DealMakerAPI 0.0.2 → 0.68.6

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Files changed (170) hide show
  1. checksums.yaml +4 -4
  2. data/DealMakerAPI.gemspec +4 -4
  3. data/README.md +221 -127
  4. data/docs/CompanyApi.md +214 -0
  5. data/docs/CreateCompanyRequest.md +32 -0
  6. data/docs/CreateCorporationProfileRequest.md +82 -0
  7. data/docs/CreateDealSetupRequest.md +30 -0
  8. data/docs/CreateIndividualProfileRequest.md +44 -0
  9. data/docs/CreateInvestorRequest.md +40 -0
  10. data/docs/CreateJointProfileRequest.md +68 -0
  11. data/docs/CreateTrustProfileRequest.md +60 -0
  12. data/docs/DealApi.md +21 -165
  13. data/docs/DealSetupApi.md +74 -0
  14. data/docs/DefaultApi.md +413 -0
  15. data/docs/InvestorApi.md +368 -0
  16. data/docs/InvestorProfileApi.md +573 -15
  17. data/docs/PatchCorporationProfileRequest.md +58 -0
  18. data/docs/PatchIndividualProfileRequest.md +42 -0
  19. data/docs/PatchInvestorRequest.md +18 -0
  20. data/docs/PatchJointProfileRequest.md +66 -0
  21. data/docs/PatchTrustProfileRequest.md +58 -0
  22. data/docs/PostWebhooksRequest.md +26 -0
  23. data/docs/PutWebhooksIdRequest.md +30 -0
  24. data/docs/UpdateInvestorRequest.md +24 -0
  25. data/docs/V1EntitiesAddress.md +28 -0
  26. data/docs/V1EntitiesAddresses.md +18 -0
  27. data/docs/V1EntitiesCompany.md +34 -0
  28. data/docs/V1EntitiesCompanyDeal.md +20 -0
  29. data/docs/V1EntitiesCompanyDeals.md +18 -0
  30. data/docs/V1EntitiesDealSetup.md +34 -0
  31. data/docs/V1EntitiesDealSetupUser.md +20 -0
  32. data/docs/V1EntitiesDeals.md +18 -0
  33. data/docs/V1EntitiesInvestor.md +10 -4
  34. data/docs/V1EntitiesInvestorProfileAddress.md +28 -0
  35. data/docs/V1EntitiesInvestorProfileCorporation.md +34 -0
  36. data/docs/V1EntitiesInvestorProfileFieldsAccountHolder.md +28 -0
  37. data/docs/V1EntitiesInvestorProfileFieldsCorporation.md +24 -0
  38. data/docs/V1EntitiesInvestorProfileFieldsPrimaryHolder.md +30 -0
  39. data/docs/V1EntitiesInvestorProfileFieldsTrust.md +24 -0
  40. data/docs/V1EntitiesInvestorProfileIndividual.md +6 -16
  41. data/docs/V1EntitiesInvestorProfileItem.md +18 -0
  42. data/docs/V1EntitiesInvestorProfileJoint.md +34 -0
  43. data/docs/V1EntitiesInvestorProfileTrust.md +32 -0
  44. data/docs/V1EntitiesInvestorProfiles.md +18 -0
  45. data/docs/V1EntitiesWebhooksDeal.md +22 -0
  46. data/docs/V1EntitiesWebhooksSecurityToken.md +18 -0
  47. data/docs/V1EntitiesWebhooksSubscription.md +28 -0
  48. data/docs/V1EntitiesWebhooksSubscriptionDeal.md +24 -0
  49. data/docs/V1EntitiesWebhooksSubscriptionDeals.md +18 -0
  50. data/lib/DealMakerAPI/api/company_api.rb +219 -0
  51. data/lib/DealMakerAPI/api/deal_api.rb +23 -174
  52. data/lib/DealMakerAPI/api/deal_setup_api.rb +90 -0
  53. data/lib/DealMakerAPI/api/default_api.rb +403 -0
  54. data/lib/DealMakerAPI/api/investor_api.rb +399 -0
  55. data/lib/DealMakerAPI/api/investor_profile_api.rb +570 -16
  56. data/lib/DealMakerAPI/api_client.rb +5 -3
  57. data/lib/DealMakerAPI/api_error.rb +3 -2
  58. data/lib/DealMakerAPI/configuration.rb +4 -3
  59. data/lib/DealMakerAPI/models/create_company_request.rb +320 -0
  60. data/lib/DealMakerAPI/models/create_corporation_profile_request.rb +601 -0
  61. data/lib/DealMakerAPI/models/create_deal_setup_request.rb +364 -0
  62. data/lib/DealMakerAPI/models/create_individual_profile_request.rb +389 -0
  63. data/lib/DealMakerAPI/models/create_investor_request.rb +386 -0
  64. data/lib/DealMakerAPI/models/create_joint_profile_request.rb +521 -0
  65. data/lib/DealMakerAPI/models/create_trust_profile_request.rb +491 -0
  66. data/lib/DealMakerAPI/models/patch_corporation_profile_request.rb +454 -0
  67. data/lib/DealMakerAPI/models/patch_individual_profile_request.rb +374 -0
  68. data/lib/DealMakerAPI/models/patch_investor_request.rb +225 -0
  69. data/lib/DealMakerAPI/models/patch_joint_profile_request.rb +506 -0
  70. data/lib/DealMakerAPI/models/patch_trust_profile_request.rb +454 -0
  71. data/lib/DealMakerAPI/models/post_webhooks_request.rb +277 -0
  72. data/lib/DealMakerAPI/models/put_webhooks_id_request.rb +286 -0
  73. data/lib/DealMakerAPI/models/update_investor_request.rb +286 -0
