DealMakerAPI 0.106.0 → 0.106.1

Sign up to get free protection for your applications and to get access to all the features.
checksums.yaml CHANGED
@@ -1,7 +1,7 @@
1
1
  ---
2
2
  SHA256:
3
- metadata.gz: 2cb5e7fa22612142eda0a8dcf0dcf279df603c93f4dde967c68cc02fb88edac4
4
- data.tar.gz: 0a9fa749a45485cc12a366980de8e38834bb2a3e4dc034fcbb4de7ed632fc37f
3
+ metadata.gz: 635cd39d8621f4861f4cbf9eac72ad30e3d3560f01b155c2febc219cea0c825c
4
+ data.tar.gz: 6e95256490ba2a701e32163b7ee79de96b4fdb9feafb5cd6c0915843eee89149
5
5
  SHA512:
6
- metadata.gz: cdc95b642bded7445b288ed5dea72c26a9f6367a3fe3a9fadf9cc203625655a89c634c48971d8870e71b73308bd2c285c77317347c92d951f07e6145fc296db5
7
- data.tar.gz: 4af539f38b4f814d09d263c00c231ad5e7384fb35b582041c0c38c4c7c13c7014d6a474e92216770ba1cb2c836ba6edb201637da175f66dfbc8fa8dd2e78cfb9
6
+ metadata.gz: 310ac9d34ff03680298b5add2c248e6bde30e5746c6537d9e31369b25b8f84a39cfdddebd4b34a3d07a16df7702cdb4b7253ec7f8d9c05c7bdca1f2459ec1069
7
+ data.tar.gz: 1ed7bd3f9e37fa5b5b4d81dfbddcc31c628349702f9eed7750d0bc746ded223a78ddbc53a620b4dbcd3441aa7e4ef5efbe22b9fd7e5a91519a81e4bbb7e18b78
data/README.md CHANGED
@@ -338,7 +338,7 @@ Given the high number of updates our platform performs on any investor, we’ve
338
338
  This SDK is automatically generated by the [OpenAPI Generator](https://openapi-generator.tech) project:
339
339
 
340
340
  - API version: 1.75.0
341
- - Package version: 0.106.0
341
+ - Package version: 0.106.1
342
342
  - Generator version: 7.7.0-SNAPSHOT
343
343
  - Build package: org.openapitools.codegen.languages.RubyClientCodegen
344
344
 
@@ -355,16 +355,16 @@ gem build DealMakerAPI.gemspec
355
355
  Then either install the gem locally:
356
356
 
357
357
  ```shell
358
- gem install ./DealMakerAPI-0.106.0.gem
358
+ gem install ./DealMakerAPI-0.106.1.gem
359
359
  ```
360
360
 
361
- (for development, run `gem install --dev ./DealMakerAPI-0.106.0.gem` to install the development dependencies)
361
+ (for development, run `gem install --dev ./DealMakerAPI-0.106.1.gem` to install the development dependencies)
362
362
 
363
363
  or publish the gem to a gem hosting service, e.g. [RubyGems](https://rubygems.org/).
364
364
 
365
365
  Finally add this to the Gemfile:
366
366
 
367
- gem 'DealMakerAPI', '~> 0.106.0'
367
+ gem 'DealMakerAPI', '~> 0.106.1'
368
368
 
369
369
  ### Install from Git
370
370
 
@@ -513,6 +513,7 @@ Class | Method | HTTP request | Description
513
513
  *DealMakerAPI::UserApi* | [**update_user_password**](docs/UserApi.md#update_user_password) | **PUT** /users/{id}/update_password | Update user password
514
514
  *DealMakerAPI::UserApi* | [**verify_factor**](docs/UserApi.md#verify_factor) | **PUT** /users/{id}/verify_factor | Creates an API endpoint to verify an existing TOTP factor
515
515
  *DealMakerAPI::UserApi* | [**verify_sms_verification**](docs/UserApi.md#verify_sms_verification) | **POST** /users/{id}/verify_sms_verification | Verify a SMS Verification by creating a two factor channel of sms type
516
+ *DealMakerAPI::UsersApi* | [**get_users_id_contexts**](docs/UsersApi.md#get_users_id_contexts) | **GET** /users/{id}/contexts | Get contexts for a user
516
517
  *DealMakerAPI::UsersApi* | [**get_users_investments**](docs/UsersApi.md#get_users_investments) | **GET** /users/investments | Gets the investments for a specific user.
517
518
 
518
519
 
@@ -647,6 +648,8 @@ Class | Method | HTTP request | Description
647
648
  - [DealMakerAPI::V1EntitiesTtwReservation](docs/V1EntitiesTtwReservation.md)
648
649
  - [DealMakerAPI::V1EntitiesUser](docs/V1EntitiesUser.md)
649
650
  - [DealMakerAPI::V1EntitiesUsersBinding](docs/V1EntitiesUsersBinding.md)
651
+ - [DealMakerAPI::V1EntitiesUsersContext](docs/V1EntitiesUsersContext.md)
652
+ - [DealMakerAPI::V1EntitiesUsersContexts](docs/V1EntitiesUsersContexts.md)
650
653
  - [DealMakerAPI::V1EntitiesUsersFactor](docs/V1EntitiesUsersFactor.md)
651
654
  - [DealMakerAPI::V1EntitiesUsersTwoFactorChannel](docs/V1EntitiesUsersTwoFactorChannel.md)
652
655
  - [DealMakerAPI::V1EntitiesUsersTwoFactorChannels](docs/V1EntitiesUsersTwoFactorChannels.md)
data/docs/UsersApi.md CHANGED
@@ -4,9 +4,76 @@ All URIs are relative to *http://api.dealmaker.tech*
4
4
 
5
5
  | Method | HTTP request | Description |
6
6
  | ------ | ------------ | ----------- |
7
+ | [**get_users_id_contexts**](UsersApi.md#get_users_id_contexts) | **GET** /users/{id}/contexts | Get contexts for a user |
7
8
  | [**get_users_investments**](UsersApi.md#get_users_investments) | **GET** /users/investments | Gets the investments for a specific user. |
8
9
 
9
10
 
11
+ ## get_users_id_contexts
12
+
13
+ > <V1EntitiesUsersContexts> get_users_id_contexts(id)
14
+
15
+ Get contexts for a user
16
+
17
+ Get contexts for a user
18
+
19
+ ### Examples
20
+
21
+ ```ruby
22
+ require 'time'
23
+ require 'DealMakerAPI'
24
+ # setup authorization
25
+ DealMakerAPI.configure do |config|end
26
+
27
+ api_instance = DealMakerAPI::UsersApi.new
28
+ id = 56 # Integer |
29
+
30
+ begin
31
+ # Get contexts for a user
32
+ result = api_instance.get_users_id_contexts(id)
33
+ p result
34
+ rescue DealMakerAPI::ApiError => e
35
+ puts "Error when calling UsersApi->get_users_id_contexts: #{e}"
36
+ end
37
+ ```
38
+
39
+ #### Using the get_users_id_contexts_with_http_info variant
40
+
41
+ This returns an Array which contains the response data, status code and headers.
42
+
43
+ > <Array(<V1EntitiesUsersContexts>, Integer, Hash)> get_users_id_contexts_with_http_info(id)
44
+
45
+ ```ruby
46
+ begin
47
+ # Get contexts for a user
48
+ data, status_code, headers = api_instance.get_users_id_contexts_with_http_info(id)
49
+ p status_code # => 2xx
50
+ p headers # => { ... }
51
+ p data # => <V1EntitiesUsersContexts>
52
+ rescue DealMakerAPI::ApiError => e
53
+ puts "Error when calling UsersApi->get_users_id_contexts_with_http_info: #{e}"
54
+ end
55
+ ```
56
+
57
+ ### Parameters
58
+
59
+ | Name | Type | Description | Notes |
60
+ | ---- | ---- | ----------- | ----- |
61
+ | **id** | **Integer** | | |
62
+
63
+ ### Return type
64
+
65
+ [**V1EntitiesUsersContexts**](V1EntitiesUsersContexts.md)
66
+
67
+ ### Authorization
68
+
69
+ No authorization required
70
+
71
+ ### HTTP request headers
72
+
73
+ - **Content-Type**: Not defined
74
+ - **Accept**: application/json
75
+
76
+
10
77
  ## get_users_investments
11
78
 
