DealMakerAPI 0.105.3 → 0.105.4

Sign up to get free protection for your applications and to get access to all the features.
@@ -0,0 +1,259 @@
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
+ class CreateReservationRequest
18
+ # The id of the campaign
19
+ attr_accessor :campaign_id
20
+
21
+ # The email of the user association with the reservation
22
+ attr_accessor :email
23
+
24
+ # The name of the reservation
25
+ attr_accessor :name
26
+
27
+ # The phone of the user association with the reservation
28
+ attr_accessor :phone
29
+
30
+ # Attribute mapping from ruby-style variable name to JSON key.
31
+ def self.attribute_map
32
+ {
33
+ :'campaign_id' => :'campaign_id',
34
+ :'email' => :'email',
35
+ :'name' => :'name',
36
+ :'phone' => :'phone'
37
+ }
38
+ end
39
+
40
+ # Returns all the JSON keys this model knows about
41
+ def self.acceptable_attributes
42
+ attribute_map.values
43
+ end
44
+
45
+ # Attribute type mapping.
46
+ def self.openapi_types
47
+ {
48
+ :'campaign_id' => :'Integer',
49
+ :'email' => :'String',
50
+ :'name' => :'String',
51
+ :'phone' => :'String'
52
+ }
53
+ end
54
+
55
+ # List of attributes with nullable: true
56
+ def self.openapi_nullable
57
+ Set.new([
58
+ ])
59
+ end
60
+
61
+ # Initializes the object
62
+ # @param [Hash] attributes Model attributes in the form of hash
63
+ def initialize(attributes = {})
64
+ if (!attributes.is_a?(Hash))
65
+ fail ArgumentError, "The input argument (attributes) must be a hash in `DealMakerAPI::CreateReservationRequest` initialize method"
66
+ end
67
+
68
+ # check to see if the attribute exists and convert string to symbol for hash key
69
+ attributes = attributes.each_with_object({}) { |(k, v), h|
70
+ if (!self.class.attribute_map.key?(k.to_sym))
71
+ fail ArgumentError, "`#{k}` is not a valid attribute in `DealMakerAPI::CreateReservationRequest`. Please check the name to make sure it's valid. List of attributes: " + self.class.attribute_map.keys.inspect
72
+ end
73
+ h[k.to_sym] = v
74
+ }
75
+
76
+ if attributes.key?(:'campaign_id')
77
+ self.campaign_id = attributes[:'campaign_id']
78
+ else
79
+ self.campaign_id = nil
80
+ end
81
+
82
+ if attributes.key?(:'email')
83
+ self.email = attributes[:'email']
84
+ else
85
+ self.email = nil
86
+ end
87
+
88
+ if attributes.key?(:'name')
89
+ self.name = attributes[:'name']
90
+ end
91
+
92
+ if attributes.key?(:'phone')
93
+ self.phone = attributes[:'phone']
94
+ end
95
+ end
96
+
97
+ # Show invalid properties with the reasons. Usually used together with valid?
98
+ # @return Array for valid properties with the reasons
99
+ def list_invalid_properties
100
+ warn '[DEPRECATED] the `list_invalid_properties` method is obsolete'
101
+ invalid_properties = Array.new
102
+ if @campaign_id.nil?
103
+ invalid_properties.push('invalid value for "campaign_id", campaign_id cannot be nil.')
104
+ end
105
+
106
+ if @email.nil?
107
+ invalid_properties.push('invalid value for "email", email cannot be nil.')
108
+ end
109
+
110
+ invalid_properties
111
+ end
112
+
113
+ # Check to see if the all the properties in the model are valid
114
+ # @return true if the model is valid
115
+ def valid?
116
+ warn '[DEPRECATED] the `valid?` method is obsolete'
117
+ return false if @campaign_id.nil?
118
+ return false if @email.nil?
119
+ true
120
+ end
121
+
122
+ # Checks equality by comparing each attribute.
123
+ # @param [Object] Object to be compared
124
+ def ==(o)
125
+ return true if self.equal?(o)
126
+ self.class == o.class &&
127
+ campaign_id == o.campaign_id &&
128
+ email == o.email &&
129
+ name == o.name &&
130
+ phone == o.phone
131
+ end
132
+
133
+ # @see the `==` method
134
+ # @param [Object] Object to be compared
135
+ def eql?(o)
136
+ self == o
137
+ end
138
+
139
+ # Calculates hash code according to all attributes.