  74. data/lib/DealMakerAPI/models/v1_entities_address.rb +270 -0
  75. data/lib/DealMakerAPI/models/v1_entities_addresses.rb +219 -0
  76. data/lib/DealMakerAPI/models/v1_entities_attachment.rb +3 -2
  77. data/lib/DealMakerAPI/models/v1_entities_background_check_search.rb +3 -2
  78. data/lib/DealMakerAPI/models/v1_entities_company.rb +299 -0
  79. data/lib/DealMakerAPI/models/v1_entities_company_deal.rb +230 -0
  80. data/lib/DealMakerAPI/models/v1_entities_company_deals.rb +219 -0
  81. data/lib/DealMakerAPI/models/v1_entities_deal.rb +5 -4
  82. data/lib/DealMakerAPI/models/v1_entities_deal_enterprise.rb +3 -2
  83. data/lib/DealMakerAPI/models/v1_entities_deal_funding_metrics.rb +3 -2
  84. data/lib/DealMakerAPI/models/v1_entities_deal_investor_metrics.rb +3 -2
  85. data/lib/DealMakerAPI/models/v1_entities_deal_issuer.rb +3 -2
  86. data/lib/DealMakerAPI/models/v1_entities_deal_setup.rb +300 -0
  87. data/lib/DealMakerAPI/models/v1_entities_deal_setup_user.rb +230 -0
  88. data/lib/DealMakerAPI/models/v1_entities_deals.rb +220 -0
  89. data/lib/DealMakerAPI/models/v1_entities_investor.rb +50 -20
  90. data/lib/DealMakerAPI/models/v1_entities_investor_profile_address.rb +270 -0
  91. data/lib/DealMakerAPI/models/v1_entities_investor_profile_corporation.rb +332 -0
  92. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_account_holder.rb +269 -0
  93. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_corporation.rb +249 -0
  94. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_primary_holder.rb +279 -0
  95. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_trust.rb +249 -0
  96. data/lib/DealMakerAPI/models/v1_entities_investor_profile_individual.rb +26 -76
  97. data/lib/DealMakerAPI/models/v1_entities_investor_profile_item.rb +219 -0
  98. data/lib/DealMakerAPI/models/v1_entities_investor_profile_joint.rb +333 -0
  99. data/lib/DealMakerAPI/models/v1_entities_investor_profile_trust.rb +323 -0
  100. data/lib/DealMakerAPI/models/v1_entities_investor_profiles.rb +220 -0
  101. data/lib/DealMakerAPI/models/v1_entities_investor_user.rb +3 -2
  102. data/lib/DealMakerAPI/models/v1_entities_investors.rb +3 -2
  103. data/lib/DealMakerAPI/models/v1_entities_subscription_agreement.rb +3 -2
  104. data/lib/DealMakerAPI/models/v1_entities_webhooks_deal.rb +241 -0
  105. data/lib/DealMakerAPI/models/v1_entities_webhooks_security_token.rb +221 -0
  106. data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription.rb +270 -0
  107. data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription_deal.rb +250 -0
  108. data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription_deals.rb +219 -0
  109. data/lib/DealMakerAPI/version.rb +3 -3
  110. data/lib/DealMakerAPI.rb +44 -2
  111. data/spec/api/company_api_spec.rb +73 -0
  112. data/spec/api/deal_api_spec.rb +9 -37
  113. data/spec/api/deal_setup_api_spec.rb +47 -0
  114. data/spec/api/default_api_spec.rb +108 -0
  115. data/spec/api/investor_api_spec.rb +106 -0
  116. data/spec/api/investor_profile_api_spec.rb +109 -7
  117. data/spec/api_client_spec.rb +2 -2
  118. data/spec/configuration_spec.rb +2 -2
  119. data/spec/models/create_company_request_spec.rb +76 -0
  120. data/spec/models/create_corporation_profile_request_spec.rb +230 -0
  121. data/spec/models/create_deal_setup_request_spec.rb +82 -0
  122. data/spec/models/create_individual_profile_request_spec.rb +116 -0
  123. data/spec/models/create_investor_request_spec.rb +108 -0
  124. data/spec/models/create_joint_profile_request_spec.rb +192 -0
  125. data/spec/models/create_trust_profile_request_spec.rb +164 -0
  126. data/spec/models/patch_corporation_profile_request_spec.rb +158 -0
  127. data/spec/models/patch_individual_profile_request_spec.rb +110 -0
  128. data/spec/models/patch_investor_request_spec.rb +34 -0
  129. data/spec/models/patch_joint_profile_request_spec.rb +186 -0
  130. data/spec/models/patch_trust_profile_request_spec.rb +158 -0
  131. data/spec/models/post_webhooks_request_spec.rb +58 -0
  132. data/spec/models/put_webhooks_id_request_spec.rb +70 -0
  133. data/spec/models/update_investor_request_spec.rb +56 -0
