parameter. Example: `offset=25` will return 25 records starting from 26th record. You may also paginate using the `page` parameter to indicate the page number you would like to show on the response. Please review the table below for the input parameters ## Inputs | Parameter | Description | | ----------- | ----------- | | `per_page` | Amount of records included on each page (Default is 25) | | `page` | Page number | | `offset` | Amount of records offset on the API request where 0 represents the first record | ## Respose Headers To review additional information about pagination on a specific response, including how to determine the total number of pages of the avaialble data set, the API returns the following header fields with every paginated response: | Response Header | Description | | ----------- | ----------- | | `X-Total` | Total number of records of response | | `X-Total-Pages` | Total number of pages of response | | `X-Per-Page` | Total number of records per page of response | | `X-Page` | Number of current page | | `X-Next-Page` | Number of next page | | `X-Prev-Page` | Number of previous page| | `X-Offset` | Total number of records offset | # Versioning The latest version is v1. The version can be updated on the `Accept` header, just set the version as stated on the following example: ``` Accept:application/vnd.dealmaker-v1+json ``` | Version | Accept Header | | ----------- | ----------- | | `v1` | application/vnd.dealmaker-`v1`+json | # SDK’s For instruction on installing SDKs, please view the following links * [Javascript](https://github.com/DealMakerTech/api/tree/main/v1/clients/javascript) * [Ruby](https://github.com/DealMakerTech/api/tree/main/v1/clients/ruby) # Webhooks Our webhooks functionality allows clients to automatically receive updates on a deal's investor data. The type of data that the webhooks include: * Investor Name * Date created * Email * Phone * Allocation * Attachments * Accredited investor status * Accredited investor category * Status (Draft, Invited, Accepted, Waiting) Via webhooks clients can subscribe to the following events as they happen on Dealmaker: * Investor is created * Investor details are updated (any of the investor details above change or are updated) * Investor is deleted A URL supplied by the client will receive all the events with the information as part of the payload. Clients are able to add and update the URL within DealMaker. ## Configuration For a comprehensive guide on how to configure Webhooks please visit our support article: [Configuring Webhooks on DealMaker – DealMaker Support](https://help.dealmaker.tech/configuring-webhooks-on-dealmaker). As a developer user on DealMaker, you are able to configure webhooks by following the steps below: 1. Sign into Dealmaker 2. Go to **“Your profile”** in the top right corner 3. Access an **“Integrations”** configuration via the left menu 4. The developer configures webhooks by including: * The HTTPS URL where the request will be sent * Optionally, a security token that we would use to build a SHA1 hash that would be included in the request headers. The name of the header is `X-DealMaker-Signature`. If the secret is not specified, the hash won’t be included in the headers. * An email address that will be used to notify about errors. 5. The developers can disable webhooks temporarily if needed ## Specification ### Events The initial set of events will be related to the investor. The events are: 1. `investor.created` * Triggers every time a new investor is added to a deal 2. `investor.updated` * Triggers on updates to any of the following fields: 1. Status 2. Name 3. Email - (this is a user field so we trigger event for all investors with webhook subscription) 4. Allocated Amount 5. Investment Amount 6. Accredited investor fields 7. Adding or removing attachments 8. Tags * When the investor status is signed, the payload also includes a link to the signed document; the link expires after 30 minutes 3. `investor.deleted` * Triggers when the investor is removed from the deal * The investor key of the payload only includes investor ID * The deal is not included in the payload. Due to our implementation it’s impossible to retrieve the deal the investor was part of ### Requests * The request is a `POST` * The payload’s `content-type` is `application/json` * Only `2XX` responses are considered successful. In the event of a different response, we consider it failed and queue the event for retry * We retry the request five times, after the initial attempt. Doubling the waiting time between intervals with each try. The first retry happens after 30 seconds, then 60 seconds, 2 mins, 4 minutes, and 8 minutes. This timing scheme gives the receiver about 1 hour if all the requests fail * If an event fails all the attempts to be delivered, we send an email to the address that the user configured ### Payload #### Common Properties There will be some properties that are common to all the events on the system. |Key|Type|Description| |--- |--- |--- | |event|String|The event that triggered the call| |event_id|String|A unique identifier for the event| |deal<sup>*</sup>|Object|The deal in which the event occurred. It includes id, title, created_at and updated_at| <sup>*</sup>This field is not included when deleting a resource #### Common Properties (investor scope) Every event on this scope must contain an investor object, here are some properties that are common to this object on all events in the investor scope: |Key|Type|Description| |--- |--- |--- | |id|Integer|The unique ID of the Investor| |name|String|Investor’s Name| |status|String|Current status of the investor<br />Possible states are: <br />draft<br />invited<br />signed<br />waiting<br />accepted| |email|String|| |phone_number|String|| |investment_amount|Double|| |allocated_amount|Double|| |accredited_investor|Object|See format in respective ticket| |attachments|Array of Objects|List of supporting documents uploaded to the investor, including URL (expire after 30 minutes) and title (caption)| |funding_state|String|Investor’s current funding state (unfunded, underfunded, funded, overfunded)| |funds_pending|Boolean|True if there are pending transactions, False otherwise| |created_at|Date|| |updated_at|Date|| |tags|Array of Strings|a list of the investor's tags, separated by comma.