DealMakerAPI 0.83.3 → 0.84.1

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data/README.md CHANGED
@@ -338,7 +338,7 @@ Given the high number of updates our platform performs on any investor, we’ve
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  This SDK is automatically generated by the [OpenAPI Generator](https://openapi-generator.tech) project:
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339
 
340
340
  - API version: 1.75.0
341
- - Package version: 0.83.3
341
+ - Package version: 0.84.1
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342
  - Build package: org.openapitools.codegen.languages.RubyClientCodegen
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344
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  ## Installation
@@ -354,16 +354,16 @@ gem build DealMakerAPI.gemspec
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354
  Then either install the gem locally:
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356
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  ```shell
357
- gem install ./DealMakerAPI-0.83.3.gem
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+ gem install ./DealMakerAPI-0.84.1.gem
358
358
  ```
359
359
 
360
- (for development, run `gem install --dev ./DealMakerAPI-0.83.3.gem` to install the development dependencies)
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+ (for development, run `gem install --dev ./DealMakerAPI-0.84.1.gem` to install the development dependencies)
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361
 
362
362
  or publish the gem to a gem hosting service, e.g. [RubyGems](https://rubygems.org/).
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  Finally add this to the Gemfile:
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366
- gem 'DealMakerAPI', '~> 0.83.3'
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+ gem 'DealMakerAPI', '~> 0.84.1'
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368
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  ### Install from Git
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369
 
@@ -414,10 +414,10 @@ Class | Method | HTTP request | Description
414
414
  *DealMakerAPI::CompanyApi* | [**create_bulk_upload_detail**](docs/CompanyApi.md#create_bulk_upload_detail) | **POST** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details | Create a BulkUploadDetail class record
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415
  *DealMakerAPI::CompanyApi* | [**create_company**](docs/CompanyApi.md#create_company) | **POST** /companies | Create new company
416
416
  *DealMakerAPI::CompanyApi* | [**get_bulk_upload_details**](docs/CompanyApi.md#get_bulk_upload_details) | **GET** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details | Return full list of bulk upload details order by status desc and id asc
417
- *DealMakerAPI::CompanyApi* | [**get_bulk_upload_details_by_status**](docs/CompanyApi.md#get_bulk_upload_details_by_status) | **GET** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details/group_by_status | Return bulk upload details grouped by status
418
417
  *DealMakerAPI::CompanyApi* | [**get_bulk_uploads**](docs/CompanyApi.md#get_bulk_uploads) | **GET** /companies/{id}/documents/bulk_uploads | Return bulk uploads
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418
  *DealMakerAPI::CompanyApi* | [**get_companies**](docs/CompanyApi.md#get_companies) | **GET** /companies | Get list of Companies
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419
  *DealMakerAPI::CompanyApi* | [**get_company**](docs/CompanyApi.md#get_company) | **GET** /companies/{id} | Get a Company
420
+ *DealMakerAPI::CompanyApi* | [**get_details_errors_grouped**](docs/CompanyApi.md#get_details_errors_grouped) | **GET** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details/grouped_errors | Return bulk upload details grouped by status
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421
  *DealMakerAPI::DealApi* | [**get_analytics_dashboard_info**](docs/DealApi.md#get_analytics_dashboard_info) | **GET** /deals/{id}/analytics_dashboard_info | Get Analytics Dashboard Info
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422
  *DealMakerAPI::DealApi* | [**get_deal**](docs/DealApi.md#get_deal) | **GET** /deals/{id} | Get deal by Deal ID
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423
  *DealMakerAPI::DealApi* | [**list_deals**](docs/DealApi.md#list_deals) | **GET** /deals | List available deals
@@ -432,6 +432,7 @@ Class | Method | HTTP request | Description
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  *DealMakerAPI::DefaultApi* | [**put_webhooks_id**](docs/DefaultApi.md#put_webhooks_id) | **PUT** /webhooks/{id} | Updates webhook subscription and webhooks subcription deals
433
433
  *DealMakerAPI::InvestorApi* | [**add506c_document**](docs/InvestorApi.md#add506c_document) | **POST** /deals/{id}/investors/{investor_id}/add_506c_document | Add 506c document for deal investor
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434
  *DealMakerAPI::InvestorApi* | [**add_document**](docs/InvestorApi.md#add_document) | **POST** /deals/{id}/investors/{investor_id}/add_document | Add document for deal investor
435
+ *DealMakerAPI::InvestorApi* | [**bulk_upload_investors**](docs/InvestorApi.md#bulk_upload_investors) | **POST** /deals/{id}/investors/bulk_upload | Bulk upload investors for deal investor
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436
  *DealMakerAPI::InvestorApi* | [**create_investor**](docs/InvestorApi.md#create_investor) | **POST** /deals/{id}/investors | Create a deal investor
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437
  *DealMakerAPI::InvestorApi* | [**delete_document**](docs/InvestorApi.md#delete_document) | **DELETE** /deals/{id}/investors/{investor_id}/delete_document/{document_id} | Delete document for deal investor
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  *DealMakerAPI::InvestorApi* | [**delete_investor_profile**](docs/InvestorApi.md#delete_investor_profile) | **DELETE** /investor_profiles/{type}/{id} | Delete investor profile.
