DealMakerAPI 0.101.1 → 0.101.2

checksums.yaml

@@ -1,7 +1,7 @@
 ---
 SHA256:
-  metadata.gz: 16f9cf4fc2be2858fb92b92b42dfc6f3e1fa4ac1db1167587099131729f00f7c
-  data.tar.gz: a549857df951b1330d3ffa272d2093989f3b53ca8b5a63748ec61998653a0207
+  metadata.gz: 06d44a2b58f9ae67797ca8eb37cc069042919731941e9fc8bbb07c66749f50af
+  data.tar.gz: dc94a73f9bd6677b073cbe1868ed0dd4793292c157d5a33e3ff857192228b91e
 SHA512:
-  metadata.gz: 4e6a47d8abab6a8abdf88756e4355a1a8a720ff59e6468ff2ac360fe5f6bc86b25a56384fcbb6c619a3d83f208521096520beaca95182595537cf0ee7b0bc98f
-  data.tar.gz: 06a20c4babfc5f6fd8a9423101c5a9a6e4d8275de3ae47432a49b1ac091b4659ff252929232742dce77896e4d099b80b9ce3b1de7efbab9ea2f853981b618d59
+  metadata.gz: 64a1fc23c85681ef8c3b3f6b7911086332668188fb77e0f3270413fe781e18f97e5c1b0afbfa220aef36f70626e8ba9254e90330e98c48c711a7566690a32f00
+  data.tar.gz: 000cc03e5491826be9f2f15f8a9bfe6e7787049b0eb1e739568d2f7f9cdb7b9ff87f4d480272b03196ed9a718916c7b9304fa933a2fa44ae9b401e1ffb7c6b9e

data/README.md

@@ -338,7 +338,7 @@ Given the high number of updates our platform performs on any investor, we’ve
 This SDK is automatically generated by the [OpenAPI Generator](https://openapi-generator.tech) project:
 
 - API version: 1.75.0
-- Package version: 0.101.1
+- Package version: 0.101.2
 - Generator version: 7.5.0-SNAPSHOT
 - Build package: org.openapitools.codegen.languages.RubyClientCodegen
 
@@ -355,16 +355,16 @@ gem build DealMakerAPI.gemspec
 Then either install the gem locally:
 
 ```shell
-gem install ./DealMakerAPI-0.101.1.gem
+gem install ./DealMakerAPI-0.101.2.gem
 ```
 
-(for development, run `gem install --dev ./DealMakerAPI-0.101.1.gem` to install the development dependencies)
+(for development, run `gem install --dev ./DealMakerAPI-0.101.2.gem` to install the development dependencies)
 
 or publish the gem to a gem hosting service, e.g. [RubyGems](https://rubygems.org/).
 
 Finally add this to the Gemfile:
 
-    gem 'DealMakerAPI', '~> 0.101.1'
+    gem 'DealMakerAPI', '~> 0.101.2'
 
 ### Install from Git
 
@@ -486,6 +486,7 @@ Class | Method | HTTP request | Description
 *DealMakerAPI::InvestorProfileApi* | [**patch_corporation_profile**](docs/InvestorProfileApi.md#patch_corporation_profile) | **PATCH** /investor_profiles/corporations/{investor_profile_id} | Patch a corporation investor profile
 *DealMakerAPI::InvestorProfileApi* | [**patch_individual_profile**](docs/InvestorProfileApi.md#patch_individual_profile) | **PATCH** /investor_profiles/individuals/{investor_profile_id} | Patch an individual investor profile.
 *DealMakerAPI::InvestorProfileApi* | [**patch_joint_profile**](docs/InvestorProfileApi.md#patch_joint_profile) | **PATCH** /investor_profiles/joints/{investor_profile_id} | Patch a joint investor profile
+*DealMakerAPI::InvestorProfileApi* | [**patch_managed_profile**](docs/InvestorProfileApi.md#patch_managed_profile) | **PATCH** /investor_profiles/managed/{investor_profile_id} | Patch managed investor profile.
 *DealMakerAPI::InvestorProfileApi* | [**patch_trust_profile**](docs/InvestorProfileApi.md#patch_trust_profile) | **PATCH** /investor_profiles/trusts/{investor_profile_id} | Patch a trust investor profile
 *DealMakerAPI::ShareholderApi* | [**get_shareholders**](docs/ShareholderApi.md#get_shareholders) | **GET** /companies/{id}/shareholders | Get a company shareholders list
 *DealMakerAPI::ShareholderApi* | [**get_shareholders_tags**](docs/ShareholderApi.md#get_shareholders_tags) | **GET** /companies/{id}/shareholders/tags | Get a company shareholders list grouped by tags
@@ -515,6 +516,7 @@ Class | Method | HTTP request | Description
  - [DealMakerAPI::PatchInvestorProfilesCorporationsBeneficialOwnersInner](docs/PatchInvestorProfilesCorporationsBeneficialOwnersInner.md)
  - [DealMakerAPI::PatchInvestorProfilesIndividuals](docs/PatchInvestorProfilesIndividuals.md)
  - [DealMakerAPI::PatchInvestorProfilesJoints](docs/PatchInvestorProfilesJoints.md)
+ - [DealMakerAPI::PatchInvestorProfilesManaged](docs/PatchInvestorProfilesManaged.md)
  - [DealMakerAPI::PatchInvestorProfilesTrusts](docs/PatchInvestorProfilesTrusts.md)
  - [DealMakerAPI::PatchInvestorProfilesTrustsTrusteesInner](docs/PatchInvestorProfilesTrustsTrusteesInner.md)
  - [DealMakerAPI::PatchInvestorRequest](docs/PatchInvestorRequest.md)

