DealMakerAPI 0.105.1 → 0.105.3

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data/README.md CHANGED
@@ -338,7 +338,7 @@ Given the high number of updates our platform performs on any investor, we’ve
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  This SDK is automatically generated by the [OpenAPI Generator](https://openapi-generator.tech) project:
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  - API version: 1.75.0
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- - Package version: 0.105.1
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+ - Package version: 0.105.3
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  - Generator version: 7.7.0-SNAPSHOT
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  - Build package: org.openapitools.codegen.languages.RubyClientCodegen
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@@ -355,16 +355,16 @@ gem build DealMakerAPI.gemspec
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  Then either install the gem locally:
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  ```shell
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- gem install ./DealMakerAPI-0.105.1.gem
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+ gem install ./DealMakerAPI-0.105.3.gem
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  ```
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- (for development, run `gem install --dev ./DealMakerAPI-0.105.1.gem` to install the development dependencies)
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+ (for development, run `gem install --dev ./DealMakerAPI-0.105.3.gem` to install the development dependencies)
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  or publish the gem to a gem hosting service, e.g. [RubyGems](https://rubygems.org/).
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  Finally add this to the Gemfile:
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- gem 'DealMakerAPI', '~> 0.105.1'
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+ gem 'DealMakerAPI', '~> 0.105.3'
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  ### Install from Git
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@@ -391,16 +391,15 @@ require 'DealMakerAPI'
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  # Setup authorization
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  DealMakerAPI.configure do |config|end
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- api_instance = DealMakerAPI::CompanyApi.new
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- id = 56 # Integer | The company id
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- create_bulk_upload_request = DealMakerAPI::CreateBulkUploadRequest.new({file_identifier: 'file_identifier_example', document_type: 'document_type_example', upload_name: 'upload_name_example', send_notification: false, notification_message: 'notification_message_example', json_notification_message: 3.56}) # CreateBulkUploadRequest |
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+ api_instance = DealMakerAPI::CampaignApi.new
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+ id = 56 # Integer |
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  begin
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- #Create bulk upload record
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- result = api_instance.create_bulk_upload(id, create_bulk_upload_request)
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+ #Gets a TTW campaign for a given company
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+ result = api_instance.get_ttw_campaign(id)
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  p result
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  rescue DealMakerAPI::ApiError => e
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- puts "Exception when calling CompanyApi->create_bulk_upload: #{e}"
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+ puts "Exception when calling CampaignApi->get_ttw_campaign: #{e}"
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  end
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  ```
@@ -411,6 +410,7 @@ All URIs are relative to *http://api.dealmaker.tech*
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  Class | Method | HTTP request | Description
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  ------------ | ------------- | ------------- | -------------
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+ *DealMakerAPI::CampaignApi* | [**get_ttw_campaign**](docs/CampaignApi.md#get_ttw_campaign) | **GET** /ttw/campaigns/{id} | Gets a TTW campaign for a given company
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  *DealMakerAPI::CompanyApi* | [**create_bulk_upload**](docs/CompanyApi.md#create_bulk_upload) | **POST** /companies/{id}/documents/bulk_uploads | Create bulk upload record
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  *DealMakerAPI::CompanyApi* | [**create_bulk_upload_detail**](docs/CompanyApi.md#create_bulk_upload_detail) | **POST** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details | Create a BulkUploadDetail class record
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  *DealMakerAPI::CompanyApi* | [**create_company**](docs/CompanyApi.md#create_company) | **POST** /companies | Create new company
@@ -637,6 +637,7 @@ Class | Method | HTTP request | Description
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  - [DealMakerAPI::V1EntitiesShareholdersTags](docs/V1EntitiesShareholdersTags.md)
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  - [DealMakerAPI::V1EntitiesState](docs/V1EntitiesState.md)
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  - [DealMakerAPI::V1EntitiesSubscriptionAgreement](docs/V1EntitiesSubscriptionAgreement.md)
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+ - [DealMakerAPI::V1EntitiesTtwCampaignResponse](docs/V1EntitiesTtwCampaignResponse.md)
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  - [DealMakerAPI::V1EntitiesUser](docs/V1EntitiesUser.md)
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  - [DealMakerAPI::V1EntitiesUsersBinding](docs/V1EntitiesUsersBinding.md)
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  - [DealMakerAPI::V1EntitiesUsersFactor](docs/V1EntitiesUsersFactor.md)
@@ -0,0 +1,74 @@
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+ # DealMakerAPI::CampaignApi
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+
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+ All URIs are relative to *http://api.dealmaker.tech*
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+
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+ | Method | HTTP request | Description |
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+ | ------ | ------------ | ----------- |
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+ | [**get_ttw_campaign**](CampaignApi.md#get_ttw_campaign) | **GET** /ttw/campaigns/{id} | Gets a TTW campaign for a given company |
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+
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+
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+ ## get_ttw_campaign
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+
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+ > <V1EntitiesTtwCampaignResponse> get_ttw_campaign(id)
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+
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+ Gets a TTW campaign for a given company
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+
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+ Gets a TTW campaign for a given company
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+
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+ ### Examples
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+
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+ ```ruby
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+ require 'time'
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+ require 'DealMakerAPI'
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+ # setup authorization
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+ DealMakerAPI.configure do |config|end
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+
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+ api_instance = DealMakerAPI::CampaignApi.new
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+ id = 56 # Integer |
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+
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+ begin
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+ # Gets a TTW campaign for a given company
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+ result = api_instance.get_ttw_campaign(id)
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+ p result
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+ rescue DealMakerAPI::ApiError => e
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+ puts "Error when calling CampaignApi->get_ttw_campaign: #{e}"
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+ end
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+ ```
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+
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+ #### Using the get_ttw_campaign_with_http_info variant
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+
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+ This returns an Array which contains the response data, status code and headers.
