DealMakerAPI 0.84.1 → 0.85.2
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +4 -4
- data/README.md +12 -6
- data/docs/BulkUploadInvestorsRequest.md +3 -1
- data/docs/CompanyApi.md +162 -14
- data/docs/CreateBulkUploadRequest.md +5 -1
- data/docs/CreateCorporationProfileRequest.md +2 -2
- data/docs/CreateShareholderActionRequest.md +20 -0
- data/docs/CreateTrustProfileRequest.md +2 -2
- data/docs/DealsApi.md +75 -0
- data/docs/InvestorProfileApi.md +6 -8
- data/docs/PatchCorporationProfileRequest.md +27 -1
- data/docs/PutDealsIdScriptTagEnvironmentRequest.md +18 -0
- data/docs/V1EntitiesBulkUpload.md +6 -0
- data/docs/V1EntitiesBulkUploadDetail.md +2 -0
- data/docs/V1EntitiesDealIssuer.md +3 -1
- data/docs/V1EntitiesGenericResponse.md +20 -0
- data/docs/V1EntitiesInvestor.md +1 -1
- data/lib/DealMakerAPI/api/company_api.rb +171 -13
- data/lib/DealMakerAPI/api/deals_api.rb +94 -0
- data/lib/DealMakerAPI/api/investor_profile_api.rb +10 -6
- data/lib/DealMakerAPI/models/bulk_upload_investors_request.rb +14 -4
- data/lib/DealMakerAPI/models/create_bulk_upload_request.rb +38 -4
- data/lib/DealMakerAPI/models/create_corporation_profile_request.rb +8 -8
- data/lib/DealMakerAPI/models/create_individual_profile_request.rb +2 -2
- data/lib/DealMakerAPI/models/create_joint_profile_request.rb +2 -2
- data/lib/DealMakerAPI/models/create_shareholder_action_request.rb +239 -0
- data/lib/DealMakerAPI/models/create_trust_profile_request.rb +8 -8
- data/lib/DealMakerAPI/models/patch_corporation_profile_request.rb +167 -4
- data/lib/DealMakerAPI/models/patch_individual_profile_request.rb +2 -2
- data/lib/DealMakerAPI/models/patch_joint_profile_request.rb +2 -2
- data/lib/DealMakerAPI/models/put_deals_id_script_tag_environment_request.rb +222 -0
- data/lib/DealMakerAPI/models/v1_entities_bulk_upload.rb +31 -1
- data/lib/DealMakerAPI/models/v1_entities_bulk_upload_detail.rb +11 -1
- data/lib/DealMakerAPI/models/v1_entities_deal_issuer.rb +14 -4
- data/lib/DealMakerAPI/models/v1_entities_generic_response.rb +226 -0
- data/lib/DealMakerAPI/models/v1_entities_investor.rb +1 -1
- data/lib/DealMakerAPI/version.rb +1 -1
- data/lib/DealMakerAPI.rb +4 -0
- data/spec/api/company_api_spec.rb +34 -4
- data/spec/api/deals_api_spec.rb +48 -0
- data/spec/api/investor_profile_api_spec.rb +1 -1
- data/spec/models/bulk_upload_investors_request_spec.rb +6 -0
- data/spec/models/create_bulk_upload_request_spec.rb +12 -0
- data/spec/models/create_corporation_profile_request_spec.rb +1 -1
- data/spec/models/create_individual_profile_request_spec.rb +1 -1
- data/spec/models/create_joint_profile_request_spec.rb +1 -1
- data/spec/models/create_shareholder_action_request_spec.rb +40 -0
- data/spec/models/create_trust_profile_request_spec.rb +1 -1
- data/spec/models/patch_corporation_profile_request_spec.rb +78 -0
- data/spec/models/patch_individual_profile_request_spec.rb +1 -1
- data/spec/models/patch_joint_profile_request_spec.rb +1 -1
- data/spec/models/put_deals_id_script_tag_environment_request_spec.rb +34 -0
- data/spec/models/v1_entities_bulk_upload_detail_spec.rb +6 -0
- data/spec/models/v1_entities_bulk_upload_spec.rb +18 -0
- data/spec/models/v1_entities_deal_issuer_spec.rb +6 -0
- data/spec/models/v1_entities_generic_response_spec.rb +40 -0
- metadata +80 -64
checksums.yaml
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---
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SHA256:
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metadata.gz:
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data.tar.gz:
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metadata.gz: cb37ad585e33d769b70459e36987626c1e9c00be5f396336aabd2dbc7ddb4e8d
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data.tar.gz: c74756141f3f486d16ef845ba1ef180048ecc246965413f63c590d2bb9e211fc
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metadata.gz: 1814189fc6909ceedfad3fae0122a7e8d410f7afa98e0f173b93c050c747e3df2629deb14d6b031b9dc82bed7ce9eb3513ef077d4351fadc92358df384b5d977
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data.tar.gz: 9745cca984f31ee38e5bc47583afd17cfaf9df686748b3b0f77d6f264810fed5f8b5273c799d21edcfd67c0d381bea8868fd32de810a98442fede4aaf1ef3121
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data/README.md
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@@ -338,7 +338,7 @@ Given the high number of updates our platform performs on any investor, we’ve
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This SDK is automatically generated by the [OpenAPI Generator](https://openapi-generator.tech) project:
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- API version: 1.75.0
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- Package version: 0.
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- Package version: 0.85.2
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- Build package: org.openapitools.codegen.languages.RubyClientCodegen
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## Installation
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Then either install the gem locally:
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```shell
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gem install ./DealMakerAPI-0.
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gem install ./DealMakerAPI-0.85.2.gem
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```
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(for development, run `gem install --dev ./DealMakerAPI-0.
