DealMakerAPI 0.0.3 → 0.68.6

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Files changed (169) hide show
  1. checksums.yaml +4 -4
  2. data/DealMakerAPI.gemspec +3 -3
  3. data/README.md +75 -20
  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 +5 -222
  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/V1EntitiesInvestor.md +10 -4
  33. data/docs/V1EntitiesInvestorProfileAddress.md +28 -0
  34. data/docs/V1EntitiesInvestorProfileCorporation.md +34 -0
  35. data/docs/V1EntitiesInvestorProfileFieldsAccountHolder.md +28 -0
  36. data/docs/V1EntitiesInvestorProfileFieldsCorporation.md +24 -0
  37. data/docs/V1EntitiesInvestorProfileFieldsPrimaryHolder.md +30 -0
  38. data/docs/V1EntitiesInvestorProfileFieldsTrust.md +24 -0
  39. data/docs/V1EntitiesInvestorProfileIndividual.md +6 -16
  40. data/docs/V1EntitiesInvestorProfileItem.md +18 -0
  41. data/docs/V1EntitiesInvestorProfileJoint.md +34 -0
  42. data/docs/V1EntitiesInvestorProfileTrust.md +32 -0
  43. data/docs/V1EntitiesInvestorProfiles.md +18 -0
  44. data/docs/V1EntitiesWebhooksDeal.md +22 -0
  45. data/docs/V1EntitiesWebhooksSecurityToken.md +18 -0
  46. data/docs/V1EntitiesWebhooksSubscription.md +28 -0
  47. data/docs/V1EntitiesWebhooksSubscriptionDeal.md +24 -0
  48. data/docs/V1EntitiesWebhooksSubscriptionDeals.md +18 -0
  49. data/lib/DealMakerAPI/api/company_api.rb +219 -0
  50. data/lib/DealMakerAPI/api/deal_api.rb +9 -226
  51. data/lib/DealMakerAPI/api/deal_setup_api.rb +90 -0
  52. data/lib/DealMakerAPI/api/default_api.rb +403 -0
  53. data/lib/DealMakerAPI/api/investor_api.rb +399 -0
  54. data/lib/DealMakerAPI/api/investor_profile_api.rb +570 -16
  55. data/lib/DealMakerAPI/api_client.rb +5 -3
  56. data/lib/DealMakerAPI/api_error.rb +3 -2
  57. data/lib/DealMakerAPI/configuration.rb +4 -3
  58. data/lib/DealMakerAPI/models/create_company_request.rb +320 -0
  59. data/lib/DealMakerAPI/models/create_corporation_profile_request.rb +601 -0
  60. data/lib/DealMakerAPI/models/create_deal_setup_request.rb +364 -0
  61. data/lib/DealMakerAPI/models/create_individual_profile_request.rb +389 -0
  62. data/lib/DealMakerAPI/models/create_investor_request.rb +386 -0
  63. data/lib/DealMakerAPI/models/create_joint_profile_request.rb +521 -0
  64. data/lib/DealMakerAPI/models/create_trust_profile_request.rb +491 -0
  65. data/lib/DealMakerAPI/models/patch_corporation_profile_request.rb +454 -0
  66. data/lib/DealMakerAPI/models/patch_individual_profile_request.rb +374 -0
  67. data/lib/DealMakerAPI/models/patch_investor_request.rb +225 -0
  68. data/lib/DealMakerAPI/models/patch_joint_profile_request.rb +506 -0
  69. data/lib/DealMakerAPI/models/patch_trust_profile_request.rb +454 -0
  70. data/lib/DealMakerAPI/models/post_webhooks_request.rb +277 -0
  71. data/lib/DealMakerAPI/models/put_webhooks_id_request.rb +286 -0
  72. data/lib/DealMakerAPI/models/update_investor_request.rb +286 -0
  73. data/lib/DealMakerAPI/models/v1_entities_address.rb +270 -0
  74. data/lib/DealMakerAPI/models/v1_entities_addresses.rb +219 -0
  75. data/lib/DealMakerAPI/models/v1_entities_attachment.rb +3 -2
  76. data/lib/DealMakerAPI/models/v1_entities_background_check_search.rb +3 -2
  77. data/lib/DealMakerAPI/models/v1_entities_company.rb +299 -0
  78. data/lib/DealMakerAPI/models/v1_entities_company_deal.rb +230 -0