@@ -461,6 +462,7 @@ Class | Method | HTTP request | Description
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462
 
462
463
  - [DealMakerAPI::Add506cDocumentRequest](docs/Add506cDocumentRequest.md)
463
464
  - [DealMakerAPI::AddDocumentRequest](docs/AddDocumentRequest.md)
465
+ - [DealMakerAPI::BulkUploadInvestorsRequest](docs/BulkUploadInvestorsRequest.md)
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466
  - [DealMakerAPI::CreateBulkUploadDetailRequest](docs/CreateBulkUploadDetailRequest.md)
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467
  - [DealMakerAPI::CreateBulkUploadRequest](docs/CreateBulkUploadRequest.md)
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468
  - [DealMakerAPI::CreateCompanyRequest](docs/CreateCompanyRequest.md)
@@ -0,0 +1,18 @@
1
+ # DealMakerAPI::BulkUploadInvestorsRequest
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+
3
+ ## Properties
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+
5
+ | Name | Type | Description | Notes |
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+ | ---- | ---- | ----------- | ----- |
7
+ | **import_file** | **File** | The CSV file with data to upload. | |
8
+
9
+ ## Example
10
+
11
+ ```ruby
12
+ require 'DealMakerAPI'
13
+
14
+ instance = DealMakerAPI::BulkUploadInvestorsRequest.new(
15
+ import_file: null
16
+ )
17
+ ```
18
+
data/docs/CompanyApi.md CHANGED
@@ -8,10 +8,10 @@ All URIs are relative to *http://api.dealmaker.tech*
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8
  | [**create_bulk_upload_detail**](CompanyApi.md#create_bulk_upload_detail) | **POST** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details | Create a BulkUploadDetail class record |
9
9
  | [**create_company**](CompanyApi.md#create_company) | **POST** /companies | Create new company |
10
10
  | [**get_bulk_upload_details**](CompanyApi.md#get_bulk_upload_details) | **GET** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details | Return full list of bulk upload details order by status desc and id asc |
11
- | [**get_bulk_upload_details_by_status**](CompanyApi.md#get_bulk_upload_details_by_status) | **GET** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details/group_by_status | Return bulk upload details grouped by status |
12
11
  | [**get_bulk_uploads**](CompanyApi.md#get_bulk_uploads) | **GET** /companies/{id}/documents/bulk_uploads | Return bulk uploads |
13
12
  | [**get_companies**](CompanyApi.md#get_companies) | **GET** /companies | Get list of Companies |
14
13
  | [**get_company**](CompanyApi.md#get_company) | **GET** /companies/{id} | Get a Company |
14
+ | [**get_details_errors_grouped**](CompanyApi.md#get_details_errors_grouped) | **GET** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details/grouped_errors | Return bulk upload details grouped by status |
15
15
 
16
16
 
17
17
  ## create_bulk_upload
@@ -286,74 +286,6 @@ No authorization required
286
286
  - **Accept**: application/json
287
287
 
288
288
 
289
- ## get_bulk_upload_details_by_status
290
-
291
- > <V1EntitiesBulkUploadDetails> get_bulk_upload_details_by_status(company_id, bulk_upload_id)
292
-
293
- Return bulk upload details grouped by status
294
-
295
- Return bulk upload details grouped by status
296
-
297
- ### Examples
298
-
299
- ```ruby
300
- require 'time'
301
- require 'DealMakerAPI'
302
- # setup authorization
303
- DealMakerAPI.configure do |config|end
304
-
305
- api_instance = DealMakerAPI::CompanyApi.new
306
- company_id = 56 # Integer |
307
- bulk_upload_id = 56 # Integer |
308
-
309
- begin
310
- # Return bulk upload details grouped by status
311
- result = api_instance.get_bulk_upload_details_by_status(company_id, bulk_upload_id)
312
- p result
313
- rescue DealMakerAPI::ApiError => e
314
- puts "Error when calling CompanyApi->get_bulk_upload_details_by_status: #{e}"
315
- end
316
- ```
317
-
318
- #### Using the get_bulk_upload_details_by_status_with_http_info variant
319
-
320
- This returns an Array which contains the response data, status code and headers.
321
-
322
- > <Array(<V1EntitiesBulkUploadDetails>, Integer, Hash)> get_bulk_upload_details_by_status_with_http_info(company_id, bulk_upload_id)
323
-
324
- ```ruby
325
- begin
326
- # Return bulk upload details grouped by status
327
- data, status_code, headers = api_instance.get_bulk_upload_details_by_status_with_http_info(company_id, bulk_upload_id)
328
- p status_code # => 2xx
329
- p headers # => { ... }
330
- p data # => <V1EntitiesBulkUploadDetails>
331
- rescue DealMakerAPI::ApiError => e
332
- puts "Error when calling CompanyApi->get_bulk_upload_details_by_status_with_http_info: #{e}"
333
- end
334
- ```
335
-
336
- ### Parameters
337
-
338
- | Name | Type | Description | Notes |
339
- | ---- | ---- | ----------- | ----- |
340
- | **company_id** | **Integer** | | |
341
- | **bulk_upload_id** | **Integer** | | |
342
-
343
- ### Return type
344
-
345
- [**V1EntitiesBulkUploadDetails**](V1EntitiesBulkUploadDetails.md)
346
-
347
- ### Authorization
348
-
349
- No authorization required
350
-
351
- ### HTTP request headers
352
-
353
- - **Content-Type**: Not defined
354
- - **Accept**: application/json
355
-
356
-
357
289
  ## get_bulk_uploads
358
290
 
359
291
  > <V1EntitiesBulkUploads> get_bulk_uploads(id, opts)
@@ -565,3 +497,71 @@ No authorization required
565
497
  - **Content-Type**: Not defined
566
498
  - **Accept**: application/json
567
499
 
500
+
501
+ ## get_details_errors_grouped
502
+
503
+ > <V1EntitiesBulkUploadDetails> get_details_errors_grouped(company_id, bulk_upload_id)
504
+
505
+ Return bulk upload details grouped by status
506
+
507
+ Return bulk upload details grouped by status
508
+
509
+ ### Examples
510
+
511
+ ```ruby
512
+ require 'time'
513
+ require 'DealMakerAPI'
514
+ # setup authorization
515
+ DealMakerAPI.configure do |config|end
516
+
517
+ api_instance = DealMakerAPI::CompanyApi.new
518
+ company_id = 56 # Integer |
519
+ bulk_upload_id = 56 # Integer |
520
+
521
+ begin
522
+ # Return bulk upload details grouped by status
523
+ result = api_instance.get_details_errors_grouped(company_id, bulk_upload_id)
524
+ p result
525
+ rescue DealMakerAPI::ApiError => e
526
+ puts "Error when calling CompanyApi->get_details_errors_grouped: #{e}"
527
+ end
528
+ ```
529
+
530
+ #### Using the get_details_errors_grouped_with_http_info variant
531
+
532
+ This returns an Array which contains the response data, status code and headers.