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(for development, run `gem install --dev ./DealMakerAPI-0.85.2.gem` to install the development dependencies)
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or publish the gem to a gem hosting service, e.g. [RubyGems](https://rubygems.org/).
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Finally add this to the Gemfile:
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gem 'DealMakerAPI', '~> 0.
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gem 'DealMakerAPI', '~> 0.85.2'
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### Install from Git
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api_instance = DealMakerAPI::CompanyApi.new
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id = 56 # Integer | The company id
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create_bulk_upload_request = DealMakerAPI::CreateBulkUploadRequest.new({file_identifier: 'file_identifier_example', document_type: 'document_type_example', upload_name: 'upload_name_example'}) # CreateBulkUploadRequest |
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create_bulk_upload_request = DealMakerAPI::CreateBulkUploadRequest.new({file_identifier: 'file_identifier_example', document_type: 'document_type_example', upload_name: 'upload_name_example', send_notification: false, notification_message: 'notification_message_example'}) # CreateBulkUploadRequest |
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begin
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#Create bulk upload record
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*DealMakerAPI::CompanyApi* | [**create_bulk_upload**](docs/CompanyApi.md#create_bulk_upload) | **POST** /companies/{id}/documents/bulk_uploads | Create bulk upload record
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*DealMakerAPI::CompanyApi* | [**create_bulk_upload_detail**](docs/CompanyApi.md#create_bulk_upload_detail) | **POST** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details | Create a BulkUploadDetail class record
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*DealMakerAPI::CompanyApi* | [**create_company**](docs/CompanyApi.md#create_company) | **POST** /companies | Create new company
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*DealMakerAPI::CompanyApi* | [**
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*DealMakerAPI::CompanyApi* | [**create_shareholder_action**](docs/CompanyApi.md#create_shareholder_action) | **POST** /companies/{company_id}/shareholders/{shareholder_id}/actions | Create a shareholder action
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*DealMakerAPI::CompanyApi* | [**get_bulk_upload**](docs/CompanyApi.md#get_bulk_upload) | **GET** /companies/{id}/documents/bulk_uploads/{bulk_upload_id} | Return a given bulk upload by id
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*DealMakerAPI::CompanyApi* | [**get_bulk_upload_details_errors**](docs/CompanyApi.md#get_bulk_upload_details_errors) | **GET** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details/errors | Returns a full list of details with errors of the given bulk upload ordered by status desc and id asc
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*DealMakerAPI::CompanyApi* | [**get_bulk_uploads**](docs/CompanyApi.md#get_bulk_uploads) | **GET** /companies/{id}/documents/bulk_uploads | Return bulk uploads
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*DealMakerAPI::CompanyApi* | [**get_companies**](docs/CompanyApi.md#get_companies) | **GET** /companies | Get list of Companies
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*DealMakerAPI::CompanyApi* | [**get_company**](docs/CompanyApi.md#get_company) | **GET** /companies/{id} | Get a Company
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*DealMakerAPI::DealApi* | [**get_deal**](docs/DealApi.md#get_deal) | **GET** /deals/{id} | Get deal by Deal ID
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*DealMakerAPI::DealApi* | [**list_deals**](docs/DealApi.md#list_deals) | **GET** /deals | List available deals
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*DealMakerAPI::DealSetupApi* | [**create_deal_setup**](docs/DealSetupApi.md#create_deal_setup) | **POST** /deal_setups | Create deal setup
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*DealMakerAPI::DealsApi* | [**put_deals_id_script_tag_environment**](docs/DealsApi.md#put_deals_id_script_tag_environment) | **PUT** /deals/{id}/script_tag_environment | Update script tag environment for the deal.
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*DealMakerAPI::DefaultApi* | [**get_deals_id_investors_investor_id_payments_express_wire_instructions**](docs/DefaultApi.md#get_deals_id_investors_investor_id_payments_express_wire_instructions) | **GET** /deals/{id}/investors/{investor_id}/payments/express_wire/instructions | Displays the express wire instructions for an investor on a deal
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*DealMakerAPI::DefaultApi* | [**get_deals_id_investors_payments_express_wire_instructions**](docs/DefaultApi.md#get_deals_id_investors_payments_express_wire_instructions) | **GET** /deals/{id}/investors/payments/express_wire/instructions | Displays the express wire instructions for all the investors on a deal
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*DealMakerAPI::DefaultApi* | [**get_webhooks**](docs/DefaultApi.md#get_webhooks) | **GET** /webhooks | Returns a list of webhook subscription which is associated to the user
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- [DealMakerAPI::CreateIndividualProfileRequest](docs/CreateIndividualProfileRequest.md)
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- [DealMakerAPI::CreateInvestorRequest](docs/CreateInvestorRequest.md)
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- [DealMakerAPI::CreateJointProfileRequest](docs/CreateJointProfileRequest.md)
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- [DealMakerAPI::CreateShareholderActionRequest](docs/CreateShareholderActionRequest.md)
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- [DealMakerAPI::CreateTrustProfileRequest](docs/CreateTrustProfileRequest.md)
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- [DealMakerAPI::EditInvestorTagsRequest](docs/EditInvestorTagsRequest.md)
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- [DealMakerAPI::GenerateUrlRequest](docs/GenerateUrlRequest.md)
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- [DealMakerAPI::PatchJointProfileRequest](docs/PatchJointProfileRequest.md)
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- [DealMakerAPI::PatchTrustProfileRequest](docs/PatchTrustProfileRequest.md)
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- [DealMakerAPI::PostWebhooksRequest](docs/PostWebhooksRequest.md)
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- [DealMakerAPI::PutDealsIdScriptTagEnvironmentRequest](docs/PutDealsIdScriptTagEnvironmentRequest.md)
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- [DealMakerAPI::PutWebhooksIdRequest](docs/PutWebhooksIdRequest.md)
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- [DealMakerAPI::UpdateInvestorRequest](docs/UpdateInvestorRequest.md)
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- [DealMakerAPI::V1EntitiesAddress](docs/V1EntitiesAddress.md)
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- [DealMakerAPI::V1EntitiesDeals](docs/V1EntitiesDeals.md)
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- [DealMakerAPI::V1EntitiesExpressWireInstruction](docs/V1EntitiesExpressWireInstruction.md)
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- [DealMakerAPI::V1EntitiesExpressWireInstructions](docs/V1EntitiesExpressWireInstructions.md)
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- [DealMakerAPI::V1EntitiesGenericResponse](docs/V1EntitiesGenericResponse.md)
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- [DealMakerAPI::V1EntitiesInvestor](docs/V1EntitiesInvestor.md)
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- [DealMakerAPI::V1EntitiesInvestorOtpAccessLink](docs/V1EntitiesInvestorOtpAccessLink.md)
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- [DealMakerAPI::V1EntitiesInvestorProfileAddress](docs/V1EntitiesInvestorProfileAddress.md)
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| Name | Type | Description | Notes |
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| ---- | ---- | ----------- | ----- |