data/docs/InvestorProfileApi.md

@@ -15,6 +15,7 @@ All URIs are relative to *http://api.dealmaker.tech*
 | [**patch_corporation_profile**](InvestorProfileApi.md#patch_corporation_profile) | **PATCH** /investor_profiles/corporations/{investor_profile_id} | Patch a corporation investor profile |
 | [**patch_individual_profile**](InvestorProfileApi.md#patch_individual_profile) | **PATCH** /investor_profiles/individuals/{investor_profile_id} | Patch an individual investor profile. |
 | [**patch_joint_profile**](InvestorProfileApi.md#patch_joint_profile) | **PATCH** /investor_profiles/joints/{investor_profile_id} | Patch a joint investor profile |
+| [**patch_managed_profile**](InvestorProfileApi.md#patch_managed_profile) | **PATCH** /investor_profiles/managed/{investor_profile_id} | Patch managed investor profile. |
 | [**patch_trust_profile**](InvestorProfileApi.md#patch_trust_profile) | **PATCH** /investor_profiles/trusts/{investor_profile_id} | Patch a trust investor profile |
 
 
@@ -766,6 +767,74 @@ No authorization required
 - **Accept**: application/json
 
 
+## patch_managed_profile
+
+> <V1EntitiesInvestorProfileId> patch_managed_profile(investor_profile_id, investor_profiles_managed)
+
+Patch managed investor profile.
+
+Patch managed investor profile associated to the profile id.
+
+### Examples
+
+```ruby
+require 'time'
+require 'DealMakerAPI'
+# setup authorization
+DealMakerAPI.configure do |config|end
+
+api_instance = DealMakerAPI::InvestorProfileApi.new
+investor_profile_id = 56 # Integer | 
+investor_profiles_managed = DealMakerAPI::PatchInvestorProfilesManaged.new({email: 'email_example'}) # PatchInvestorProfilesManaged | 
+
+begin
+  # Patch managed investor profile.
+  result = api_instance.patch_managed_profile(investor_profile_id, investor_profiles_managed)
+  p result
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling InvestorProfileApi->patch_managed_profile: #{e}"
+end
+```
+
+#### Using the patch_managed_profile_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+> <Array(<V1EntitiesInvestorProfileId>, Integer, Hash)> patch_managed_profile_with_http_info(investor_profile_id, investor_profiles_managed)
+
+```ruby
+begin
+  # Patch managed investor profile.
+  data, status_code, headers = api_instance.patch_managed_profile_with_http_info(investor_profile_id, investor_profiles_managed)
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => <V1EntitiesInvestorProfileId>
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling InvestorProfileApi->patch_managed_profile_with_http_info: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **investor_profile_id** | **Integer** |  |  |
+| **investor_profiles_managed** | [**PatchInvestorProfilesManaged**](PatchInvestorProfilesManaged.md) |  |  |
+
+### Return type
+
+[**V1EntitiesInvestorProfileId**](V1EntitiesInvestorProfileId.md)
+
+### Authorization
+
+No authorization required
+
+### HTTP request headers
+
+- **Content-Type**: application/json
+- **Accept**: application/json
+
+
 ## patch_trust_profile
 