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+
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+ > <Array(<V1EntitiesTtwCampaignResponse>, Integer, Hash)> get_ttw_campaign_with_http_info(id)
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+
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+ ```ruby
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+ begin
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+ # Gets a TTW campaign for a given company
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+ data, status_code, headers = api_instance.get_ttw_campaign_with_http_info(id)
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+ p status_code # => 2xx
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+ p headers # => { ... }
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+ p data # => <V1EntitiesTtwCampaignResponse>
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+ rescue DealMakerAPI::ApiError => e
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+ puts "Error when calling CampaignApi->get_ttw_campaign_with_http_info: #{e}"
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+ end
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+ ```
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+
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+ ### Parameters
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+
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+ | Name | Type | Description | Notes |
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+ | ---- | ---- | ----------- | ----- |
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+ | **id** | **Integer** | | |
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+
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+ ### Return type
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+
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+ [**V1EntitiesTtwCampaignResponse**](V1EntitiesTtwCampaignResponse.md)
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+
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+ ### Authorization
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+
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+ No authorization required
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+
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+ ### HTTP request headers
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+
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+ - **Content-Type**: Not defined
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+ - **Accept**: application/json
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+
@@ -10,6 +10,7 @@
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  | **value** | **Float** | Value | [optional] |
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  | **link** | **String** | Link | [optional] |
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  | **description** | **String** | Description | [optional] |
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+ | **link_label** | **String** | Link Label | [optional] |
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  ## Example
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@@ -22,7 +23,8 @@ instance = DealMakerAPI::V1EntitiesDealsProgressPageSummaryItem.new(
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  negative: null,
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  value: null,
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  link: null,
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- description: null
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+ description: null,
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+ link_label: null
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  )
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  ```
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@@ -0,0 +1,32 @@
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+ # DealMakerAPI::V1EntitiesTtwCampaignResponse
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+
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+ ## Properties
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+
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+ | Name | Type | Description | Notes |
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+ | ---- | ---- | ----------- | ----- |
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+ | **id** | **Integer** | The campaign ID | [optional] |
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+ | **name** | **String** | Campaign name | [optional] |
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+ | **redirect_link** | **String** | Redirect link for the campaign | [optional] |
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+ | **introduction_email** | **Boolean** | State of the introduction email | [optional] |
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+ | **one_day_reminder_email** | **Boolean** | State of the 1 day reminder email | [optional] |
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+ | **two_day_reminder_email** | **Boolean** | State of the 2 day reminder email | [optional] |
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+ | **seven_day_reminder_email** | **Boolean** | State of the 7 day reminder email | [optional] |
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+ | **confirmation_email** | **Boolean** | State of the confirmation email | [optional] |
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+
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+ ## Example
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+
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+ ```ruby
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+ require 'DealMakerAPI'
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+
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+ instance = DealMakerAPI::V1EntitiesTtwCampaignResponse.new(
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+ id: null,
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+ name: null,
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+ redirect_link: null,
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+ introduction_email: null,
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+ one_day_reminder_email: null,
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+ two_day_reminder_email: null,
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+ seven_day_reminder_email: null,
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+ confirmation_email: null
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+ )
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+ ```
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+
@@ -0,0 +1,85 @@
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+ =begin
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+ #DealMaker API
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+
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+ ## Introduction Welcome to DealMaker’s Web API v1! This API is RESTful, easy to integrate with, and offers support in 2 different languages. 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. Some of the data that the webhooks include: - Investor Name - Date created - Email - Phone - Allocation - Attachments - Accredited investor status - Accredited investor category - State (Draft, Invited, Signed, Accepted, Waiting, Inactive) 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 has signed their agreement - Invertor fully funded their investment - Investor has been accepted - 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. - The Deal(s) to include in the webhook subscription - 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: - Status - Name - Email - (this is a user field so we trigger event for all investors with webhook subscription) - Allocated Amount - Investment Amount - Accredited investor fields - Adding or removing attachments - 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.signed` - Triggers when the investor signs their subscription agreement (terms and conditions) - When this happens the investor.state becomes `signed` - This event includes the same fields as the `investor.updated` event 4. `investor.funded` - Triggers when the investor becomes fully funded - This happens when the investor.funded_state becomes `funded` - This event includes the same fields as the `investor.updated` event 5. `investor.accepted` - Triggers when the investor is countersigned - When this happens the investor.state becomes `accepted` - This event includes the same fields as the `investor.updated` event 6. `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. please see below for an example on the deal object<sup>\\*\\*</sup> | <sup>\\*</sup>This field is not included when deleting a resource <sup>\\*\\*</sup> Sample Deal Object in the webhook payload ```json \"deal\": { \"id\": 0, \"title\": \"string\", \"created_at\": \"2022-12-06T18:14:44.000Z\", \"updated_at\": \"2022-12-08T12:46:48.000Z\", \"state\": \"string\", \"currency\": \"string\", \"security_type\": \"string\", \"price_per_security\": 0.00, \"deal_type\": \"string\", \"minimum_investment\": 0, \"maximum_investment\": 0, \"issuer\": { \"id\": 0, \"name\": \"string\" }, \"enterprise\": { \"id\": 0, \"name\": \"string\" } } ``` #### Common Properties (investor scope) By design, we have incorporated on the webhooks payload the same investor-related fields included in the Investor model, for reference on the included fields, their types and values please click [here](https://docs.dealmaker.tech/#tag/investor_model). This will allow you to get all the necessary information you need about a particular investor without having to call the Get Investor by ID endpoint. | #### Investor State 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 - **Inactive** the investor is no longer eligible to participate in the offering. This may be because their warrant expired, they requested a refund, or they opted out of the offering #### Update Delay Given the high number of updates our platform performs on any investor, we’ve added a cool down period on update events that allows us to “group” updates and trigger only one every minute. In consequence, update events will be delivered 1 minute after the initial request was made and will include the latest version of the investor data at delivery time.