12
79
  > <V1EntitiesInvestors> get_users_investments(email, opts)
@@ -0,0 +1,24 @@
1
+ # DealMakerAPI::V1EntitiesUsersContext
2
+
3
+ ## Properties
4
+
5
+ | Name | Type | Description | Notes |
6
+ | ---- | ---- | ----------- | ----- |
7
+ | **id** | **Integer** | Context ID. | [optional] |
8
+ | **name** | **String** | The name of the context. | [optional] |
9
+ | **logo** | **String** | The logo of the context. | [optional] |
10
+ | **type** | **String** | The type of the context. | [optional] |
11
+
12
+ ## Example
13
+
14
+ ```ruby
15
+ require 'DealMakerAPI'
16
+
17
+ instance = DealMakerAPI::V1EntitiesUsersContext.new(
18
+ id: null,
19
+ name: null,
20
+ logo: null,
21
+ type: null
22
+ )
23
+ ```
24
+
@@ -0,0 +1,18 @@
1
+ # DealMakerAPI::V1EntitiesUsersContexts
2
+
3
+ ## Properties
4
+
5
+ | Name | Type | Description | Notes |
6
+ | ---- | ---- | ----------- | ----- |
7
+ | **contexts** | [**V1EntitiesUsersContext**](V1EntitiesUsersContext.md) | | [optional] |
8
+
9
+ ## Example
10
+
11
+ ```ruby
12
+ require 'DealMakerAPI'
13
+
14
+ instance = DealMakerAPI::V1EntitiesUsersContexts.new(
15
+ contexts: null
16
+ )
17
+ ```
18
+
@@ -19,6 +19,69 @@ module DealMakerAPI
19
19
  def initialize(api_client = ApiClient.default)
20
20
  @api_client = api_client
21
21
  end
22
+ # Get contexts for a user
23
+ # Get contexts for a user
24
+ # @param id [Integer]
25
+ # @param [Hash] opts the optional parameters
26
+ # @return [V1EntitiesUsersContexts]
27
+ def get_users_id_contexts(id, opts = {})
28
+ data, _status_code, _headers = get_users_id_contexts_with_http_info(id, opts)
29
+ data
30
+ end
31
+
32
+ # Get contexts for a user
33
+ # Get contexts for a user
34
+ # @param id [Integer]
35
+ # @param [Hash] opts the optional parameters
36
+ # @return [Array<(V1EntitiesUsersContexts, Integer, Hash)>] V1EntitiesUsersContexts data, response status code and response headers
37
+ def get_users_id_contexts_with_http_info(id, opts = {})
38
+ if @api_client.config.debugging
39
+ @api_client.config.logger.debug 'Calling API: UsersApi.get_users_id_contexts ...'
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 UsersApi.get_users_id_contexts"
44
+ end
45
+ # resource path
46
+ local_var_path = '/users/{id}/contexts'.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] || 'V1EntitiesUsersContexts'
64
+
65
+ # auth_names
66
+ auth_names = opts[:debug_auth_names] || []
67
+
68
+ new_options = opts.merge(
69
+ :operation => :"UsersApi.get_users_id_contexts",
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: UsersApi#get_users_id_contexts\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
81
+ end
82
+ return data, status_code, headers
83
+ end
84
+
22
85
  # Gets the investments for a specific user.
23
86
  # Get Investments
24
87
  # @param email [String] The email of the user.
@@ -0,0 +1,245 @@
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 V1EntitiesUsersContext
18
+ # Context ID.
19
+ attr_accessor :id
20
+
21
+ # The name of the context.
22
+ attr_accessor :name
23
+
24
+ # The logo of the context.
25
+ attr_accessor :logo
26
+
27
+ # The type of the context.
28
+ attr_accessor :type
29
+
30
+ # Attribute mapping from ruby-style variable name to JSON key.
31
+ def self.attribute_map
32
+ {
33
+ :'id' => :'id',
34
+ :'name' => :'name',
35
+ :'logo' => :'logo',
36
+ :'type' => :'type'
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
+ :'id' => :'Integer',
49
+ :'name' => :'String',
50
+ :'logo' => :'String',
51
+ :'type' => :'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::V1EntitiesUsersContext` 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::V1EntitiesUsersContext`. 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?(:'id')
77
+ self.id = attributes[:'id']
78
+ end
79
+
80
+ if attributes.key?(:'name')
81
+ self.name = attributes[:'name']
82
+ end
83
+
84
+ if attributes.key?(:'logo')
85
+ self.logo = attributes[:'logo']
86
+ end
87
+
88
+ if attributes.key?(:'type')
89
+ self.type = attributes[:'type']
90
+ end
91
+ end
92
+
93
+ # Show invalid properties with the reasons. Usually used together with valid?
94
+ # @return Array for valid properties with the reasons
95
+ def list_invalid_properties
96
+ warn '[DEPRECATED] the `list_invalid_properties` method is obsolete'
97
+ invalid_properties = Array.new
98
+ invalid_properties
99
+ end
100
+
101
+ # Check to see if the all the properties in the model are valid
102
+ # @return true if the model is valid
103
+ def valid?
104
+ warn '[DEPRECATED] the `valid?` method is obsolete'
105
+ true
106
+ end
107
+
108
+ # Checks equality by comparing each attribute.
109
+ # @param [Object] Object to be compared
110
+ def ==(o)
111
+ return true if self.equal?(o)
112
+ self.class == o.class &&
113
+ id == o.id &&
114
+ name == o.name &&
115
+ logo == o.logo &&
116
+ type == o.type
117
+ end
118
+
119
+ # @see the `==` method
120
+ # @param [Object] Object to be compared
121
+ def eql?(o)
122
+ self == o
123
+ end
124
+
125
+ # Calculates hash code according to all attributes.
126
+ # @return [Integer] Hash code
127
+ def hash
128
+ [id, name, logo, type].hash
129
+ end
130
+
131
+ # Builds the object from hash
132
+ # @param [Hash] attributes Model attributes in the form of hash
133
+ # @return [Object] Returns the model itself
134
+ def self.build_from_hash(attributes)
135
+ return nil unless attributes.is_a?(Hash)
136
+ attributes = attributes.transform_keys(&:to_sym)
137
+ transformed_hash = {}
138
+ openapi_types.each_pair do |key, type|
139
+ if attributes.key?(attribute_map[key]) && attributes[attribute_map[key]].nil?
140
+ transformed_hash["#{key}"] = nil
141
+ elsif type =~ /\AArray<(.*)>/i
142
+ # check to ensure the input is an array given that the attribute
143
+ # is documented as an array but the input is not
144
+ if attributes[attribute_map[key]].is_a?(Array)
145
+ transformed_hash["#{key}"] = attributes[attribute_map[key]].map { |v| _deserialize($1, v) }
146
+ end
147
+ elsif !attributes[attribute_map[key]].nil?
148
+ transformed_hash["#{key}"] = _deserialize(type, attributes[attribute_map[key]])
149
+ end
150
+ end
151
+ new(transformed_hash)
152
+ end
153
+
154
+ # Deserializes the data based on type
155
+ # @param string type Data type
156
+ # @param string value Value to be deserialized
157
+ # @return [Object] Deserialized data
158
+ def self._deserialize(type, value)
159
+ case type.to_sym
160
+ when :Time
161
+ Time.parse(value)
162
+ when :Date
163
+ Date.parse(value)
164
+ when :String
165
+ value.to_s
166
+ when :Integer
167
+ value.to_i
168
+ when :Float
169
+ value.to_f
170
+ when :Boolean
171
+ if value.to_s =~ /\A(true|t|yes|y|1)\z/i
172
+ true
173
+ else
174
+ false
175
+ end
176
+ when :Object
177
+ # generic object (usually a Hash), return directly
178
+ value
179
+ when /\AArray<(?<inner_type>.+)>\z/
180
+ inner_type = Regexp.last_match[:inner_type]
181
+ value.map { |v| _deserialize(inner_type, v) }
182
+ when /\AHash<(?<k_type>.+?), (?<v_type>.+)>\z/
183
+ k_type = Regexp.last_match[:k_type]
184
+ v_type = Regexp.last_match[:v_type]
185
+ {}.tap do |hash|
186
+ value.each do |k, v|
187
+ hash[_deserialize(k_type, k)] = _deserialize(v_type, v)
188
+ end
189
+ end
190
+ else # model
191
+ # models (e.g. Pet) or oneOf
192
+ klass = DealMakerAPI.const_get(type)
193
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
194
+ end
195
+ end
196
+
197
+ # Returns the string representation of the object
198
+ # @return [String] String presentation of the object
199
+ def to_s
200
+ to_hash.to_s
201
+ end