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| **import_file** | **File** | The CSV file with data to upload. | |
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| **alerts_email** | **String** | The email to send alerts to. | [optional] |
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## Example
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require 'DealMakerAPI'
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instance = DealMakerAPI::BulkUploadInvestorsRequest.new(
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import_file: null
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import_file: null,
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alerts_email: null
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)
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```
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data/docs/CompanyApi.md
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| [**create_bulk_upload**](CompanyApi.md#create_bulk_upload) | **POST** /companies/{id}/documents/bulk_uploads | Create bulk upload record |
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| [**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 |
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| [**create_company**](CompanyApi.md#create_company) | **POST** /companies | Create new company |
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| [**create_shareholder_action**](CompanyApi.md#create_shareholder_action) | **POST** /companies/{company_id}/shareholders/{shareholder_id}/actions | Create a shareholder action |
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| [**get_bulk_upload**](CompanyApi.md#get_bulk_upload) | **GET** /companies/{id}/documents/bulk_uploads/{bulk_upload_id} | Return a given bulk upload by id |
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| [**get_bulk_upload_details_errors**](CompanyApi.md#get_bulk_upload_details_errors) | **GET** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details/errors | Returns a full list of details with errors of the given bulk upload ordered by status desc and id asc |
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| [**get_bulk_uploads**](CompanyApi.md#get_bulk_uploads) | **GET** /companies/{id}/documents/bulk_uploads | Return bulk uploads |
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| [**get_companies**](CompanyApi.md#get_companies) | **GET** /companies | Get list of Companies |
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| [**get_company**](CompanyApi.md#get_company) | **GET** /companies/{id} | Get a Company |
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api_instance = DealMakerAPI::CompanyApi.new
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id = 56 # Integer | The company id
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create_bulk_upload_request = DealMakerAPI::CreateBulkUploadRequest.new({file_identifier: 'file_identifier_example', document_type: 'document_type_example', upload_name: 'upload_name_example'}) # CreateBulkUploadRequest |
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create_bulk_upload_request = DealMakerAPI::CreateBulkUploadRequest.new({file_identifier: 'file_identifier_example', document_type: 'document_type_example', upload_name: 'upload_name_example', send_notification: false, notification_message: 'notification_message_example'}) # CreateBulkUploadRequest |
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begin
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# Create bulk upload record
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- **Accept**: application/json
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> <V1EntitiesGenericResponse> create_shareholder_action(company_id, shareholder_id, create_shareholder_action_request)
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Create a shareholder action
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### Examples
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```ruby
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require 'time'
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require 'DealMakerAPI'
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# setup authorization
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DealMakerAPI.configure do |config|end
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api_instance = DealMakerAPI::CompanyApi.new
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company_id = 56 # Integer | The company id
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shareholder_id = 56 # Integer | The shareholder id
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create_shareholder_action_request = DealMakerAPI::CreateShareholderActionRequest.new({request_type: 'request_type_example', description: 'description_example'}) # CreateShareholderActionRequest |
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begin
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# Create a shareholder action
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result = api_instance.create_shareholder_action(company_id, shareholder_id, create_shareholder_action_request)
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p result
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling CompanyApi->create_shareholder_action: #{e}"
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end
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```
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#### Using the create_shareholder_action_with_http_info variant
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This returns an Array which contains the response data, status code and headers.
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> <Array(<V1EntitiesGenericResponse>, Integer, Hash)> create_shareholder_action_with_http_info(company_id, shareholder_id, create_shareholder_action_request)
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```ruby
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begin
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# Create a shareholder action
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data, status_code, headers = api_instance.create_shareholder_action_with_http_info(company_id, shareholder_id, create_shareholder_action_request)
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p status_code # => 2xx
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p headers # => { ... }
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p data # => <V1EntitiesGenericResponse>
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling CompanyApi->create_shareholder_action_with_http_info: #{e}"
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end
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```
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### Parameters
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| Name | Type | Description | Notes |
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| ---- | ---- | ----------- | ----- |
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| **company_id** | **Integer** | The company id | |
|
|
276
|
+
| **shareholder_id** | **Integer** | The shareholder id | |
|
|
277
|
+
| **create_shareholder_action_request** | [**CreateShareholderActionRequest**](CreateShareholderActionRequest.md) | | |
|
|
278
|
+
|
|
279
|
+
### Return type
|
|
280
|
+
|
|
281
|
+
[**V1EntitiesGenericResponse**](V1EntitiesGenericResponse.md)
|
|
282
|
+
|
|
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|
+
### Authorization
|
|
284
|
+
|
|
285
|
+
No authorization required
|
|
286
|
+
|
|
287
|
+
### HTTP request headers
|
|
288
|
+
|
|
289
|
+
- **Content-Type**: application/json
|
|
290
|
+
- **Accept**: application/json
|
|
291
|
+
|
|
292
|
+
|
|
293
|
+
## get_bulk_upload
|
|
294
|
+
|
|
295
|
+
> <V1EntitiesBulkUpload> get_bulk_upload(id, bulk_upload_id, opts)
|
|
296
|
+
|
|
297
|
+
Return a given bulk upload by id
|
|
298
|
+
|
|
299
|
+
Return a given bulk upload by id
|
|
300
|
+
|
|
301
|
+
### Examples
|
|
302
|
+
|
|
303
|
+
```ruby
|
|
304
|
+
require 'time'
|
|
305
|
+
require 'DealMakerAPI'
|
|
306
|
+
# setup authorization
|
|
307
|
+
DealMakerAPI.configure do |config|end
|
|
308
|
+
|
|
309
|
+
api_instance = DealMakerAPI::CompanyApi.new
|
|
310
|
+
id = 56 # Integer |
|
|
311
|
+
bulk_upload_id = 56 # Integer |
|
|
312
|
+
opts = {
|
|
313
|
+
page: 56, # Integer | Page offset to fetch.