533
+
534
+ > <Array(<V1EntitiesBulkUploadDetails>, Integer, Hash)> get_details_errors_grouped_with_http_info(company_id, bulk_upload_id)
535
+
536
+ ```ruby
537
+ begin
538
+ # Return bulk upload details grouped by status
539
+ data, status_code, headers = api_instance.get_details_errors_grouped_with_http_info(company_id, bulk_upload_id)
540
+ p status_code # => 2xx
541
+ p headers # => { ... }
542
+ p data # => <V1EntitiesBulkUploadDetails>
543
+ rescue DealMakerAPI::ApiError => e
544
+ puts "Error when calling CompanyApi->get_details_errors_grouped_with_http_info: #{e}"
545
+ end
546
+ ```
547
+
548
+ ### Parameters
549
+
550
+ | Name | Type | Description | Notes |
551
+ | ---- | ---- | ----------- | ----- |
552
+ | **company_id** | **Integer** | | |
553
+ | **bulk_upload_id** | **Integer** | | |
554
+
555
+ ### Return type
556
+
557
+ [**V1EntitiesBulkUploadDetails**](V1EntitiesBulkUploadDetails.md)
558
+
559
+ ### Authorization
560
+
561
+ No authorization required
562
+
563
+ ### HTTP request headers
564
+
565
+ - **Content-Type**: Not defined
566
+ - **Accept**: application/json
567
+
data/docs/InvestorApi.md CHANGED
@@ -6,6 +6,7 @@ All URIs are relative to *http://api.dealmaker.tech*
6
6
  | ------ | ------------ | ----------- |
7
7
  | [**add506c_document**](InvestorApi.md#add506c_document) | **POST** /deals/{id}/investors/{investor_id}/add_506c_document | Add 506c document for deal investor |
8
8
  | [**add_document**](InvestorApi.md#add_document) | **POST** /deals/{id}/investors/{investor_id}/add_document | Add document for deal investor |
9
+ | [**bulk_upload_investors**](InvestorApi.md#bulk_upload_investors) | **POST** /deals/{id}/investors/bulk_upload | Bulk upload investors for deal investor |
9
10
  | [**create_investor**](InvestorApi.md#create_investor) | **POST** /deals/{id}/investors | Create a deal investor |
10
11
  | [**delete_document**](InvestorApi.md#delete_document) | **DELETE** /deals/{id}/investors/{investor_id}/delete_document/{document_id} | Delete document for deal investor |
11
12
  | [**delete_investor_profile**](InvestorApi.md#delete_investor_profile) | **DELETE** /investor_profiles/{type}/{id} | Delete investor profile. |
@@ -157,6 +158,74 @@ No authorization required
157
158
  - **Accept**: application/json
158
159
 
159
160
 
161
+ ## bulk_upload_investors
162
+
163
+ > <V1EntitiesInvestor> bulk_upload_investors(id, bulk_upload_investors_request)
164
+
165
+ Bulk upload investors for deal investor
166
+
167
+ Bulk upload investors
168
+
169
+ ### Examples
170
+
171
+ ```ruby
172
+ require 'time'
173
+ require 'DealMakerAPI'
174
+ # setup authorization
175
+ DealMakerAPI.configure do |config|end
176
+
177
+ api_instance = DealMakerAPI::InvestorApi.new
178
+ id = 56 # Integer | The deal id.
179
+ bulk_upload_investors_request = DealMakerAPI::BulkUploadInvestorsRequest.new({import_file: File.new('/path/to/some/file')}) # BulkUploadInvestorsRequest |
180
+
181
+ begin
182
+ # Bulk upload investors for deal investor
183
+ result = api_instance.bulk_upload_investors(id, bulk_upload_investors_request)
184
+ p result
185
+ rescue DealMakerAPI::ApiError => e
186
+ puts "Error when calling InvestorApi->bulk_upload_investors: #{e}"
187
+ end
188
+ ```
189
+
190
+ #### Using the bulk_upload_investors_with_http_info variant
191
+
192
+ This returns an Array which contains the response data, status code and headers.
193
+
194
+ > <Array(<V1EntitiesInvestor>, Integer, Hash)> bulk_upload_investors_with_http_info(id, bulk_upload_investors_request)
195
+
196
+ ```ruby
197
+ begin
198
+ # Bulk upload investors for deal investor
199
+ data, status_code, headers = api_instance.bulk_upload_investors_with_http_info(id, bulk_upload_investors_request)
200
+ p status_code # => 2xx
201
+ p headers # => { ... }
202
+ p data # => <V1EntitiesInvestor>
203
+ rescue DealMakerAPI::ApiError => e
204
+ puts "Error when calling InvestorApi->bulk_upload_investors_with_http_info: #{e}"
205
+ end
206
+ ```
207
+
208
+ ### Parameters
209
+
210
+ | Name | Type | Description | Notes |
211
+ | ---- | ---- | ----------- | ----- |
212
+ | **id** | **Integer** | The deal id. | |
213
+ | **bulk_upload_investors_request** | [**BulkUploadInvestorsRequest**](BulkUploadInvestorsRequest.md) | | |
214
+
215
+ ### Return type
216
+
217
+ [**V1EntitiesInvestor**](V1EntitiesInvestor.md)
218
+
219
+ ### Authorization
220
+
221
+ No authorization required
222
+
223
+ ### HTTP request headers
224
+
225
+ - **Content-Type**: application/json
226
+ - **Accept**: application/json
227
+
228
+
160
229
  ## create_investor
161
230
 
162
231
  > <V1EntitiesInvestor> create_investor(id, create_investor_request)
@@ -310,75 +310,6 @@ module DealMakerAPI
310
310
  return data, status_code, headers
311
311
  end
312
312
 
313
- # Return bulk upload details grouped by status
314
- # Return bulk upload details grouped by status
315
- # @param company_id [Integer]
316
- # @param bulk_upload_id [Integer]
317
- # @param [Hash] opts the optional parameters
318
- # @return [V1EntitiesBulkUploadDetails]
319
- def get_bulk_upload_details_by_status(company_id, bulk_upload_id, opts = {})
320
- data, _status_code, _headers = get_bulk_upload_details_by_status_with_http_info(company_id, bulk_upload_id, opts)
321
- data
322
- end
323
-
324
- # Return bulk upload details grouped by status
325
- # Return bulk upload details grouped by status
326
- # @param company_id [Integer]
327
- # @param bulk_upload_id [Integer]
328
- # @param [Hash] opts the optional parameters
329
- # @return [Array<(V1EntitiesBulkUploadDetails, Integer, Hash)>] V1EntitiesBulkUploadDetails data, response status code and response headers
330
- def get_bulk_upload_details_by_status_with_http_info(company_id, bulk_upload_id, opts = {})
331
- if @api_client.config.debugging
332
- @api_client.config.logger.debug 'Calling API: CompanyApi.get_bulk_upload_details_by_status ...'