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+
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+ The version of the OpenAPI document: 1.75.0
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+
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+ Generated by: https://openapi-generator.tech
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+ Generator version: 7.7.0-SNAPSHOT
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+
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+ =end
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+
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+ require 'cgi'
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+
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+ module DealMakerAPI
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+ class CampaignApi
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+ attr_accessor :api_client
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+
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+ def initialize(api_client = ApiClient.default)
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+ @api_client = api_client
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+ end
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+ # Gets a TTW campaign for a given company
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+ # Gets a TTW campaign for a given company
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+ # @param id [Integer]
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+ # @param [Hash] opts the optional parameters
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+ # @return [V1EntitiesTtwCampaignResponse]
27
+ def get_ttw_campaign(id, opts = {})
28
+ data, _status_code, _headers = get_ttw_campaign_with_http_info(id, opts)
29
+ data
30
+ end
31
+
32
+ # Gets a TTW campaign for a given company
33
+ # Gets a TTW campaign for a given company
34
+ # @param id [Integer]
35
+ # @param [Hash] opts the optional parameters
36
+ # @return [Array<(V1EntitiesTtwCampaignResponse, Integer, Hash)>] V1EntitiesTtwCampaignResponse data, response status code and response headers
37
+ def get_ttw_campaign_with_http_info(id, opts = {})
38
+ if @api_client.config.debugging
39
+ @api_client.config.logger.debug 'Calling API: CampaignApi.get_ttw_campaign ...'
40
+ end
41
+ # verify the required parameter 'id' is set
42
+ if @api_client.config.client_side_validation && id.nil?
43
+ fail ArgumentError, "Missing the required parameter 'id' when calling CampaignApi.get_ttw_campaign"
44
+ end
45
+ # resource path
46
+ local_var_path = '/ttw/campaigns/{id}'.sub('{' + 'id' + '}', CGI.escape(id.to_s))
47
+
48
+ # query parameters
49
+ query_params = opts[:query_params] || {}
50
+
51
+ # header parameters
52
+ header_params = opts[:header_params] || {}
53
+ # HTTP header 'Accept' (if needed)
54
+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
55
+
56
+ # form parameters
57
+ form_params = opts[:form_params] || {}
58
+
59
+ # http body (model)
60
+ post_body = opts[:debug_body]
61
+
62
+ # return_type
63
+ return_type = opts[:debug_return_type] || 'V1EntitiesTtwCampaignResponse'
64
+
65
+ # auth_names
66
+ auth_names = opts[:debug_auth_names] || []
67
+
68
+ new_options = opts.merge(
69
+ :operation => :"CampaignApi.get_ttw_campaign",
70
+ :header_params => header_params,
71
+ :query_params => query_params,
72
+ :form_params => form_params,
73
+ :body => post_body,
74
+ :auth_names => auth_names,
75
+ :return_type => return_type
76
+ )
77
+
78
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
79
+ if @api_client.config.debugging
80
+ @api_client.config.logger.debug "API called: CampaignApi#get_ttw_campaign\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
81
+ end
82
+ return data, status_code, headers
83
+ end
84
+ end
85
+ end
@@ -33,6 +33,9 @@ module DealMakerAPI
33
33
  # Description
34
34
  attr_accessor :description
35
35
 
36
+ # Link Label
37
+ attr_accessor :link_label
38
+
36
39
  # Attribute mapping from ruby-style variable name to JSON key.
37
40
  def self.attribute_map
38
41
  {
@@ -41,7 +44,8 @@ module DealMakerAPI
41
44
  :'negative' => :'negative',
42
45
  :'value' => :'value',
43
46
  :'link' => :'link',
44
- :'description' => :'description'
47
+ :'description' => :'description',
48
+ :'link_label' => :'link_label'
45
49
  }
46
50
  end
47
51
 
@@ -58,7 +62,8 @@ module DealMakerAPI
58
62
  :'negative' => :'Boolean',
59
63
  :'value' => :'Float',
60
64
  :'link' => :'String',
61
- :'description' => :'String'
65
+ :'description' => :'String',
66
+ :'link_label' => :'String'
62
67
  }
63
68
  end
64
69
 
@@ -106,6 +111,10 @@ module DealMakerAPI
106
111
  if attributes.key?(:'description')
107
112
  self.description = attributes[:'description']
108
113
  end
114
+
115
+ if attributes.key?(:'link_label')
116
+ self.link_label = attributes[:'link_label']
117
+ end
109
118
  end
110
119
 
111
120
  # Show invalid properties with the reasons. Usually used together with valid?
@@ -133,7 +142,8 @@ module DealMakerAPI
133
142
  negative == o.negative &&
134
143
  value == o.value &&
135
144
  link == o.link &&
136
- description == o.description
145
+ description == o.description &&
146
+ link_label == o.link_label
137
147
  end
138
148
 