|
|
314
|
+
per_page: 56, # Integer | Number of results to return per page.
|
|
315
|
+
offset: 56 # Integer | Pad a number of results.
|
|
316
|
+
}
|
|
317
|
+
|
|
318
|
+
begin
|
|
319
|
+
# Return a given bulk upload by id
|
|
320
|
+
result = api_instance.get_bulk_upload(id, bulk_upload_id, opts)
|
|
321
|
+
p result
|
|
322
|
+
rescue DealMakerAPI::ApiError => e
|
|
323
|
+
puts "Error when calling CompanyApi->get_bulk_upload: #{e}"
|
|
324
|
+
end
|
|
325
|
+
```
|
|
326
|
+
|
|
327
|
+
#### Using the get_bulk_upload_with_http_info variant
|
|
328
|
+
|
|
329
|
+
This returns an Array which contains the response data, status code and headers.
|
|
330
|
+
|
|
331
|
+
> <Array(<V1EntitiesBulkUpload>, Integer, Hash)> get_bulk_upload_with_http_info(id, bulk_upload_id, opts)
|
|
332
|
+
|
|
333
|
+
```ruby
|
|
334
|
+
begin
|
|
335
|
+
# Return a given bulk upload by id
|
|
336
|
+
data, status_code, headers = api_instance.get_bulk_upload_with_http_info(id, bulk_upload_id, opts)
|
|
337
|
+
p status_code # => 2xx
|
|
338
|
+
p headers # => { ... }
|
|
339
|
+
p data # => <V1EntitiesBulkUpload>
|
|
340
|
+
rescue DealMakerAPI::ApiError => e
|
|
341
|
+
puts "Error when calling CompanyApi->get_bulk_upload_with_http_info: #{e}"
|
|
342
|
+
end
|
|
343
|
+
```
|
|
344
|
+
|
|
345
|
+
### Parameters
|
|
346
|
+
|
|
347
|
+
| Name | Type | Description | Notes |
|
|
348
|
+
| ---- | ---- | ----------- | ----- |
|
|
349
|
+
| **id** | **Integer** | | |
|
|
350
|
+
| **bulk_upload_id** | **Integer** | | |
|
|
351
|
+
| **page** | **Integer** | Page offset to fetch. | [optional][default to 1] |
|
|
352
|
+
| **per_page** | **Integer** | Number of results to return per page. | [optional][default to 25] |
|
|
353
|
+
| **offset** | **Integer** | Pad a number of results. | [optional][default to 0] |
|
|
354
|
+
|
|
355
|
+
### Return type
|
|
356
|
+
|
|
357
|
+
[**V1EntitiesBulkUpload**](V1EntitiesBulkUpload.md)
|
|
358
|
+
|
|
359
|
+
### Authorization
|
|
360
|
+
|
|
361
|
+
No authorization required
|
|
362
|
+
|
|
363
|
+
### HTTP request headers
|
|
364
|
+
|
|
365
|
+
- **Content-Type**: Not defined
|
|
366
|
+
- **Accept**: application/json
|
|
367
|
+
|
|
368
|
+
|
|
369
|
+
## get_bulk_upload_details_errors
|
|
370
|
+
|
|
371
|
+
> <V1EntitiesBulkUploadDetails> get_bulk_upload_details_errors(company_id, bulk_upload_id)
|
|
372
|
+
|
|
373
|
+
Returns a full list of details with errors of the given bulk upload ordered by status desc and id asc
|
|
374
|
+
|
|
375
|
+
Returns a full list of details with errors of the given bulk upload
|
|
228
376
|
|
|
229
377
|
### Examples
|
|
230
378
|
|
|
@@ -239,29 +387,29 @@ company_id = 56 # Integer |
|
|
|
239
387
|
bulk_upload_id = 56 # Integer |
|
|
240
388
|
|
|
241
389
|
begin
|
|
242
|
-
#
|
|
243
|
-
result = api_instance.
|
|
390
|
+
# Returns a full list of details with errors of the given bulk upload ordered by status desc and id asc
|
|
391
|
+
result = api_instance.get_bulk_upload_details_errors(company_id, bulk_upload_id)
|
|
244
392
|
p result
|
|
245
393
|
rescue DealMakerAPI::ApiError => e
|
|
246
|
-
puts "Error when calling CompanyApi->
|
|
394
|
+
puts "Error when calling CompanyApi->get_bulk_upload_details_errors: #{e}"
|
|
247
395
|
end
|
|
248
396
|
```
|
|
249
397
|
|
|
250
|
-
#### Using the
|
|
398
|
+
#### Using the get_bulk_upload_details_errors_with_http_info variant
|
|
251
399
|
|
|
252
400
|
This returns an Array which contains the response data, status code and headers.