333
- end
334
- # verify the required parameter 'company_id' is set
335
- if @api_client.config.client_side_validation && company_id.nil?
336
- fail ArgumentError, "Missing the required parameter 'company_id' when calling CompanyApi.get_bulk_upload_details_by_status"
337
- end
338
- # verify the required parameter 'bulk_upload_id' is set
339
- if @api_client.config.client_side_validation && bulk_upload_id.nil?
340
- fail ArgumentError, "Missing the required parameter 'bulk_upload_id' when calling CompanyApi.get_bulk_upload_details_by_status"
341
- end
342
- # resource path
343
- local_var_path = '/companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details/group_by_status'.sub('{' + 'company_id' + '}', CGI.escape(company_id.to_s)).sub('{' + 'bulk_upload_id' + '}', CGI.escape(bulk_upload_id.to_s))
344
-
345
- # query parameters
346
- query_params = opts[:query_params] || {}
347
-
348
- # header parameters
349
- header_params = opts[:header_params] || {}
350
- # HTTP header 'Accept' (if needed)
351
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
352
-
353
- # form parameters
354
- form_params = opts[:form_params] || {}
355
-
356
- # http body (model)
357
- post_body = opts[:debug_body]
358
-
359
- # return_type
360
- return_type = opts[:debug_return_type] || 'V1EntitiesBulkUploadDetails'
361
-
362
- # auth_names
363
- auth_names = opts[:debug_auth_names] || []
364
-
365
- new_options = opts.merge(
366
- :operation => :"CompanyApi.get_bulk_upload_details_by_status",
367
- :header_params => header_params,
368
- :query_params => query_params,
369
- :form_params => form_params,
370
- :body => post_body,
371
- :auth_names => auth_names,
372
- :return_type => return_type
373
- )
374
-
375
- data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
376
- if @api_client.config.debugging
377
- @api_client.config.logger.debug "API called: CompanyApi#get_bulk_upload_details_by_status\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
378
- end
379
- return data, status_code, headers
380
- end
381
-
382
313
  # Return bulk uploads
383
314
  # Return bulk uploads
384
315
  # @param id [Integer]
@@ -579,5 +510,74 @@ module DealMakerAPI
579
510
  end
580
511
  return data, status_code, headers
581
512
  end
513
+
514
+ # Return bulk upload details grouped by status
515
+ # Return bulk upload details grouped by status
516
+ # @param company_id [Integer]
517
+ # @param bulk_upload_id [Integer]
518
+ # @param [Hash] opts the optional parameters
519
+ # @return [V1EntitiesBulkUploadDetails]
520
+ def get_details_errors_grouped(company_id, bulk_upload_id, opts = {})
521
+ data, _status_code, _headers = get_details_errors_grouped_with_http_info(company_id, bulk_upload_id, opts)
522
+ data
523
+ end
524
+
525
+ # Return bulk upload details grouped by status
526
+ # Return bulk upload details grouped by status
527
+ # @param company_id [Integer]
528
+ # @param bulk_upload_id [Integer]
529
+ # @param [Hash] opts the optional parameters
530
+ # @return [Array<(V1EntitiesBulkUploadDetails, Integer, Hash)>] V1EntitiesBulkUploadDetails data, response status code and response headers
531
+ def get_details_errors_grouped_with_http_info(company_id, bulk_upload_id, opts = {})
532
+ if @api_client.config.debugging
533
+ @api_client.config.logger.debug 'Calling API: CompanyApi.get_details_errors_grouped ...'
534
+ end
535
+ # verify the required parameter 'company_id' is set
536
+ if @api_client.config.client_side_validation && company_id.nil?
537
+ fail ArgumentError, "Missing the required parameter 'company_id' when calling CompanyApi.get_details_errors_grouped"
538
+ end
539
+ # verify the required parameter 'bulk_upload_id' is set
540
+ if @api_client.config.client_side_validation && bulk_upload_id.nil?
541
+ fail ArgumentError, "Missing the required parameter 'bulk_upload_id' when calling CompanyApi.get_details_errors_grouped"
542
+ end
543
+ # resource path
544
+ local_var_path = '/companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details/grouped_errors'.sub('{' + 'company_id' + '}', CGI.escape(company_id.to_s)).sub('{' + 'bulk_upload_id' + '}', CGI.escape(bulk_upload_id.to_s))
545
+
546
+ # query parameters
547
+ query_params = opts[:query_params] || {}
548
+
549
+ # header parameters
550
+ header_params = opts[:header_params] || {}
551
+ # HTTP header 'Accept' (if needed)
552
+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
553
+
554
+ # form parameters
555
+ form_params = opts[:form_params] || {}
556
+
557
+ # http body (model)
558
+ post_body = opts[:debug_body]
559
+
560
+ # return_type
561
+ return_type = opts[:debug_return_type] || 'V1EntitiesBulkUploadDetails'
562
+
563
+ # auth_names
564
+ auth_names = opts[:debug_auth_names] || []
565
+
566
+ new_options = opts.merge(
567
+ :operation => :"CompanyApi.get_details_errors_grouped",
568
+ :header_params => header_params,
569
+ :query_params => query_params,
570
+ :form_params => form_params,
571
+ :body => post_body,
572
+ :auth_names => auth_names,
573
+ :return_type => return_type
574
+ )
575
+
576
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
577
+ if @api_client.config.debugging
578
+ @api_client.config.logger.debug "API called: CompanyApi#get_details_errors_grouped\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
579
+ end
580
+ return data, status_code, headers
581
+ end
582
582
  end
583
583
  end
@@ -179,6 +179,80 @@ module DealMakerAPI
179
179
  return data, status_code, headers
180
180
  end
181
181
 
182
+ # Bulk upload investors for deal investor
183
+ # Bulk upload investors
184
+ # @param id [Integer] The deal id.
185
+ # @param bulk_upload_investors_request [BulkUploadInvestorsRequest]
186
+ # @param [Hash] opts the optional parameters
187
+ # @return [V1EntitiesInvestor]
188
+ def bulk_upload_investors(id, bulk_upload_investors_request, opts = {})
189
+ data, _status_code, _headers = bulk_upload_investors_with_http_info(id, bulk_upload_investors_request, opts)
190
+ data
191
+ end
192
+
193
+ # Bulk upload investors for deal investor
194
+ # Bulk upload investors
195
+ # @param id [Integer] The deal id.