  79. data/lib/DealMakerAPI/models/v1_entities_company_deals.rb +219 -0
  80. data/lib/DealMakerAPI/models/v1_entities_deal.rb +5 -4
  81. data/lib/DealMakerAPI/models/v1_entities_deal_enterprise.rb +3 -2
  82. data/lib/DealMakerAPI/models/v1_entities_deal_funding_metrics.rb +3 -2
  83. data/lib/DealMakerAPI/models/v1_entities_deal_investor_metrics.rb +3 -2
  84. data/lib/DealMakerAPI/models/v1_entities_deal_issuer.rb +3 -2
  85. data/lib/DealMakerAPI/models/v1_entities_deal_setup.rb +300 -0
  86. data/lib/DealMakerAPI/models/v1_entities_deal_setup_user.rb +230 -0
  87. data/lib/DealMakerAPI/models/v1_entities_deals.rb +3 -2
  88. data/lib/DealMakerAPI/models/v1_entities_investor.rb +50 -20
  89. data/lib/DealMakerAPI/models/v1_entities_investor_profile_address.rb +270 -0
  90. data/lib/DealMakerAPI/models/v1_entities_investor_profile_corporation.rb +332 -0
  91. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_account_holder.rb +269 -0
  92. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_corporation.rb +249 -0
  93. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_primary_holder.rb +279 -0
  94. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_trust.rb +249 -0
  95. data/lib/DealMakerAPI/models/v1_entities_investor_profile_individual.rb +26 -76
  96. data/lib/DealMakerAPI/models/v1_entities_investor_profile_item.rb +219 -0
  97. data/lib/DealMakerAPI/models/v1_entities_investor_profile_joint.rb +333 -0
  98. data/lib/DealMakerAPI/models/v1_entities_investor_profile_trust.rb +323 -0
  99. data/lib/DealMakerAPI/models/v1_entities_investor_profiles.rb +220 -0
  100. data/lib/DealMakerAPI/models/v1_entities_investor_user.rb +3 -2
  101. data/lib/DealMakerAPI/models/v1_entities_investors.rb +3 -2
  102. data/lib/DealMakerAPI/models/v1_entities_subscription_agreement.rb +3 -2
  103. data/lib/DealMakerAPI/models/v1_entities_webhooks_deal.rb +241 -0
  104. data/lib/DealMakerAPI/models/v1_entities_webhooks_security_token.rb +221 -0
  105. data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription.rb +270 -0
  106. data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription_deal.rb +250 -0
  107. data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription_deals.rb +219 -0
  108. data/lib/DealMakerAPI/version.rb +3 -3
  109. data/lib/DealMakerAPI.rb +43 -2
  110. data/spec/api/company_api_spec.rb +73 -0
  111. data/spec/api/deal_api_spec.rb +4 -47
  112. data/spec/api/deal_setup_api_spec.rb +47 -0
  113. data/spec/api/default_api_spec.rb +108 -0
  114. data/spec/api/investor_api_spec.rb +106 -0
  115. data/spec/api/investor_profile_api_spec.rb +109 -7
  116. data/spec/api_client_spec.rb +2 -2
  117. data/spec/configuration_spec.rb +2 -2
  118. data/spec/models/create_company_request_spec.rb +76 -0
  119. data/spec/models/create_corporation_profile_request_spec.rb +230 -0
  120. data/spec/models/create_deal_setup_request_spec.rb +82 -0
  121. data/spec/models/create_individual_profile_request_spec.rb +116 -0
  122. data/spec/models/create_investor_request_spec.rb +108 -0
  123. data/spec/models/create_joint_profile_request_spec.rb +192 -0
  124. data/spec/models/create_trust_profile_request_spec.rb +164 -0
  125. data/spec/models/patch_corporation_profile_request_spec.rb +158 -0
  126. data/spec/models/patch_individual_profile_request_spec.rb +110 -0
  127. data/spec/models/patch_investor_request_spec.rb +34 -0