140
+ # @return [Integer] Hash code
141
+ def hash
142
+ [campaign_id, email, name, phone].hash
143
+ end
144
+
145
+ # Builds the object from hash
146
+ # @param [Hash] attributes Model attributes in the form of hash
147
+ # @return [Object] Returns the model itself
148
+ def self.build_from_hash(attributes)
149
+ return nil unless attributes.is_a?(Hash)
150
+ attributes = attributes.transform_keys(&:to_sym)
151
+ transformed_hash = {}
152
+ openapi_types.each_pair do |key, type|
153
+ if attributes.key?(attribute_map[key]) && attributes[attribute_map[key]].nil?
154
+ transformed_hash["#{key}"] = nil
155
+ elsif type =~ /\AArray<(.*)>/i
156
+ # check to ensure the input is an array given that the attribute
157
+ # is documented as an array but the input is not
158
+ if attributes[attribute_map[key]].is_a?(Array)
159
+ transformed_hash["#{key}"] = attributes[attribute_map[key]].map { |v| _deserialize($1, v) }
160
+ end
161
+ elsif !attributes[attribute_map[key]].nil?
162
+ transformed_hash["#{key}"] = _deserialize(type, attributes[attribute_map[key]])
163
+ end
164
+ end
165
+ new(transformed_hash)
166
+ end
167
+
168
+ # Deserializes the data based on type
169
+ # @param string type Data type
170
+ # @param string value Value to be deserialized
171
+ # @return [Object] Deserialized data
172
+ def self._deserialize(type, value)
173
+ case type.to_sym
174
+ when :Time
175
+ Time.parse(value)
176
+ when :Date
177
+ Date.parse(value)
178
+ when :String
179
+ value.to_s
180
+ when :Integer
181
+ value.to_i
182
+ when :Float
183
+ value.to_f
184
+ when :Boolean
185
+ if value.to_s =~ /\A(true|t|yes|y|1)\z/i
186
+ true
187
+ else
188
+ false
189
+ end
190
+ when :Object
191
+ # generic object (usually a Hash), return directly
192
+ value
193
+ when /\AArray<(?<inner_type>.+)>\z/
194
+ inner_type = Regexp.last_match[:inner_type]
195
+ value.map { |v| _deserialize(inner_type, v) }
196
+ when /\AHash<(?<k_type>.+?), (?<v_type>.+)>\z/
197
+ k_type = Regexp.last_match[:k_type]
198
+ v_type = Regexp.last_match[:v_type]
199
+ {}.tap do |hash|
200
+ value.each do |k, v|
201
+ hash[_deserialize(k_type, k)] = _deserialize(v_type, v)
202
+ end
203
+ end
204
+ else # model
205
+ # models (e.g. Pet) or oneOf
206
+ klass = DealMakerAPI.const_get(type)
207
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
208
+ end
209
+ end
210
+
211
+ # Returns the string representation of the object
212
+ # @return [String] String presentation of the object
213
+ def to_s
214
+ to_hash.to_s
215
+ end
216
+
217
+ # to_body is an alias to to_hash (backward compatibility)
218
+ # @return [Hash] Returns the object in the form of hash
219
+ def to_body
220
+ to_hash
221
+ end
222
+
223
+ # Returns the object in the form of hash
224
+ # @return [Hash] Returns the object in the form of hash
225
+ def to_hash
226
+ hash = {}
227
+ self.class.attribute_map.each_pair do |attr, param|
228
+ value = self.send(attr)
229
+ if value.nil?