|
|
253
401
|
|
|
254
|
-
> <Array(<V1EntitiesBulkUploadDetails>, Integer, Hash)>
|
|
402
|
+
> <Array(<V1EntitiesBulkUploadDetails>, Integer, Hash)> get_bulk_upload_details_errors_with_http_info(company_id, bulk_upload_id)
|
|
255
403
|
|
|
256
404
|
```ruby
|
|
257
405
|
begin
|
|
258
|
-
#
|
|
259
|
-
data, status_code, headers = api_instance.
|
|
406
|
+
# Returns a full list of details with errors of the given bulk upload ordered by status desc and id asc
|
|
407
|
+
data, status_code, headers = api_instance.get_bulk_upload_details_errors_with_http_info(company_id, bulk_upload_id)
|
|
260
408
|
p status_code # => 2xx
|
|
261
409
|
p headers # => { ... }
|
|
262
410
|
p data # => <V1EntitiesBulkUploadDetails>
|
|
263
411
|
rescue DealMakerAPI::ApiError => e
|
|
264
|
-
puts "Error when calling CompanyApi->
|
|
412
|
+
puts "Error when calling CompanyApi->get_bulk_upload_details_errors_with_http_info: #{e}"
|
|
265
413
|
end
|
|
266
414
|
```
|
|
267
415
|
|
|
@@ -7,6 +7,8 @@
|
|
|
7
7
|
| **file_identifier** | **String** | The file identifier | |
|
|
8
8
|
| **document_type** | **String** | The document type | |
|
|
9
9
|
| **upload_name** | **String** | The bulk upload name | |
|
|
10
|
+
| **send_notification** | **Boolean** | Send notification to the user | |
|
|
11
|
+
| **notification_message** | **String** | Notification message | |
|
|
10
12
|
|
|
11
13
|
## Example
|
|
12
14
|
|
|
@@ -16,7 +18,9 @@ require 'DealMakerAPI'
|
|
|
16
18
|
instance = DealMakerAPI::CreateBulkUploadRequest.new(
|
|
17
19
|
file_identifier: null,
|
|
18
20
|
document_type: null,
|
|
19
|
-
upload_name: null
|
|
21
|
+
upload_name: null,
|
|
22
|
+
send_notification: null,
|
|
23
|
+
notification_message: null
|
|
20
24
|
)
|
|
21
25
|
```
|
|
22
26
|
|
|
@@ -35,7 +35,7 @@
|
|
|
35
35
|
| **beneficial_owners_suffix** | **Array<String>** | The list of suffixes for the beneficial owners. | [optional] |
|
|
36
36
|
| **beneficial_owners_country** | **Array<String>** | The list of countries for the beneficial owners (required for beneficial owner 1). | [optional] |
|
|
37
37
|
| **beneficial_owners_street_address** | **Array<String>** | The list of street addresses for the beneficial owners (required for beneficial owner 1). | [optional] |
|
|
38
|
-
| **
|
|
38
|
+
| **beneficial_owners_unit2** | **Array<String>** | The list of street address line 2 for the beneficial owners. | [optional] |
|
|
39
39
|
| **beneficial_owners_city** | **Array<String>** | The list of cities for the beneficial owners (required for beneficial owner 1). | [optional] |
|
|
40
40
|
| **beneficial_owners_region** | **Array<String>** | The list of region or states for the beneficial owners (required for beneficial owner 1). | [optional] |
|
|
41
41
|
| **beneficial_owners_postal_code** | **Array<String>** | The list of postal codes or zipcodes for the beneficial owners (required for beneficial owner 1). | [optional] |
|
|
@@ -79,7 +79,7 @@ instance = DealMakerAPI::CreateCorporationProfileRequest.new(
|
|
|
79
79
|
beneficial_owners_suffix: null,
|
|
80
80
|
beneficial_owners_country: null,
|
|
81
81
|
beneficial_owners_street_address: null,
|
|
82
|
-
|
|
82
|
+
beneficial_owners_unit2: null,
|
|
83
83
|
beneficial_owners_city: null,
|
|
84
84
|
beneficial_owners_region: null,
|
|
85
85
|
beneficial_owners_postal_code: null,
|
|
@@ -0,0 +1,20 @@
|
|
|
1
|
+
# DealMakerAPI::CreateShareholderActionRequest
|
|
2
|
+
|
|
3
|
+
## Properties
|
|
4
|
+
|
|
5
|
+
| Name | Type | Description | Notes |
|
|
6
|
+
| ---- | ---- | ----------- | ----- |
|
|
7
|
+
| **request_type** | **String** | The request type of the shareholder action | |
|
|
8
|
+
| **description** | **String** | The description of the shareholder action | |
|
|
9
|
+
|
|
10
|
+
## Example
|
|
11
|
+
|
|
12
|
+
```ruby
|
|
13
|
+
require 'DealMakerAPI'
|
|
14
|
+
|
|
15
|
+
instance = DealMakerAPI::CreateShareholderActionRequest.new(
|
|
16
|
+
request_type: null,
|
|
17
|
+
description: null
|
|
18
|
+
)
|
|
19
|
+
```
|
|
20
|
+
|
|
@@ -24,7 +24,7 @@
|
|
|
24
24
|
| **trustees_suffix** | **Array<String>** | The list of suffixes for the trustees. | [optional] |
|
|
25
25
|
| **trustees_country** | **Array<String>** | The list of countries for the trustees (required for trustee 1). | [optional] |
|
|
26
26
|
| **trustees_street_address** | **Array<String>** | The list of street addresses for the trustees (required for trustee 1). | [optional] |
|
|
27
|
-
| **
|
|
27
|
+
| **trustees_unit2** | **Array<String>** | The list of street address line 2 for the trustees. | [optional] |
|
|
28
28
|
| **trustees_city** | **Array<String>** | The list of cities for the trustees (required for trustee 1). | [optional] |
|
|
29
29
|
| **trustees_region** | **Array<String>** | The list of regions or states for the trustees (required for trustee 1). | [optional] |
|
|
30
30
|
| **trustees_postal_code** | **Array<String>** | The list of postal codes or zipcodes for the trustees (required) for trustee 1. | [optional] |
|
|
@@ -57,7 +57,7 @@ instance = DealMakerAPI::CreateTrustProfileRequest.new(