  128. data/spec/models/patch_joint_profile_request_spec.rb +186 -0
  129. data/spec/models/patch_trust_profile_request_spec.rb +158 -0
  130. data/spec/models/post_webhooks_request_spec.rb +58 -0
  131. data/spec/models/put_webhooks_id_request_spec.rb +70 -0
  132. data/spec/models/update_investor_request_spec.rb +56 -0
  133. data/spec/models/v1_entities_address_spec.rb +64 -0
  134. data/spec/models/v1_entities_addresses_spec.rb +34 -0
  135. data/spec/models/v1_entities_attachment_spec.rb +2 -2
  136. data/spec/models/v1_entities_background_check_search_spec.rb +2 -2
  137. data/spec/models/v1_entities_company_deal_spec.rb +40 -0
  138. data/spec/models/v1_entities_company_deals_spec.rb +34 -0
  139. data/spec/models/v1_entities_company_spec.rb +82 -0
  140. data/spec/models/v1_entities_deal_enterprise_spec.rb +2 -2
  141. data/spec/models/v1_entities_deal_funding_metrics_spec.rb +2 -2
  142. data/spec/models/v1_entities_deal_investor_metrics_spec.rb +2 -2
  143. data/spec/models/v1_entities_deal_issuer_spec.rb +2 -2
  144. data/spec/models/v1_entities_deal_setup_spec.rb +82 -0
  145. data/spec/models/v1_entities_deal_setup_user_spec.rb +40 -0
  146. data/spec/models/v1_entities_deal_spec.rb +3 -3
  147. data/spec/models/v1_entities_deals_spec.rb +2 -2
  148. data/spec/models/v1_entities_investor_profile_address_spec.rb +64 -0
  149. data/spec/models/v1_entities_investor_profile_corporation_spec.rb +86 -0
  150. data/spec/models/v1_entities_investor_profile_fields_account_holder_spec.rb +64 -0
  151. data/spec/models/v1_entities_investor_profile_fields_corporation_spec.rb +52 -0
  152. data/spec/models/v1_entities_investor_profile_fields_primary_holder_spec.rb +70 -0
  153. data/spec/models/v1_entities_investor_profile_fields_trust_spec.rb +52 -0
  154. data/spec/models/v1_entities_investor_profile_individual_spec.rb +6 -36
  155. data/spec/models/v1_entities_investor_profile_item_spec.rb +34 -0
  156. data/spec/models/v1_entities_investor_profile_joint_spec.rb +86 -0
  157. data/spec/models/v1_entities_investor_profile_trust_spec.rb +80 -0
  158. data/spec/models/v1_entities_investor_profiles_spec.rb +34 -0
  159. data/spec/models/v1_entities_investor_spec.rb +22 -4
  160. data/spec/models/v1_entities_investor_user_spec.rb +2 -2
  161. data/spec/models/v1_entities_investors_spec.rb +2 -2
  162. data/spec/models/v1_entities_subscription_agreement_spec.rb +2 -2
  163. data/spec/models/v1_entities_webhooks_deal_spec.rb +46 -0
  164. data/spec/models/v1_entities_webhooks_security_token_spec.rb +34 -0
  165. data/spec/models/v1_entities_webhooks_subscription_deal_spec.rb +52 -0
  166. data/spec/models/v1_entities_webhooks_subscription_deals_spec.rb +34 -0
  167. data/spec/models/v1_entities_webhooks_subscription_spec.rb +64 -0
  168. data/spec/spec_helper.rb +2 -2
  169. metadata +176 -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 CreateJointProfileRequest
18
+ # User email which is associated with investor profile.
19
+ attr_accessor :email
20
+
21
+ # The accredited investor information.
22
+ attr_accessor :us_accredited_category
23
+
24
+ # The types of joint investor.
25
+ attr_accessor :joint_type
26
+
27
+ # The first name of the primary holder (required).
28
+ attr_accessor :first_name
29
+
30
+ # The last name of the primary holder (required).