| ### investor.status >= signed Specific Properties |Key|Type|Description| |--- |--- |--- | |subscription_agreement|object|id, url (expiring URL)| #### Investor Status Here is a brief description of each investor state: * **Draft:** the investor is added to the platform but hasn't been invited yet and cannot access the portal * **Invited:** the investor was added to the platform but hasn’t completed the questionnaire * **Signed:** the investor signed the document (needs approval from Lawyer or Reviewer before countersignature) * **Waiting:** the investor was approved for countersignature by any of the Lawyers or Reviewers in the deal * **Accepted:** the investor's agreement was countersigned by the Signatory #### Update Delay Given the high number of updates our platform performs on any investor, we’ve added a cool down period on update events that allows us to “group” updates and trigger only one every minute. In consequence, update events will be delivered 1 minute after the initial request was made and will include the latest version of the investor data at delivery time.
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+
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+ The version of the OpenAPI document: 1.0.0
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+
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+ Generated by: https://openapi-generator.tech
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+ OpenAPI Generator version: 5.4.0-SNAPSHOT
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+
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+ =end
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+
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+ require 'date'
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+ require 'json'
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+ require 'logger'
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+ require 'tempfile'
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+ require 'time'
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+ require 'typhoeus'
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+
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+ module DealMakerAPI
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+ class ApiClient
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+ # The Configuration object holding settings to be used in the API client.
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+ attr_accessor :config
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+
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+ # Defines the headers to be used in HTTP requests of all API calls by default.
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+ #
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+ # @return [Hash]
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+ attr_accessor :default_headers
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+
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+ # Initializes the ApiClient
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+ # @option config [Configuration] Configuration for initializing the object, default to Configuration.default
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+ def initialize(config = Configuration.default)
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+ @config = config
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+ @user_agent = "OpenAPI-Generator/#{VERSION}/ruby"
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+ @default_headers = {
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+ 'Content-Type' => 'application/json',
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+ 'User-Agent' => @user_agent
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+ }
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+ end
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+
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+ def self.default
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+ @@default ||= ApiClient.new
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+ end
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+
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+ # Call an API with given options.
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+ #
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+ # @return [Array<(Object, Integer, Hash)>] an array of 3 elements:
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+ # the data deserialized from response body (could be nil), response status code and response headers.
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+ def call_api(http_method, path, opts = {})
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+ request = build_request(http_method, path, opts)
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+ response = request.run
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+
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+ if @config.debugging
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+ @config.logger.debug "HTTP response body ~BEGIN~\n#{response.body}\n~END~\n"
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+ end
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+
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+ unless response.success?
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+ if response.timed_out?