139
149
  # @see the `==` method
@@ -145,7 +155,7 @@ module DealMakerAPI
145
155
  # Calculates hash code according to all attributes.
146
156
  # @return [Integer] Hash code
147
157
  def hash
148
- [label, highlighted, negative, value, link, description].hash
158
+ [label, highlighted, negative, value, link, description, link_label].hash
149
159
  end
150
160
 
151
161
  # Builds the object from hash
@@ -0,0 +1,286 @@
1
+ =begin
2
+ #DealMaker API
3
+
4
+ ## 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. Some of the data that the webhooks include: - Investor Name - Date created - Email - Phone - Allocation - Attachments - Accredited investor status - Accredited investor category - State (Draft, Invited, Signed, Accepted, Waiting, Inactive) 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 has signed their agreement - Invertor fully funded their investment - Investor has been accepted - 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. - The Deal(s) to include in the webhook subscription - 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: - Status - Name - Email - (this is a user field so we trigger event for all investors with webhook subscription) - Allocated Amount - Investment Amount - Accredited investor fields - Adding or removing attachments - 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.signed` - Triggers when the investor signs their subscription agreement (terms and conditions) - When this happens the investor.state becomes `signed` - This event includes the same fields as the `investor.updated` event 4. `investor.funded` - Triggers when the investor becomes fully funded - This happens when the investor.funded_state becomes `funded` - This event includes the same fields as the `investor.updated` event 5. `investor.accepted` - Triggers when the investor is countersigned - When this happens the investor.state becomes `accepted` - This event includes the same fields as the `investor.updated` event 6. `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. please see below for an example on the deal object<sup>\\*\\*</sup> | <sup>\\*</sup>This field is not included when deleting a resource <sup>\\*\\*</sup> Sample Deal Object in the webhook payload ```json \"deal\": { \"id\": 0, \"title\": \"string\", \"created_at\": \"2022-12-06T18:14:44.000Z\", \"updated_at\": \"2022-12-08T12:46:48.000Z\", \"state\": \"string\", \"currency\": \"string\", \"security_type\": \"string\", \"price_per_security\": 0.00, \"deal_type\": \"string\", \"minimum_investment\": 0, \"maximum_investment\": 0, \"issuer\": { \"id\": 0, \"name\": \"string\" }, \"enterprise\": { \"id\": 0, \"name\": \"string\" } } ``` #### Common Properties (investor scope) By design, we have incorporated on the webhooks payload the same investor-related fields included in the Investor model, for reference on the included fields, their types and values please click [here](https://docs.dealmaker.tech/#tag/investor_model). This will allow you to get all the necessary information you need about a particular investor without having to call the Get Investor by ID endpoint. | #### Investor State 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 - **Inactive** the investor is no longer eligible to participate in the offering. This may be because their warrant expired, they requested a refund, or they opted out of the offering #### 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: 1.75.0
7
+
8
+ Generated by: https://openapi-generator.tech
9
+ Generator version: 7.7.0-SNAPSHOT
10
+
11
+ =end
12
+
13
+ require 'date'
14
+ require 'time'
15
+
16
+ module DealMakerAPI
17
+ # V1_Entities_Ttw_Campaign_Response model
18
+ class V1EntitiesTtwCampaignResponse
19
+ # The campaign ID
20
+ attr_accessor :id
21
+
22
+ # Campaign name
23
+ attr_accessor :name
24
+
25
+ # Redirect link for the campaign
26
+ attr_accessor :redirect_link
27
+
28
+ # State of the introduction email
29
+ attr_accessor :introduction_email
30
+
31
+ # State of the 1 day reminder email
32
+ attr_accessor :one_day_reminder_email
33
+
34
+ # State of the 2 day reminder email
35
+ attr_accessor :two_day_reminder_email
36
+
37
+ # State of the 7 day reminder email
38
+ attr_accessor :seven_day_reminder_email
39
+
40
+ # State of the confirmation email
41
+ attr_accessor :confirmation_email
42
+
43
+ # Attribute mapping from ruby-style variable name to JSON key.
44
+ def self.attribute_map
45
+ {
46
+ :'id' => :'id',
47
+ :'name' => :'name',
48
+ :'redirect_link' => :'redirect_link',
49
+ :'introduction_email' => :'introduction_email',
50
+ :'one_day_reminder_email' => :'one_day_reminder_email',
51
+ :'two_day_reminder_email' => :'two_day_reminder_email',
52
+ :'seven_day_reminder_email' => :'seven_day_reminder_email',
53
+ :'confirmation_email' => :'confirmation_email'
54
+ }
55
+ end
56
+
57
+ # Returns all the JSON keys this model knows about
58
+ def self.acceptable_attributes
59
+ attribute_map.values
60
+ end
61
+
62
+ # Attribute type mapping.