202
+
203
+ # to_body is an alias to to_hash (backward compatibility)
204
+ # @return [Hash] Returns the object in the form of hash
205
+ def to_body
206
+ to_hash
207
+ end
208
+
209
+ # Returns the object in the form of hash
210
+ # @return [Hash] Returns the object in the form of hash
211
+ def to_hash
212
+ hash = {}
213
+ self.class.attribute_map.each_pair do |attr, param|
214
+ value = self.send(attr)
215
+ if value.nil?
216
+ is_nullable = self.class.openapi_nullable.include?(attr)
217
+ next if !is_nullable || (is_nullable && !instance_variable_defined?(:"@#{attr}"))
218
+ end
219
+
220
+ hash[param] = _to_hash(value)
221
+ end
222
+ hash
223
+ end
224
+
225
+ # Outputs non-array value in the form of hash
226
+ # For object, use to_hash. Otherwise, just return the value
227
+ # @param [Object] value Any valid value
228
+ # @return [Hash] Returns the value in the form of hash
229
+ def _to_hash(value)
230
+ if value.is_a?(Array)
231
+ value.compact.map { |v| _to_hash(v) }
232
+ elsif value.is_a?(Hash)
233
+ {}.tap do |hash|
234
+ value.each { |k, v| hash[k] = _to_hash(v) }
235
+ end
236
+ elsif value.respond_to? :to_hash
237
+ value.to_hash
238
+ else
239
+ value
240
+ end
241
+ end
242
+
243
+ end
244
+
245
+ end
@@ -0,0 +1,215 @@
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_Users_Contexts model
18
+ class V1EntitiesUsersContexts
19
+ attr_accessor :contexts
20
+
21
+ # Attribute mapping from ruby-style variable name to JSON key.
22
+ def self.attribute_map
23
+ {
24
+ :'contexts' => :'contexts'
25
+ }
26
+ end
27
+
28
+ # Returns all the JSON keys this model knows about
29
+ def self.acceptable_attributes
30
+ attribute_map.values
31
+ end
32
+
33
+ # Attribute type mapping.
34
+ def self.openapi_types
35
+ {
36
+ :'contexts' => :'V1EntitiesUsersContext'
37
+ }
38
+ end
39
+
40
+ # List of attributes with nullable: true
41
+ def self.openapi_nullable
42
+ Set.new([
43
+ ])
44
+ end
45
+
46
+ # Initializes the object
47
+ # @param [Hash] attributes Model attributes in the form of hash
48
+ def initialize(attributes = {})
49
+ if (!attributes.is_a?(Hash))
50
+ fail ArgumentError, "The input argument (attributes) must be a hash in `DealMakerAPI::V1EntitiesUsersContexts` initialize method"
51
+ end
52
+
53
+ # check to see if the attribute exists and convert string to symbol for hash key
54
+ attributes = attributes.each_with_object({}) { |(k, v), h|
55
+ if (!self.class.attribute_map.key?(k.to_sym))
56
+ fail ArgumentError, "`#{k}` is not a valid attribute in `DealMakerAPI::V1EntitiesUsersContexts`. Please check the name to make sure it's valid. List of attributes: " + self.class.attribute_map.keys.inspect
57
+ end
58
+ h[k.to_sym] = v
59
+ }
60
+
61
+ if attributes.key?(:'contexts')
62
+ self.contexts = attributes[:'contexts']
63
+ end
64
+ end
65
+
66
+ # Show invalid properties with the reasons. Usually used together with valid?
67
+ # @return Array for valid properties with the reasons
68
+ def list_invalid_properties
69
+ warn '[DEPRECATED] the `list_invalid_properties` method is obsolete'
70
+ invalid_properties = Array.new
71
+ invalid_properties
72
+ end
73
+
74
+ # Check to see if the all the properties in the model are valid
75
+ # @return true if the model is valid
76
+ def valid?
77
+ warn '[DEPRECATED] the `valid?` method is obsolete'
78
+ true
79
+ end
80
+
81
+ # Checks equality by comparing each attribute.
82
+ # @param [Object] Object to be compared
83
+ def ==(o)
84
+ return true if self.equal?(o)
85
+ self.class == o.class &&
86
+ contexts == o.contexts
87
+ end
88
+
89
+ # @see the `==` method
90
+ # @param [Object] Object to be compared
91
+ def eql?(o)
92
+ self == o
93
+ end
94
+
95
+ # Calculates hash code according to all attributes.
96
+ # @return [Integer] Hash code
97
+ def hash
98
+ [contexts].hash
99
+ end
100
+
101
+ # Builds the object from hash
102
+ # @param [Hash] attributes Model attributes in the form of hash
103
+ # @return [Object] Returns the model itself
104
+ def self.build_from_hash(attributes)
105
+ return nil unless attributes.is_a?(Hash)
106
+ attributes = attributes.transform_keys(&:to_sym)
107
+ transformed_hash = {}
108
+ openapi_types.each_pair do |key, type|
109
+ if attributes.key?(attribute_map[key]) && attributes[attribute_map[key]].nil?
110
+ transformed_hash["#{key}"] = nil
111
+ elsif type =~ /\AArray<(.*)>/i
112
+ # check to ensure the input is an array given that the attribute
113
+ # is documented as an array but the input is not
114
+ if attributes[attribute_map[key]].is_a?(Array)
115
+ transformed_hash["#{key}"] = attributes[attribute_map[key]].map { |v| _deserialize($1, v) }
116
+ end
117
+ elsif !attributes[attribute_map[key]].nil?
118
+ transformed_hash["#{key}"] = _deserialize(type, attributes[attribute_map[key]])
119
+ end
120
+ end
121
+ new(transformed_hash)
122
+ end
123
+
124
+ # Deserializes the data based on type
125
+ # @param string type Data type
126
+ # @param string value Value to be deserialized
127
+ # @return [Object] Deserialized data
128
+ def self._deserialize(type, value)
129
+ case type.to_sym
130
+ when :Time
131
+ Time.parse(value)
132
+ when :Date
133
+ Date.parse(value)
134
+ when :String
135
+ value.to_s
136
+ when :Integer
137
+ value.to_i
138
+ when :Float
139
+ value.to_f
140
+ when :Boolean
141
+ if value.to_s =~ /\A(true|t|yes|y|1)\z/i
142
+ true
143
+ else
144
+ false
145
+ end
146
+ when :Object
147
+ # generic object (usually a Hash), return directly
148
+ value
149
+ when /\AArray<(?<inner_type>.+)>\z/
150
+ inner_type = Regexp.last_match[:inner_type]
151
+ value.map { |v| _deserialize(inner_type, v) }
152
+ when /\AHash<(?<k_type>.+?), (?<v_type>.+)>\z/
153
+ k_type = Regexp.last_match[:k_type]
154
+ v_type = Regexp.last_match[:v_type]
155
+ {}.tap do |hash|
156
+ value.each do |k, v|
157
+ hash[_deserialize(k_type, k)] = _deserialize(v_type, v)
158
+ end
159
+ end
160
+ else # model
161
+ # models (e.g. Pet) or oneOf
162
+ klass = DealMakerAPI.const_get(type)
163
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
164
+ end
165
+ end
166
+
167
+ # Returns the string representation of the object
168
+ # @return [String] String presentation of the object
169
+ def to_s
170
+ to_hash.to_s
171
+ end
172
+
173
+ # to_body is an alias to to_hash (backward compatibility)
174
+ # @return [Hash] Returns the object in the form of hash
175
+ def to_body
176
+ to_hash
177
+ end
178
+
179
+ # Returns the object in the form of hash
180
+ # @return [Hash] Returns the object in the form of hash
181
+ def to_hash
182
+ hash = {}
183
+ self.class.attribute_map.each_pair do |attr, param|
184
+ value = self.send(attr)
185
+ if value.nil?
186
+ is_nullable = self.class.openapi_nullable.include?(attr)
187
+ next if !is_nullable || (is_nullable && !instance_variable_defined?(:"@#{attr}"))
188
+ end
189
+
190
+ hash[param] = _to_hash(value)
191
+ end
192
+ hash
193
+ end
194
+
195
+ # Outputs non-array value in the form of hash
196
+ # For object, use to_hash. Otherwise, just return the value
197
+ # @param [Object] value Any valid value
198
+ # @return [Hash] Returns the value in the form of hash
199
+ def _to_hash(value)
200
+ if value.is_a?(Array)
201
+ value.compact.map { |v| _to_hash(v) }
202
+ elsif value.is_a?(Hash)
203
+ {}.tap do |hash|
204
+ value.each { |k, v| hash[k] = _to_hash(v) }
205
+ end
206
+ elsif value.respond_to? :to_hash
207
+ value.to_hash
208
+ else
209
+ value
210
+ end
211
+ end
212
+
213
+ end
214
+
215
+ end
@@ -11,5 +11,5 @@ Generator version: 7.7.0-SNAPSHOT
11
11
  =end
12
12
 