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+ fail ApiError.new('Connection timed out')
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+ elsif response.code == 0
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+ # Errors from libcurl will be made visible here
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+ fail ApiError.new(:code => 0,
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+ :message => response.return_message)
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+ else
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+ fail ApiError.new(:code => response.code,
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+ :response_headers => response.headers,
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+ :response_body => response.body),
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+ response.status_message
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+ end
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+ end
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+
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+ if opts[:return_type]
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+ data = deserialize(response, opts[:return_type])
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+ else
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+ data = nil
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+ end
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+ return data, response.code, response.headers
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+ end
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+
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+ # Builds the HTTP request
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+ #
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+ # @param [String] http_method HTTP method/verb (e.g. POST)
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+ # @param [String] path URL path (e.g. /account/new)
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+ # @option opts [Hash] :header_params Header parameters
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+ # @option opts [Hash] :query_params Query parameters
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+ # @option opts [Hash] :form_params Query parameters
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+ # @option opts [Object] :body HTTP body (JSON/XML)
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+ # @return [Typhoeus::Request] A Typhoeus Request
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+ def build_request(http_method, path, opts = {})
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+ url = build_request_url(path, opts)
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+ http_method = http_method.to_sym.downcase
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+
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+ header_params = @default_headers.merge(opts[:header_params] || {})
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+ query_params = opts[:query_params] || {}
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+ form_params = opts[:form_params] || {}
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+
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+
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+ # set ssl_verifyhosts option based on @config.verify_ssl_host (true/false)
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+ _verify_ssl_host = @config.verify_ssl_host ? 2 : 0
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+
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+ req_opts = {
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+ :method => http_method,
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+ :headers => header_params,
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+ :params => query_params,
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+ :params_encoding => @config.params_encoding,
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+ :timeout => @config.timeout,
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+ :ssl_verifypeer => @config.verify_ssl,
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+ :ssl_verifyhost => _verify_ssl_host,
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+ :sslcert => @config.cert_file,
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+ :sslkey => @config.key_file,
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+ :verbose => @config.debugging
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+ }
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+
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+ # set custom cert, if provided
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+ req_opts[:cainfo] = @config.ssl_ca_cert if @config.ssl_ca_cert
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+
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+ if [:post, :patch, :put, :delete].include?(http_method)
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+ req_body = build_request_body(header_params, form_params, opts[:body])
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+ req_opts.update :body => req_body
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+ if @config.debugging
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+ @config.logger.debug "HTTP request body param ~BEGIN~\n#{req_body}\n~END~\n"
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+ end
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+ end
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+
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+ request = Typhoeus::Request.new(url, req_opts)
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+ download_file(request) if opts[:return_type] == 'File'
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+ request
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+ end
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+
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+ # Builds the HTTP request body
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+ #
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+ # @param [Hash] header_params Header parameters
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+ # @param [Hash] form_params Query parameters
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+ # @param [Object] body HTTP body (JSON/XML)
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+ # @return [String] HTTP body data in the form of string
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+ def build_request_body(header_params, form_params, body)
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+ # http form
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+ if header_params['Content-Type'] == 'application/x-www-form-urlencoded' ||
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+ header_params['Content-Type'] == 'multipart/form-data'
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+ data = {}
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+ form_params.each do |key, value|
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+ case value
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+ when ::File, ::Array, nil
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+ # let typhoeus handle File, Array and nil parameters
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+ data[key] = value
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+ else
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+ data[key] = value.to_s
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+ end
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+ end
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+ elsif body
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+ data = body.is_a?(String) ? body : body.to_json
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+ else
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+ data = nil
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+ end
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+ data
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+ end
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+
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+ # Save response body into a file in (the defined) temporary folder, using the filename
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+ # from the "Content-Disposition" header if provided, otherwise a random filename.
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+ # The response body is written to the file in chunks in order to handle files which
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+ # size is larger than maximum Ruby String or even larger than the maximum memory a Ruby
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+ # process can use.
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+ #
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+ # @see Configuration#temp_folder_path
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+ def download_file(request)
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+ tempfile = nil
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+ encoding = nil
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+ request.on_headers do |response|
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+ content_disposition = response.headers['Content-Disposition']
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+ if content_disposition && content_disposition =~ /filename=/i
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+ filename = content_disposition[/filename=['"]?([^'"\s]+)['"]?/, 1]
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+ prefix = sanitize_filename(filename)
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+ else
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+ prefix = 'download-'
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+ end
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+ prefix = prefix + '-' unless prefix.end_with?('-')
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+ encoding = response.body.encoding
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+ tempfile = Tempfile.open(prefix, @config.temp_folder_path, encoding: encoding)
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+ @tempfile = tempfile
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+ end
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+ request.on_body do |chunk|
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+ chunk.force_encoding(encoding)
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+ tempfile.write(chunk)
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+ end
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+ request.on_complete do |response|
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+ if tempfile
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+ tempfile.close
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+ @config.logger.info "Temp file written to #{tempfile.path}, please copy the file to a proper folder "\
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+ "with e.g. `FileUtils.cp(tempfile.path, '/new/file/path')` otherwise the temp file "\
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+ "will be deleted automatically with GC. It's also recommended to delete the temp file "\
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+ "explicitly with `tempfile.delete`"
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+ end
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+ end
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+ end
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+
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+ # Check if the given MIME is a JSON MIME.