31
+ attr_accessor :last_name
32
+
33
+ # The suffix of the primary holder.
34
+ attr_accessor :suffix
35
+
36
+ # The country the primary holder (required).
37
+ attr_accessor :country
38
+
39
+ # The street address of the primary holder (required).
40
+ attr_accessor :street_address
41
+
42
+ # The street address line 2 of the primary holder.
43
+ attr_accessor :unit2
44
+
45
+ # The city of the primary holder (required).
46
+ attr_accessor :city
47
+
48
+ # The region or State of the primary holder (required).
49
+ attr_accessor :region
50
+
51
+ # The postal code or zipcode of the primary holder (required).
52
+ attr_accessor :postal_code
53
+
54
+ # The date of birth of the primary holder (required).
55
+ attr_accessor :date_of_birth
56
+
57
+ # The taxpayer identification number of the primary holder (required).
58
+ attr_accessor :taxpayer_id
59
+
60
+ # The phone number of the primary holder (required).
61
+ attr_accessor :phone_number
62
+
63
+ # The first name of the joint holder (required).
64
+ attr_accessor :joint_holder_first_name
65
+
66
+ # The last name of the joint holder (required).
67
+ attr_accessor :joint_holder_last_name
68
+
69
+ # The suffix of the joint holder.
70
+ attr_accessor :joint_holder_suffix
71
+
72
+ # The country of the joint holder (required).
73
+ attr_accessor :joint_holder_country
74
+
75
+ # The street address of the joint holder (required).
76
+ attr_accessor :joint_holder_street_address
77
+
78
+ # The street address line 2 of the joint holder.
79
+ attr_accessor :joint_holder_unit2
80
+
81
+ # The city of the joint holder (required).
82
+ attr_accessor :joint_holder_city
83
+
84
+ # The region or state of the joint holder (required).
85
+ attr_accessor :joint_holder_region
86
+
87
+ # The postal code or zipcode of the joint holder (required).
88
+ attr_accessor :joint_holder_postal_code
89
+
90
+ # The date of birth of the joint holder (required).
91
+ attr_accessor :joint_holder_date_of_birth
92
+
93
+ # The taxpayer identification number of the joint holder (required).
94
+ attr_accessor :joint_holder_taxpayer_id
95
+
96
+ class EnumAttributeValidator
97
+ attr_reader :datatype
98
+ attr_reader :allowable_values
99
+
100
+ def initialize(datatype, allowable_values)
101
+ @allowable_values = allowable_values.map do |value|
102
+ case datatype.to_s
103
+ when /Integer/i
104
+ value.to_i
105
+ when /Float/i
106
+ value.to_f
107
+ else
108
+ value
109
+ end
110
+ end
111
+ end
112
+
113
+ def valid?(value)
114
+ !value || allowable_values.include?(value)
115
+ end
116
+ end
117
+
118
+ # Attribute mapping from ruby-style variable name to JSON key.
119
+ def self.attribute_map
120
+ {
121
+ :'email' => :'email',
122
+ :'us_accredited_category' => :'us_accredited_category',
123
+ :'joint_type' => :'joint_type',
124
+ :'first_name' => :'first_name',
125
+ :'last_name' => :'last_name',
126
+ :'suffix' => :'suffix',
127
+ :'country' => :'country',
128
+ :'street_address' => :'street_address',
129
+ :'unit2' => :'unit2',
130
+ :'city' => :'city',
131
+ :'region' => :'region',
132
+ :'postal_code' => :'postal_code',
133
+ :'date_of_birth' => :'date_of_birth',
134
+ :'taxpayer_id' => :'taxpayer_id',
135
+ :'phone_number' => :'phone_number',
136
+ :'joint_holder_first_name' => :'joint_holder_first_name',
137
+ :'joint_holder_last_name' => :'joint_holder_last_name',
138
+ :'joint_holder_suffix' => :'joint_holder_suffix',
139
+ :'joint_holder_country' => :'joint_holder_country',
140
+ :'joint_holder_street_address' => :'joint_holder_street_address',
141
+ :'joint_holder_unit2' => :'joint_holder_unit2',
142
+ :'joint_holder_city' => :'joint_holder_city',
143
+ :'joint_holder_region' => :'joint_holder_region',
144
+ :'joint_holder_postal_code' => :'joint_holder_postal_code',
145
+ :'joint_holder_date_of_birth' => :'joint_holder_date_of_birth',
146
+ :'joint_holder_taxpayer_id' => :'joint_holder_taxpayer_id'
147
+ }
148
+ end
149
+
150
+ # Returns all the JSON keys this model knows about
151
+ def self.acceptable_attributes
152
+ attribute_map.values
153
+ end
154
+
155
+ # Attribute type mapping.