13
13
  module DealMakerAPI
14
- VERSION = '0.106.0'
14
+ VERSION = '0.106.1'
15
15
  end
data/lib/DealMakerAPI.rb CHANGED
@@ -146,6 +146,8 @@ require 'DealMakerAPI/models/v1_entities_ttw_campaign_response'
146
146
  require 'DealMakerAPI/models/v1_entities_ttw_reservation'
147
147
  require 'DealMakerAPI/models/v1_entities_user'
148
148
  require 'DealMakerAPI/models/v1_entities_users_binding'
149
+ require 'DealMakerAPI/models/v1_entities_users_context'
150
+ require 'DealMakerAPI/models/v1_entities_users_contexts'
149
151
  require 'DealMakerAPI/models/v1_entities_users_factor'
150
152
  require 'DealMakerAPI/models/v1_entities_users_two_factor_channel'
151
153
  require 'DealMakerAPI/models/v1_entities_users_two_factor_channels'
@@ -32,6 +32,18 @@ describe 'UsersApi' do
32
32
  end
33
33
  end
34
34
 
35
+ # unit tests for get_users_id_contexts
36
+ # Get contexts for a user
37
+ # Get contexts for a user
38
+ # @param id
39
+ # @param [Hash] opts the optional parameters
40
+ # @return [V1EntitiesUsersContexts]
41
+ describe 'get_users_id_contexts test' do
42
+ it 'should work' do
43
+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
44
+ end
45
+ end
46
+
35
47
  # unit tests for get_users_investments
36
48
  # Gets the investments for a specific user.
37
49
  # Get Investments
@@ -0,0 +1,54 @@
1
+ =begin
2
+ #DealMaker API
3
+
4
+ ## Introduction Welcome to DealMaker’s Web API v1! This API is RESTful, easy to integrate with, and offers support in 2 different languages. This is the technical documentation for our API. There are tutorials and examples of integrations with our API available on our [knowledge centre](https://help.dealmaker.tech/training-centre) as well. # Libraries - Javascript - Ruby # Authentication To authenticate, add an Authorization header to your API request that contains an access token. Before you [generate an access token](#how-to-generate-an-access-token) your must first [create an application](#create-an-application) on your portal and retrieve the your client ID and secret ## Create an Application DealMaker’s Web API v1 supports the use of OAuth applications. Applications can be generated in your [account](https://app.dealmaker.tech/developer/applications). To create an API Application, click on your user name in the top right corner to open a dropdown menu, and select \"Integrations\". Under the API settings tab, click the `Create New Application` button ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-1.png) Name your application and assign the level of permissions for this application ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-2.png) Once your application is created, save in a secure space your client ID and secret. **WARNING**: The secret key will not be visible after you click the close button ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-3.png) From the developer tab, you will be able to view and manage all the available applications ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-4.png) Each Application consists of a client id, secret and set of scopes. The scopes define what resources you want to have access to. The client ID and secret are used to generate an access token. You will need to create an application to use API endpoints. ## How to generate an access token After creating an application, you must make a call to obtain a bearer token using the Generate an OAuth token operation. This operation requires the following parameters: `token endpoint` - https://app.dealmaker.tech/oauth/token `grant_type` - must be set to `client_credentials` `client_id` - the Client ID displayed when you created the OAuth application in the previous step `client_secret` - the Client Secret displayed when you created the OAuth application in the previous step `scope` - the scope is established when you created the OAuth application in the previous step Note: The Generate an OAuth token response specifies how long the bearer token is valid for. You should reuse the bearer token until it is expired. When the token is expired, call Generate an OAuth token again to generate a new one. To use the access token, you must set a plain text header named `Authorization` with the contents of the header being “Bearer XXX” where XXX is your generated access token. ### Example #### Postman Here's an example on how to generate the access token with Postman, where `{{CLIENT_ID}}` and `{{CLIENT_SECRET}}` are the values generated after following the steps on [Create an Application](#create-an-application) ![Get access token postman example](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/token-postman.png) # Status Codes ## Content-Type Header All responses are returned in JSON format. We specify this by sending the Content-Type header. ## Status Codes Below is a table containing descriptions of the various status codes we currently support against various resources. Sometimes your API call will generate an error. Here you will find additional information about what to expect if you don’t format your request properly, or we fail to properly process your request. | Status Code | Description | | ----------- | ----------- | | `200` | Success | | `403` | Forbidden | | `404` | Not found | # Pagination Pagination is used to divide large responses is smaller portions (pages). By default, all endpoints return a maximum of 25 records per page. You can change the number of records on a per request basis by passing a `per_page` parameter in the request header parameters. The largest supported `per_page` parameter is 100. When the response exceeds the `per_page` parameter, you can paginate through the records by increasing the `offset` parameter. Example: `offset=25` will return 25 records starting from 26th record. You may also paginate using the `page` parameter to indicate the page number you would like to show on the response. Please review the table below for the input parameters ## Inputs | Parameter | Description | | ---------- | ------------------------------------------------------------------------------- | | `per_page` | Amount of records included on each page (Default is 25) | | `page` | Page number | | `offset` | Amount of records offset on the API request where 0 represents the first record | ## Response Headers | Response Header | Description | | --------------- | -------------------------------------------- | | `X-Total` | Total number of records of response | | `X-Total-Pages` | Total number of pages of response | | `X-Per-Page` | Total number of records per page of response | | `X-Page` | Number of current page | | `X-Next-Page` | Number of next page | | `X-Prev-Page` | Number of previous page | | `X-Offset` | Total number of records offset | # Search and Filtering (The q parameter) The q optional parameter accepts a string as input and allows you to filter the request based on that string. Please note that search strings must be encoded according to ASCII. For example, \"john+investor&#64;dealmaker.tech\" should be passed as “john%2Binvestor%40dealmaker.tech”. There are two main ways to filter with it. ## Keyword filtering Some keywords allow you to filter investors based on a specific “scope” of the investors, for example using the string “Invited” will filter all investors with the status invited, and the keyword “Has attachments” will filter investors with attachments. Here’s a list of possible keywords and the “scope” each one of the keywords filters by: | Keywords | Scope | Decoded Example | Encoded Example | | ---------------------------------------------- | --------------------------------------------------------------------------- | -------------------------------------------------------------------- | ---------------------------------------------------------------------------------------- | | Signed on \\(date range\\) | Investors who signed in the provided