DealMakerAPI 0.105.2 → 0.105.4

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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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339
 
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  - API version: 1.75.0
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- - Package version: 0.105.2
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+ - Package version: 0.105.4
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  - Generator version: 7.7.0-SNAPSHOT
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343
  - 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-0.105.2.gem
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+ gem install ./DealMakerAPI-0.105.4.gem
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359
  ```
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361
- (for development, run `gem install --dev ./DealMakerAPI-0.105.2.gem` to install the development dependencies)
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+ (for development, run `gem install --dev ./DealMakerAPI-0.105.4.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', '~> 0.105.2'
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+ gem 'DealMakerAPI', '~> 0.105.4'
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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
393
393
 
394
- api_instance = DealMakerAPI::CompanyApi.new
395
- id = 56 # Integer | The company id
396
- 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 |
394
+ api_instance = DealMakerAPI::CampaignApi.new
395
+ id = 56 # Integer |
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398
397
  begin
399
- #Create bulk upload record
400
- result = api_instance.create_bulk_upload(id, create_bulk_upload_request)
398
+ #Gets a TTW campaign for a given company
399
+ result = api_instance.get_ttw_campaign(id)
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400
  p result
402
401
  rescue DealMakerAPI::ApiError => e
403
- puts "Exception when calling CompanyApi->create_bulk_upload: #{e}"
402
+ puts "Exception when calling CampaignApi->get_ttw_campaign: #{e}"
404
403
  end
405
404
 
406
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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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412
  ------------ | ------------- | ------------- | -------------
413
+ *DealMakerAPI::CampaignApi* | [**get_ttw_campaign**](docs/CampaignApi.md#get_ttw_campaign) | **GET** /ttw/campaigns/{id} | Gets a TTW campaign for a given company
414
414
  *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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415
  *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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416
  *DealMakerAPI::CompanyApi* | [**create_company**](docs/CompanyApi.md#create_company) | **POST** /companies | Create new company
@@ -448,6 +448,7 @@ Class | Method | HTTP request | Description
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448
  *DealMakerAPI::DefaultApi* | [**get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data**](docs/DefaultApi.md#get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data) | **GET** /deals/{deal_id}/payment_onboarding/questionnaire/payout_account_details/data | Get payout account data
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449
  *DealMakerAPI::DefaultApi* | [**get_deals_id_investors_investor_id_payments_express_wire_instructions**](docs/DefaultApi.md#get_deals_id_investors_investor_id_payments_express_wire_instructions) | **GET** /deals/{id}/investors/{investor_id}/payments/express_wire/instructions | Displays the express wire instructions for an investor on a deal
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  *DealMakerAPI::DefaultApi* | [**get_deals_id_investors_payments_express_wire_instructions**](docs/DefaultApi.md#get_deals_id_investors_payments_express_wire_instructions) | **GET** /deals/{id}/investors/payments/express_wire/instructions | Displays the express wire instructions for all the investors on a deal
451
+ *DealMakerAPI::DefaultApi* | [**get_deals_id_platform_emails_domain**](docs/DefaultApi.md#get_deals_id_platform_emails_domain) | **GET** /deals/{id}/platform_emails/domain | Get the email domain settings for the deal
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452
  *DealMakerAPI::DefaultApi* | [**get_deals_id_progress_page**](docs/DefaultApi.md#get_deals_id_progress_page) | **GET** /deals/{id}/progress_page | Get deal progress
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453
  *DealMakerAPI::DefaultApi* | [**get_deals_id_progress_page_summary**](docs/DefaultApi.md#get_deals_id_progress_page_summary) | **GET** /deals/{id}/progress_page/summary | Get the deal progress summary
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454
  *DealMakerAPI::DefaultApi* | [**get_deals_id_summary**](docs/DefaultApi.md#get_deals_id_summary) | **GET** /deals/{id}/summary | Get Deal Overview
@@ -496,6 +497,7 @@ Class | Method | HTTP request | Description
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  *DealMakerAPI::InvestorProfileApi* | [**patch_managed_profile**](docs/InvestorProfileApi.md#patch_managed_profile) | **PATCH** /investor_profiles/managed/{investor_profile_id} | Patch managed investor profile.