  134. data/spec/models/v1_entities_address_spec.rb +64 -0
  135. data/spec/models/v1_entities_addresses_spec.rb +34 -0
  136. data/spec/models/v1_entities_attachment_spec.rb +2 -2
  137. data/spec/models/v1_entities_background_check_search_spec.rb +2 -2
  138. data/spec/models/v1_entities_company_deal_spec.rb +40 -0
  139. data/spec/models/v1_entities_company_deals_spec.rb +34 -0
  140. data/spec/models/v1_entities_company_spec.rb +82 -0
  141. data/spec/models/v1_entities_deal_enterprise_spec.rb +2 -2
  142. data/spec/models/v1_entities_deal_funding_metrics_spec.rb +2 -2
  143. data/spec/models/v1_entities_deal_investor_metrics_spec.rb +2 -2
  144. data/spec/models/v1_entities_deal_issuer_spec.rb +2 -2
  145. data/spec/models/v1_entities_deal_setup_spec.rb +82 -0
  146. data/spec/models/v1_entities_deal_setup_user_spec.rb +40 -0
  147. data/spec/models/v1_entities_deal_spec.rb +76 -2
  148. data/spec/models/v1_entities_deals_spec.rb +34 -0
  149. data/spec/models/v1_entities_investor_profile_address_spec.rb +64 -0
  150. data/spec/models/v1_entities_investor_profile_corporation_spec.rb +86 -0
  151. data/spec/models/v1_entities_investor_profile_fields_account_holder_spec.rb +64 -0
  152. data/spec/models/v1_entities_investor_profile_fields_corporation_spec.rb +52 -0
  153. data/spec/models/v1_entities_investor_profile_fields_primary_holder_spec.rb +70 -0
  154. data/spec/models/v1_entities_investor_profile_fields_trust_spec.rb +52 -0
  155. data/spec/models/v1_entities_investor_profile_individual_spec.rb +6 -36
  156. data/spec/models/v1_entities_investor_profile_item_spec.rb +34 -0
  157. data/spec/models/v1_entities_investor_profile_joint_spec.rb +86 -0
  158. data/spec/models/v1_entities_investor_profile_trust_spec.rb +80 -0
  159. data/spec/models/v1_entities_investor_profiles_spec.rb +34 -0
  160. data/spec/models/v1_entities_investor_spec.rb +29 -5
  161. data/spec/models/v1_entities_investor_user_spec.rb +2 -2
  162. data/spec/models/v1_entities_investors_spec.rb +2 -2
  163. data/spec/models/v1_entities_subscription_agreement_spec.rb +2 -2
  164. data/spec/models/v1_entities_webhooks_deal_spec.rb +46 -0
  165. data/spec/models/v1_entities_webhooks_security_token_spec.rb +34 -0
  166. data/spec/models/v1_entities_webhooks_subscription_deal_spec.rb +52 -0
  167. data/spec/models/v1_entities_webhooks_subscription_deals_spec.rb +34 -0
  168. data/spec/models/v1_entities_webhooks_subscription_spec.rb +64 -0
  169. data/spec/spec_helper.rb +2 -2
  170. metadata +180 -12
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+ =begin
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+ #DealMaker API
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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. This is the technical documentation for our API. There are tutorials and examples of integrations with our API available on our [knowledge centre](https://help.dealmaker.tech/training-centre) as well. # Libraries - Javascript - Ruby # Authentication To authenticate, add an Authorization header to your API request that contains an access token. Before you [generate an access token](#how-to-generate-an-access-token) your must first [create an application](#create-an-application) on your portal and retrieve the your client ID and secret ## Create an Application DealMaker’s Web API v1 supports the use of OAuth applications. Applications can be generated in your [account](https://app.dealmaker.tech/developer/applications). To create an API Application, click on your user name in the top right corner to open a dropdown menu, and select \"Integrations\". Under the API settings 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 client ID and secret. **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. ### Example #### Postman Here's an example on how to generate the access token with Postman, where `{{CLIENT_ID}}` and `{{CLIENT_SECRET}}` are the values generated after following the steps on [Create an Application](#create-an-application) ![Get access token postman example](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/token-postman.png) # 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` | Forbidden | | `404` | Not found | # Pagination Pagination is used to divide large responses 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. The largest supported `per_page` parameter is 100. 