date range | Signed on (date range) [2020-07-01:2020-07-31] | `Signed%20on%20%28date%20range%29%20%5B2020-07-01%3A2020-07-31%5D` | | Enabled for countersignature on \\(date range\\) | Investors who were enabled for counter signature in the provided date range | Enabled for countersignature on (date range) [2022-05-24:2022-05-25] | `Enabled%20for%20countersignature%20on%20(date%20range)%20%5B2022-05-24%3A2022-05-25%5D` | | Accepted on \\(date range\\) | Investors accepted in the provided date rage | Accepted on (date range) [2022-05-24:2022-05-25] | `Accepted%20on%20(date%20range)%20%5B2022-05-24%3A2022-05-25%5D` | | Offline | Investors added to the deal offline | Offline | `Offline` | | Online | Investors added to the deal online | Online | `Online` | | Signed | Investors who signed their agreement | Signed | `Signed` | | Waiting for countersignature | Investors who have signed and are waiting for counter signature | Waiting for countersignature | `Waiting%20for%20countersignature` | | Invited | Investors on the Invited Status | Invited | `Invited` | | Accepted | Investors in the Accepted Status | Accepted | `Accepted` | | Questionnaire in progress | All Investors who have not finished completing the questionnaire | Questionnaire in progress | `Questionnaire%20in%20progress` | | Has attachments | All Investors with attachments | Has attachments | `Has%20attachments` | | Has notes | All Investors with notes | Has notes | `Has%20notes` | | Waiting for co-signature | Investors who have signed and are waiting for co-signature | Waiting for co-signature | `Waiting%20for%20co-signature` | | Background Check Approved | Investors with approved background check | Background Check Approved | `Background%20Check%20Approved` | | Document Review Pending | Investors with pending review | Document Review Pending | `Document%20Review%20Pending` | | Document Upload Pending | Investors with pending documents to upload | Document Upload Pending | `Document%20Upload%20Pending` | | Required adjudicator review | Investors who are required to be review by the adjudicator | Required adjudicator review | `Required%20adjudicator%20review` | --- **NOTE** Filtering keywords are case sensitive and need to be encoded --- ## Search String Any value for the parameter which does not match one of the keywords listed above, will use fields like `first name`, `last name`, `email`, `tags` to search for the investor. For example, if you search “Robert”, because this does not match one of the keywords listed above, it will then return any investors who have the string “Robert” in their name, email, or tags fields. # Versioning The latest version is v1. The version can be updated on the `Accept` header, just set the version as stated on the following example: ``` Accept:application/vnd.dealmaker-v1+json ``` | Version | Accept Header | | ------- | ----------------------------------- | | `v1` | application/vnd.dealmaker-`v1`+json | # SDK’s For instruction on installing SDKs, please view the following links - [Javascript](https://github.com/DealMakerTech/api/tree/main/v1/clients/javascript) - [Ruby](https://github.com/DealMakerTech/api/tree/main/v1/clients/ruby) # Webhooks Our webhooks functionality allows clients to automatically receive updates on a deal's investor data. Some of the data that the webhooks include: - Investor Name - Date created - Email - Phone - Allocation - Attachments - Accredited investor status - Accredited investor category - State (Draft, Invited, Signed, Accepted, Waiting, Inactive) Via webhooks clients can subscribe to the following events as they happen on Dealmaker: - Investor is created - Investor details are updated (any of the investor details above change or are updated) - Investor has signed their agreement - Invertor fully funded their investment - Investor has been accepted - Investor is deleted A URL supplied by the client will receive all the events with the information as part of the payload. Clients are able to add and update the URL within DealMaker. ## Configuration For a comprehensive guide on how to configure Webhooks please visit our support article: [Configuring Webhooks on DealMaker – DealMaker Support](https://help.dealmaker.tech/configuring-webhooks-on-dealmaker). As a developer user on DealMaker, you are able to configure webhooks by following the steps below: 1. Sign into Dealmaker 2. Go to **“Your profile”** in the top right corner 3. Access an **“Integrations”** configuration via the left menu 4. The developer configures webhooks by including: - The HTTPS URL where the request will be sent - Optionally, a security token that we would use to build a SHA1 hash that would be included in the request headers. The name of the header is `X-DealMaker-Signature`. If the secret is not specified, the hash won’t be included in the headers. - The Deal(s) to include in the webhook subscription - An email address that will be used to notify about errors. 5. The developers can disable webhooks temporarily if needed ## Specification ### Events The initial set of events will be related to the investor. The events are: 1. `investor.created` - Triggers every time a new investor is added to a deal 2. `investor.updated` - Triggers on updates to any of the following fields: - Status - Name - Email - (this is a user field so we trigger event for all investors with webhook subscription) - Allocated Amount - Investment Amount - Accredited investor fields - Adding or removing attachments - Tags - When the investor status is signed, the payload also includes a link to the signed document; the link expires after 30 minutes 3. `investor.signed` - Triggers when the investor signs their subscription agreement (terms and conditions) - When this happens the investor.state becomes `signed` - This event includes the same fields as the `investor.updated` event 4. `investor.funded` - Triggers when the investor becomes fully funded - This happens when the investor.funded_state becomes `funded` - This event includes the same fields as the `investor.updated` event 5. `investor.accepted` - Triggers when the investor is countersigned - When this happens the investor.state becomes `accepted` - This event includes the same fields as the `investor.updated` event 6. `investor.deleted` - Triggers when the investor is removed from the deal - The investor key of the payload only includes investor ID - The deal is not included in the payload. Due to our implementation it’s impossible to retrieve the deal the investor was part of ### Requests - The request is a `POST` - The payload’s `content-type` is `application/json` - Only `2XX` responses are considered successful. In the event of a different response, we consider it failed and queue the event for retry - We retry the request five times, after the initial attempt. Doubling the waiting time between intervals with each try. The first retry happens after 30 seconds, then 60 seconds, 2 mins, 4 minutes, and 8 minutes. This timing scheme gives the receiver about 1 hour if all the requests fail - If an event fails all the attempts to be delivered, we send an email to the address that the user configured ### Payload #### Common Properties There will be some properties that are common to all the events on the system. | Key | Type | Description | | ----------------- | ------ | -------------------------------------------------------------------------------------- | | event | String | The event that triggered the call | | event_id | String | A unique identifier for the event | | deal<sup>\\*</sup> | Object | The deal in which the event occurred. please see below for an example on the deal object<sup>\\*\\*</sup> | <sup>\\*</sup>This field is not included when deleting a resource <sup>\\*\\*</sup> Sample Deal Object in the webhook payload ```json \"deal\": { \"id\": 