196
+ # @param bulk_upload_investors_request [BulkUploadInvestorsRequest]
197
+ # @param [Hash] opts the optional parameters
198
+ # @return [Array<(V1EntitiesInvestor, Integer, Hash)>] V1EntitiesInvestor data, response status code and response headers
199
+ def bulk_upload_investors_with_http_info(id, bulk_upload_investors_request, opts = {})
200
+ if @api_client.config.debugging
201
+ @api_client.config.logger.debug 'Calling API: InvestorApi.bulk_upload_investors ...'
202
+ end
203
+ # verify the required parameter 'id' is set
204
+ if @api_client.config.client_side_validation && id.nil?
205
+ fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.bulk_upload_investors"
206
+ end
207
+ # verify the required parameter 'bulk_upload_investors_request' is set
208
+ if @api_client.config.client_side_validation && bulk_upload_investors_request.nil?
209
+ fail ArgumentError, "Missing the required parameter 'bulk_upload_investors_request' when calling InvestorApi.bulk_upload_investors"
210
+ end
211
+ # resource path
212
+ local_var_path = '/deals/{id}/investors/bulk_upload'.sub('{' + 'id' + '}', CGI.escape(id.to_s))
213
+
214
+ # query parameters
215
+ query_params = opts[:query_params] || {}
216
+
217
+ # header parameters
218
+ header_params = opts[:header_params] || {}
219
+ # HTTP header 'Accept' (if needed)
220
+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
221
+ # HTTP header 'Content-Type'
222
+ content_type = @api_client.select_header_content_type(['application/json'])
223
+ if !content_type.nil?
224
+ header_params['Content-Type'] = content_type
225
+ end
226
+
227
+ # form parameters
228
+ form_params = opts[:form_params] || {}
229
+
230
+ # http body (model)
231
+ post_body = opts[:debug_body] || @api_client.object_to_http_body(bulk_upload_investors_request)
232
+
233
+ # return_type
234
+ return_type = opts[:debug_return_type] || 'V1EntitiesInvestor'
235
+
236
+ # auth_names
237
+ auth_names = opts[:debug_auth_names] || []
238
+
239
+ new_options = opts.merge(
240
+ :operation => :"InvestorApi.bulk_upload_investors",
241
+ :header_params => header_params,
242
+ :query_params => query_params,
243
+ :form_params => form_params,
244
+ :body => post_body,
245
+ :auth_names => auth_names,
246
+ :return_type => return_type
247
+ )
248
+
249
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path, new_options)
250
+ if @api_client.config.debugging
251
+ @api_client.config.logger.debug "API called: InvestorApi#bulk_upload_investors\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
252
+ end
253
+ return data, status_code, headers
254
+ end
255
+
182
256
  # Create a deal investor
183
257
  # Create a single deal investor.
184
258
  # @param id [Integer] The deal id.
@@ -0,0 +1,222 @@
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
+ OpenAPI Generator version: 7.0.0-SNAPSHOT
10
+
11
+ =end
12
+
13
+ require 'date'
14
+ require 'time'
15
+
16
+ module DealMakerAPI
17
+ class BulkUploadInvestorsRequest
18
+ # The CSV file with data to upload.
19
+ attr_accessor :import_file
20
+
21
+ # Attribute mapping from ruby-style variable name to JSON key.
22
+ def self.attribute_map
23
+ {
24
+ :'import_file' => :'import_file'
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
+ :'import_file' => :'File'
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::BulkUploadInvestorsRequest` 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::BulkUploadInvestorsRequest`. 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?(:'import_file')
62
+ self.import_file = attributes[:'import_file']
63
+ else
64
+ self.import_file = nil
65
+ end
66
+ end
67
+
68
+ # Show invalid properties with the reasons. Usually used together with valid?
69
+ # @return Array for valid properties with the reasons
70
+ def list_invalid_properties
71
+ warn '[DEPRECATED] the `list_invalid_properties` method is obsolete'
72
+ invalid_properties = Array.new
73
+ if @import_file.nil?
74
+ invalid_properties.push('invalid value for "import_file", import_file cannot be nil.')
75
+ end
76
+
77
+ invalid_properties
78
+ end
79
+
80
+ # Check to see if the all the properties in the model are valid
81
+ # @return true if the model is valid
82
+ def valid?
83
+ warn '[DEPRECATED] the `valid?` method is obsolete'
84
+ return false if @import_file.nil?
85
+ true
86
+ end
87
+
88
+ # Checks equality by comparing each attribute.
89
+ # @param [Object] Object to be compared
90
+ def ==(o)
91
+ return true if self.equal?(o)
92
+ self.class == o.class &&
93
+ import_file == o.import_file
94
+ end
95
+
96
+ # @see the `==` method
97
+ # @param [Object] Object to be compared
98
+ def eql?(o)
99
+ self == o
100
+ end
101
+
102
+ # Calculates hash code according to all attributes.
103
+ # @return [Integer] Hash code
104
+ def hash
105
+ [import_file].hash
106
+ end
107
+
108
+ # Builds the object from hash
109
+ # @param [Hash] attributes Model attributes in the form of hash
110
+ # @return [Object] Returns the model itself
111
+ def self.build_from_hash(attributes)
112
+ return nil unless attributes.is_a?(Hash)
113
+ attributes = attributes.transform_keys(&:to_sym)
114
+ transformed_hash = {}
115
+ openapi_types.each_pair do |key, type|
116
+ if attributes.key?(attribute_map[key]) && attributes[attribute_map[key]].nil?
117
+ transformed_hash["#{key}"] = nil
118
+ elsif type =~ /\AArray<(.*)>/i
119
+ # check to ensure the input is an array given that the attribute
120
+ # is documented as an array but the input is not
121
+ if attributes[attribute_map[key]].is_a?(Array)
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+ transformed_hash["#{key}"] = attributes[attribute_map[key]].map { |v| _deserialize($1, v) }
123
+ end
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+ elsif !attributes[attribute_map[key]].nil?