230
+ is_nullable = self.class.openapi_nullable.include?(attr)
231
+ next if !is_nullable || (is_nullable && !instance_variable_defined?(:"@#{attr}"))
232
+ end
233
+
234
+ hash[param] = _to_hash(value)
235
+ end
236
+ hash
237
+ end
238
+
239
+ # Outputs non-array value in the form of hash
240
+ # For object, use to_hash. Otherwise, just return the value
241
+ # @param [Object] value Any valid value
242
+ # @return [Hash] Returns the value in the form of hash
243
+ def _to_hash(value)
244
+ if value.is_a?(Array)
245
+ value.compact.map { |v| _to_hash(v) }
246
+ elsif value.is_a?(Hash)
247
+ {}.tap do |hash|
248
+ value.each { |k, v| hash[k] = _to_hash(v) }
249
+ end
250
+ elsif value.respond_to? :to_hash
251
+ value.to_hash
252
+ else
253
+ value
254
+ end
255
+ end
256
+
257
+ end
258
+
259
+ end
@@ -0,0 +1,226 @@
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_Deals_PlatformEmails_DomainSettings model
18
+ class V1EntitiesDealsPlatformEmailsDomainSettings
19
+ # The name of the sender.
20
+ attr_accessor :sender_name
21
+
22
+ # The email address of the sender.
23
+ attr_accessor :sender_email
24
+
25
+ # Attribute mapping from ruby-style variable name to JSON key.
26
+ def self.attribute_map
27
+ {
28
+ :'sender_name' => :'sender_name',
29
+ :'sender_email' => :'sender_email'
30
+ }
31
+ end
32
+
33
+ # Returns all the JSON keys this model knows about
34
+ def self.acceptable_attributes
35
+ attribute_map.values
36
+ end
37
+
38
+ # Attribute type mapping.
39
+ def self.openapi_types
40
+ {
41
+ :'sender_name' => :'String',
42
+ :'sender_email' => :'String'
43
+ }
44
+ end
45
+
46
+ # List of attributes with nullable: true
47
+ def self.openapi_nullable
48
+ Set.new([
49
+ ])
50
+ end
51
+
52
+ # Initializes the object
53
+ # @param [Hash] attributes Model attributes in the form of hash
54
+ def initialize(attributes = {})
55
+ if (!attributes.is_a?(Hash))
56
+ fail ArgumentError, "The input argument (attributes) must be a hash in `DealMakerAPI::V1EntitiesDealsPlatformEmailsDomainSettings` initialize method"
57
+ end
58
+
59
+ # check to see if the attribute exists and convert string to symbol for hash key
60
+ attributes = attributes.each_with_object({}) { |(k, v), h|
61
+ if (!self.class.attribute_map.key?(k.to_sym))
62
+ fail ArgumentError, "`#{k}` is not a valid attribute in `DealMakerAPI::V1EntitiesDealsPlatformEmailsDomainSettings`. Please check the name to make sure it's valid. List of attributes: " + self.class.attribute_map.keys.inspect
63
+ end
64
+ h[k.to_sym] = v
65
+ }
66
+
67
+ if attributes.key?(:'sender_name')
68
+ self.sender_name = attributes[:'sender_name']
69
+ end
70
+
71
+ if attributes.key?(:'sender_email')
72
+ self.sender_email = attributes[:'sender_email']
73
+ end
74
+ end
75
+
76
+ # Show invalid properties with the reasons. Usually used together with valid?
77
+ # @return Array for valid properties with the reasons
78
+ def list_invalid_properties
79
+ warn '[DEPRECATED] the `list_invalid_properties` method is obsolete'
80
+ invalid_properties = Array.new
81
+ invalid_properties
82
+ end
83
+
84
+ # Check to see if the all the properties in the model are valid
85
+ # @return true if the model is valid
86
+ def valid?
87
+ warn '[DEPRECATED] the `valid?` method is obsolete'
88
+ true
89
+ end
90
+
91
+ # Checks equality by comparing each attribute.
92
+ # @param [Object] Object to be compared
93
+ def ==(o)
94
+ return true if self.equal?(o)
95
+ self.class == o.class &&
96
+ sender_name == o.sender_name &&
97
+ sender_email == o.sender_email
98
+ end
99
+
100
+ # @see the `==` method
101
+ # @param [Object] Object to be compared
102
+ def eql?(o)
103
+ self == o
104
+ end
105
+
106
+ # Calculates hash code according to all attributes.