|
|
|
57
57
|
trustees_suffix: null,
|
|
58
58
|
trustees_country: null,
|
|
59
59
|
trustees_street_address: null,
|
|
60
|
-
|
|
60
|
+
trustees_unit2: null,
|
|
61
61
|
trustees_city: null,
|
|
62
62
|
trustees_region: null,
|
|
63
63
|
trustees_postal_code: null,
|
data/docs/DealsApi.md
ADDED
|
@@ -0,0 +1,75 @@
|
|
|
1
|
+
# DealMakerAPI::DealsApi
|
|
2
|
+
|
|
3
|
+
All URIs are relative to *http://api.dealmaker.tech*
|
|
4
|
+
|
|
5
|
+
| Method | HTTP request | Description |
|
|
6
|
+
| ------ | ------------ | ----------- |
|
|
7
|
+
| [**put_deals_id_script_tag_environment**](DealsApi.md#put_deals_id_script_tag_environment) | **PUT** /deals/{id}/script_tag_environment | Update script tag environment for the deal. |
|
|
8
|
+
|
|
9
|
+
|
|
10
|
+
## put_deals_id_script_tag_environment
|
|
11
|
+
|
|
12
|
+
> put_deals_id_script_tag_environment(id, put_deals_id_script_tag_environment_request)
|
|
13
|
+
|
|
14
|
+
Update script tag environment for the deal.
|
|
15
|
+
|
|
16
|
+
Update script tag environment for the deal.
|
|
17
|
+
|
|
18
|
+
### Examples
|
|
19
|
+
|
|
20
|
+
```ruby
|
|
21
|
+
require 'time'
|
|
22
|
+
require 'DealMakerAPI'
|
|
23
|
+
# setup authorization
|
|
24
|
+
DealMakerAPI.configure do |config|end
|
|
25
|
+
|
|
26
|
+
api_instance = DealMakerAPI::DealsApi.new
|
|
27
|
+
id = 56 # Integer | The deal id.
|
|
28
|
+
put_deals_id_script_tag_environment_request = DealMakerAPI::PutDealsIdScriptTagEnvironmentRequest.new({is_production: false}) # PutDealsIdScriptTagEnvironmentRequest |
|
|
29
|
+
|
|
30
|
+
begin
|
|
31
|
+
# Update script tag environment for the deal.
|
|
32
|
+
api_instance.put_deals_id_script_tag_environment(id, put_deals_id_script_tag_environment_request)
|
|
33
|
+
rescue DealMakerAPI::ApiError => e
|
|
34
|
+
puts "Error when calling DealsApi->put_deals_id_script_tag_environment: #{e}"
|
|
35
|
+
end
|
|
36
|
+
```
|
|
37
|
+
|
|
38
|
+
#### Using the put_deals_id_script_tag_environment_with_http_info variant
|
|
39
|
+
|
|
40
|
+
This returns an Array which contains the response data (`nil` in this case), status code and headers.
|
|
41
|
+
|
|
42
|
+
> <Array(nil, Integer, Hash)> put_deals_id_script_tag_environment_with_http_info(id, put_deals_id_script_tag_environment_request)
|
|
43
|
+
|
|
44
|
+
```ruby
|
|
45
|
+
begin
|
|
46
|
+
# Update script tag environment for the deal.
|
|
47
|
+
data, status_code, headers = api_instance.put_deals_id_script_tag_environment_with_http_info(id, put_deals_id_script_tag_environment_request)
|
|
48
|
+
p status_code # => 2xx
|
|
49
|
+
p headers # => { ... }
|
|
50
|
+
p data # => nil
|
|
51
|
+
rescue DealMakerAPI::ApiError => e
|
|
52
|
+
puts "Error when calling DealsApi->put_deals_id_script_tag_environment_with_http_info: #{e}"
|
|
53
|
+
end
|
|
54
|
+
```
|
|
55
|
+
|
|
56
|
+
### Parameters
|
|
57
|
+
|
|
58
|
+
| Name | Type | Description | Notes |
|
|
59
|
+
| ---- | ---- | ----------- | ----- |
|
|
60
|
+
| **id** | **Integer** | The deal id. | |
|
|
61
|
+
| **put_deals_id_script_tag_environment_request** | [**PutDealsIdScriptTagEnvironmentRequest**](PutDealsIdScriptTagEnvironmentRequest.md) | | |
|
|
62
|
+
|
|
63
|
+
### Return type
|
|
64
|
+
|
|
65
|
+
nil (empty response body)
|
|
66
|
+
|
|
67
|
+
### Authorization
|
|
68
|
+
|
|
69
|
+
No authorization required
|
|
70
|
+
|
|
71
|
+
### HTTP request headers
|
|
72
|
+
|
|
73
|
+
- **Content-Type**: application/json
|
|
74
|
+
- **Accept**: Not defined
|
|
75
|
+
|
data/docs/InvestorProfileApi.md
CHANGED
|
@@ -497,7 +497,7 @@ No authorization required
|
|
|
497
497
|
|
|
498
498
|
## patch_corporation_profile
|
|
499
499
|
|
|
500
|
-
> <V1EntitiesInvestorProfileCorporation> patch_corporation_profile(investor_profile_id,
|
|
500
|
+
> <V1EntitiesInvestorProfileCorporation> patch_corporation_profile(investor_profile_id, patch_corporation_profile_request)
|
|
501
501
|
|
|
502
502
|
Patch a corporation investor profile
|
|
503
503
|
|
|
@@ -513,13 +513,11 @@ DealMakerAPI.configure do |config|end
|
|
|
513
513
|
|
|
514
514
|
api_instance = DealMakerAPI::InvestorProfileApi.new
|
|
515
515
|
investor_profile_id = 56 # Integer |
|
|
516
|
-
|
|
517
|
-
patch_corporation_profile_request: DealMakerAPI::PatchCorporationProfileRequest.new # PatchCorporationProfileRequest |
|
|
518
|
-
}
|
|
516
|
+
patch_corporation_profile_request = DealMakerAPI::PatchCorporationProfileRequest.new({beneficial_owners_index: [37]}) # PatchCorporationProfileRequest |
|
|
519
517
|
|
|
520
518
|
begin
|
|
521
519
|
# Patch a corporation investor profile
|
|
522
|
-
result = api_instance.patch_corporation_profile(investor_profile_id,
|
|
520
|
+
result = api_instance.patch_corporation_profile(investor_profile_id, patch_corporation_profile_request)
|
|
523
521
|
p result
|
|
524
522
|
rescue DealMakerAPI::ApiError => e
|
|
525
523
|
puts "Error when calling InvestorProfileApi->patch_corporation_profile: #{e}"
|
|
@@ -530,12 +528,12 @@ end
|
|
|
530
528
|
|
|
531
529
|
This returns an Array which contains the response data, status code and headers.