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498
  *DealMakerAPI::InvestorProfileApi* | [**patch_trust_profile**](docs/InvestorProfileApi.md#patch_trust_profile) | **PATCH** /investor_profiles/trusts/{investor_profile_id} | Patch a trust investor profile
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499
  *DealMakerAPI::PaymentsApi* | [**post_deal_investor_payments_ira**](docs/PaymentsApi.md#post_deal_investor_payments_ira) | **POST** /deals/{id}/investors/{investor_id}/payments/ira | Creates a payment intent for express wire and mail its instructions.
500
+ *DealMakerAPI::ReservationApi* | [**create_reservation**](docs/ReservationApi.md#create_reservation) | **POST** /ttw/reservations | Create a new reservation
499
501
  *DealMakerAPI::ShareholderApi* | [**get_shareholders**](docs/ShareholderApi.md#get_shareholders) | **GET** /companies/{id}/shareholders | Get a company shareholders list
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  *DealMakerAPI::ShareholderApi* | [**get_shareholders_tags**](docs/ShareholderApi.md#get_shareholders_tags) | **GET** /companies/{id}/shareholders/tags | Get a company shareholders list grouped by tags
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  *DealMakerAPI::UploadApi* | [**generate_url**](docs/UploadApi.md#generate_url) | **POST** /uploads/generate_url | Create a presigned URL for Amazon S3
@@ -524,6 +526,7 @@ Class | Method | HTTP request | Description
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  - [DealMakerAPI::CreateDealSetupRequest](docs/CreateDealSetupRequest.md)
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527
  - [DealMakerAPI::CreateEmailTemplateRequest](docs/CreateEmailTemplateRequest.md)
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  - [DealMakerAPI::CreateMembersBulkUploadRequest](docs/CreateMembersBulkUploadRequest.md)
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+ - [DealMakerAPI::CreateReservationRequest](docs/CreateReservationRequest.md)
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  - [DealMakerAPI::CreateShareholderActionRequest](docs/CreateShareholderActionRequest.md)
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531
  - [DealMakerAPI::EditInvestorTagsRequest](docs/EditInvestorTagsRequest.md)
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  - [DealMakerAPI::GenerateUrlRequest](docs/GenerateUrlRequest.md)
@@ -583,6 +586,7 @@ Class | Method | HTTP request | Description
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  - [DealMakerAPI::V1EntitiesDealsIncentivePlansIncentiveTier](docs/V1EntitiesDealsIncentivePlansIncentiveTier.md)
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587
  - [DealMakerAPI::V1EntitiesDealsInvestorsPaymentAchBankAccountSetupIntent](docs/V1EntitiesDealsInvestorsPaymentAchBankAccountSetupIntent.md)
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  - [DealMakerAPI::V1EntitiesDealsInvestorsPaymentAcssBankAccountSetupIntent](docs/V1EntitiesDealsInvestorsPaymentAcssBankAccountSetupIntent.md)
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+ - [DealMakerAPI::V1EntitiesDealsPlatformEmailsDomainSettings](docs/V1EntitiesDealsPlatformEmailsDomainSettings.md)
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590
  - [DealMakerAPI::V1EntitiesDealsPriceDetails](docs/V1EntitiesDealsPriceDetails.md)
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591
  - [DealMakerAPI::V1EntitiesDealsProgress](docs/V1EntitiesDealsProgress.md)
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  - [DealMakerAPI::V1EntitiesDealsProgressColumn](docs/V1EntitiesDealsProgressColumn.md)
@@ -637,6 +641,8 @@ Class | Method | HTTP request | Description
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  - [DealMakerAPI::V1EntitiesShareholdersTags](docs/V1EntitiesShareholdersTags.md)
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642
  - [DealMakerAPI::V1EntitiesState](docs/V1EntitiesState.md)
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643
  - [DealMakerAPI::V1EntitiesSubscriptionAgreement](docs/V1EntitiesSubscriptionAgreement.md)
644
+ - [DealMakerAPI::V1EntitiesTtwCampaignResponse](docs/V1EntitiesTtwCampaignResponse.md)
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+ - [DealMakerAPI::V1EntitiesTtwReservation](docs/V1EntitiesTtwReservation.md)
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646