 > <V1EntitiesInvestorProfileId> patch_trust_profile(investor_profile_id, investor_profiles_trusts)

data/docs/PatchInvestorProfilesManaged.md

@@ -0,0 +1,68 @@
+# DealMakerAPI::PatchInvestorProfilesManaged
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **email** | **String** | User email which is associated with investor profile (required). |  |
+| **us_accredited_category** | **String** | The United States accredited investor information. | [optional] |
+| **ca_accredited_investor** | **String** | The Canadian accredited investor information. | [optional] |
+| **name** | **String** | The name of the provider. | [optional] |
+| **street_address** | **String** | The street address of the provider. | [optional] |
+| **unit2** | **String** | The street address line 2 of the provider. | [optional] |
+| **city** | **String** | The city of the provider. | [optional] |
+| **region** | **String** | The region or state of the provider. | [optional] |
+| **postal_code** | **String** | The postal code or zipcode of the provider. | [optional] |
+| **taxpayer_id** | **String** | The taxpayer identification number of the provider. | [optional] |
+| **confirmation** | **Boolean** | Confirms that the provider is able to custody these securities and release respective funds in order to complete the purchase. | [optional] |
+| **income** | **Float** | The income of the managed investor profile. | [optional] |
+| **net_worth** | **Float** | The net worth of the managed investor profile | [optional] |
+| **reg_cf_prior_offerings_amount** | **Float** | The prior offering amount of the managed investor profile. | [optional] |
+| **beneficiary_account_number** | **String** | The account number of the beneficiary. | [optional] |
+| **beneficiary_first_name** | **String** | The first name of the beneficiary. | [optional] |
+| **beneficiary_last_name** | **String** | The last name of the beneficiary. | [optional] |
+| **beneficiary_suffix** | **String** | The suffix of the beneficiary. | [optional] |
+| **beneficiary_street_address** | **String** | The street address of the beneficiary. | [optional] |
+| **beneficiary_unit2** | **String** | The street address line 2 of the beneficiary. | [optional] |
+| **beneficiary_city** | **String** | The city of the beneficiary. | [optional] |
+| **beneficiary_region** | **String** | The region or state of the beneficiary. | [optional] |
+| **beneficiary_postal_code** | **String** | The postal code or zipcode of the beneficiary. | [optional] |
+| **beneficiary_date_of_birth** | **String** | The date of birth of the beneficiary. | [optional] |
+| **beneficiary_taxpayer_id** | **String** | The taxpayer identification number of the beneficiary. | [optional] |
+| **beneficiary_phone_number** | **String** | The phone number of the beneficiary. | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::PatchInvestorProfilesManaged.new(
+  email: null,
+  us_accredited_category: null,
+  ca_accredited_investor: null,
+  name: null,
+  street_address: null,
+  unit2: null,
+  city: null,
+  region: null,
+  postal_code: null,
+  taxpayer_id: null,
+  confirmation: null,
+  income: null,
+  net_worth: null,
+  reg_cf_prior_offerings_amount: null,
+  beneficiary_account_number: null,
+  beneficiary_first_name: null,
+  beneficiary_last_name: null,
+  beneficiary_suffix: null,
+  beneficiary_street_address: null,
+  beneficiary_unit2: null,
+  beneficiary_city: null,
+  beneficiary_region: null,
+  beneficiary_postal_code: null,
+  beneficiary_date_of_birth: null,
+  beneficiary_taxpayer_id: null,
+  beneficiary_phone_number: null
+)
+```
+

data/docs/V1EntitiesAttachment.md

@@ -4,9 +4,13 @@
 
 | Name | Type | Description | Notes |
 | ---- | ---- | ----------- | ----- |
-| **id** | **String** | The attachment id. | [optional] |
+| **id** | **Integer** | The attachment id. | [optional] |
 | **url** | **String** | The attachment url. | [optional] |
-| **file_name** | **String** | The attachment filename. | [optional] |
+| **file_name** | **String** | The attachment file name. | [optional] |
+| **original_file_name** | **String** | The attachment original file name. | [optional] |
+| **file_size** | **Integer** | The size of the file in bytes. | [optional] |
+| **formatted_file_size** | **String** | The size of the file in human readable format. | [optional] |
+| **created_at** | **Time** | String representation of the date uploaded. | [optional] |
 