0, \"title\": \"string\", \"created_at\": \"2022-12-06T18:14:44.000Z\", \"updated_at\": \"2022-12-08T12:46:48.000Z\", \"state\": \"string\", \"currency\": \"string\", \"security_type\": \"string\", \"price_per_security\": 0.00, \"deal_type\": \"string\", \"minimum_investment\": 0, \"maximum_investment\": 0, \"issuer\": { \"id\": 0, \"name\": \"string\" }, \"enterprise\": { \"id\": 0, \"name\": \"string\" } } ``` #### Common Properties (investor scope) By design, we have incorporated on the webhooks payload the same investor-related fields included in the Investor model, for reference on the included fields, their types and values please click [here](https://docs.dealmaker.tech/#tag/investor_model). This will allow you to get all the necessary information you need about a particular investor without having to call the Get Investor by ID endpoint. | #### Investor State Here is a brief description of each investor state: - **Draft:** the investor is added to the platform but hasn't been invited yet and cannot access the portal - **Invited:** the investor was added to the platform but hasn’t completed the questionnaire - **Signed:** the investor signed the document (needs approval from Lawyer or Reviewer before countersignature) - **Waiting:** the investor was approved for countersignature by any of the Lawyers or Reviewers in the deal - **Accepted:** the investor's agreement was countersigned by the Signatory - **Inactive** the investor is no longer eligible to participate in the offering. This may be because their warrant expired, they requested a refund, or they opted out of the offering #### Update Delay Given the high number of updates our platform performs on any investor, we’ve added a cool down period on update events that allows us to “group” updates and trigger only one every minute. In consequence, update events will be delivered 1 minute after the initial request was made and will include the latest version of the investor data at delivery time.
5
+
6
+ The version of the OpenAPI document: 1.75.0
7
+
8
+ Generated by: https://openapi-generator.tech
9
+ Generator version: 7.7.0-SNAPSHOT
10
+
11
+ =end
12
+
13
+ require 'spec_helper'
14
+ require 'json'
15
+ require 'date'
16
+
17
+ # Unit tests for DealMakerAPI::V1EntitiesUsersContext
18
+ # Automatically generated by openapi-generator (https://openapi-generator.tech)
19
+ # Please update as you see appropriate
20
+ describe DealMakerAPI::V1EntitiesUsersContext do
21
+ let(:instance) { DealMakerAPI::V1EntitiesUsersContext.new }
22
+
23
+ describe 'test an instance of V1EntitiesUsersContext' do
24
+ it 'should create an instance of V1EntitiesUsersContext' do
25
+ # uncomment below to test the instance creation
26
+ #expect(instance).to be_instance_of(DealMakerAPI::V1EntitiesUsersContext)
27
+ end
28
+ end
29
+
30
+ describe 'test attribute "id"' do
31
+ it 'should work' do
32
+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
33
+ end
34
+ end
35
+
36
+ describe 'test attribute "name"' do
37
+ it 'should work' do
38
+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
39
+ end
40
+ end
41
+
42
+ describe 'test attribute "logo"' do
43
+ it 'should work' do
44
+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
45
+ end
46
+ end
47
+
48
+ describe 'test attribute "type"' do
49
+ it 'should work' do
50
+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
51
+ end
52
+ end
53
+
54
+ end
@@ -0,0 +1,36 @@
1
+ =begin
2
+ #DealMaker API
3
+
4
+ ## Introduction Welcome to DealMaker’s Web API v1! This API is RESTful, easy to integrate with, and offers support in 2 different languages. This is the technical documentation for our API. There are tutorials and examples of integrations with our API available on our [knowledge centre](https://help.dealmaker.tech/training-centre) as well. # Libraries - Javascript - Ruby # Authentication To authenticate, add an Authorization header to your API request that contains an access token. Before you [generate an access token](#how-to-generate-an-access-token) your must first [create an application](#create-an-application) on your portal and retrieve the your client ID and secret ## Create an Application DealMaker’s Web API v1 supports the use of OAuth applications. Applications can be generated in your [account](https://app.dealmaker.tech/developer/applications). To create an API Application, click on your user name in the top right corner to open a dropdown menu, and select \"Integrations\". Under the API settings tab, click the `Create New Application` button ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-1.png) Name your application and assign the level of permissions for this application ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-2.png) Once your application is created, save in a secure space your client ID and secret. **WARNING**: The secret key will not be visible after you click the close button ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-3.png) From the developer tab, you will be able to view and manage all the available applications ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-4.png) Each Application consists of a client id, secret and set of scopes. The scopes define what resources you want to have access to. The client ID and secret are used to generate an access token. You will need to create an application to use API endpoints. ## How to generate an access token After creating an application, you must make a call to obtain a bearer token using the Generate an OAuth token operation. This operation requires the following parameters: `token endpoint` - https://app.dealmaker.tech/oauth/token `grant_type` - must be set to `client_credentials` `client_id` - the Client ID displayed when you created the OAuth application in the previous step `client_secret` - the Client Secret displayed when you created the OAuth application in the previous step `scope` - the scope is established when you created the OAuth application in the previous step Note: The Generate an OAuth token response specifies how long the bearer token is valid for. You should reuse the bearer token until it is expired. When the token is expired, call Generate an OAuth token again to generate a new one. To use the access token, you must set a plain text header named `Authorization` with the contents of the header being “Bearer XXX” where XXX is your generated access token. ### Example #### Postman Here's an example on how to generate the access token with Postman, where `{{CLIENT_ID}}` and `{{CLIENT_SECRET}}` are the values generated after following the steps on [Create an Application](#create-an-application) ![Get access token postman example](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/token-postman.png) # Status Codes ## Content-Type Header All responses are returned in JSON format. We specify this by sending the Content-Type header. ## Status Codes Below is a table containing descriptions of the various status codes we currently support against various resources. Sometimes your API call will generate an error. Here you will find additional information about what to expect if you don’t format your request properly, or we fail to properly process your request. | Status Code | Description | | ----------- | ----------- | | `200` | Success | | `403` | Forbidden | | `404` | Not found | # Pagination Pagination is used to divide large responses is smaller portions (pages). By default, all endpoints return a maximum of 25 records per page. You can change the number of records on a per request basis by passing a `per_page` parameter in the request header parameters. The largest supported `per_page` parameter is 100. When the response exceeds the `per_page` parameter, you can paginate through the records by increasing the `offset` parameter. Example: `offset=25` will return 25 records starting from 26th record. You may also paginate using the `page` parameter