63
+ def self.openapi_types
64
+ {
65
+ :'id' => :'Integer',
66
+ :'name' => :'String',
67
+ :'redirect_link' => :'String',
68
+ :'introduction_email' => :'Boolean',
69
+ :'one_day_reminder_email' => :'Boolean',
70
+ :'two_day_reminder_email' => :'Boolean',
71
+ :'seven_day_reminder_email' => :'Boolean',
72
+ :'confirmation_email' => :'Boolean'
73
+ }
74
+ end
75
+
76
+ # List of attributes with nullable: true
77
+ def self.openapi_nullable
78
+ Set.new([
79
+ ])
80
+ end
81
+
82
+ # Initializes the object
83
+ # @param [Hash] attributes Model attributes in the form of hash
84
+ def initialize(attributes = {})
85
+ if (!attributes.is_a?(Hash))
86
+ fail ArgumentError, "The input argument (attributes) must be a hash in `DealMakerAPI::V1EntitiesTtwCampaignResponse` initialize method"
87
+ end
88
+
89
+ # check to see if the attribute exists and convert string to symbol for hash key
90
+ attributes = attributes.each_with_object({}) { |(k, v), h|
91
+ if (!self.class.attribute_map.key?(k.to_sym))
92
+ fail ArgumentError, "`#{k}` is not a valid attribute in `DealMakerAPI::V1EntitiesTtwCampaignResponse`. Please check the name to make sure it's valid. List of attributes: " + self.class.attribute_map.keys.inspect
93
+ end
94
+ h[k.to_sym] = v
95
+ }
96
+
97
+ if attributes.key?(:'id')
98
+ self.id = attributes[:'id']
99
+ end
100
+
101
+ if attributes.key?(:'name')
102
+ self.name = attributes[:'name']
103
+ end
104
+
105
+ if attributes.key?(:'redirect_link')
106
+ self.redirect_link = attributes[:'redirect_link']
107
+ end
108
+
109
+ if attributes.key?(:'introduction_email')
110
+ self.introduction_email = attributes[:'introduction_email']
111
+ end
112
+
113
+ if attributes.key?(:'one_day_reminder_email')
114
+ self.one_day_reminder_email = attributes[:'one_day_reminder_email']
115
+ end
116
+
117
+ if attributes.key?(:'two_day_reminder_email')
118
+ self.two_day_reminder_email = attributes[:'two_day_reminder_email']
119
+ end
120
+
121
+ if attributes.key?(:'seven_day_reminder_email')
122
+ self.seven_day_reminder_email = attributes[:'seven_day_reminder_email']
123
+ end
124
+
125
+ if attributes.key?(:'confirmation_email')
126
+ self.confirmation_email = attributes[:'confirmation_email']
127
+ end
128
+ end
129
+
130
+ # Show invalid properties with the reasons. Usually used together with valid?
131
+ # @return Array for valid properties with the reasons
132
+ def list_invalid_properties
133
+ warn '[DEPRECATED] the `list_invalid_properties` method is obsolete'
134
+ invalid_properties = Array.new
135
+ invalid_properties
136
+ end
137
+
138
+ # Check to see if the all the properties in the model are valid
139
+ # @return true if the model is valid
140
+ def valid?
141
+ warn '[DEPRECATED] the `valid?` method is obsolete'
142
+ true
143
+ end
144
+
145
+ # Checks equality by comparing each attribute.
146
+ # @param [Object] Object to be compared
147
+ def ==(o)
148
+ return true if self.equal?(o)
149
+ self.class == o.class &&
150
+ id == o.id &&
151
+ name == o.name &&
152
+ redirect_link == o.redirect_link &&
153
+ introduction_email == o.introduction_email &&
154
+ one_day_reminder_email == o.one_day_reminder_email &&
155
+ two_day_reminder_email == o.two_day_reminder_email &&
156
+ seven_day_reminder_email == o.seven_day_reminder_email &&
157
+ confirmation_email == o.confirmation_email
158
+ end
159
+
160
+ # @see the `==` method
161
+ # @param [Object] Object to be compared
162
+ def eql?(o)
163
+ self == o
164
+ end
165
+
166
+ # Calculates hash code according to all attributes.
167
+ # @return [Integer] Hash code
168
+ def hash
169
+ [id, name, redirect_link, introduction_email, one_day_reminder_email, two_day_reminder_email, seven_day_reminder_email, confirmation_email].hash
170
+ end
171
+
172
+ # Builds the object from hash
173
+ # @param [Hash] attributes Model attributes in the form of hash
174
+ # @return [Object] Returns the model itself
175
+ def self.build_from_hash(attributes)
176
+ return nil unless attributes.is_a?(Hash)
177
+ attributes = attributes.transform_keys(&:to_sym)
178
+ transformed_hash = {}
179
+ openapi_types.each_pair do |key, type|
180
+ if attributes.key?(attribute_map[key]) && attributes[attribute_map[key]].nil?
181
+ transformed_hash["#{key}"] = nil
182
+ elsif type =~ /\AArray<(.*)>/i
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+ # check to ensure the input is an array given that the attribute
184
+ # is documented as an array but the input is not
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+ if attributes[attribute_map[key]].is_a?(Array)
186
+ transformed_hash["#{key}"] = attributes[attribute_map[key]].map { |v| _deserialize($1, v) }
187
+ end
188
+ elsif !attributes[attribute_map[key]].nil?