|
|
532
530
|
|
|
533
|
-
> <Array(<V1EntitiesInvestorProfileCorporation>, Integer, Hash)> patch_corporation_profile_with_http_info(investor_profile_id,
|
|
531
|
+
> <Array(<V1EntitiesInvestorProfileCorporation>, Integer, Hash)> patch_corporation_profile_with_http_info(investor_profile_id, patch_corporation_profile_request)
|
|
534
532
|
|
|
535
533
|
```ruby
|
|
536
534
|
begin
|
|
537
535
|
# Patch a corporation investor profile
|
|
538
|
-
data, status_code, headers = api_instance.patch_corporation_profile_with_http_info(investor_profile_id,
|
|
536
|
+
data, status_code, headers = api_instance.patch_corporation_profile_with_http_info(investor_profile_id, patch_corporation_profile_request)
|
|
539
537
|
p status_code # => 2xx
|
|
540
538
|
p headers # => { ... }
|
|
541
539
|
p data # => <V1EntitiesInvestorProfileCorporation>
|
|
@@ -549,7 +547,7 @@ end
|
|
|
549
547
|
| Name | Type | Description | Notes |
|
|
550
548
|
| ---- | ---- | ----------- | ----- |
|
|
551
549
|
| **investor_profile_id** | **Integer** | | |
|
|
552
|
-
| **patch_corporation_profile_request** | [**PatchCorporationProfileRequest**](PatchCorporationProfileRequest.md) | |
|
|
550
|
+
| **patch_corporation_profile_request** | [**PatchCorporationProfileRequest**](PatchCorporationProfileRequest.md) | | |
|
|
553
551
|
|
|
554
552
|
### Return type
|
|
555
553
|
|
|
@@ -29,6 +29,19 @@
|
|
|
29
29
|
| **signing_officer_postal_code** | **String** | Signing officer postal code or zipcode. | [optional] |
|
|
30
30
|
| **signing_officer_date_of_birth** | **String** | Signing officer date of birth. | [optional] |
|
|
31
31
|
| **signing_officer_taxpayer_id** | **String** | The taxpayer identification number of the investor profile. | [optional] |
|
|
32
|
+
| **beneficial_owners_index** | **Array<Integer>** | The index of the beneficial owner. | |
|
|
33
|
+
| **beneficial_owners__delete** | **Array<Boolean>** | If true, this entry will be cleared. | [optional] |
|
|
34
|
+
| **beneficial_owners_first_name** | **Array<String>** | The list of first names for the beneficial owners (required for beneficial owner 1). | [optional] |
|
|
35
|
+
| **beneficial_owners_last_name** | **Array<String>** | The list of last names for the beneficial owners (required for beneficial owner 1). | [optional] |
|
|
36
|
+
| **beneficial_owners_suffix** | **Array<String>** | The list of suffixes for the beneficial owners. | [optional] |
|
|
37
|
+
| **beneficial_owners_country** | **Array<String>** | The list of countries for the beneficial owners (required for beneficial owner 1). | [optional] |
|
|
38
|
+
| **beneficial_owners_street_address** | **Array<String>** | The list of street addresses for the beneficial owners (required for beneficial owner 1). | [optional] |
|
|
39
|
+
| **beneficial_owners_unit2** | **Array<String>** | The list of street address line 2 for the beneficial owners. | [optional] |
|
|
40
|
+
| **beneficial_owners_city** | **Array<String>** | The list of cities for the beneficial owners (required for beneficial owner 1). | [optional] |
|
|
41
|
+
| **beneficial_owners_region** | **Array<String>** | The list of region or states for the beneficial owners (required for beneficial owner 1). | [optional] |
|
|
42
|
+
| **beneficial_owners_postal_code** | **Array<String>** | The list of postal codes or zipcodes for the beneficial owners (required for beneficial owner 1). | [optional] |
|
|
43
|
+
| **beneficial_owners_date_of_birth** | **Array<String>** | The list of dates of birth for the beneficial owners (required for beneficial owner 1). | [optional] |
|
|
44
|
+
| **beneficial_owners_taxpayer_id** | **Array<String>** | The list of taxpayer identification numbers for the beneficial owners (required for beneficial owner 1). | [optional] |
|
|
32
45
|
|
|
33
46
|
## Example
|
|
34
47
|
|
|
@@ -60,7 +73,20 @@ instance = DealMakerAPI::PatchCorporationProfileRequest.new(
|
|
|
60
73
|
signing_officer_region: null,
|
|
61
74
|
signing_officer_postal_code: null,
|
|
62
75
|
