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 'date'
14
+ require 'time'
15
+
16
+ module DealMakerAPI
17
+ class CreateTrustProfileRequest
18
+ # User email which is associated with investor profile (required).
19
+ attr_accessor :email
20
+
21
+ # The accredited investor information.
22
+ attr_accessor :us_accredited_category
23
+
24
+ # The name of the trust (required).
25
+ attr_accessor :name
26
+
27
+ # The creation date of the trust (required).
28
+ attr_accessor :date
29
+
30
+ # The country of the trust (required).
31
+ attr_accessor :country
32
+
33
+ # Trust street address of the trust (required).
34
+ attr_accessor :street_address
35
+
36
+ # The street address line 2 of the trust.
37
+ attr_accessor :unit2
38
+
39
+ # The city of the trust (required).
40
+ attr_accessor :city
41
+
42
+ # The region or state of the trust (required).
43
+ attr_accessor :region
44
+
45
+ # The postal code or zipcode of the trust (required).
46
+ attr_accessor :postal_code
47
+
48
+ # The phone number of the trust (required).
49
+ attr_accessor :phone_number
50
+
51
+ # The list of first names for the trustees (required for trustee 1).
52
+ attr_accessor :trustees_first_name
53
+
54
+ # The list of last names for the trustees (required for trustee 1).
55
+ attr_accessor :trustees_last_name
56
+
57
+ # The list of suffixes for the trustees.
58
+ attr_accessor :trustees_suffix
59
+
60
+ # The list of countries for the trustees (required for trustee 1).
61
+ attr_accessor :trustees_country
62
+
63
+ # The list of street addresses for the trustees (required for trustee 1).
64
+ attr_accessor :trustees_street_address
65
+
66
+ # The list of street address line 2 for the trustees.
67
+ attr_accessor :trustees_unit_2
68
+
69
+ # The list of cities for the trustees (required for trustee 1).
70
+ attr_accessor :trustees_city
71
+
72
+ # The list of regions or states for the trustees (required for trustee 1).
73
+ attr_accessor :trustees_region
74
+
75
+ # The list of postal codes or zipcodes for the trustees (required) for trustee 1.
76
+ attr_accessor :trustees_postal_code
77
+
78
+ # The list of dates of birth for the trustees (required for trustee 1).
79
+ attr_accessor :trustees_date_of_birth
80
+
81
+ # The list of taxpayer identification numbers for the trustees (required for trustee 1).
82
+ attr_accessor :trustees_taxpayer_id
83
+
84
+ class EnumAttributeValidator
85
+ attr_reader :datatype
86
+ attr_reader :allowable_values
87
+
88
+ def initialize(datatype, allowable_values)
89
+ @allowable_values = allowable_values.map do |value|
90
+ case datatype.to_s
91
+ when /Integer/i
92
+ value.to_i
93
+ when /Float/i
94
+ value.to_f
95
+ else
96
+ value
97
+ end
98
+ end
99
+ end
100
+
101
+ def valid?(value)
102
+ !value || allowable_values.include?(value)
103
+ end
104
+ end
105
+
106
+ # Attribute mapping from ruby-style variable name to JSON key.
107
+ def self.attribute_map
108
+ {
109
+ :'email' => :'email',
110
+ :'us_accredited_category' => :'us_accredited_category',
111
+ :'name' => :'name',
112
+ :'date' => :'date',
113
+ :'country' => :'country',
114
+ :'street_address' => :'street_address',
115
+ :'unit2' => :'unit2',
116
+ :'city' => :'city',
117
+ :'region' => :'region',
118
+ :'postal_code' => :'postal_code',
119
+ :'phone_number' => :'phone_number',
120
+ :'trustees_first_name' => :'trustees[first_name]',
121
+ :'trustees_last_name' => :'trustees[last_name]',
122
+ :'trustees_suffix' => :'trustees[suffix]',
123
+ :'trustees_country' => :'trustees[country]',
124
+ :'trustees_street_address' => :'trustees[street_address]',
125
+ :'trustees_unit_2' => :'trustees[unit_2]',
126
+ :'trustees_city' => :'trustees[city]',
127
+ :'trustees_region' => :'trustees[region]',
128
+ :'trustees_postal_code' => :'trustees[postal_code]',
129
+ :'trustees_date_of_birth' => :'trustees[date_of_birth]',
130
+ :'trustees_taxpayer_id' => :'trustees[taxpayer_id]'
131
+ }
132
+ end
133
+
134
+ # Returns all the JSON keys this model knows about
135
+ def self.acceptable_attributes
136
+ attribute_map.values
137
+ end
138
+
139
+ # Attribute type mapping.