to indicate the page number you would like to show on the response. Please review the table below for the input parameters ## Inputs | Parameter | Description | | ---------- | ------------------------------------------------------------------------------- | | `per_page` | Amount of records included on each page (Default is 25) | | `page` | Page number | | `offset` | Amount of records offset on the API request where 0 represents the first record | ## Response Headers | Response Header | Description | | --------------- | -------------------------------------------- | | `X-Total` | Total number of records of response | | `X-Total-Pages` | Total number of pages of response | | `X-Per-Page` | Total number of records per page of response | | `X-Page` | Number of current page | | `X-Next-Page` | Number of next page | | `X-Prev-Page` | Number of previous page | | `X-Offset` | Total number of records offset | # Search and Filtering (The q parameter) The q optional parameter accepts a string as input and allows you to filter the request based on that string. Please note that search strings must be encoded according to ASCII. For example, \"john+investor&#64;dealmaker.tech\" should be passed as “john%2Binvestor%40dealmaker.tech”. There are two main ways to filter with it. ## Keyword filtering Some keywords allow you to filter investors based on a specific “scope” of the investors, for example using the string “Invited” will filter all investors with the status invited, and the keyword “Has attachments” will filter investors with attachments. Here’s a list of possible keywords and the “scope” each one of the keywords filters by: | Keywords | Scope | Decoded Example | Encoded Example | | ---------------------------------------------- | --------------------------------------------------------------------------- | -------------------------------------------------------------------- | ---------------------------------------------------------------------------------------- | | Signed on \\(date range\\) | Investors who signed in the provided date range | Signed on (date range) [2020-07-01:2020-07-31] | `Signed%20on%20%28date%20range%29%20%5B2020-07-01%3A2020-07-31%5D` | | Enabled for countersignature on \\(date range\\) | Investors who were enabled for counter signature in the provided date range | Enabled for countersignature on (date range) [2022-05-24:2022-05-25] | `Enabled%20for%20countersignature%20on%20(date%20range)%20%5B2022-05-24%3A2022-05-25%5D` | | Accepted on \\(date range\\) | Investors accepted in the provided date rage | Accepted on (date range) [2022-05-24:2022-05-25] | `Accepted%20on%20(date%20range)%20%5B2022-05-24%3A2022-05-25%5D` | | Offline | Investors added to the deal offline | Offline | `Offline` | | Online | Investors added to the deal online | Online | `Online` | | Signed | Investors who signed their agreement | Signed | `Signed` | | Waiting for countersignature | Investors who have signed and are waiting for counter signature | Waiting for countersignature | `Waiting%20for%20countersignature` | | Invited | Investors on the Invited Status | Invited | `Invited` | | Accepted | Investors in the Accepted Status | Accepted | `Accepted` | | Questionnaire in progress | All Investors who have not finished completing the questionnaire | Questionnaire in progress | `Questionnaire%20in%20progress` | | Has attachments | All Investors with attachments | Has attachments | `Has%20attachments` | | Has notes | All Investors with notes | Has notes | `Has%20notes` | | Waiting for co-signature | Investors who have signed and are waiting for co-signature | Waiting for co-signature | `Waiting%20for%20co-signature` | | Background Check Approved | Investors with approved background check | Background Check Approved | `Background%20Check%20Approved` | | Document Review Pending | Investors with pending review | Document Review Pending | `Document%20Review%20Pending` | | Document Upload Pending | Investors with pending documents to upload | Document Upload Pending | `Document%20Upload%20Pending` | | Required adjudicator review | Investors who are required to be review by the adjudicator | Required adjudicator review | `Required%20adjudicator%20review` | --- **NOTE** Filtering keywords are case sensitive and need to be encoded --- ## Search String Any value for the parameter which does not match one of the keywords listed above, will use fields like `first name`, `last name`, `email`, `tags` to search for the investor. For example, if you search “Robert”, because this does not match one of the keywords listed above, it will then return any investors who have the string “Robert” in their name, email, or tags fields. # Versioning The latest version is v1. The version can be updated on the `Accept` header, just set the version as stated on the following example: ``` Accept:application/vnd.dealmaker-v1+json ``` | Version | Accept Header | | ------- | ----------------------------------- | | `v1` | application/vnd.dealmaker-`v1`+json | # SDK’s For instruction on installing SDKs, please view the following links - [Javascript](https://github.com/DealMakerTech/api/tree/main/v1/clients/javascript) - [Ruby](https://github.com/DealMakerTech/api/tree/main/v1/clients/ruby) # Webhooks Our webhooks functionality allows clients to automatically receive updates on a deal's investor data. Some of the data that the webhooks include: - Investor Name - Date created - Email - Phone - Allocation - Attachments - Accredited investor status - Accredited investor category - State (Draft, Invited, Signed, Accepted, Waiting, Inactive) Via webhooks clients can subscribe to the following events as they happen on Dealmaker: - Investor is created - Investor details are updated (any of the investor details above change or are updated) - Investor has signed their agreement - Invertor fully funded their investment - Investor has been accepted - Investor is deleted A URL supplied by the client will receive all the events with the information as part of the payload. Clients are able to add and update the URL within DealMaker. ## Configuration For a comprehensive guide on how to configure Webhooks please visit our support article: [Configuring Webhooks on DealMaker – DealMaker Support](https://help.dealmaker.tech/configuring-webhooks-on-dealmaker). As a developer user on DealMaker, you are able to configure webhooks by following the steps below: 1. Sign into Dealmaker 2. Go to **“Your profile”** in the top right corner 3. Access an **“Integrations”** configuration via the left menu 4. The developer configures webhooks by including: - The HTTPS URL where the request will be sent - Optionally, a security token that we would use to build a SHA1 hash that would be included in the request headers. The name of the header is `X-DealMaker-Signature`. If the secret is not specified, the hash won’t be included in the headers. - The Deal(s) to include in the webhook subscription - An email address that will be used to notify about errors. 