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+ transformed_hash["#{key}"] = _deserialize(type, attributes[attribute_map[key]])
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+ end
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+ end
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+ new(transformed_hash)
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+ end
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+
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+ # Deserializes the data based on type
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+ # @param string type Data type
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+ # @param string value Value to be deserialized
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+ # @return [Object] Deserialized data
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+ def self._deserialize(type, value)
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+ case type.to_sym
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+ when :Time
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+ Time.parse(value)
139
+ when :Date
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+ Date.parse(value)
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+ when :String
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+ value.to_s
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+ when :Integer
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+ value.to_i
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+ when :Float
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+ value.to_f
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+ when :Boolean
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+ if value.to_s =~ /\A(true|t|yes|y|1)\z/i
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+ true
150
+ else
151
+ false
152
+ end
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+ when :Object
154
+ # generic object (usually a Hash), return directly
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+ value
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+ when /\AArray<(?<inner_type>.+)>\z/
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+ inner_type = Regexp.last_match[:inner_type]
158
+ value.map { |v| _deserialize(inner_type, v) }
159
+ when /\AHash<(?<k_type>.+?), (?<v_type>.+)>\z/
160
+ k_type = Regexp.last_match[:k_type]
161
+ v_type = Regexp.last_match[:v_type]
162
+ {}.tap do |hash|
163
+ value.each do |k, v|
164
+ hash[_deserialize(k_type, k)] = _deserialize(v_type, v)
165
+ end
166
+ end
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+ else # model
168
+ # models (e.g. Pet) or oneOf
169
+ klass = DealMakerAPI.const_get(type)
170
+ klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
171
+ end
172
+ end
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+
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+ # Returns the string representation of the object
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+ # @return [String] String presentation of the object
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+ def to_s
177
+ to_hash.to_s
178
+ end
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+
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+ # to_body is an alias to to_hash (backward compatibility)
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+ # @return [Hash] Returns the object in the form of hash
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+ def to_body
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+ to_hash
184
+ end
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+
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+ # Returns the object in the form of hash
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+ # @return [Hash] Returns the object in the form of hash
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+ def to_hash
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+ hash = {}
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+ self.class.attribute_map.each_pair do |attr, param|
191
+ value = self.send(attr)
192
+ if value.nil?
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+ is_nullable = self.class.openapi_nullable.include?(attr)
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+ next if !is_nullable || (is_nullable && !instance_variable_defined?(:"@#{attr}"))
195
+ end
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+
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+ hash[param] = _to_hash(value)
198
+ end
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+ hash
200
+ end
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+
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+ # Outputs non-array value in the form of hash
203
+ # For object, use to_hash. Otherwise, just return the value
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+ # @param [Object] value Any valid value
205
+ # @return [Hash] Returns the value in the form of hash
206
+ def _to_hash(value)
207
+ if value.is_a?(Array)
208
+ value.compact.map { |v| _to_hash(v) }
209
+ elsif value.is_a?(Hash)
210
+ {}.tap do |hash|
211
+ value.each { |k, v| hash[k] = _to_hash(v) }
212
+ end
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+ elsif value.respond_to? :to_hash
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+ value.to_hash
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+ else
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+ value
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+ end
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+ end
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+
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+ end
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+
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+ end
@@ -11,5 +11,5 @@ OpenAPI Generator version: 7.0.0-SNAPSHOT
11
11
  =end
12
12
 
13
13
  module DealMakerAPI
14
- VERSION = '0.83.3'
14
+ VERSION = '0.84.1'
15
15
  end
data/lib/DealMakerAPI.rb CHANGED
@@ -19,6 +19,7 @@ require 'DealMakerAPI/configuration'
19
19
  # Models
20
20
  require 'DealMakerAPI/models/add506c_document_request'
21
21
  require 'DealMakerAPI/models/add_document_request'
22
+ require 'DealMakerAPI/models/bulk_upload_investors_request'
22
23
  require 'DealMakerAPI/models/create_bulk_upload_detail_request'
23
24
  require 'DealMakerAPI/models/create_bulk_upload_request'
24
25
  require 'DealMakerAPI/models/create_company_request'
@@ -84,19 +84,6 @@ describe 'CompanyApi' do
84
84
  end
85
85
  end
86
86
 
87
- # unit tests for get_bulk_upload_details_by_status
88
- # Return bulk upload details grouped by status
89
- # Return bulk upload details grouped by status
90
- # @param company_id
91
- # @param bulk_upload_id
92
- # @param [Hash] opts the optional parameters
93
- # @return [V1EntitiesBulkUploadDetails]
94
- describe 'get_bulk_upload_details_by_status test' do
95
- it 'should work' do
96
- # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
97
- end
98
- end
99
-
100
87
  # unit tests for get_bulk_uploads
101
88
  # Return bulk uploads
102
89
  # Return bulk uploads
@@ -138,4 +125,17 @@ describe 'CompanyApi' do
138
125
  end
139
126
  end
140
127
 
128
+ # unit tests for get_details_errors_grouped
129
+ # Return bulk upload details grouped by status
130
+ # Return bulk upload details grouped by status
131
+ # @param company_id
132
+ # @param bulk_upload_id
133
+ # @param [Hash] opts the optional parameters
134
+ # @return [V1EntitiesBulkUploadDetails]
135
+ describe 'get_details_errors_grouped test' do
136
+ it 'should work' do
137
+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
138
+ end
139
+ end
140
+
141
141
  end
@@ -60,6 +60,19 @@ describe 'InvestorApi' do
60
60
  end
61
61
  end
62
62
 
63
+ # unit tests for bulk_upload_investors
64
+ # Bulk upload investors for deal investor
65
+ # Bulk upload investors
66
+ # @param id The deal id.