  - [DealMakerAPI::V1EntitiesUser](docs/V1EntitiesUser.md)
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647
  - [DealMakerAPI::V1EntitiesUsersBinding](docs/V1EntitiesUsersBinding.md)
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648
  - [DealMakerAPI::V1EntitiesUsersFactor](docs/V1EntitiesUsersFactor.md)
@@ -0,0 +1,74 @@
1
+ # DealMakerAPI::CampaignApi
2
+
3
+ All URIs are relative to *http://api.dealmaker.tech*
4
+
5
+ | Method | HTTP request | Description |
6
+ | ------ | ------------ | ----------- |
7
+ | [**get_ttw_campaign**](CampaignApi.md#get_ttw_campaign) | **GET** /ttw/campaigns/{id} | Gets a TTW campaign for a given company |
8
+
9
+
10
+ ## get_ttw_campaign
11
+
12
+ > <V1EntitiesTtwCampaignResponse> get_ttw_campaign(id)
13
+
14
+ Gets a TTW campaign for a given company
15
+
16
+ Gets a TTW campaign for a given company
17
+
18
+ ### Examples
19
+
20
+ ```ruby
21
+ require 'time'
22
+ require 'DealMakerAPI'
23
+ # setup authorization
24
+ DealMakerAPI.configure do |config|end
25
+
26
+ api_instance = DealMakerAPI::CampaignApi.new
27
+ id = 56 # Integer |
28
+
29
+ begin
30
+ # Gets a TTW campaign for a given company
31
+ result = api_instance.get_ttw_campaign(id)
32
+ p result
33
+ rescue DealMakerAPI::ApiError => e
34
+ puts "Error when calling CampaignApi->get_ttw_campaign: #{e}"
35
+ end
36
+ ```
37
+
38
+ #### Using the get_ttw_campaign_with_http_info variant
39
+
40
+ This returns an Array which contains the response data, status code and headers.
41
+
42
+ > <Array(<V1EntitiesTtwCampaignResponse>, Integer, Hash)> get_ttw_campaign_with_http_info(id)
43
+
44
+ ```ruby
45
+ begin
46
+ # Gets a TTW campaign for a given company
47
+ data, status_code, headers = api_instance.get_ttw_campaign_with_http_info(id)
48
+ p status_code # => 2xx
49
+ p headers # => { ... }
50
+ p data # => <V1EntitiesTtwCampaignResponse>
51
+ rescue DealMakerAPI::ApiError => e
52
+ puts "Error when calling CampaignApi->get_ttw_campaign_with_http_info: #{e}"
53
+ end
54
+ ```
55
+
56
+ ### Parameters
57
+
58
+ | Name | Type | Description | Notes |
59
+ | ---- | ---- | ----------- | ----- |
60
+ | **id** | **Integer** | | |
61
+
62
+ ### Return type
63
+
64
+ [**V1EntitiesTtwCampaignResponse**](V1EntitiesTtwCampaignResponse.md)
65
+
66
+ ### Authorization
67
+
68
+ No authorization required
69
+
70
+ ### HTTP request headers
71
+
72
+ - **Content-Type**: Not defined
73
+ - **Accept**: application/json
74
+
@@ -0,0 +1,24 @@
1
+ # DealMakerAPI::CreateReservationRequest
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+
3
+ ## Properties
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+
5
+ | Name | Type | Description | Notes |
6
+ | ---- | ---- | ----------- | ----- |
7
+ | **campaign_id** | **Integer** | The id of the campaign | |
8
+ | **email** | **String** | The email of the user association with the reservation | |
9
+ | **name** | **String** | The name of the reservation | [optional] |
10
+ | **phone** | **String** | The phone of the user association with the reservation | [optional] |
11
+
12
+ ## Example
13
+
14
+ ```ruby
15
+ require 'DealMakerAPI'
16
+
17
+ instance = DealMakerAPI::CreateReservationRequest.new(
18
+ campaign_id: null,
19
+ email: null,
20
+ name: null,
21
+ phone: null
22
+ )
23
+ ```
24
+
data/docs/DefaultApi.md CHANGED
@@ -8,6 +8,7 @@ All URIs are relative to *http://api.dealmaker.tech*
8
8
  | [**get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data**](DefaultApi.md#get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data) | **GET** /deals/{deal_id}/payment_onboarding/questionnaire/payout_account_details/data | Get payout account data |
9
9
  | [**get_deals_id_investors_investor_id_payments_express_wire_instructions**](DefaultApi.md#get_deals_id_investors_investor_id_payments_express_wire_instructions) | **GET** /deals/{id}/investors/{investor_id}/payments/express_wire/instructions | Displays the express wire instructions for an investor on a deal |
10
10
  | [**get_deals_id_investors_payments_express_wire_instructions**](DefaultApi.md#get_deals_id_investors_payments_express_wire_instructions) | **GET** /deals/{id}/investors/payments/express_wire/instructions | Displays the express wire instructions for all the investors on a deal |
11
+ | [**get_deals_id_platform_emails_domain**](DefaultApi.md#get_deals_id_platform_emails_domain) | **GET** /deals/{id}/platform_emails/domain | Get the email domain settings for the deal |