140
+ def self.openapi_types
141
+ {
142
+ :'email' => :'String',
143
+ :'us_accredited_category' => :'String',
144
+ :'name' => :'String',
145
+ :'date' => :'String',
146
+ :'country' => :'String',
147
+ :'street_address' => :'String',
148
+ :'unit2' => :'String',
149
+ :'city' => :'String',
150
+ :'region' => :'String',
151
+ :'postal_code' => :'String',
152
+ :'phone_number' => :'String',
153
+ :'trustees_first_name' => :'Array<String>',
154
+ :'trustees_last_name' => :'Array<String>',
155
+ :'trustees_suffix' => :'Array<String>',
156
+ :'trustees_country' => :'Array<String>',
157
+ :'trustees_street_address' => :'Array<String>',
158
+ :'trustees_unit_2' => :'Array<String>',
159
+ :'trustees_city' => :'Array<String>',
160
+ :'trustees_region' => :'Array<String>',
161
+ :'trustees_postal_code' => :'Array<String>',
162
+ :'trustees_date_of_birth' => :'Array<String>',
163
+ :'trustees_taxpayer_id' => :'Array<String>'
164
+ }
165
+ end
166
+
167
+ # List of attributes with nullable: true
168
+ def self.openapi_nullable
169
+ Set.new([
170
+ ])
171
+ end
172
+
173
+ # Initializes the object
174
+ # @param [Hash] attributes Model attributes in the form of hash
175
+ def initialize(attributes = {})
176
+ if (!attributes.is_a?(Hash))
177
+ fail ArgumentError, "The input argument (attributes) must be a hash in `DealMakerAPI::CreateTrustProfileRequest` initialize method"
178
+ end
179
+
180
+ # check to see if the attribute exists and convert string to symbol for hash key
181
+ attributes = attributes.each_with_object({}) { |(k, v), h|
182
+ if (!self.class.attribute_map.key?(k.to_sym))
183
+ fail ArgumentError, "`#{k}` is not a valid attribute in `DealMakerAPI::CreateTrustProfileRequest`. Please check the name to make sure it's valid. List of attributes: " + self.class.attribute_map.keys.inspect
184
+ end
185
+ h[k.to_sym] = v
186
+ }
187
+
188
+ if attributes.key?(:'email')
189
+ self.email = attributes[:'email']
190
+ end
191
+
192
+ if attributes.key?(:'us_accredited_category')
193
+ self.us_accredited_category = attributes[:'us_accredited_category']
194
+ end
195
+
196
+ if attributes.key?(:'name')
197
+ self.name = attributes[:'name']
198
+ end
199
+
200
+ if attributes.key?(:'date')
201
+ self.date = attributes[:'date']
202
+ end
203
+
204
+ if attributes.key?(:'country')
205
+ self.country = attributes[:'country']
206
+ end
207
+
208
+ if attributes.key?(:'street_address')
209
+ self.street_address = attributes[:'street_address']
210
+ end
211
+
212
+ if attributes.key?(:'unit2')
213
+ self.unit2 = attributes[:'unit2']
214
+ end
215
+
216
+ if attributes.key?(:'city')
217
+ self.city = attributes[:'city']
218
+ end
219
+
220
+ if attributes.key?(:'region')
221
+ self.region = attributes[:'region']
222
+ end
223
+
224
+ if attributes.key?(:'postal_code')
225
+ self.postal_code = attributes[:'postal_code']
226
+ end
227
+
228
+ if attributes.key?(:'phone_number')
229
+ self.phone_number = attributes[:'phone_number']
230
+ end
231
+
232
+ if attributes.key?(:'trustees_first_name')
233
+ if (value = attributes[:'trustees_first_name']).is_a?(Array)
234
+ self.trustees_first_name = value
235
+ end
236
+ end
237
+
238
+ if attributes.key?(:'trustees_last_name')
239
+ if (value = attributes[:'trustees_last_name']).is_a?(Array)
240
+ self.trustees_last_name = value
241
+ end
242
+ end
243
+
244
+ if attributes.key?(:'trustees_suffix')
245
+ if (value = attributes[:'trustees_suffix']).is_a?(Array)
246
+ self.trustees_suffix = value
247
+ end
248
+ end
249
+
250
+ if attributes.key?(:'trustees_country')
251
+ if (value = attributes[:'trustees_country']).is_a?(Array)
252
+ self.trustees_country = value
253
+ end
254
+ end
255
+
256
+ if attributes.key?(:'trustees_street_address')
257
+ if (value = attributes[:'trustees_street_address']).is_a?(Array)
258
+ self.trustees_street_address = value
259
+ end
260
+ end
261
+
262
+ if attributes.key?(:'trustees_unit_2')
263
+ if (value = attributes[:'trustees_unit_2']).is_a?(Array)
264
+ self.trustees_unit_2 = value
265
+ end
266
+ end
267
+
268
+ if attributes.key?(:'trustees_city')
269
+ if (value = attributes[:'trustees_city']).is_a?(Array)
270
+ self.trustees_city = value
271
+ end
272
+ end
273
+
274
+ if attributes.key?(:'trustees_region')
275
+ if (value = attributes[:'trustees_region']).is_a?(Array)
276
+ self.trustees_region = value
277
+ end
278
+ end
279
+
280
+ if attributes.key?(:'trustees_postal_code')
281
+ if (value = attributes[:'trustees_postal_code']).is_a?(Array)
282
+ self.trustees_postal_code = value
283
+ end
284
+ end
285
+
286
+ if attributes.key?(:'trustees_date_of_birth')
287
+ if (value = attributes[:'trustees_date_of_birth']).is_a?(Array)
288
+ self.trustees_date_of_birth = value
289
+ end
290
+ end
291
+
292
+ if attributes.key?(:'trustees_taxpayer_id')
293
+ if (value = attributes[:'trustees_taxpayer_id']).is_a?(Array)
294
+ self.trustees_taxpayer_id = value
295
+ end
296
+ end
297
+ end
298
+
299
+ # Show invalid properties with the reasons. Usually used together with valid?