67
+ # @param bulk_upload_investors_request
68
+ # @param [Hash] opts the optional parameters
69
+ # @return [V1EntitiesInvestor]
70
+ describe 'bulk_upload_investors test' do
71
+ it 'should work' do
72
+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
73
+ end
74
+ end
75
+
63
76
  # unit tests for create_investor
64
77
  # Create a deal investor
65
78
  # Create a single deal investor.
@@ -0,0 +1,34 @@
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
+ OpenAPI Generator version: 7.0.0-SNAPSHOT
10
+
11
+ =end
12
+
13
+ require 'spec_helper'
14
+ require 'json'
15
+ require 'date'
16
+
17
+ # Unit tests for DealMakerAPI::BulkUploadInvestorsRequest
18
+ # Automatically generated by openapi-generator (https://openapi-generator.tech)
19
+ # Please update as you see appropriate
20
+ describe DealMakerAPI::BulkUploadInvestorsRequest do
21
+ let(:instance) { DealMakerAPI::BulkUploadInvestorsRequest.new }
22
+
23
+ describe 'test an instance of BulkUploadInvestorsRequest' do
24
+ it 'should create an instance of BulkUploadInvestorsRequest' do
25
+ expect(instance).to be_instance_of(DealMakerAPI::BulkUploadInvestorsRequest)
26
+ end
27
+ end
28
+ describe 'test attribute "import_file"' do
29
+ it 'should work' do
30
+ # assertion here. ref: https://rspec.info/features/3-12/rspec-expectations/built-in-matchers/
31
+ end
32
+ end
33
+
34
+ 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: 0.83.3
4
+ version: 0.84.1
5
5
  platform: ruby
6
6
  authors:
7
7
  - DealMaker
8
8
  autorequire:
9
9
  bindir: bin
10
10
  cert_chain: []
11
- date: 2023-07-31 00:00:00.000000000 Z
11
+ date: 2023-08-08 00:00:00.000000000 Z
12
12
  dependencies:
13
13
  - !ruby/object:Gem::Dependency
14
14
  name: typhoeus
@@ -63,6 +63,7 @@ files:
63
63
  - Rakefile
64
64
  - docs/Add506cDocumentRequest.md
65
65
  - docs/AddDocumentRequest.md
66
+ - docs/BulkUploadInvestorsRequest.md
66
67
  - docs/CompanyApi.md
67
68
  - docs/CreateBulkUploadDetailRequest.md
68
69
  - docs/CreateBulkUploadRequest.md
@@ -152,6 +153,7 @@ files:
152
153
  - lib/DealMakerAPI/configuration.rb
153
154
  - lib/DealMakerAPI/models/add506c_document_request.rb
154
155
  - lib/DealMakerAPI/models/add_document_request.rb
156
+ - lib/DealMakerAPI/models/bulk_upload_investors_request.rb
155
157
  - lib/DealMakerAPI/models/create_bulk_upload_detail_request.rb
156
158
  - lib/DealMakerAPI/models/create_bulk_upload_request.rb
157
159
  - lib/DealMakerAPI/models/create_company_request.rb
@@ -231,6 +233,7 @@ files:
231
233
  - spec/configuration_spec.rb
232
234
  - spec/models/add506c_document_request_spec.rb
233
235
  - spec/models/add_document_request_spec.rb
236
+ - spec/models/bulk_upload_investors_request_spec.rb
234
237
  - spec/models/create_bulk_upload_detail_request_spec.rb
235
238
  - spec/models/create_bulk_upload_request_spec.rb
236
239
  - spec/models/create_company_request_spec.rb
@@ -322,82 +325,83 @@ signing_key:
322
325
  specification_version: 4
323
326
  summary: A ruby wrapper for the DealMaker API
324
327
  test_files:
325
- - spec/api/investor_profile_api_spec.rb
326
- - spec/api/deal_setup_api_spec.rb
328
+ - spec/api/company_api_spec.rb
327
329
  - spec/api/shareholder_api_spec.rb
328
- - spec/api/deal_api_spec.rb
329
330
  - spec/api/upload_api_spec.rb
331
+ - spec/api/deal_setup_api_spec.rb
330
332
  - spec/api/investor_api_spec.rb
333
+ - spec/api/investor_profile_api_spec.rb
334
+ - spec/api/deal_api_spec.rb
331
335
  - spec/api/default_api_spec.rb
332
- - spec/api/company_api_spec.rb
333
336
  - spec/api_client_spec.rb
334
337
  - spec/configuration_spec.rb
335
- - spec/models/create_bulk_upload_detail_request_spec.rb
336
- - spec/models/patch_joint_profile_request_spec.rb
337
- - spec/models/v1_entities_bulk_upload_spec.rb
338
- - spec/models/v1_entities_deal_investor_metrics_spec.rb
339
- - spec/models/patch_individual_profile_request_spec.rb
340
- - spec/models/v1_entities_investor_profile_fields_trust_spec.rb
341
- - spec/models/v1_entities_address_spec.rb
342
- - spec/models/v1_entities_attachment_spec.rb
343
- - spec/models/v1_entities_shareholders_tags_spec.rb
344
- - spec/models/v1_entities_investors_spec.rb
345
- - spec/models/v1_entities_subscription_agreement_spec.rb
346
- - spec/models/update_investor_request_spec.rb
347
- - spec/models/v1_entities_webhooks_security_token_spec.rb
348
- - spec/models/v1_entities_company_deals_spec.rb
349
- - spec/models/v1_entities_investor_profile_fields_corporation_spec.rb
350
- - spec/models/v1_entities_deal_enterprise_spec.rb
351
- - spec/models/v1_entities_background_check_search_spec.rb
352
- - spec/models/v1_entities_deal_setup_spec.rb
353
- - spec/models/post_webhooks_request_spec.rb
354
- - spec/models/v1_entities_bulk_upload_details_spec.rb
355
- - spec/models/v1_entities_bulk_uploads_spec.rb
356
- - spec/models/v1_entities_express_wire_instructions_spec.rb
338
+ - spec/models/v1_entities_investor_profile_corporation_spec.rb
339
+ - spec/models/put_webhooks_id_request_spec.rb
357
340
  - spec/models/v1_entities_company_deal_spec.rb
358
- - spec/models/v1_entities_deal_spec.rb
359
- - spec/models/create_individual_profile_request_spec.rb
360
- - spec/models/v1_entities_shareholder_spec.rb
341
+ - spec/models/patch_corporation_profile_request_spec.rb
342
+ - spec/models/create_deal_setup_request_spec.rb
343
+ - spec/models/generate_url_request_spec.rb
361
344
  - spec/models/v1_entities_investor_otp_access_link_spec.rb
362