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12
  | [**get_deals_id_progress_page**](DefaultApi.md#get_deals_id_progress_page) | **GET** /deals/{id}/progress_page | Get deal progress |
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13
  | [**get_deals_id_progress_page_summary**](DefaultApi.md#get_deals_id_progress_page_summary) | **GET** /deals/{id}/progress_page/summary | Get the deal progress summary |
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  | [**get_deals_id_summary**](DefaultApi.md#get_deals_id_summary) | **GET** /deals/{id}/summary | Get Deal Overview |
@@ -290,6 +291,72 @@ No authorization required
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291
  - **Accept**: application/json
291
292
 
292
293
 
294
+ ## get_deals_id_platform_emails_domain
295
+
296
+ > <V1EntitiesDealsPlatformEmailsDomainSettings> get_deals_id_platform_emails_domain(id)
297
+
298
+ Get the email domain settings for the deal
299
+
300
+ Get the email domain settings for the deal
301
+
302
+ ### Examples
303
+
304
+ ```ruby
305
+ require 'time'
306
+ require 'DealMakerAPI'
307
+ # setup authorization
308
+ DealMakerAPI.configure do |config|end
309
+
310
+ api_instance = DealMakerAPI::DefaultApi.new
311
+ id = 56 # Integer | The deal id.
312
+
313
+ begin
314
+ # Get the email domain settings for the deal
315
+ result = api_instance.get_deals_id_platform_emails_domain(id)
316
+ p result
317
+ rescue DealMakerAPI::ApiError => e
318
+ puts "Error when calling DefaultApi->get_deals_id_platform_emails_domain: #{e}"
319
+ end
320
+ ```
321
+
322
+ #### Using the get_deals_id_platform_emails_domain_with_http_info variant
323
+
324
+ This returns an Array which contains the response data, status code and headers.
325
+
326
+ > <Array(<V1EntitiesDealsPlatformEmailsDomainSettings>, Integer, Hash)> get_deals_id_platform_emails_domain_with_http_info(id)
327
+
328
+ ```ruby
329
+ begin
330
+ # Get the email domain settings for the deal
331
+ data, status_code, headers = api_instance.get_deals_id_platform_emails_domain_with_http_info(id)
332
+ p status_code # => 2xx
333
+ p headers # => { ... }
334
+ p data # => <V1EntitiesDealsPlatformEmailsDomainSettings>
335
+ rescue DealMakerAPI::ApiError => e
336
+ puts "Error when calling DefaultApi->get_deals_id_platform_emails_domain_with_http_info: #{e}"
337
+ end
338
+ ```
339
+
340
+ ### Parameters
341
+
342
+ | Name | Type | Description | Notes |
343
+ | ---- | ---- | ----------- | ----- |
344
+ | **id** | **Integer** | The deal id. | |
345
+
346
+ ### Return type
347
+
348
+ [**V1EntitiesDealsPlatformEmailsDomainSettings**](V1EntitiesDealsPlatformEmailsDomainSettings.md)
349
+
350
+ ### Authorization
351
+
352
+ No authorization required
353
+
354
+ ### HTTP request headers
355
+
356
+ - **Content-Type**: Not defined
357
+ - **Accept**: application/json
358
+
359
+
293
360
  ## get_deals_id_progress_page
294
361
 
295
362
  > <V1EntitiesDealsProgress> get_deals_id_progress_page(id)
@@ -0,0 +1,74 @@
1
+ # DealMakerAPI::ReservationApi
2
+
3
+ All URIs are relative to *http://api.dealmaker.tech*
4
+
5
+ | Method | HTTP request | Description |
6
+ | ------ | ------------ | ----------- |
7
+ | [**create_reservation**](ReservationApi.md#create_reservation) | **POST** /ttw/reservations | Create a new reservation |
8
+
9
+
10
+ ## create_reservation
11
+
12
+ > <V1EntitiesTtwReservation> create_reservation(create_reservation_request)
13
+
14
+ Create a new reservation
15
+
16
+ Create a new reservation
17
+
18
+ ### Examples
19
+
20
+ ```ruby
21
+ require 'time'
22
+ require 'DealMakerAPI'
23
+ # setup authorization
24
+ DealMakerAPI.configure do |config|end
25
+
26
+ api_instance = DealMakerAPI::ReservationApi.new
27
+ create_reservation_request = DealMakerAPI::CreateReservationRequest.new({campaign_id: 37, email: 'email_example'}) # CreateReservationRequest |
28
+
29
+ begin
30
+ # Create a new reservation
31
+ result = api_instance.create_reservation(create_reservation_request)
32
+ p result
33
+ rescue DealMakerAPI::ApiError => e
34
+ puts "Error when calling ReservationApi->create_reservation: #{e}"
35
+ end
36
+ ```
37
+
38
+ #### Using the create_reservation_with_http_info variant
39
+
40
+ This returns an Array which contains the response data, status code and headers.