189
+ transformed_hash["#{key}"] = _deserialize(type, attributes[attribute_map[key]])
190
+ end
191
+ end
192
+ new(transformed_hash)
193
+ end
194
+
195
+ # Deserializes the data based on type
196
+ # @param string type Data type
197
+ # @param string value Value to be deserialized
198
+ # @return [Object] Deserialized data
199
+ def self._deserialize(type, value)
200
+ case type.to_sym
201
+ when :Time
202
+ Time.parse(value)
203
+ when :Date
204
+ Date.parse(value)
205
+ when :String
206
+ value.to_s
207
+ when :Integer
208
+ value.to_i
209
+ when :Float
210
+ value.to_f
211
+ when :Boolean
212
+ if value.to_s =~ /\A(true|t|yes|y|1)\z/i
213
+ true
214
+ else
215
+ false
216
+ end
217
+ when :Object
218
+ # generic object (usually a Hash), return directly
219
+ value
220
+ when /\AArray<(?<inner_type>.+)>\z/
221
+ inner_type = Regexp.last_match[:inner_type]
222
+ value.map { |v| _deserialize(inner_type, v) }
223
+ when /\AHash<(?<k_type>.+?), (?<v_type>.+)>\z/
224
+ k_type = Regexp.last_match[:k_type]
225
+ v_type = Regexp.last_match[:v_type]
226
+ {}.tap do |hash|
227
+ value.each do |k, v|
228
+ hash[_deserialize(k_type, k)] = _deserialize(v_type, v)
229
+ end
230
+ end
231
+ else # model
232
+ # models (e.g. Pet) or oneOf
233
+ klass = DealMakerAPI.const_get(type)
234
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
235
+ end
236
+ end
237
+
238
+ # Returns the string representation of the object
239
+ # @return [String] String presentation of the object
240
+ def to_s
241
+ to_hash.to_s
242
+ end
243
+
244
+ # to_body is an alias to to_hash (backward compatibility)
245
+ # @return [Hash] Returns the object in the form of hash
246
+ def to_body
247
+ to_hash
248
+ end
249
+
250
+ # Returns the object in the form of hash
251
+ # @return [Hash] Returns the object in the form of hash
252
+ def to_hash
253
+ hash = {}
254
+ self.class.attribute_map.each_pair do |attr, param|
255
+ value = self.send(attr)
256
+ if value.nil?
257
+ is_nullable = self.class.openapi_nullable.include?(attr)
258
+ next if !is_nullable || (is_nullable && !instance_variable_defined?(:"@#{attr}"))
259
+ end
260
+
261
+ hash[param] = _to_hash(value)
262
+ end
263
+ hash
264
+ end
265
+
266
+ # Outputs non-array value in the form of hash
267
+ # For object, use to_hash. Otherwise, just return the value
268
+ # @param [Object] value Any valid value
269
+ # @return [Hash] Returns the value in the form of hash
270
+ def _to_hash(value)
271
+ if value.is_a?(Array)
272
+ value.compact.map { |v| _to_hash(v) }
273
+ elsif value.is_a?(Hash)
274
+ {}.tap do |hash|
275
+ value.each { |k, v| hash[k] = _to_hash(v) }
276
+ end
277
+ elsif value.respond_to? :to_hash
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+ value.to_hash
279
+ else
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+ value
281
+ end
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+ end
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+
284
+ end
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+
286
+ end
@@ -11,5 +11,5 @@ Generator version: 7.7.0-SNAPSHOT
11
11
  =end
12
12
 
13
13
  module DealMakerAPI
14
- VERSION = '0.105.1'
14
+ VERSION = '0.105.3'
15
15
  end
data/lib/DealMakerAPI.rb CHANGED
@@ -139,6 +139,7 @@ require 'DealMakerAPI/models/v1_entities_shareholders'
139
139
  require 'DealMakerAPI/models/v1_entities_shareholders_tags'
140
140
  require 'DealMakerAPI/models/v1_entities_state'
141
141
  require 'DealMakerAPI/models/v1_entities_subscription_agreement'
142
+ require 'DealMakerAPI/models/v1_entities_ttw_campaign_response'
142
143
  require 'DealMakerAPI/models/v1_entities_user'
143
144
  require 'DealMakerAPI/models/v1_entities_users_binding'
144
145
  require 'DealMakerAPI/models/v1_entities_users_factor'
@@ -154,6 +155,7 @@ require 'DealMakerAPI/models/verify_factor_request'
154
155
  require 'DealMakerAPI/models/verify_sms_verification_request'
155
156
 
156
157
  # APIs
158
+ require 'DealMakerAPI/api/campaign_api'
157
159
  require 'DealMakerAPI/api/company_api'
158
160
  require 'DealMakerAPI/api/country_api'
159
161
  require 'DealMakerAPI/api/custom_emails_api'
@@ -0,0 +1,47 @@
1
+ =begin
2
+ #DealMaker API
3
+
4
+ ## 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. Some of the data that the webhooks include: - Investor Name - Date created - Email - Phone - Allocation - Attachments - Accredited investor status - Accredited investor category - State (Draft, Invited, Signed, Accepted, Waiting, Inactive) 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 has signed their agreement - Invertor fully funded their investment - Investor has been accepted - 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. - The Deal(s) to include in the webhook subscription - 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: - Status - Name - Email - (this is a user field so we trigger event for all investors with webhook subscription) - Allocated Amount - Investment Amount - Accredited investor fields - Adding or removing attachments - 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.signed` - Triggers when the investor signs their subscription agreement (terms and conditions) - When this happens the investor.state becomes `signed` - This event includes the same fields as the `investor.updated` event 4. `investor.funded` - Triggers when the investor becomes fully funded - This happens when the investor.funded_state becomes `funded` - This event includes the same fields as the `investor.updated` event 5. `investor.accepted` - Triggers when the investor is countersigned - When this happens the investor.state becomes `accepted` - This event includes the same fields as the `investor.updated` event 6. `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. please see below for an example on the deal object<sup>\\*\\*</sup> | <sup>\\*</sup>This field is not included when deleting a resource <sup>\\*\\*</sup> Sample Deal Object in the webhook payload ```json \"deal\": { \"id\": 0, \"title\": \"string\", \"created_at\": \"2022-12-06T18:14:44.000Z\", \"updated_at\": \"2022-12-08T12:46:48.000Z\", \"state\": \"string\", \"currency\": \"string\", \"security_type\": \"string\", \"price_per_security\": 0.00, \"deal_type\": \"string\", \"minimum_investment\": 0, \"maximum_investment\": 0, \"issuer\": { \"id\": 0, \"name\": \"string\" }, \"enterprise\": { \"id\": 0, \"name\": \"string\" } } ``` #### Common Properties (investor scope) By design, we have incorporated on the webhooks payload the same investor-related fields included in the Investor model, for reference on the included fields, their types and values please click [here](https://docs.dealmaker.tech/#tag/investor_model). This will allow you to get all the necessary information you need about a particular investor without having to call the Get Investor by ID endpoint. | #### Investor State 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 - **Inactive** the investor is no longer eligible to participate in the offering. This may be because their warrant expired, they requested a refund, or they opted out of the offering #### 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: 1.75.0
7
+
8
+ Generated by: https://openapi-generator.tech
9
+ Generator version: 7.7.0-SNAPSHOT
10
+
11
+ =end
12
+
13
+ require 'spec_helper'
14
+ require 'json'
15
+
16
+ # Unit tests for DealMakerAPI::CampaignApi
17
+ # Automatically generated by openapi-generator (https://openapi-generator.tech)
18
+ # Please update as you see appropriate
19
+ describe 'CampaignApi' do
20
+ before do
21
+ # run before each test
22
+ @api_instance = DealMakerAPI::CampaignApi.new
23
+ end
24
+
25
+ after do
26
+ # run after each test
27
+ end
28
+
29
+ describe 'test an instance of CampaignApi' do
30
+ it 'should create an instance of CampaignApi' do
31
+ expect(@api_instance).to be_instance_of(DealMakerAPI::CampaignApi)
32
+ end
33
+ end
34
+
35
+ # unit tests for get_ttw_campaign
36
+ # Gets a TTW campaign for a given company
37
+ # Gets a TTW campaign for a given company
38
+ # @param id
39