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+ # JSON MIME examples:
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+ # application/json
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+ # application/json; charset=UTF8
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+ # APPLICATION/JSON
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+ # */*
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+ # @param [String] mime MIME
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+ # @return [Boolean] True if the MIME is application/json
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+ def json_mime?(mime)
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+ (mime == '*/*') || !(mime =~ /Application\/.*json(?!p)(;.*)?/i).nil?
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+ end
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+
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+ # Deserialize the response to the given return type.
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+ #
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+ # @param [Response] response HTTP response
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+ # @param [String] return_type some examples: "User", "Array<User>", "Hash<String, Integer>"
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+ def deserialize(response, return_type)
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+ body = response.body
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+
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+ # handle file downloading - return the File instance processed in request callbacks
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+ # note that response body is empty when the file is written in chunks in request on_body callback
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+ return @tempfile if return_type == 'File'
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+
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+ return nil if body.nil? || body.empty?
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+
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+ # return response body directly for String return type
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+ return body if return_type == 'String'
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+
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+ # ensuring a default content type
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+ content_type = response.headers['Content-Type'] || 'application/json'
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+
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+ fail "Content-Type is not supported: #{content_type}" unless json_mime?(content_type)
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+
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+ begin
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+ data = JSON.parse("[#{body}]", :symbolize_names => true)[0]
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+ rescue JSON::ParserError => e
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+ if %w(String Date Time).include?(return_type)
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+ data = body
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+ else
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+ raise e
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+ end
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+ end
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+
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+ convert_to_type data, return_type
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+ end
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+
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+ # Convert data to the given return type.
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+ # @param [Object] data Data to be converted
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+ # @param [String] return_type Return type
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+ # @return [Mixed] Data in a particular type
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+ def convert_to_type(data, return_type)
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+ return nil if data.nil?
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+ case return_type
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+ when 'String'
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+ data.to_s
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+ when 'Integer'
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+ data.to_i
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+ when 'Float'
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+ data.to_f
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+ when 'Boolean'
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+ data == true
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+ when 'Time'
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+ # parse date time (expecting ISO 8601 format)
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+ Time.parse data
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+ when 'Date'
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+ # parse date time (expecting ISO 8601 format)
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+ Date.parse data
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+ when 'Object'
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+ # generic object (usually a Hash), return directly
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+ data
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+ when /\AArray<(.+)>\z/
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+ # e.g. Array<Pet>
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+ sub_type = $1
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+ data.map { |item| convert_to_type(item, sub_type) }
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+ when /\AHash\<String, (.+)\>\z/
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+ # e.g. Hash<String, Integer>
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+ sub_type = $1
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+ {}.tap do |hash|
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+ data.each { |k, v| hash[k] = convert_to_type(v, sub_type) }
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+ end
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+ else
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+ # models (e.g. Pet) or oneOf
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+ klass = DealMakerAPI.const_get(return_type)
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+ klass.respond_to?(:openapi_one_of) ? klass.build(data) : klass.build_from_hash(data)
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+ end
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+ end
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+
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+ # Sanitize filename by removing path.
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+ # e.g. ../../sun.gif becomes sun.gif
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+ #
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+ # @param [String] filename the filename to be sanitized
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+ # @return [String] the sanitized filename
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+ def sanitize_filename(filename)
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+ filename.gsub(/.*[\/\\]/, '')
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+ end
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+
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+ def build_request_url(path, opts = {})
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+ # Add leading and trailing slashes to path
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+ path = "/#{path}".gsub(/\/+/, '/')
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+ @config.base_url(opts[:operation]) + path
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+ end
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+
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+ # Update header and query params based on authentication settings.