41
+
42
+ > <Array(<V1EntitiesTtwReservation>, Integer, Hash)> create_reservation_with_http_info(create_reservation_request)
43
+
44
+ ```ruby
45
+ begin
46
+ # Create a new reservation
47
+ data, status_code, headers = api_instance.create_reservation_with_http_info(create_reservation_request)
48
+ p status_code # => 2xx
49
+ p headers # => { ... }
50
+ p data # => <V1EntitiesTtwReservation>
51
+ rescue DealMakerAPI::ApiError => e
52
+ puts "Error when calling ReservationApi->create_reservation_with_http_info: #{e}"
53
+ end
54
+ ```
55
+
56
+ ### Parameters
57
+
58
+ | Name | Type | Description | Notes |
59
+ | ---- | ---- | ----------- | ----- |
60
+ | **create_reservation_request** | [**CreateReservationRequest**](CreateReservationRequest.md) | | |
61
+
62
+ ### Return type
63
+
64
+ [**V1EntitiesTtwReservation**](V1EntitiesTtwReservation.md)
65
+
66
+ ### Authorization
67
+
68
+ No authorization required
69
+
70
+ ### HTTP request headers
71
+
72
+ - **Content-Type**: application/json
73
+ - **Accept**: application/json
74
+
@@ -0,0 +1,20 @@
1
+ # DealMakerAPI::V1EntitiesDealsPlatformEmailsDomainSettings
2
+
3
+ ## Properties
4
+
5
+ | Name | Type | Description | Notes |
6
+ | ---- | ---- | ----------- | ----- |
7
+ | **sender_name** | **String** | The name of the sender. | [optional] |
8
+ | **sender_email** | **String** | The email address of the sender. | [optional] |
9
+
10
+ ## Example
11
+
12
+ ```ruby
13
+ require 'DealMakerAPI'
14
+
15
+ instance = DealMakerAPI::V1EntitiesDealsPlatformEmailsDomainSettings.new(
16
+ sender_name: null,
17
+ sender_email: null
18
+ )
19
+ ```
20
+
@@ -0,0 +1,32 @@
1
+ # DealMakerAPI::V1EntitiesTtwCampaignResponse
2
+
3
+ ## Properties
4
+
5
+ | Name | Type | Description | Notes |
6
+ | ---- | ---- | ----------- | ----- |
7
+ | **id** | **Integer** | The campaign ID | [optional] |
8
+ | **name** | **String** | Campaign name | [optional] |
9
+ | **redirect_link** | **String** | Redirect link for the campaign | [optional] |
10
+ | **introduction_email** | **Boolean** | State of the introduction email | [optional] |
11
+ | **one_day_reminder_email** | **Boolean** | State of the 1 day reminder email | [optional] |
12
+ | **two_day_reminder_email** | **Boolean** | State of the 2 day reminder email | [optional] |
13
+ | **seven_day_reminder_email** | **Boolean** | State of the 7 day reminder email | [optional] |
14
+ | **confirmation_email** | **Boolean** | State of the confirmation email | [optional] |
15
+
16
+ ## Example
17
+
18
+ ```ruby
19
+ require 'DealMakerAPI'
20
+
21
+ instance = DealMakerAPI::V1EntitiesTtwCampaignResponse.new(
22
+ id: null,
23
+ name: null,
24
+ redirect_link: null,
25
+ introduction_email: null,
26
+ one_day_reminder_email: null,
27
+ two_day_reminder_email: null,
28
+ seven_day_reminder_email: null,
29
+ confirmation_email: null
30
+ )
31
+ ```
32
+
@@ -0,0 +1,18 @@
1
+ # DealMakerAPI::V1EntitiesTtwReservation
2
+
3
+ ## Properties
4
+
5
+ | Name | Type | Description | Notes |
6
+ | ---- | ---- | ----------- | ----- |
7
+ | **id** | **Integer** | The ID of the reservation. | [optional] |
8
+
9
+ ## Example
10
+
11
+ ```ruby
12
+ require 'DealMakerAPI'
13
+
14
+ instance = DealMakerAPI::V1EntitiesTtwReservation.new(
15
+ id: null
16
+ )
17
+ ```
18
+
@@ -0,0 +1,85 @@