107
+ # @return [Integer] Hash code
108
+ def hash
109
+ [sender_name, sender_email].hash
110
+ end
111
+
112
+ # Builds the object from hash
113
+ # @param [Hash] attributes Model attributes in the form of hash
114
+ # @return [Object] Returns the model itself
115
+ def self.build_from_hash(attributes)
116
+ return nil unless attributes.is_a?(Hash)
117
+ attributes = attributes.transform_keys(&:to_sym)
118
+ transformed_hash = {}
119
+ openapi_types.each_pair do |key, type|
120
+ if attributes.key?(attribute_map[key]) && attributes[attribute_map[key]].nil?
121
+ transformed_hash["#{key}"] = nil
122
+ elsif type =~ /\AArray<(.*)>/i
123
+ # check to ensure the input is an array given that the attribute
124
+ # is documented as an array but the input is not
125
+ if attributes[attribute_map[key]].is_a?(Array)
126
+ transformed_hash["#{key}"] = attributes[attribute_map[key]].map { |v| _deserialize($1, v) }
127
+ end
128
+ elsif !attributes[attribute_map[key]].nil?
129
+ transformed_hash["#{key}"] = _deserialize(type, attributes[attribute_map[key]])
130
+ end
131
+ end
132
+ new(transformed_hash)
133
+ end
134
+
135
+ # Deserializes the data based on type
136
+ # @param string type Data type
137
+ # @param string value Value to be deserialized
138
+ # @return [Object] Deserialized data
139
+ def self._deserialize(type, value)
140
+ case type.to_sym
141
+ when :Time
142
+ Time.parse(value)
143
+ when :Date
144
+ Date.parse(value)
145
+ when :String
146
+ value.to_s
147
+ when :Integer
148
+ value.to_i
149
+ when :Float
150
+ value.to_f
151
+ when :Boolean
152
+ if value.to_s =~ /\A(true|t|yes|y|1)\z/i
153
+ true
154
+ else
155
+ false
156
+ end
157
+ when :Object
158
+ # generic object (usually a Hash), return directly
159
+ value
160
+ when /\AArray<(?<inner_type>.+)>\z/
161
+ inner_type = Regexp.last_match[:inner_type]
162
+ value.map { |v| _deserialize(inner_type, v) }
163
+ when /\AHash<(?<k_type>.+?), (?<v_type>.+)>\z/
164
+ k_type = Regexp.last_match[:k_type]
165
+ v_type = Regexp.last_match[:v_type]
166
+ {}.tap do |hash|
167
+ value.each do |k, v|
168
+ hash[_deserialize(k_type, k)] = _deserialize(v_type, v)
169
+ end
170
+ end
171
+ else # model
172
+ # models (e.g. Pet) or oneOf
173
+ klass = DealMakerAPI.const_get(type)
174
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
175
+ end
176
+ end
177
+
178
+ # Returns the string representation of the object
179
+ # @return [String] String presentation of the object
180
+ def to_s
181
+ to_hash.to_s
182
+ end
183
+
184
+ # to_body is an alias to to_hash (backward compatibility)
185
+ # @return [Hash] Returns the object in the form of hash
186
+ def to_body
187
+ to_hash
188
+ end
189
+
190
+ # Returns the object in the form of hash
191
+ # @return [Hash] Returns the object in the form of hash
192
+ def to_hash
193
+ hash = {}
194
+ self.class.attribute_map.each_pair do |attr, param|
195
+ value = self.send(attr)
196
+ if value.nil?
197
+ is_nullable = self.class.openapi_nullable.include?(attr)
198
+ next if !is_nullable || (is_nullable && !instance_variable_defined?(:"@#{attr}"))
199
+ end
200
+
201
+ hash[param] = _to_hash(value)
202
+ end
203
+ hash
204
+ end
205
+
206
+ # Outputs non-array value in the form of hash
207
+ # For object, use to_hash. Otherwise, just return the value
208
+ # @param [Object] value Any valid value
209
+ # @return [Hash] Returns the value in the form of hash
210
+ def _to_hash(value)
211
+ if value.is_a?(Array)
212
+ value.compact.map { |v| _to_hash(v) }
213
+ elsif value.is_a?(Hash)
214
+ {}.tap do |hash|
215
+ value.each { |k, v| hash[k] = _to_hash(v) }
216
+ end
217
+ elsif value.respond_to? :to_hash
218
+ value.to_hash
219
+ else
220
+ value
221
+ end
222
+ end
223
+
224
+ end
225
+
226
+ end