156
+ def self.openapi_types
157
+ {
158
+ :'email' => :'String',
159
+ :'us_accredited_category' => :'String',
160
+ :'joint_type' => :'String',
161
+ :'first_name' => :'String',
162
+ :'last_name' => :'String',
163
+ :'suffix' => :'String',
164
+ :'country' => :'String',
165
+ :'street_address' => :'String',
166
+ :'unit2' => :'String',
167
+ :'city' => :'String',
168
+ :'region' => :'String',
169
+ :'postal_code' => :'String',
170
+ :'date_of_birth' => :'String',
171
+ :'taxpayer_id' => :'String',
172
+ :'phone_number' => :'String',
173
+ :'joint_holder_first_name' => :'String',
174
+ :'joint_holder_last_name' => :'String',
175
+ :'joint_holder_suffix' => :'String',
176
+ :'joint_holder_country' => :'String',
177
+ :'joint_holder_street_address' => :'String',
178
+ :'joint_holder_unit2' => :'String',
179
+ :'joint_holder_city' => :'String',
180
+ :'joint_holder_region' => :'String',
181
+ :'joint_holder_postal_code' => :'String',
182
+ :'joint_holder_date_of_birth' => :'String',
183
+ :'joint_holder_taxpayer_id' => :'String'
184
+ }
185
+ end
186
+
187
+ # List of attributes with nullable: true
188
+ def self.openapi_nullable
189
+ Set.new([
190
+ ])
191
+ end
192
+
193
+ # Initializes the object
194
+ # @param [Hash] attributes Model attributes in the form of hash
195
+ def initialize(attributes = {})
196
+ if (!attributes.is_a?(Hash))
197
+ fail ArgumentError, "The input argument (attributes) must be a hash in `DealMakerAPI::CreateJointProfileRequest` initialize method"
198
+ end
199
+
200
+ # check to see if the attribute exists and convert string to symbol for hash key
201
+ attributes = attributes.each_with_object({}) { |(k, v), h|
202
+ if (!self.class.attribute_map.key?(k.to_sym))
203
+ fail ArgumentError, "`#{k}` is not a valid attribute in `DealMakerAPI::CreateJointProfileRequest`. Please check the name to make sure it's valid. List of attributes: " + self.class.attribute_map.keys.inspect
204
+ end
205
+ h[k.to_sym] = v
206
+ }
207
+
208
+ if attributes.key?(:'email')
209
+ self.email = attributes[:'email']
210
+ end
211
+
212
+ if attributes.key?(:'us_accredited_category')
213
+ self.us_accredited_category = attributes[:'us_accredited_category']
214
+ end
215
+
216
+ if attributes.key?(:'joint_type')
217
+ self.joint_type = attributes[:'joint_type']
218
+ end
219
+
220
+ if attributes.key?(:'first_name')
221
+ self.first_name = attributes[:'first_name']
222
+ end
223
+
224
+ if attributes.key?(:'last_name')
225
+ self.last_name = attributes[:'last_name']
226
+ end
227
+
228
+ if attributes.key?(:'suffix')
229
+ self.suffix = attributes[:'suffix']
230
+ end
231
+
232
+ if attributes.key?(:'country')
233
+ self.country = attributes[:'country']
234
+ end
235
+
236
+ if attributes.key?(:'street_address')
237
+ self.street_address = attributes[:'street_address']
238
+ end
239
+
240
+ if attributes.key?(:'unit2')
241
+ self.unit2 = attributes[:'unit2']
242
+ end
243
+
244
+ if attributes.key?(:'city')
245
+ self.city = attributes[:'city']
246
+ end
247
+
248
+ if attributes.key?(:'region')
249
+ self.region = attributes[:'region']
250
+ end
251
+
252
+ if attributes.key?(:'postal_code')
253