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 | ## Response Headers | 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 | # Search and Filtering (The q parameter) The q optional parameter accepts a string as input and allows you to filter the request based on that string. Please note that search strings must be encoded according to ASCII. For example, \"john+investor&#64;dealmaker.tech\" should be passed as “john%2Binvestor%40dealmaker.tech”. There are two main ways to filter with it. ## Keyword filtering Some keywords allow you to filter investors based on a specific “scope” of the investors, for example using the string “Invited” will filter all investors with the status invited, and the keyword “Has attachments” will filter investors with attachments. Here’s a list of possible keywords and the “scope” each one of the keywords filters by: | Keywords | Scope | Decoded Example | Encoded Example | | ---------------------------------------------- | --------------------------------------------------------------------------- | -------------------------------------------------------------------- | ---------------------------------------------------------------------------------------- | | Signed on \\(date range\\) | Investors who signed in the provided date range | Signed on (date range) [2020-07-01:2020-07-31] | `Signed%20on%20%28date%20range%29%20%5B2020-07-01%3A2020-07-31%5D` | | Enabled for countersignature on \\(date range\\) | Investors who were enabled for counter signature in the provided date range | Enabled for countersignature on (date range) [2022-05-24:2022-05-25] | `Enabled%20for%20countersignature%20on%20(date%20range)%20%5B2022-05-24%3A2022-05-25%5D` | | Accepted on \\(date range\\) | Investors accepted in the provided date rage | Accepted on (date range) [2022-05-24:2022-05-25] | `Accepted%20on%20(date%20range)%20%5B2022-05-24%3A2022-05-25%5D` | | Offline | Investors added to the deal offline | Offline | `Offline` | | Online | Investors added to the deal online | Online | `Online` | | Signed | Investors who signed their agreement | Signed | `Signed` | | Waiting for countersignature | Investors who have signed and are waiting for counter signature | Waiting for countersignature | `Waiting%20for%20countersignature` | | Invited | Investors on the Invited Status | Invited | `Invited` | | Accepted | Investors in the Accepted Status | Accepted | `Accepted` | | Questionnaire in progress | All Investors who have not finished completing the questionnaire | Questionnaire in progress | `Questionnaire%20in%20progress` | | Has attachments | All Investors with attachments | Has attachments | `Has%20attachments` | | Has notes | All Investors with notes | Has notes | `Has%20notes` | | Waiting for co-signature | Investors who have signed and are waiting for co-signature | Waiting for co-signature | `Waiting%20for%20co-signature` | | Background Check Approved | Investors with approved background check | Background Check Approved | `Background%20Check%20Approved` | | Document Review Pending | Investors with pending review | Document Review Pending | `Document%20Review%20Pending` | | Document Upload Pending | Investors with pending documents to upload | Document Upload Pending | `Document%20Upload%20Pending` | | Required adjudicator review | Investors who are required to be review by the adjudicator | Required adjudicator review | `Required%20adjudicator%20review` | --- **NOTE** Filtering keywords are case sensitive and need to be encoded --- ## Search String Any value for the parameter which does not match one of the keywords listed above, will use fields like `first name`, `last name`, `email`, `tags` to search for the investor. For example, if you search “Robert”, because this does not match one of the keywords listed above, it will then return any investors who have the string “Robert” in their name, email, or tags fields. # 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.