+ # @param [Hash] opts the optional parameters
40
+ # @return [V1EntitiesTtwCampaignResponse]
41
+ describe 'get_ttw_campaign test' do
42
+ it 'should work' do
43
+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
44
+ end
45
+ end
46
+
47
+ end
@@ -63,4 +63,10 @@ describe DealMakerAPI::V1EntitiesDealsProgressPageSummaryItem do
63
63
  end
64
64
  end
65
65
 
66
+ describe 'test attribute "link_label"' do
67
+ it 'should work' do
68
+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
69
+ end
70
+ end
71
+
66
72
  end
@@ -0,0 +1,78 @@
1
+ =begin
2
+ #DealMaker API
3
+
4
+ ## 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. Some of the data that the webhooks include: - Investor Name - Date created - Email - Phone - Allocation - Attachments - Accredited investor status - Accredited investor category - State (Draft, Invited, Signed, Accepted, Waiting, Inactive) 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 has signed their agreement - Invertor fully funded their investment - Investor has been accepted - 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. - The Deal(s) to include in the webhook subscription - 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: - Status - Name - Email - (this is a user field so we trigger event for all investors with webhook subscription) - Allocated Amount - Investment Amount - Accredited investor fields - Adding or removing attachments - 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.signed` - Triggers when the investor signs their subscription agreement (terms and conditions) - When this happens the investor.state becomes `signed` - This event includes the same fields as the `investor.updated` event 4. `investor.funded` - Triggers when the investor becomes fully funded - This happens when the investor.funded_state becomes `funded` - This event includes the same fields as the `investor.updated` event 5. `investor.accepted` - Triggers when the investor is countersigned - When this happens the investor.state becomes `accepted` - This event includes the same fields as the `investor.updated` event 6. `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. please see below for an example on the deal object<sup>\\*\\*</sup> | <sup>\\*</sup>This field is not included when deleting a resource <sup>\\*\\*</sup> Sample Deal Object in the webhook payload ```json \"deal\": { \"id\": 0, \"title\": \"string\", \"created_at\": \"2022-12-06T18:14:44.000Z\", \"updated_at\": \"2022-12-08T12:46:48.000Z\", \"state\": \"string\", \"currency\": \"string\", \"security_type\": \"string\", \"price_per_security\": 0.00, \"deal_type\": \"string\", \"minimum_investment\": 0, \"maximum_investment\": 0, \"issuer\": { \"id\": 0, \"name\": \"string\" }, \"enterprise\": { \"id\": 0, \"name\": \"string\" } } ``` #### Common Properties (investor scope) By design, we have incorporated on the webhooks payload the same investor-related fields included in the Investor model, for reference on the included fields, their types and values please click [here](https://docs.dealmaker.tech/#tag/investor_model). This will allow you to get all the necessary information you need about a particular investor without having to call the Get Investor by ID endpoint. | #### Investor State 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 - **Inactive** the investor is no longer eligible to participate in the offering. This may be because their warrant expired, they requested a refund, or they opted out of the offering #### 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
+
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+ The version of the OpenAPI document: 1.75.0
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+
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+ Generated by: https://openapi-generator.tech
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+ Generator version: 7.7.0-SNAPSHOT
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+
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+ =end
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+
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+ require 'spec_helper'
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+ require 'json'
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+ require 'date'
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+
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+ # Unit tests for DealMakerAPI::V1EntitiesTtwCampaignResponse
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+ # Automatically generated by openapi-generator (https://openapi-generator.tech)
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+ # Please update as you see appropriate
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+ describe DealMakerAPI::V1EntitiesTtwCampaignResponse do
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+ let(:instance) { DealMakerAPI::V1EntitiesTtwCampaignResponse.new }
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+
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+ describe 'test an instance of V1EntitiesTtwCampaignResponse' do
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+ it 'should create an instance of V1EntitiesTtwCampaignResponse' do
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+ # uncomment below to test the instance creation
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+ #expect(instance).to be_instance_of(DealMakerAPI::V1EntitiesTtwCampaignResponse)
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+ end
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+ end
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+
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+ describe 'test attribute "id"' do
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+ it 'should work' do
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+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
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+ end
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+ end
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+
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+ describe 'test attribute "name"' do
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+ it 'should work' do
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+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
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+ end
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+ end
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+
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+ describe 'test attribute "redirect_link"' do
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+ it 'should work' do
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+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
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+ end
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+ end
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+
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+ describe 'test attribute "introduction_email"' do
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+ it 'should work' do
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+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
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+ end
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+ end
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+
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+ describe 'test attribute "one_day_reminder_email"' do
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+ it 'should work' do
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+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
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+ end
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+ end
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+
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+ describe 'test attribute "two_day_reminder_email"' do