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+ #
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+ # @param [Hash] header_params Header parameters
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+ # @param [Hash] query_params Query parameters
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+ # @param [String] auth_names Authentication scheme name
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+ def update_params_for_auth!(header_params, query_params, auth_names)
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+ Array(auth_names).each do |auth_name|
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+ auth_setting = @config.auth_settings[auth_name]
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+ next unless auth_setting
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+ case auth_setting[:in]
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+ when 'header' then header_params[auth_setting[:key]] = auth_setting[:value]
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+ when 'query' then query_params[auth_setting[:key]] = auth_setting[:value]
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+ else fail ArgumentError, 'Authentication token must be in `query` or `header`'
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+ end
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+ end
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+ end
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+
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+ # Sets user agent in HTTP header
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+ #
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+ # @param [String] user_agent User agent (e.g. openapi-generator/ruby/1.0.0)
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+ def user_agent=(user_agent)
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+ @user_agent = user_agent
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+ @default_headers['User-Agent'] = @user_agent
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+ end
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+
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+ # Return Accept header based on an array of accepts provided.
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+ # @param [Array] accepts array for Accept
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+ # @return [String] the Accept header (e.g. application/json)
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+ def select_header_accept(accepts)
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+ return nil if accepts.nil? || accepts.empty?
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+ # use JSON when present, otherwise use all of the provided
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+ json_accept = accepts.find { |s| json_mime?(s) }
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+ json_accept || accepts.join(',')
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+ end
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+
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+ # Return Content-Type header based on an array of content types provided.
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+ # @param [Array] content_types array for Content-Type
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+ # @return [String] the Content-Type header (e.g. application/json)
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+ def select_header_content_type(content_types)
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+ # return nil by default
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+ return if content_types.nil? || content_types.empty?
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+ # use JSON when present, otherwise use the first one
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+ json_content_type = content_types.find { |s| json_mime?(s) }
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+ json_content_type || content_types.first
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+ end
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+
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+ # Convert object (array, hash, object, etc) to JSON string.
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+ # @param [Object] model object to be converted into JSON string
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+ # @return [String] JSON string representation of the object
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+ def object_to_http_body(model)
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+ return model if model.nil? || model.is_a?(String)
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+ local_body = nil
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+ if model.is_a?(Array)
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+ local_body = model.map { |m| object_to_hash(m) }
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+ else
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+ local_body = object_to_hash(model)
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+ end
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+ local_body.to_json
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+ end
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+
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+ # Convert object(non-array) to hash.
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+ # @param [Object] obj object to be converted into JSON string
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+ # @return [String] JSON string representation of the object
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+ def object_to_hash(obj)
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+ if obj.respond_to?(:to_hash)
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+ obj.to_hash
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+ else
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+ obj
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+ end
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+ end
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+
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+ # Build parameter value according to the given collection format.
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+ # @param [String] collection_format one of :csv, :ssv, :tsv, :pipes and :multi
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+ def build_collection_param(param, collection_format)
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+ case collection_format
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+ when :csv
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+ param.join(',')
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+ when :ssv
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+ param.join(' ')
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+ when :tsv