300
+ # @return Array for valid properties with the reasons
301
+ def list_invalid_properties
302
+ invalid_properties = Array.new
303
+ if @email.nil?
304
+ invalid_properties.push('invalid value for "email", email cannot be nil.')
305
+ end
306
+
307
+ invalid_properties
308
+ end
309
+
310
+ # Check to see if the all the properties in the model are valid
311
+ # @return true if the model is valid
312
+ def valid?
313
+ return false if @email.nil?
314
+ us_accredited_category_validator = EnumAttributeValidator.new('String', ["entity_owned_by_accredited_investors", "broker_or_dealer", "assets_trust", "not_accredited"])
315
+ return false unless us_accredited_category_validator.valid?(@us_accredited_category)
316
+ true
317
+ end
318
+
319
+ # Custom attribute writer method checking allowed values (enum).
320
+ # @param [Object] us_accredited_category Object to be assigned
321
+ def us_accredited_category=(us_accredited_category)
322
+ validator = EnumAttributeValidator.new('String', ["entity_owned_by_accredited_investors", "broker_or_dealer", "assets_trust", "not_accredited"])
323
+ unless validator.valid?(us_accredited_category)
324
+ fail ArgumentError, "invalid value for \"us_accredited_category\", must be one of #{validator.allowable_values}."
325
+ end
326
+ @us_accredited_category = us_accredited_category
327
+ end
328
+
329
+ # Checks equality by comparing each attribute.
330
+ # @param [Object] Object to be compared
331
+ def ==(o)
332
+ return true if self.equal?(o)
333
+ self.class == o.class &&
334
+ email == o.email &&
335
+ us_accredited_category == o.us_accredited_category &&
336
+ name == o.name &&
337
+ date == o.date &&
338
+ country == o.country &&
339
+ street_address == o.street_address &&
340
+ unit2 == o.unit2 &&
341
+ city == o.city &&
342
+ region == o.region &&
343
+ postal_code == o.postal_code &&
344
+ phone_number == o.phone_number &&
345
+ trustees_first_name == o.trustees_first_name &&
346
+ trustees_last_name == o.trustees_last_name &&
347
+ trustees_suffix == o.trustees_suffix &&
348
+ trustees_country == o.trustees_country &&
349
+ trustees_street_address == o.trustees_street_address &&
350
+ trustees_unit_2 == o.trustees_unit_2 &&
351
+ trustees_city == o.trustees_city &&
352
+ trustees_region == o.trustees_region &&
353
+ trustees_postal_code == o.trustees_postal_code &&
354
+ trustees_date_of_birth == o.trustees_date_of_birth &&
355
+ trustees_taxpayer_id == o.trustees_taxpayer_id
356
+ end
357
+
358
+ # @see the `==` method
359
+ # @param [Object] Object to be compared
360
+ def eql?(o)
361
+ self == o
362
+ end
363
+
364
+ # Calculates hash code according to all attributes.