+ self.postal_code = attributes[:'postal_code']
254
+ end
255
+
256
+ if attributes.key?(:'date_of_birth')
257
+ self.date_of_birth = attributes[:'date_of_birth']
258
+ end
259
+
260
+ if attributes.key?(:'taxpayer_id')
261
+ self.taxpayer_id = attributes[:'taxpayer_id']
262
+ end
263
+
264
+ if attributes.key?(:'phone_number')
265
+ self.phone_number = attributes[:'phone_number']
266
+ end
267
+
268
+ if attributes.key?(:'joint_holder_first_name')
269
+ self.joint_holder_first_name = attributes[:'joint_holder_first_name']
270
+ end
271
+
272
+ if attributes.key?(:'joint_holder_last_name')
273
+ self.joint_holder_last_name = attributes[:'joint_holder_last_name']
274
+ end
275
+
276
+ if attributes.key?(:'joint_holder_suffix')
277
+ self.joint_holder_suffix = attributes[:'joint_holder_suffix']
278
+ end
279
+
280
+ if attributes.key?(:'joint_holder_country')
281
+ self.joint_holder_country = attributes[:'joint_holder_country']
282
+ end
283
+
284
+ if attributes.key?(:'joint_holder_street_address')
285
+ self.joint_holder_street_address = attributes[:'joint_holder_street_address']
286
+ end
287
+
288
+ if attributes.key?(:'joint_holder_unit2')
289
+ self.joint_holder_unit2 = attributes[:'joint_holder_unit2']
290
+ end
291
+
292
+ if attributes.key?(:'joint_holder_city')
293
+ self.joint_holder_city = attributes[:'joint_holder_city']
294
+ end
295
+
296
+ if attributes.key?(:'joint_holder_region')
297
+ self.joint_holder_region = attributes[:'joint_holder_region']
298
+ end
299
+
300
+ if attributes.key?(:'joint_holder_postal_code')
301
+ self.joint_holder_postal_code = attributes[:'joint_holder_postal_code']
302
+ end
303
+
304
+ if attributes.key?(:'joint_holder_date_of_birth')
305
+ self.joint_holder_date_of_birth = attributes[:'joint_holder_date_of_birth']
306
+ end
307
+
308
+ if attributes.key?(:'joint_holder_taxpayer_id')
309
+ self.joint_holder_taxpayer_id = attributes[:'joint_holder_taxpayer_id']
310
+ end
311
+ end
312
+
313
+ # Show invalid properties with the reasons. Usually used together with valid?
314
+ # @return Array for valid properties with the reasons
315
+ def list_invalid_properties
316
+ invalid_properties = Array.new
317
+ if @email.nil?
318
+ invalid_properties.push('invalid value for "email", email cannot be nil.')
319
+ end
320
+
321
+ invalid_properties
322
+ end
323
+
324
+ # Check to see if the all the properties in the model are valid
325
+ # @return true if the model is valid
326
+ def valid?
327
+ return false if @email.nil?
328
+ us_accredited_category_validator = EnumAttributeValidator.new('String', ["income_individual", "assets_individual", "director", "knowledgable_employee", "broker_or_dealer", "investment_advisor_registered", "investment_advisor_relying", "designated_accredited_investor", "not_accredited"])
329
+ return false unless us_accredited_category_validator.valid?(@us_accredited_category)
330
+ joint_type_validator = EnumAttributeValidator.new('String', ["joint_tenant", "tenants_in_common", "community_property"])
331
+ return false unless joint_type_validator.valid?(@joint_type)
332
+ true
333
+ end
334
+
335
+ # Custom attribute writer method checking allowed values (enum).