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+ param.join("\t")
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+ when :pipes
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+ param.join('|')
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+ when :multi
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+ # return the array directly as typhoeus will handle it as expected
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+ param
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+ else
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+ fail "unknown collection format: #{collection_format.inspect}"
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+ end
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+ end
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+ end
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+ end
@@ -0,0 +1,57 @@
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+ =begin
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+ #DealMaker API
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+
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+ ## Introduction Welcome to DealMaker’s Web API v1! This API is RESTful, easy to integrate with, and offers support in 2 different languages. # Libraries * Javascript * Ruby # Authentication To authenticate, add an Authorization header to your API request that contains an access token. ## Create an Application DealMaker’s Web API v1 supports the use of OAuth applications. Applications can be generated in your [account](https://www.dealmaker.tech/developer/applications). Unde the developer tab, click the `Create New Application` button ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-1.png) Name your application and assign the level of permissions for this application ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-2.png) Once your application is created, save in a secure space your public and secret keys. **WARNING**: The secret key will not be visible after you click the close button ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-3.png) From the developer tab, you will be able to view and manage all the available applications ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-4.png) Each Application consists of a client id, secret and set of scopes. The scopes define what resources you want to have access to. The client ID and secret are used to generate an access token. You will need to create an application to use API endpoints. ## How to generate an access token After creating an application, you must make a call to obtain a bearer token using the Generate an OAuth token operation. This operation requires the following parameters: `token endpoint` - https://app.dealmaker.tech/oauth/token `grant_type` - must be set to `client_credentials` `client_id` - the Client ID displayed when you created the OAuth application in the previous step `client_secret` - the Client Secret displayed when you created the OAuth application in the previous step `scope` - the scope is established when you created the OAuth application in the previous step Note: The Generate an OAuth token response specifies how long the bearer token is valid for. You should reuse the bearer token until it is expired. When the token is expired, call Generate an OAuth token again to generate a new one. To use the access token, you must set a plain text header named `Authorization` with the contents of the header being “Bearer XXX” where XXX is your generated access token. # Status Codes ## Content-Type Header All responses are returned in JSON format. We specify this by sending the Content-Type header. ## Status Codes Below is a table containing descriptions of the various status codes we currently support against various resources. Sometimes your API call will generate an error. Here you will find additional information about what to expect if you don’t format your request properly, or we fail to properly process your request. | Status Code | Description | | ----------- | ----------- | | `200` | Success | | `403` | Forbiden | | `404` | Not found | # Pagination Pagination is used to divide large resposes is smaller portions (pages). By default, all endpoints return a maximum of 25 records per page. You can change the number of records on a per request basis by passing a `per_page` parameter in the request header parameters. When the response exceeds the `per_page` parameter, you can paginate through the records by increasing the `offset` parameter. Example: `offset=25` will return 25 records starting from 26th record. You may also paginate using the `page` parameter to indicate the page number you would like to show on the response. Please review the table below for the input parameters ## Inputs | Parameter | Description | | ----------- | ----------- | | `per_page` | Amount of records included on each page (Default is 25) | | `page` | Page number | | `offset` | Amount of records offset on the API request where 0 represents the first record | ## Respose Headers To review additional information about pagination on a specific response, including how to determine the total number of pages of the avaialble data set, the API returns the following header fields with every paginated response: | Response Header | Description | | ----------- | ----------- | | `X-Total` | Total number of records of response | | `X-Total-Pages` | Total number of pages of response | | `X-Per-Page` | Total number of records per page of response | | `X-Page` | Number of current page | | `X-Next-Page` | Number of next page | | `X-Prev-Page` | Number of previous page| | `X-Offset` | Total number of records offset | # Versioning The latest version is v1. The version can be updated on the `Accept` header, just set the version as stated on the following example: ``` Accept:application/vnd.dealmaker-v1+json ``` | Version | Accept Header | | ----------- | ----------- | | `v1` | application/vnd.dealmaker-`v1`+json | # SDK’s For instruction on installing SDKs, please view the following links * [Javascript](https://github.com/DealMakerTech/api/tree/main/v1/clients/javascript) * [Ruby](https://github.com/DealMakerTech/api/tree/main/v1/clients/ruby) # Webhooks Our webhooks functionality allows clients to automatically receive updates on a deal's investor data. The type of data that the webhooks include: * Investor Name * Date created * Email * Phone * Allocation * Attachments * Accredited investor status * Accredited investor category * Status (Draft, Invited, Accepted, Waiting) Via webhooks clients can subscribe to the following events as they happen on Dealmaker: * Investor is created * Investor details are updated (any of the investor details above change or are updated) * Investor is deleted A URL supplied by the client will receive all the events with the information as part of the payload. Clients are able to add and update the URL within DealMaker. ## Configuration For a comprehensive guide on how to configure Webhooks please visit our support article: [Configuring Webhooks on DealMaker – DealMaker Support](https://help.dealmaker.tech/configuring-webhooks-on-dealmaker). As a developer user on DealMaker, you are able to configure webhooks by following the steps below: 1. Sign into Dealmaker 2. Go to **“Your profile”** in the top right corner 3. Access an **“Integrations”** configuration via the left menu 4. The developer configures webhooks by including: * The HTTPS URL where the request will be sent * Optionally, a security token that we would use to build a SHA1 hash that would be included in the request headers. The name of the header is `X-DealMaker-Signature`. If the secret is not specified, the hash won’t be included in the headers. * An email address that will be used to notify about errors. 