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+ it 'should work' do
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+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
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+ end
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+ end
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+
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+ describe 'test attribute "seven_day_reminder_email"' do
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+ it 'should work' do
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+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
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+ end
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+ end
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+
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+ describe 'test attribute "confirmation_email"' do
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+ it 'should work' do
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+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
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+ end
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+ end
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+
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+ end
metadata CHANGED
@@ -1,14 +1,14 @@
1
1
  --- !ruby/object:Gem::Specification
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2
  name: DealMakerAPI
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3
  version: !ruby/object:Gem::Version
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- version: 0.105.1
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+ version: 0.105.3
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  platform: ruby
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  authors:
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  - DealMaker
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  autorequire:
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  bindir: bin
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  cert_chain: []
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- date: 2024-06-07 00:00:00.000000000 Z
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+ date: 2024-06-14 00:00:00.000000000 Z
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  dependencies:
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  - !ruby/object:Gem::Dependency
14
14
  name: typhoeus
@@ -64,6 +64,7 @@ files:
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  - docs/Add506cDocumentRequest.md
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  - docs/AddDocumentRequest.md
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  - docs/BulkUploadInvestorsRequest.md
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+ - docs/CampaignApi.md
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  - docs/CompanyApi.md
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  - docs/CountryApi.md
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  - docs/CreateBulkUploadDetailRequest.md
@@ -197,6 +198,7 @@ files:
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  - docs/V1EntitiesShareholdersTags.md
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  - docs/V1EntitiesState.md
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  - docs/V1EntitiesSubscriptionAgreement.md
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+ - docs/V1EntitiesTtwCampaignResponse.md
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  - docs/V1EntitiesUser.md
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  - docs/V1EntitiesUsersBinding.md
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  - docs/V1EntitiesUsersFactor.md
@@ -212,6 +214,7 @@ files:
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  - docs/VerifySmsVerificationRequest.md
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  - git_push.sh
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  - lib/DealMakerAPI.rb
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+ - lib/DealMakerAPI/api/campaign_api.rb
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  - lib/DealMakerAPI/api/company_api.rb
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  - lib/DealMakerAPI/api/country_api.rb
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  - lib/DealMakerAPI/api/custom_emails_api.rb
@@ -351,6 +354,7 @@ files:
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  - lib/DealMakerAPI/models/v1_entities_shareholders_tags.rb
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  - lib/DealMakerAPI/models/v1_entities_state.rb
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  - lib/DealMakerAPI/models/v1_entities_subscription_agreement.rb
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+ - lib/DealMakerAPI/models/v1_entities_ttw_campaign_response.rb
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  - lib/DealMakerAPI/models/v1_entities_user.rb
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  - lib/DealMakerAPI/models/v1_entities_users_binding.rb
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  - lib/DealMakerAPI/models/v1_entities_users_factor.rb
@@ -365,6 +369,7 @@ files:
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  - lib/DealMakerAPI/models/verify_factor_request.rb
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  - lib/DealMakerAPI/models/verify_sms_verification_request.rb
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  - lib/DealMakerAPI/version.rb
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+ - spec/api/campaign_api_spec.rb
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  - spec/api/company_api_spec.rb
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  - spec/api/country_api_spec.rb
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  - spec/api/custom_emails_api_spec.rb
@@ -501,6 +506,7 @@ files:
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  - spec/models/v1_entities_shareholders_tags_spec.rb
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  - spec/models/v1_entities_state_spec.rb
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  - spec/models/v1_entities_subscription_agreement_spec.rb
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+ - spec/models/v1_entities_ttw_campaign_response_spec.rb
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  - spec/models/v1_entities_user_spec.rb
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  - spec/models/v1_entities_users_binding_spec.rb
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  - spec/models/v1_entities_users_factor_spec.rb
@@ -542,6 +548,7 @@ test_files:
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  - spec/api/country_api_spec.rb
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  - spec/api/deals_api_spec.rb
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  - spec/api/investor_api_spec.rb
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+ - spec/api/campaign_api_spec.rb
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  - spec/api/user_api_spec.rb
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553
  - spec/api/shareholder_api_spec.rb
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  - spec/api/company_api_spec.rb
@@ -607,6 +614,7 @@ test_files:
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  - spec/models/create_deal_setup_request_spec.rb
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  - spec/models/v1_entities_beefree_access_token_spec.rb
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  - spec/models/v1_entities_company_deal_spec.rb
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+ - spec/models/v1_entities_ttw_campaign_response_spec.rb
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  - spec/models/v1_entities_shareholders_tags_spec.rb
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  - spec/models/add506c_document_request_spec.rb
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  - spec/models/v1_entities_investor_profile_fields_trust_spec.rb