5. The developers can disable webhooks temporarily if needed ## Specification ### Events The initial set of events will be related to the investor. The events are: 1. `investor.created` - Triggers every time a new investor is added to a deal 2. `investor.updated` - Triggers on updates to any of the following fields: - Status - Name - Email - (this is a user field so we trigger event for all investors with webhook subscription) - Allocated Amount - Investment Amount - Accredited investor fields - Adding or removing attachments - Tags - When the investor status is signed, the payload also includes a link to the signed document; the link expires after 30 minutes 3. `investor.signed` - Triggers when the investor signs their subscription agreement (terms and conditions) - When this happens the investor.state becomes `signed` - This event includes the same fields as the `investor.updated` event 4. `investor.funded` - Triggers when the investor becomes fully funded - This happens when the investor.funded_state becomes `funded` - This event includes the same fields as the `investor.updated` event 5. `investor.accepted` - Triggers when the investor is countersigned - When this happens the investor.state becomes `accepted` - This event includes the same fields as the `investor.updated` event 6. `investor.deleted` - Triggers when the investor is removed from the deal - The investor key of the payload only includes investor ID - The deal is not included in the payload. Due to our implementation it’s impossible to retrieve the deal the investor was part of ### Requests - The request is a `POST` - The payload’s `content-type` is `application/json` - Only `2XX` responses are considered successful. In the event of a different response, we consider it failed and queue the event for retry - We retry the request five times, after the initial attempt. Doubling the waiting time between intervals with each try. The first retry happens after 30 seconds, then 60 seconds, 2 mins, 4 minutes, and 8 minutes. This timing scheme gives the receiver about 1 hour if all the requests fail - If an event fails all the attempts to be delivered, we send an email to the address that the user configured ### Payload #### Common Properties There will be some properties that are common to all the events on the system. | Key | Type | Description | | ----------------- | ------ | -------------------------------------------------------------------------------------- | | event | String | The event that triggered the call | | event_id | String | A unique identifier for the event | | deal<sup>\\*</sup> | Object | The deal in which the event occurred. please see below for an example on the deal object<sup>\\*\\*</sup> | <sup>\\*</sup>This field is not included when deleting a resource <sup>\\*\\*</sup> Sample Deal Object in the webhook payload ```json \"deal\": { \"id\": 0, \"title\": \"string\", \"created_at\": \"2022-12-06T18:14:44.000Z\", \"updated_at\": \"2022-12-08T12:46:48.000Z\", \"state\": \"string\", \"currency\": \"string\", \"security_type\": \"string\", \"price_per_security\": 0.00, \"deal_type\": \"string\", \"minimum_investment\": 0, \"maximum_investment\": 0, \"issuer\": { \"id\": 0, \"name\": \"string\" }, \"enterprise\": { \"id\": 0, \"name\": \"string\" } } ``` #### Common Properties (investor scope) By design, we have incorporated on the webhooks payload the same investor-related fields included in the Investor model, for reference on the included fields, their types and values please click [here](https://docs.dealmaker.tech/#tag/investor_model). This will allow you to get all the necessary information you need about a particular investor without having to call the Get Investor by ID endpoint. | #### Investor State Here is a brief description of each investor state: - **Draft:** the investor is added to the platform but hasn't been invited yet and cannot access the portal - **Invited:** the investor was added to the platform but hasn’t completed the questionnaire - **Signed:** the investor signed the document (needs approval from Lawyer or Reviewer before countersignature) - **Waiting:** the investor was approved for countersignature by any of the Lawyers or Reviewers in the deal - **Accepted:** the investor's agreement was countersigned by the Signatory - **Inactive** the investor is no longer eligible to participate in the offering. This may be because their warrant expired, they requested a refund, or they opted out of the offering #### Update Delay Given the high number of updates our platform performs on any investor, we’ve added a cool down period on update events that allows us to “group” updates and trigger only one every minute. In consequence, update events will be delivered 1 minute after the initial request was made and will include the latest version of the investor data at delivery time.
5
+
6
+ The version of the OpenAPI document: 1.75.0
7
+
8
+ Generated by: https://openapi-generator.tech
9
+ Generator version: 7.7.0-SNAPSHOT
10
+
11
+ =end
12
+
13
+ require 'spec_helper'
14
+ require 'json'
15
+ require 'date'
16
+
17
+ # Unit tests for DealMakerAPI::V1EntitiesUsersContexts
18
+ # Automatically generated by openapi-generator (https://openapi-generator.tech)
19
+ # Please update as you see appropriate
20
+ describe DealMakerAPI::V1EntitiesUsersContexts do
21
+ let(:instance) { DealMakerAPI::V1EntitiesUsersContexts.new }
22
+
23
+ describe 'test an instance of V1EntitiesUsersContexts' do
24
+ it 'should create an instance of V1EntitiesUsersContexts' do
25
+ # uncomment below to test the instance creation
26
+ #expect(instance).to be_instance_of(DealMakerAPI::V1EntitiesUsersContexts)
27
+ end
28
+ end
29
+
30
+ describe 'test attribute "contexts"' do
31
+ it 'should work' do
32
+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
33
+ end
34
+ end
35
+
36
+ end
metadata CHANGED
@@ -1,14 +1,14 @@
1
1
  --- !ruby/object:Gem::Specification
2
2
  name: DealMakerAPI
3
3
  version: !ruby/object:Gem::Version
4
- version: 0.106.0
4
+ version: 0.106.1
5
5
  platform: ruby
6
6
  authors:
7
7
  - DealMaker
8
8
  autorequire:
9
9
  bindir: bin
10
10
  cert_chain: []
11
- date: 2024-06-20 00:00:00.000000000 Z
11
+ date: 2024-06-24 00:00:00.000000000 Z
12
12
  dependencies:
13
13
  - !ruby/object:Gem::Dependency
14
14
  name: typhoeus
@@ -206,6 +206,8 @@ files:
206
206
  - docs/V1EntitiesTtwReservation.md
207
207
  - docs/V1EntitiesUser.md
208
208
  - docs/V1EntitiesUsersBinding.md
209
+ - docs/V1EntitiesUsersContext.md
210
+ - docs/V1EntitiesUsersContexts.md
209
211
  - docs/V1EntitiesUsersFactor.md
210
212
  - docs/V1EntitiesUsersTwoFactorChannel.md
211
213
  - docs/V1EntitiesUsersTwoFactorChannels.md
@@ -367,6 +369,8 @@ files:
367
369
  - lib/DealMakerAPI/models/v1_entities_ttw_reservation.rb
368
370
  - lib/DealMakerAPI/models/v1_entities_user.rb
369
371
  - lib/DealMakerAPI/models/v1_entities_users_binding.rb
372
+ - lib/DealMakerAPI/models/v1_entities_users_context.rb
373
+ - lib/DealMakerAPI/models/v1_entities_users_contexts.rb
370
374
  - lib/DealMakerAPI/models/v1_entities_users_factor.rb
371
375
  - lib/DealMakerAPI/models/v1_entities_users_two_factor_channel.rb
372
376
  - lib/DealMakerAPI/models/v1_entities_users_two_factor_channels.rb
@@ -524,6 +528,8 @@ files:
524
528
  - spec/models/v1_entities_ttw_reservation_spec.rb
525
529
  - spec/models/v1_entities_user_spec.rb
526
530
  - spec/models/v1_entities_users_binding_spec.rb
531
+ - spec/models/v1_entities_users_context_spec.rb
532
+ - spec/models/v1_entities_users_contexts_spec.rb
527
533
  - spec/models/v1_entities_users_factor_spec.rb
528
534
  - spec/models/v1_entities_users_two_factor_channel_spec.rb
529
535
  - spec/models/v1_entities_users_two_factor_channels_spec.rb
@@ -692,6 +698,7 @@ test_files:
692
698
  - spec/models/v1_entities_deal_investor_metrics_spec.rb
693
699
  - spec/models/post_investor_profiles_individuals_spec.rb
694
700
  - spec/models/v1_entities_investors_spec.rb
701
+ - spec/models/v1_entities_users_context_spec.rb
695
702
  - spec/models/test_document_upload_email_request_spec.rb
696
703
  - spec/models/v1_entities_deal_setup_user_spec.rb
697
704
  - spec/models/v1_entities_investor_profile_corporation_spec.rb
@@ -700,6 +707,7 @@ test_files:
700
707
  - spec/models/patch_investor_profiles_joints_spec.rb
701
708
  - spec/models/v1_entities_investor_search_entities_required_fields_spec.rb
702
709
  - spec/models/verify_factor_request_spec.rb
710
+ - spec/models/v1_entities_users_contexts_spec.rb
703
711
  - spec/models/v1_entities_users_two_factor_channel_spec.rb
704
712
  - spec/models/v1_entities_express_wire_instruction_spec.rb
705
713
  - spec/models/v1_entities_beefree_access_token_spec.rb