336
+ # @param [Object] us_accredited_category Object to be assigned
337
+ def us_accredited_category=(us_accredited_category)
338
+ validator = EnumAttributeValidator.new('String', ["income_individual", "assets_individual", "director", "knowledgable_employee", "broker_or_dealer", "investment_advisor_registered", "investment_advisor_relying", "designated_accredited_investor", "not_accredited"])
339
+ unless validator.valid?(us_accredited_category)
340
+ fail ArgumentError, "invalid value for \"us_accredited_category\", must be one of #{validator.allowable_values}."
341
+ end
342
+ @us_accredited_category = us_accredited_category
343
+ end
344
+
345
+ # Custom attribute writer method checking allowed values (enum).
346
+ # @param [Object] joint_type Object to be assigned
347
+ def joint_type=(joint_type)
348
+ validator = EnumAttributeValidator.new('String', ["joint_tenant", "tenants_in_common", "community_property"])
349
+ unless validator.valid?(joint_type)
350
+ fail ArgumentError, "invalid value for \"joint_type\", must be one of #{validator.allowable_values}."
351
+ end
352
+ @joint_type = joint_type
353
+ end
354
+
355
+ # Checks equality by comparing each attribute.
356
+ # @param [Object] Object to be compared
357
+ def ==(o)
358
+ return true if self.equal?(o)
359
+ self.class == o.class &&
360
+ email == o.email &&
361
+ us_accredited_category == o.us_accredited_category &&
362
+ joint_type == o.joint_type &&
363
+ first_name == o.first_name &&
364
+ last_name == o.last_name &&
365
+ suffix == o.suffix &&
366
+ country == o.country &&
367
+ street_address == o.street_address &&
368
+ unit2 == o.unit2 &&
369
+ city == o.city &&
370
+ region == o.region &&
371
+ postal_code == o.postal_code &&
372
+ date_of_birth == o.date_of_birth &&
373
+ taxpayer_id == o.taxpayer_id &&
374
+ phone_number == o.phone_number &&
375
+ joint_holder_first_name == o.joint_holder_first_name &&
376
+ joint_holder_last_name == o.joint_holder_last_name &&
377
+ joint_holder_suffix == o.joint_holder_suffix &&
378
+ joint_holder_country == o.joint_holder_country &&
379
+ joint_holder_street_address == o.joint_holder_street_address &&
380
+ joint_holder_unit2 == o.joint_holder_unit2 &&
381
+ joint_holder_city == o.joint_holder_city &&
382
+ joint_holder_region == o.joint_holder_region &&
383
+ joint_holder_postal_code == o.joint_holder_postal_code &&
384
+ joint_holder_date_of_birth == o.joint_holder_date_of_birth &&
385
+ joint_holder_taxpayer_id == o.joint_holder_taxpayer_id
386
+ end
387
+
388
+ # @see the `==` method
389
+ # @param [Object] Object to be compared
390
+ def eql?(o)
391
+ self == o
392
+ end
393
+
394
+ # Calculates hash code according to all attributes.
395
+ # @return [Integer] Hash code
396
+ def hash
397
+ [email, us_accredited_category, joint_type, first_name, last_name, suffix, country, street_address, unit2, city, region, postal_code, date_of_birth, taxpayer_id, phone_number, joint_holder_first_name, joint_holder_last_name, joint_holder_suffix, joint_holder_country, joint_holder_street_address, joint_holder_unit2, joint_holder_city, joint_holder_region, joint_holder_postal_code, joint_holder_date_of_birth, joint_holder_taxpayer_id].hash
398
+ end
399
+
400
+ # Builds the object from hash
401
+ # @param [Hash] attributes Model attributes in the form of hash
402
+ # @return [Object] Returns the model itself
403
+ def self.build_from_hash(attributes)
404
+ new.build_from_hash(attributes)
405
+ end
406
+
407
+ # Builds the object from hash
408
+ # @param [Hash] attributes Model attributes in the form of hash
409
+ # @return [Object] Returns the model itself
410
+ def build_from_hash(attributes)
411
+ return nil unless attributes.is_a?(Hash)
412
+ attributes = attributes.transform_keys(&:to_sym)
413
+ self.class.openapi_types.each_pair do |key, type|
414
+ if attributes[self.class.attribute_map[key]].nil? && self.class.openapi_nullable.include?(key)
415
+ self.send("#{key}=", nil)
416
+ elsif type =~ /\AArray<(.*)>/i
417
+ # check to ensure the input is an array given that the attribute
418
+ # is documented as an array but the input is not
419
+ if attributes[self.class.attribute_map[key]].is_a?(Array)
420
+ self.send("#{key}=", attributes[self.class.attribute_map[key]].map { |v| _deserialize($1, v) })
421
+ end
422
+ elsif !attributes[self.class.attribute_map[key]].nil?