5
+
6
+ The version of the OpenAPI document: 1.0.0
7
+
8
+ Generated by: https://openapi-generator.tech
9
+ OpenAPI Generator version: 6.3.0-SNAPSHOT
10
+
11
+ =end
12
+
13
+ require 'cgi'
14
+
15
+ module DealMakerAPI
16
+ class InvestorApi
17
+ attr_accessor :api_client
18
+
19
+ def initialize(api_client = ApiClient.default)
20
+ @api_client = api_client
21
+ end
22
+ # Create a deal investor
23
+ # Create a single deal investor.
24
+ # @param id [Integer] The deal id.
25
+ # @param create_investor_request [CreateInvestorRequest]
26
+ # @param [Hash] opts the optional parameters
27
+ # @return [V1EntitiesInvestor]
28
+ def create_investor(id, create_investor_request, opts = {})
29
+ data, _status_code, _headers = create_investor_with_http_info(id, create_investor_request, opts)
30
+ data
31
+ end
32
+
33
+ # Create a deal investor
34
+ # Create a single deal investor.
35
+ # @param id [Integer] The deal id.
36
+ # @param create_investor_request [CreateInvestorRequest]
37
+ # @param [Hash] opts the optional parameters
38
+ # @return [Array<(V1EntitiesInvestor, Integer, Hash)>] V1EntitiesInvestor data, response status code and response headers
39
+ def create_investor_with_http_info(id, create_investor_request, opts = {})
40
+ if @api_client.config.debugging
41
+ @api_client.config.logger.debug 'Calling API: InvestorApi.create_investor ...'
42
+ end
43
+ # verify the required parameter 'id' is set
44
+ if @api_client.config.client_side_validation && id.nil?
45
+ fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.create_investor"
46
+ end
47
+ # verify the required parameter 'create_investor_request' is set
48
+ if @api_client.config.client_side_validation && create_investor_request.nil?
49
+ fail ArgumentError, "Missing the required parameter 'create_investor_request' when calling InvestorApi.create_investor"
50
+ end
51
+ # resource path
52
+ local_var_path = '/deals/{id}/investors'.sub('{' + 'id' + '}', CGI.escape(id.to_s))
53
+
54
+ # query parameters
55
+ query_params = opts[:query_params] || {}
56
+
57
+ # header parameters
58
+ header_params = opts[:header_params] || {}
59
+ # HTTP header 'Accept' (if needed)
60
+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
61
+ # HTTP header 'Content-Type'
62
+ content_type = @api_client.select_header_content_type(['application/json'])
63
+ if !content_type.nil?
64
+ header_params['Content-Type'] = content_type
65
+ end
66
+
67
+ # form parameters
68
+ form_params = opts[:form_params] || {}
69
+
70
+ # http body (model)
71
+ post_body = opts[:debug_body] || @api_client.object_to_http_body(create_investor_request)
72
+
73
+ # return_type
74
+ return_type = opts[:debug_return_type] || 'V1EntitiesInvestor'
75
+
76
+ # auth_names
77
+ auth_names = opts[:debug_auth_names] || []
78
+
79
+ new_options = opts.merge(
80
+ :operation => :"InvestorApi.create_investor",
81
+ :header_params => header_params,
82
+ :query_params => query_params,
83
+ :form_params => form_params,
84
+ :body => post_body,
85
+ :auth_names => auth_names,
86
+ :return_type => return_type
87
+ )
88
+
89
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path, new_options)
90
+ if @api_client.config.debugging
91
+ @api_client.config.logger.debug "API called: InvestorApi#create_investor\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
92
+ end
93
+ return data, status_code, headers
94
+ end
95
+
96
+ # Get a deal investor by id
97
+ # Gets a single investor by the id.
98
+ # @param id [Integer] The deal id.
99
+ # @param investor_id [Integer] The investor id.
100
+ # @param [Hash] opts the optional parameters
101
+ # @return [V1EntitiesInvestor]
102
+ def get_investor(id, investor_id, opts = {})
103
+ data, _status_code, _headers = get_investor_with_http_info(id, investor_id, opts)
104
+ data
105
+ end
106
+
107
+ # Get a deal investor by id
108
+ # Gets a single investor by the id.