 ## Example
 
@@ -16,7 +20,11 @@ require 'DealMakerAPI'
 instance = DealMakerAPI::V1EntitiesAttachment.new(
   id: null,
   url: null,
-  file_name: null
+  file_name: null,
+  original_file_name: null,
+  file_size: null,
+  formatted_file_size: null,
+  created_at: null
 )
 ```
 

data/docs/V1EntitiesInvestorSearchEntities.md

@@ -11,6 +11,7 @@
 | **status** | **String** | Overall status of all entities. | [optional] |
 | **re_run_performed** | **Boolean** | Whether or not the entity has been re-run. | [optional] |
 | **email_content** | **String** | The custom message for the entity | [optional] |
+| **attachments** | [**V1EntitiesAttachment**](V1EntitiesAttachment.md) |  | [optional] |
 | **required_fields** | [**V1EntitiesInvestorSearchEntitiesRequiredFields**](V1EntitiesInvestorSearchEntitiesRequiredFields.md) |  | [optional] |
 
 ## Example
@@ -26,6 +27,7 @@ instance = DealMakerAPI::V1EntitiesInvestorSearchEntities.new(
   status: null,
   re_run_performed: null,
   email_content: null,
+  attachments: null,
   required_fields: null
 )
 ```

data/lib/DealMakerAPI/api/investor_profile_api.rb

@@ -785,6 +785,80 @@ module DealMakerAPI
       return data, status_code, headers
     end
 
+    # Patch managed investor profile.
+    # Patch managed investor profile associated to the profile id.
+    # @param investor_profile_id [Integer] 
+    # @param investor_profiles_managed [PatchInvestorProfilesManaged] 
+    # @param [Hash] opts the optional parameters
+    # @return [V1EntitiesInvestorProfileId]
+    def patch_managed_profile(investor_profile_id, investor_profiles_managed, opts = {})
+      data, _status_code, _headers = patch_managed_profile_with_http_info(investor_profile_id, investor_profiles_managed, opts)
+      data
+    end
+
+    # Patch managed investor profile.
+    # Patch managed investor profile associated to the profile id.
+    # @param investor_profile_id [Integer] 
+    # @param investor_profiles_managed [PatchInvestorProfilesManaged] 
+    # @param [Hash] opts the optional parameters
+    # @return [Array<(V1EntitiesInvestorProfileId, Integer, Hash)>] V1EntitiesInvestorProfileId data, response status code and response headers
+    def patch_managed_profile_with_http_info(investor_profile_id, investor_profiles_managed, opts = {})
+      if @api_client.config.debugging
+        @api_client.config.logger.debug 'Calling API: InvestorProfileApi.patch_managed_profile ...'
+      end
+      # verify the required parameter 'investor_profile_id' is set
+      if @api_client.config.client_side_validation && investor_profile_id.nil?
+        fail ArgumentError, "Missing the required parameter 'investor_profile_id' when calling InvestorProfileApi.patch_managed_profile"
+      end
+      # verify the required parameter 'investor_profiles_managed' is set
+      if @api_client.config.client_side_validation && investor_profiles_managed.nil?
+        fail ArgumentError, "Missing the required parameter 'investor_profiles_managed' when calling InvestorProfileApi.patch_managed_profile"
+      end
+      # resource path
+      local_var_path = '/investor_profiles/managed/{investor_profile_id}'.sub('{' + 'investor_profile_id' + '}', CGI.escape(investor_profile_id.to_s))
+
+      # query parameters
+      query_params = opts[:query_params] || {}
+
+      # header parameters
+      header_params = opts[:header_params] || {}
+      # HTTP header 'Accept' (if needed)
+      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
+      # HTTP header 'Content-Type'
+      content_type = @api_client.select_header_content_type(['application/json'])
+      if !content_type.nil?
+          header_params['Content-Type'] = content_type
+      end
+
+      # form parameters
+      form_params = opts[:form_params] || {}
+
+      # http body (model)
+      post_body = opts[:debug_body] || @api_client.object_to_http_body(investor_profiles_managed)
+
+      # return_type
+      return_type = opts[:debug_return_type] || 'V1EntitiesInvestorProfileId'
+
+      # auth_names
+      auth_names = opts[:debug_auth_names] || []
+
+      new_options = opts.merge(
+        :operation => :"InvestorProfileApi.patch_managed_profile",
+        :header_params => header_params,
+        :query_params => query_params,
+        :form_params => form_params,
+        :body => post_body,
+        :auth_names => auth_names,
+        :return_type => return_type
+      )
+
+      data, status_code, headers = @api_client.call_api(:PATCH, local_var_path, new_options)
+      if @api_client.config.debugging
+        @api_client.config.logger.debug "API called: InvestorProfileApi#patch_managed_profile\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
+      end
+      return data, status_code, headers
+    end
+
     # Patch a trust investor profile
     # Patch trust investor profile
     # @param investor_profile_id [Integer]