5. The developers can disable webhooks temporarily if needed ## Specification ### Events The initial set of events will be related to the investor. The events are: 1. `investor.created` * Triggers every time a new investor is added to a deal 2. `investor.updated` * Triggers on updates to any of the following fields: 1. Status 2. Name 3. Email - (this is a user field so we trigger event for all investors with webhook subscription) 4. Allocated Amount 5. Investment Amount 6. Accredited investor fields 7. Adding or removing attachments 8. Tags * When the investor status is signed, the payload also includes a link to the signed document; the link expires after 30 minutes 3. `investor.deleted` * Triggers when the investor is removed from the deal * The investor key of the payload only includes investor ID * The deal is not included in the payload. Due to our implementation it’s impossible to retrieve the deal the investor was part of ### Requests * The request is a `POST` * The payload’s `content-type` is `application/json` * Only `2XX` responses are considered successful. In the event of a different response, we consider it failed and queue the event for retry * We retry the request five times, after the initial attempt. Doubling the waiting time between intervals with each try. The first retry happens after 30 seconds, then 60 seconds, 2 mins, 4 minutes, and 8 minutes. This timing scheme gives the receiver about 1 hour if all the requests fail * If an event fails all the attempts to be delivered, we send an email to the address that the user configured ### Payload #### Common Properties There will be some properties that are common to all the events on the system. |Key|Type|Description| |--- |--- |--- | |event|String|The event that triggered the call| |event_id|String|A unique identifier for the event| |deal<sup>*</sup>|Object|The deal in which the event occurred. It includes id, title, created_at and updated_at| <sup>*</sup>This field is not included when deleting a resource #### Common Properties (investor scope) Every event on this scope must contain an investor object, here are some properties that are common to this object on all events in the investor scope: |Key|Type|Description| |--- |--- |--- | |id|Integer|The unique ID of the Investor| |name|String|Investor’s Name| |status|String|Current status of the investor<br />Possible states are: <br />draft<br />invited<br />signed<br />waiting<br />accepted| |email|String|| |phone_number|String|| |investment_amount|Double|| |allocated_amount|Double|| |accredited_investor|Object|See format in respective ticket| |attachments|Array of Objects|List of supporting documents uploaded to the investor, including URL (expire after 30 minutes) and title (caption)| |funding_state|String|Investor’s current funding state (unfunded, underfunded, funded, overfunded)| |funds_pending|Boolean|True if there are pending transactions, False otherwise| |created_at|Date|| |updated_at|Date|| |tags|Array of Strings|a list of the investor's tags, separated by comma.| ### investor.status >= signed Specific Properties |Key|Type|Description| |--- |--- |--- | |subscription_agreement|object|id, url (expiring URL)| #### Investor Status Here is a brief description of each investor state: * **Draft:** the investor is added to the platform but hasn't been invited yet and cannot access the portal * **Invited:** the investor was added to the platform but hasn’t completed the questionnaire * **Signed:** the investor signed the document (needs approval from Lawyer or Reviewer before countersignature) * **Waiting:** the investor was approved for countersignature by any of the Lawyers or Reviewers in the deal * **Accepted:** the investor's agreement was countersigned by the Signatory #### Update Delay Given the high number of updates our platform performs on any investor, we’ve added a cool down period on update events that allows us to “group” updates and trigger only one every minute. In consequence, update events will be delivered 1 minute after the initial request was made and will include the latest version of the investor data at delivery time.
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+
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+ The version of the OpenAPI document: 1.0.0
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+
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+ Generated by: https://openapi-generator.tech
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+ OpenAPI Generator version: 5.4.0-SNAPSHOT
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+
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+ =end
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+
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+ module DealMakerAPI
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+ class ApiError < StandardError
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+ attr_reader :code, :response_headers, :response_body
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+
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+ # Usage examples:
18
+ # ApiError.new
19
+ # ApiError.new("message")
20
+ # ApiError.new(:code => 500, :response_headers => {}, :response_body => "")
21
+ # ApiError.new(:code => 404, :message => "Not Found")
22
+ def initialize(arg = nil)
23
+ if arg.is_a? Hash
24
+ if arg.key?(:message) || arg.key?('message')
25
+ super(arg[:message] || arg['message'])
26
+ else
27
+ super arg
28
+ end
29
+
30
+ arg.each do |k, v|
31
+ instance_variable_set "@#{k}", v
32
+ end
33
+ else
34
+ super arg
35
+ end
36
+ end
37
+
38
+ # Override to_s to display a friendly error message
39
+ def to_s
40
+ message
41
+ end
42
+
43
+ def message
44
+ if @message.nil?
45
+ msg = "Error message: the server returns an error"
46
+ else
47
+ msg = @message
48
+ end
49
+
50
+ msg += "\nHTTP status code: #{code}" if code
51
+ msg += "\nResponse headers: #{response_headers}" if response_headers
52
+ msg += "\nResponse body: #{response_body}" if response_body
53
+
54
+ msg
55
+ end
56
+ end
57
+ end