109
+ # @param id [Integer] The deal id.
110
+ # @param investor_id [Integer] The investor id.
111
+ # @param [Hash] opts the optional parameters
112
+ # @return [Array<(V1EntitiesInvestor, Integer, Hash)>] V1EntitiesInvestor data, response status code and response headers
113
+ def get_investor_with_http_info(id, investor_id, opts = {})
114
+ if @api_client.config.debugging
115
+ @api_client.config.logger.debug 'Calling API: InvestorApi.get_investor ...'
116
+ end
117
+ # verify the required parameter 'id' is set
118
+ if @api_client.config.client_side_validation && id.nil?
119
+ fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.get_investor"
120
+ end
121
+ # verify the required parameter 'investor_id' is set
122
+ if @api_client.config.client_side_validation && investor_id.nil?
123
+ fail ArgumentError, "Missing the required parameter 'investor_id' when calling InvestorApi.get_investor"
124
+ end
125
+ # resource path
126
+ local_var_path = '/deals/{id}/investors/{investor_id}'.sub('{' + 'id' + '}', CGI.escape(id.to_s)).sub('{' + 'investor_id' + '}', CGI.escape(investor_id.to_s))
127
+
128
+ # query parameters
129
+ query_params = opts[:query_params] || {}
130
+
131
+ # header parameters
132
+ header_params = opts[:header_params] || {}
133
+ # HTTP header 'Accept' (if needed)
134
+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
135
+
136
+ # form parameters
137
+ form_params = opts[:form_params] || {}
138
+
139
+ # http body (model)
140
+ post_body = opts[:debug_body]
141
+
142
+ # return_type
143
+ return_type = opts[:debug_return_type] || 'V1EntitiesInvestor'
144
+
145
+ # auth_names
146
+ auth_names = opts[:debug_auth_names] || []
147
+
148
+ new_options = opts.merge(
149
+ :operation => :"InvestorApi.get_investor",
150
+ :header_params => header_params,
151
+ :query_params => query_params,
152
+ :form_params => form_params,
153
+ :body => post_body,
154
+ :auth_names => auth_names,
155
+ :return_type => return_type
156
+ )
157
+
158
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
159
+ if @api_client.config.debugging
160
+ @api_client.config.logger.debug "API called: InvestorApi#get_investor\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
161
+ end
162
+ return data, status_code, headers
163
+ end
164
+
165
+ # List deal investors
166
+ # List deal investors according to the specified search criteria.
167
+ # @param id [Integer] The deal id.
168
+ # @param [Hash] opts the optional parameters
169
+ # @option opts [Integer] :page Page offset to fetch. (default to 1)
170
+ # @option opts [Integer] :per_page Number of results to return per page. (default to 25)
171
+ # @option opts [Integer] :offset Pad a number of results. (default to 0)
172
+ # @option opts [Array<Integer>] :investor_ids An array of investor ids.
173
+ # @option opts [String] :q The search query for investors. For additional information on filtering and seach, click [here](#section/Search-and-Filtering-(The-q-parameter)/Keyword-filtering)
174
+ # @return [V1EntitiesInvestors]
175
+ def list_investors(id, opts = {})
176
+ data, _status_code, _headers = list_investors_with_http_info(id, opts)
177
+ data
178
+ end
179
+
180
+ # List deal investors
181
+ # List deal investors according to the specified search criteria.
182
+ # @param id [Integer] The deal id.
183
+ # @param [Hash] opts the optional parameters
184
+ # @option opts [Integer] :page Page offset to fetch. (default to 1)
185
+ # @option opts [Integer] :per_page Number of results to return per page. (default to 25)
186
+ # @option opts [Integer] :offset Pad a number of results. (default to 0)
187
+ # @option opts [Array<Integer>] :investor_ids An array of investor ids.
188
+ # @option opts [String] :q The search query for investors. For additional information on filtering and seach, click [here](#section/Search-and-Filtering-(The-q-parameter)/Keyword-filtering)
189
+ # @return [Array<(V1EntitiesInvestors, Integer, Hash)>] V1EntitiesInvestors data, response status code and response headers
190
+ def list_investors_with_http_info(id, opts = {})
191
+ if @api_client.config.debugging
192
+ @api_client.config.logger.debug 'Calling API: InvestorApi.list_investors ...'
193
+ end
194
+ # verify the required parameter 'id' is set
195
+ if @api_client.config.client_side_validation && id.nil?