- - spec/models/add506c_document_request_spec.rb
345
+ - spec/models/v1_entities_webhooks_subscription_deal_spec.rb
346
+ - spec/models/v1_entities_investor_profiles_spec.rb
347
+ - spec/models/v1_entities_bulk_upload_spec.rb
348
+ - spec/models/v1_entities_investor_profile_owner_spec.rb
349
+ - spec/models/v1_entities_shareholders_spec.rb
350
+ - spec/models/add_document_request_spec.rb
351
+ - spec/models/v1_entities_investor_profile_fields_primary_holder_spec.rb
352
+ - spec/models/v1_entities_bulk_uploads_spec.rb
353
+ - spec/models/create_bulk_upload_detail_request_spec.rb
363
354
  - spec/models/v1_entities_bulk_upload_detail_spec.rb
355
+ - spec/models/add506c_document_request_spec.rb
356
+ - spec/models/v1_entities_express_wire_instructions_spec.rb
357
+ - spec/models/v1_entities_investor_profile_item_spec.rb
358
+ - spec/models/v1_entities_company_spec.rb
359
+ - spec/models/create_corporation_profile_request_spec.rb
360
+ - spec/models/v1_entities_investor_profile_fields_account_holder_spec.rb
361
+ - spec/models/bulk_upload_investors_request_spec.rb
364
362
  - spec/models/v1_entities_express_wire_instruction_spec.rb
363
+ - spec/models/v1_entities_investor_profile_trust_spec.rb
364
+ - spec/models/post_webhooks_request_spec.rb
365
+ - spec/models/v1_entities_deal_investor_metrics_spec.rb
366
+ - spec/models/v1_entities_investor_spec.rb
367
+ - spec/models/v1_entities_background_check_search_spec.rb
368
+ - spec/models/v1_entities_investor_profile_individual_spec.rb
369
+ - spec/models/create_bulk_upload_request_spec.rb
370
+ - spec/models/v1_entities_deal_issuer_spec.rb
371
+ - spec/models/v1_entities_investor_profile_fields_trust_spec.rb
372
+ - spec/models/v1_entities_webhooks_deal_spec.rb
365
373
  - spec/models/v1_entities_addresses_spec.rb
374
+ - spec/models/v1_entities_bulk_upload_details_spec.rb
375
+ - spec/models/v1_entities_attachment_spec.rb
366
376
  - spec/models/v1_entities_webhooks_subscription_spec.rb
367
- - spec/models/create_bulk_upload_request_spec.rb
368
- - spec/models/v1_entities_investor_profile_joint_spec.rb
369
- - spec/models/v1_entities_investor_profile_fields_primary_holder_spec.rb
370
- - spec/models/v1_entities_company_spec.rb
371
- - spec/models/v1_entities_investor_spec.rb
372
- - spec/models/v1_entities_investor_user_spec.rb
373
- - spec/models/v1_entities_shareholders_spec.rb
374
- - spec/models/v1_entities_investor_profile_owner_spec.rb
375
- - spec/models/add_document_request_spec.rb
377
+ - spec/models/v1_entities_deal_setup_spec.rb
376
378
  - spec/models/edit_investor_tags_request_spec.rb
377
- - spec/models/generate_url_request_spec.rb
378
- - spec/models/v1_entities_investor_profile_address_spec.rb
379
- - spec/models/create_investor_request_spec.rb
380
- - spec/models/v1_entities_deal_funding_metrics_spec.rb
379
+ - spec/models/v1_entities_deal_setup_user_spec.rb
380
+ - spec/models/v1_entities_investor_user_spec.rb
381
381
  - spec/models/v1_entities_webhooks_subscription_deals_spec.rb
382
- - spec/models/v1_entities_webhooks_deal_spec.rb
382
+ - spec/models/v1_entities_investors_spec.rb
383
383
  - spec/models/patch_investor_request_spec.rb
384
- - spec/models/create_corporation_profile_request_spec.rb
385
- - spec/models/put_webhooks_id_request_spec.rb
386
- - spec/models/v1_entities_investor_profile_fields_account_holder_spec.rb
387
- - spec/models/patch_trust_profile_request_spec.rb
388
- - spec/models/create_joint_profile_request_spec.rb
384
+ - spec/models/v1_entities_investor_profile_address_spec.rb
385
+ - spec/models/v1_entities_deal_spec.rb
386
+ - spec/models/v1_entities_address_spec.rb
389
387
  - spec/models/v1_entities_deals_spec.rb
390
- - spec/models/v1_entities_deal_issuer_spec.rb
391
- - spec/models/create_deal_setup_request_spec.rb
388
+ - spec/models/create_investor_request_spec.rb
389
+ - spec/models/v1_entities_shareholders_tags_spec.rb
390
+ - spec/models/v1_entities_subscription_agreement_spec.rb
392
391
  - spec/models/create_company_request_spec.rb
393
- - spec/models/create_trust_profile_request_spec.rb
394
- - spec/models/v1_entities_webhooks_subscription_deal_spec.rb
395
- - spec/models/patch_corporation_profile_request_spec.rb
396
- - spec/models/v1_entities_investor_profile_corporation_spec.rb
397
- - spec/models/v1_entities_deal_setup_user_spec.rb
398
- - spec/models/v1_entities_investor_profile_trust_spec.rb
399
- - spec/models/v1_entities_investor_profile_item_spec.rb
392
+ - spec/models/v1_entities_shareholder_spec.rb
400
393
  - spec/models/v1_entities_presigned_url_result_spec.rb
401
- - spec/models/v1_entities_investor_profile_individual_spec.rb
402
- - spec/models/v1_entities_investor_profiles_spec.rb
394
+ - spec/models/create_individual_profile_request_spec.rb
395
+ - spec/models/patch_individual_profile_request_spec.rb
396
+ - spec/models/create_joint_profile_request_spec.rb
397
+ - spec/models/v1_entities_company_deals_spec.rb
398
+ - spec/models/v1_entities_investor_profile_joint_spec.rb
399
+ - spec/models/create_trust_profile_request_spec.rb
400
+ - spec/models/v1_entities_webhooks_security_token_spec.rb
401
+ - spec/models/patch_joint_profile_request_spec.rb
402
+ - spec/models/update_investor_request_spec.rb
403
+ - spec/models/v1_entities_investor_profile_fields_corporation_spec.rb
404
+ - spec/models/v1_entities_deal_funding_metrics_spec.rb
405
+ - spec/models/patch_trust_profile_request_spec.rb
406
+ - spec/models/v1_entities_deal_enterprise_spec.rb
403
407
  - spec/spec_helper.rb