423
+ self.send("#{key}=", _deserialize(type, attributes[self.class.attribute_map[key]]))
424
+ end
425
+ end
426
+
427
+ self
428
+ end
429
+
430
+ # Deserializes the data based on type
431
+ # @param string type Data type
432
+ # @param string value Value to be deserialized
433
+ # @return [Object] Deserialized data
434
+ def _deserialize(type, value)
435
+ case type.to_sym
436
+ when :Time
437
+ Time.parse(value)
438
+ when :Date
439
+ Date.parse(value)
440
+ when :String
441
+ value.to_s
442
+ when :Integer
443
+ value.to_i
444
+ when :Float
445
+ value.to_f
446
+ when :Boolean
447
+ if value.to_s =~ /\A(true|t|yes|y|1)\z/i
448
+ true
449
+ else
450
+ false
451
+ end
452
+ when :Object
453
+ # generic object (usually a Hash), return directly
454
+ value
455
+ when /\AArray<(?<inner_type>.+)>\z/
456
+ inner_type = Regexp.last_match[:inner_type]
457
+ value.map { |v| _deserialize(inner_type, v) }
458
+ when /\AHash<(?<k_type>.+?), (?<v_type>.+)>\z/
459
+ k_type = Regexp.last_match[:k_type]
460
+ v_type = Regexp.last_match[:v_type]
461
+ {}.tap do |hash|
462
+ value.each do |k, v|
463
+ hash[_deserialize(k_type, k)] = _deserialize(v_type, v)
464
+ end
465
+ end
466
+ else # model
467
+ # models (e.g. Pet) or oneOf
468
+ klass = DealMakerAPI.const_get(type)
469
+ klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
470
+ end
471
+ end
472
+
473
+ # Returns the string representation of the object
474
+ # @return [String] String presentation of the object
475
+ def to_s
476
+ to_hash.to_s
477
+ end
478
+
479
+ # to_body is an alias to to_hash (backward compatibility)
480
+ # @return [Hash] Returns the object in the form of hash
481
+ def to_body
482
+ to_hash
483
+ end
484
+
485
+ # Returns the object in the form of hash
486
+ # @return [Hash] Returns the object in the form of hash
487
+ def to_hash
488
+ hash = {}
489
+ self.class.attribute_map.each_pair do |attr, param|
490
+ value = self.send(attr)
491
+ if value.nil?
492
+ is_nullable = self.class.openapi_nullable.include?(attr)
493
+ next if !is_nullable || (is_nullable && !instance_variable_defined?(:"@#{attr}"))
494
+ end
495
+
496
+ hash[param] = _to_hash(value)
497
+ end
498
+ hash
499
+ end
500
+
501
+ # Outputs non-array value in the form of hash
502
+ # For object, use to_hash. Otherwise, just return the value
503
+ # @param [Object] value Any valid value
504
+ # @return [Hash] Returns the value in the form of hash
505
+ def _to_hash(value)
506
+ if value.is_a?(Array)
507
+ value.compact.map { |v| _to_hash(v) }
508
+ elsif value.is_a?(Hash)
509
+ {}.tap do |hash|
510
+ value.each { |k, v| hash[k] = _to_hash(v) }
511
+ end
512
+ elsif value.respond_to? :to_hash
513
+ value.to_hash
514
+ else
515
+ value
516
+ end
517
+ end
518
+
519
+ end
520
+
521
+ end