196
+ fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.list_investors"
197
+ end
198
+ # resource path
199
+ local_var_path = '/deals/{id}/investors'.sub('{' + 'id' + '}', CGI.escape(id.to_s))
200
+
201
+ # query parameters
202
+ query_params = opts[:query_params] || {}
203
+ query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
204
+ query_params[:'per_page'] = opts[:'per_page'] if !opts[:'per_page'].nil?
205
+ query_params[:'offset'] = opts[:'offset'] if !opts[:'offset'].nil?
206
+ query_params[:'investor_ids'] = @api_client.build_collection_param(opts[:'investor_ids'], :csv) if !opts[:'investor_ids'].nil?
207
+ query_params[:'q'] = opts[:'q'] if !opts[:'q'].nil?
208
+
209
+ # header parameters
210
+ header_params = opts[:header_params] || {}
211
+ # HTTP header 'Accept' (if needed)
212
+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
213
+
214
+ # form parameters
215
+ form_params = opts[:form_params] || {}
216
+
217
+ # http body (model)
218
+ post_body = opts[:debug_body]
219
+
220
+ # return_type
221
+ return_type = opts[:debug_return_type] || 'V1EntitiesInvestors'
222
+
223
+ # auth_names
224
+ auth_names = opts[:debug_auth_names] || []
225
+
226
+ new_options = opts.merge(
227
+ :operation => :"InvestorApi.list_investors",
228
+ :header_params => header_params,
229
+ :query_params => query_params,
230
+ :form_params => form_params,
231
+ :body => post_body,
232
+ :auth_names => auth_names,
233
+ :return_type => return_type
234
+ )
235
+
236
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
237
+ if @api_client.config.debugging
238
+ @api_client.config.logger.debug "API called: InvestorApi#list_investors\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
239
+ end
240
+ return data, status_code, headers
241
+ end
242
+
243
+ # Patch a deal investor
244
+ # Patch deal investor
245
+ # @param id [Integer] The deal id.
246
+ # @param investor_id [Integer] The investor id.
247
+ # @param patch_investor_request [PatchInvestorRequest]
248
+ # @param [Hash] opts the optional parameters
249
+ # @return [V1EntitiesInvestor]
250
+ def patch_investor(id, investor_id, patch_investor_request, opts = {})
251
+ data, _status_code, _headers = patch_investor_with_http_info(id, investor_id, patch_investor_request, opts)
252
+ data
253
+ end
254
+
255
+ # Patch a deal investor
256
+ # Patch deal investor
257
+ # @param id [Integer] The deal id.
258
+ # @param investor_id [Integer] The investor id.
259
+ # @param patch_investor_request [PatchInvestorRequest]
260
+ # @param [Hash] opts the optional parameters
261
+ # @return [Array<(V1EntitiesInvestor, Integer, Hash)>] V1EntitiesInvestor data, response status code and response headers
262
+ def patch_investor_with_http_info(id, investor_id, patch_investor_request, opts = {})
263
+ if @api_client.config.debugging
264
+ @api_client.config.logger.debug 'Calling API: InvestorApi.patch_investor ...'
265
+ end
266
+ # verify the required parameter 'id' is set
267
+ if @api_client.config.client_side_validation && id.nil?
268
+ fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.patch_investor"
269
+ end
270
+ # verify the required parameter 'investor_id' is set
271
+ if @api_client.config.client_side_validation && investor_id.nil?
272
+ fail ArgumentError, "Missing the required parameter 'investor_id' when calling InvestorApi.patch_investor"
273
+ end
274
+ # verify the required parameter 'patch_investor_request' is set
275
+ if @api_client.config.client_side_validation && patch_investor_request.nil?
276
+ fail ArgumentError, "Missing the required parameter 'patch_investor_request' when calling InvestorApi.patch_investor"
277
+ end
278
+ # resource path
279
+ local_var_path = '/deals/{id}/investors/{investor_id}'.sub('{' + 'id' + '}', CGI.escape(id.to_s)).sub('{' + 'investor_id' + '}', CGI.escape(investor_id.to_s))
280
+
281
+ # query parameters
282
+ query_params = opts[:query_params] || {}
283
+
284
+ # header parameters
285
+ header_params = opts[:header_params] || {}
286
+ # HTTP header 'Accept' (if needed)
287
+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
288
+ # HTTP header 'Content-Type'
289
+ content_type = @api_client.select_header_content_type(['application/json'])
290
+ if !content_type.nil?