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 'cgi'
14
+
15
+ module DealMakerAPI
16
+ class CampaignApi
17
+ attr_accessor :api_client
18
+
19
+ def initialize(api_client = ApiClient.default)
20
+ @api_client = api_client
21
+ end
22
+ # Gets a TTW campaign for a given company
23
+ # Gets a TTW campaign for a given company
24
+ # @param id [Integer]
25
+ # @param [Hash] opts the optional parameters
26
+ # @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
@@ -277,6 +277,69 @@ module DealMakerAPI
277
277
  return data, status_code, headers
278
278
  end
279
279
 
280
+ # Get the email domain settings for the deal
281
+ # Get the email domain settings for the deal
282
+ # @param id [Integer] The deal id.
283
+ # @param [Hash] opts the optional parameters
284
+ # @return [V1EntitiesDealsPlatformEmailsDomainSettings]
285
+ def get_deals_id_platform_emails_domain(id, opts = {})
286
+ data, _status_code, _headers = get_deals_id_platform_emails_domain_with_http_info(id, opts)
287
+ data
288
+ end
289
+
290
+ # Get the email domain settings for the deal
291
+ # Get the email domain settings for the deal
292
+ # @param id [Integer] The deal id.
293
+ # @param [Hash] opts the optional parameters
294
+ # @return [Array<(V1EntitiesDealsPlatformEmailsDomainSettings, Integer, Hash)>] V1EntitiesDealsPlatformEmailsDomainSettings data, response status code and response headers
295
+ def get_deals_id_platform_emails_domain_with_http_info(id, opts = {})
296
+ if @api_client.config.debugging
297
+ @api_client.config.logger.debug 'Calling API: DefaultApi.get_deals_id_platform_emails_domain ...'
298
+ end
299
+ # verify the required parameter 'id' is set
300
+ if @api_client.config.client_side_validation && id.nil?
301
+ fail ArgumentError, "Missing the required parameter 'id' when calling DefaultApi.get_deals_id_platform_emails_domain"
302
+ end
303
+ # resource path
304
+ local_var_path = '/deals/{id}/platform_emails/domain'.sub('{' + 'id' + '}', CGI.escape(id.to_s))
305
+
306
+ # query parameters
307
+ query_params = opts[:query_params] || {}
308
+
309
+ # header parameters
310
+ header_params = opts[:header_params] || {}
311
+ # HTTP header 'Accept' (if needed)
312
+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
313
+
314
+ # form parameters
315
+ form_params = opts[:form_params] || {}
316
+
317
+ # http body (model)
318
+ post_body = opts[:debug_body]
319
+
320
+ # return_type
321
+ return_type = opts[:debug_return_type] || 'V1EntitiesDealsPlatformEmailsDomainSettings'
322
+
323
+ # auth_names
324
+ auth_names = opts[:debug_auth_names] || []
325
+
326
+ new_options = opts.merge(
327
+ :operation => :"DefaultApi.get_deals_id_platform_emails_domain",
328
+ :header_params => header_params,
329
+ :query_params => query_params,
330
+ :form_params => form_params,
331
+ :body => post_body,
332
+ :auth_names => auth_names,
333
+ :return_type => return_type
334
+ )
335
+
336
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
337
+ if @api_client.config.debugging
338
+ @api_client.config.logger.debug "API called: DefaultApi#get_deals_id_platform_emails_domain\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
339
+ end
340
+ return data, status_code, headers
341
+ end
342
+
280
343
  # Get deal progress
281
344
  # Get deal progress
282
345
  # @param id [Integer] The deal id.