signing_officer_date_of_birth: null,
|
|
63
|
-
signing_officer_taxpayer_id: null
|
|
76
|
+
signing_officer_taxpayer_id: null,
|
|
77
|
+
beneficial_owners_index: null,
|
|
78
|
+
beneficial_owners__delete: null,
|
|
79
|
+
beneficial_owners_first_name: null,
|
|
80
|
+
beneficial_owners_last_name: null,
|
|
81
|
+
beneficial_owners_suffix: null,
|
|
82
|
+
beneficial_owners_country: null,
|
|
83
|
+
beneficial_owners_street_address: null,
|
|
84
|
+
beneficial_owners_unit2: null,
|
|
85
|
+
beneficial_owners_city: null,
|
|
86
|
+
beneficial_owners_region: null,
|
|
87
|
+
beneficial_owners_postal_code: null,
|
|
88
|
+
beneficial_owners_date_of_birth: null,
|
|
89
|
+
beneficial_owners_taxpayer_id: null
|
|
64
90
|
)
|
|
65
91
|
```
|
|
66
92
|
|
|
@@ -0,0 +1,18 @@
|
|
|
1
|
+
# DealMakerAPI::PutDealsIdScriptTagEnvironmentRequest
|
|
2
|
+
|
|
3
|
+
## Properties
|
|
4
|
+
|
|
5
|
+
| Name | Type | Description | Notes |
|
|
6
|
+
| ---- | ---- | ----------- | ----- |
|
|
7
|
+
| **is_production** | **Boolean** | True if environment is production. | |
|
|
8
|
+
|
|
9
|
+
## Example
|
|
10
|
+
|
|
11
|
+
```ruby
|
|
12
|
+
require 'DealMakerAPI'
|
|
13
|
+
|
|
14
|
+
instance = DealMakerAPI::PutDealsIdScriptTagEnvironmentRequest.new(
|
|
15
|
+
is_production: null
|
|
16
|
+
)
|
|
17
|
+
```
|
|
18
|
+
|
|
@@ -9,6 +9,9 @@
|
|
|
9
9
|
| **file_identifier** | **String** | The file identifier [shareholder, investor] | [optional] |
|
|
10
10
|
| **document_type** | **String** | The document type [drs_statement, shareholder_statement, book_entry_statement] | [optional] |
|
|
11
11
|
| **upload_name** | **String** | The bulk upload name | [optional] |
|
|
12
|
+
| **files_count** | **Integer** | The number of files in the bulk upload | [optional] |
|
|
13
|
+
| **errors_count** | **Integer** | The number of errors in the bulk upload | [optional] |
|
|
14
|
+
| **success_count** | **Integer** | The number of succeeded files in the bulk upload | [optional] |
|
|
12
15
|
| **status** | **String** | The status [pending, processing, completed, failed] | [optional] |
|
|
13
16
|
| **created_at** | **String** | The created at timestamp | [optional] |
|
|
14
17
|
| **updated_at** | **String** | The updated at timestamp | [optional] |
|
|
@@ -24,6 +27,9 @@ instance = DealMakerAPI::V1EntitiesBulkUpload.new(
|
|
|
24
27
|
file_identifier: null,
|
|
25
28
|
document_type: null,
|
|
26
29
|
upload_name: null,
|
|
30
|
+
files_count: null,
|
|
31
|
+
errors_count: null,
|
|
32
|
+
success_count: null,
|
|
27
33
|
status: null,
|
|
28
34
|
created_at: null,
|
|
29
35
|
updated_at: null
|
|
@@ -9,6 +9,7 @@
|
|
|
9
9
|
| **file_key** | **String** | The generated identifier for the file | [optional] |
|
|
10
10
|
| **file_name** | **String** | The name of the file | [optional] |
|
|
11
11
|
| **status** | **Integer** | The status of the bulk upload detail | [optional] |
|
|
12
|
+
| **readable_status** | **String** | The readable status of the bulk upload detail | [optional] |
|
|
12
13
|
| **created_at** | **String** | The created at date | [optional] |
|
|
13
14
|
| **updated_at** | **String** | The updated at date | [optional] |
|
|
14
15
|
|
|
@@ -23,6 +24,7 @@ instance = DealMakerAPI::V1EntitiesBulkUploadDetail.new(
|
|
|
23
24
|
file_key: null,
|
|
24
25
|
file_name: null,
|
|
25
26
|
status: null,
|
|
27
|
+
readable_status: null,
|
|
26
28
|
created_at: null,
|
|
27
29
|
updated_at: null
|
|
28
30
|
)
|
|
@@ -6,6 +6,7 @@
|
|
|
6
6
|
| ---- | ---- | ----------- | ----- |
|
|
7
7
|
| **id** | **Integer** | The issuer's unique id. | [optional] |
|
|
8
8
|
| **name** | **String** | The issuer name. | [optional] |
|
|
9
|
+
| **logo** | **String** | The issuer's logo. | [optional] |
|
|
9
10
|
|
|
10
11
|
## Example
|
|
11
12
|
|
|
@@ -14,7 +15,8 @@ require 'DealMakerAPI'
|
|
|
14
15
|
|
|
15
16
|
instance = DealMakerAPI::V1EntitiesDealIssuer.new(
|
|
16
17
|
id: null,
|
|
17
|
-
name: null
|
|
18
|
+
name: null,
|
|
19
|
+
logo: null
|
|
18
20
|
)
|
|
19
21
|
```
|
|
20
22
|
|