291
+ header_params['Content-Type'] = content_type
292
+ end
293
+
294
+ # form parameters
295
+ form_params = opts[:form_params] || {}
296
+
297
+ # http body (model)
298
+ post_body = opts[:debug_body] || @api_client.object_to_http_body(patch_investor_request)
299
+
300
+ # return_type
301
+ return_type = opts[:debug_return_type] || 'V1EntitiesInvestor'
302
+
303
+ # auth_names
304
+ auth_names = opts[:debug_auth_names] || []
305
+
306
+ new_options = opts.merge(
307
+ :operation => :"InvestorApi.patch_investor",
308
+ :header_params => header_params,
309
+ :query_params => query_params,
310
+ :form_params => form_params,
311
+ :body => post_body,
312
+ :auth_names => auth_names,
313
+ :return_type => return_type
314
+ )
315
+
316
+ data, status_code, headers = @api_client.call_api(:PATCH, local_var_path, new_options)
317
+ if @api_client.config.debugging
318
+ @api_client.config.logger.debug "API called: InvestorApi#patch_investor\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
319
+ end
320
+ return data, status_code, headers
321
+ end
322
+
323
+ # Update a deal investor
324
+ # Update deal investor
325
+ # @param id [Integer] The deal id.
326
+ # @param investor_id [Integer] The investor id.
327
+ # @param [Hash] opts the optional parameters
328
+ # @option opts [UpdateInvestorRequest] :update_investor_request
329
+ # @return [V1EntitiesInvestor]
330
+ def update_investor(id, investor_id, opts = {})
331
+ data, _status_code, _headers = update_investor_with_http_info(id, investor_id, opts)
332
+ data
333
+ end
334
+
335
+ # Update a deal investor
336
+ # Update deal investor
337
+ # @param id [Integer] The deal id.
338
+ # @param investor_id [Integer] The investor id.
339
+ # @param [Hash] opts the optional parameters
340
+ # @option opts [UpdateInvestorRequest] :update_investor_request
341
+ # @return [Array<(V1EntitiesInvestor, Integer, Hash)>] V1EntitiesInvestor data, response status code and response headers
342
+ def update_investor_with_http_info(id, investor_id, opts = {})
343
+ if @api_client.config.debugging
344
+ @api_client.config.logger.debug 'Calling API: InvestorApi.update_investor ...'
345
+ end
346
+ # verify the required parameter 'id' is set
347
+ if @api_client.config.client_side_validation && id.nil?
348
+ fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.update_investor"
349
+ end
350
+ # verify the required parameter 'investor_id' is set
351
+ if @api_client.config.client_side_validation && investor_id.nil?
352
+ fail ArgumentError, "Missing the required parameter 'investor_id' when calling InvestorApi.update_investor"
353
+ end
354
+ # resource path
355
+ local_var_path = '/deals/{id}/investors/{investor_id}'.sub('{' + 'id' + '}', CGI.escape(id.to_s)).sub('{' + 'investor_id' + '}', CGI.escape(investor_id.to_s))
356
+
357
+ # query parameters
358
+ query_params = opts[:query_params] || {}
359
+
360
+ # header parameters
361
+ header_params = opts[:header_params] || {}
362
+ # HTTP header 'Accept' (if needed)
363
+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
364
+ # HTTP header 'Content-Type'
365
+ content_type = @api_client.select_header_content_type(['application/json'])
366
+ if !content_type.nil?
367
+ header_params['Content-Type'] = content_type
368
+ end
369
+
370
+ # form parameters
371
+ form_params = opts[:form_params] || {}
372
+
373
+ # http body (model)
374
+ post_body = opts[:debug_body] || @api_client.object_to_http_body(opts[:'update_investor_request'])
375
+
376
+ # return_type
377
+ return_type = opts[:debug_return_type] || 'V1EntitiesInvestor'
378
+
379
+ # auth_names
380
+ auth_names = opts[:debug_auth_names] || []
381
+
382
+ new_options = opts.merge(
383
+ :operation => :"InvestorApi.update_investor",
384
+ :header_params => header_params,
385
+ :query_params => query_params,
386
+ :form_params => form_params,
387
+ :body => post_body,
388
+ :auth_names => auth_names,
389
+ :return_type => return_type
390
+ )
391
+
392
+ data, status_code, headers = @api_client.call_api(:PUT, local_var_path, new_options)
393
+ if @api_client.config.debugging
394
+ @api_client.config.logger.debug "API called: InvestorApi#update_investor\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
395
+ end
396
+ return data, status_code, headers
397
+ end
398
+ end
399
+ end