365
+ # @return [Integer] Hash code
366
+ def hash
367
+ [email, us_accredited_category, name, date, country, street_address, unit2, city, region, postal_code, phone_number, trustees_first_name, trustees_last_name, trustees_suffix, trustees_country, trustees_street_address, trustees_unit_2, trustees_city, trustees_region, trustees_postal_code, trustees_date_of_birth, trustees_taxpayer_id].hash
368
+ end
369
+
370
+ # Builds the object from hash
371
+ # @param [Hash] attributes Model attributes in the form of hash
372
+ # @return [Object] Returns the model itself
373
+ def self.build_from_hash(attributes)
374
+ new.build_from_hash(attributes)
375
+ end
376
+
377
+ # Builds the object from hash
378
+ # @param [Hash] attributes Model attributes in the form of hash
379
+ # @return [Object] Returns the model itself
380
+ def build_from_hash(attributes)
381
+ return nil unless attributes.is_a?(Hash)
382
+ attributes = attributes.transform_keys(&:to_sym)
383
+ self.class.openapi_types.each_pair do |key, type|
384
+ if attributes[self.class.attribute_map[key]].nil? && self.class.openapi_nullable.include?(key)
385
+ self.send("#{key}=", nil)
386
+ elsif type =~ /\AArray<(.*)>/i
387
+ # check to ensure the input is an array given that the attribute
388
+ # is documented as an array but the input is not
389
+ if attributes[self.class.attribute_map[key]].is_a?(Array)
390
+ self.send("#{key}=", attributes[self.class.attribute_map[key]].map { |v| _deserialize($1, v) })
391
+ end
392
+ elsif !attributes[self.class.attribute_map[key]].nil?
393
+ self.send("#{key}=", _deserialize(type, attributes[self.class.attribute_map[key]]))
394
+ end
395
+ end
396
+
397
+ self
398
+ end
399
+
400
+ # Deserializes the data based on type
401
+ # @param string type Data type
402
+ # @param string value Value to be deserialized
403
+ # @return [Object] Deserialized data
404
+ def _deserialize(type, value)
405
+ case type.to_sym
406
+ when :Time
407
+ Time.parse(value)
408
+ when :Date
409
+ Date.parse(value)
410
+ when :String
411
+ value.to_s
412
+ when :Integer
413
+ value.to_i
414
+ when :Float
415
+ value.to_f
416
+ when :Boolean
417
+ if value.to_s =~ /\A(true|t|yes|y|1)\z/i
418
+ true
419
+ else
420
+ false
421
+ end
422
+ when :Object
423
+ # generic object (usually a Hash), return directly
424
+ value
425
+ when /\AArray<(?<inner_type>.+)>\z/
426
+ inner_type = Regexp.last_match[:inner_type]
427
+ value.map { |v| _deserialize(inner_type, v) }
428
+ when /\AHash<(?<k_type>.+?), (?<v_type>.+)>\z/
429
+ k_type = Regexp.last_match[:k_type]
430
+ v_type = Regexp.last_match[:v_type]
431
+ {}.tap do |hash|
432
+ value.each do |k, v|
433
+ hash[_deserialize(k_type, k)] = _deserialize(v_type, v)
434
+ end
435
+ end
436
+ else # model
437
+ # models (e.g. Pet) or oneOf
438
+ klass = DealMakerAPI.const_get(type)
439
+ klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
440
+ end
441
+ end
442
+
443
+ # Returns the string representation of the object
444
+ # @return [String] String presentation of the object
445
+ def to_s
446
+ to_hash.to_s
447
+ end
448
+
449
+ # to_body is an alias to to_hash (backward compatibility)
450
+ # @return [Hash] Returns the object in the form of hash
451
+ def to_body
452
+ to_hash
453
+ end
454
+
455
+ # Returns the object in the form of hash
456
+ # @return [Hash] Returns the object in the form of hash
457
+ def to_hash
458
+ hash = {}
459
+ self.class.attribute_map.each_pair do |attr, param|
460
+ value = self.send(attr)
461
+ if value.nil?
462
+ is_nullable = self.class.openapi_nullable.include?(attr)
463
+ next if !is_nullable || (is_nullable && !instance_variable_defined?(:"@#{attr}"))
464
+ end
465
+
466
+ hash[param] = _to_hash(value)
467
+ end
468
+ hash
469
+ end
470
+
471
+ # Outputs non-array value in the form of hash
472
+ # For object, use to_hash. Otherwise, just return the value
473
+ # @param [Object] value Any valid value
474
+ # @return [Hash] Returns the value in the form of hash
475
+ def _to_hash(value)
476
+ if value.is_a?(Array)
477
+ value.compact.map { |v| _to_hash(v) }
478
+ elsif value.is_a?(Hash)
479
+ {}.tap do |hash|
480
+ value.each { |k, v| hash[k] = _to_hash(v) }
481
+ end
482
+ elsif value.respond_to? :to_hash
483
+ value.to_hash
484
+ else
485
+ value
486
+ end
487
+ end
488
+
489
+ end
490
+
491
+ end