DealMakerAPI 0.85.3 → 0.85.5

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Files changed (45) hide show
  1. checksums.yaml +4 -4
  2. data/README.md +15 -12
  3. data/docs/InvestorProfileApi.md +48 -54
  4. data/docs/{PatchCorporationProfileRequest.md → PatchInvestorProfilesCorporations.md} +4 -34
  5. data/docs/PatchInvestorProfilesCorporationsBeneficialOwnersInner.md +42 -0
  6. data/docs/{PatchIndividualProfileRequest.md → PatchInvestorProfilesIndividuals.md} +2 -4
  7. data/docs/{PatchJointProfileRequest.md → PatchInvestorProfilesJoints.md} +2 -6
  8. data/docs/{PatchTrustProfileRequest.md → PatchInvestorProfilesTrusts.md} +2 -6
  9. data/docs/{CreateCorporationProfileRequest.md → PostInvestorProfilesCorporations.md} +4 -30
  10. data/docs/PostInvestorProfilesCorporationsBeneficialOwnersInner.md +38 -0
  11. data/docs/{CreateIndividualProfileRequest.md → PostInvestorProfilesIndividuals.md} +2 -4
  12. data/docs/{CreateJointProfileRequest.md → PostInvestorProfilesJoints.md} +2 -6
  13. data/docs/PostInvestorProfilesTrusts.md +46 -0
  14. data/docs/PostInvestorProfilesTrustsTrusteesInner.md +36 -0
  15. data/lib/DealMakerAPI/api/investor_profile_api.rb +75 -63
  16. data/lib/DealMakerAPI/models/patch_investor_profiles_corporations.rb +503 -0
  17. data/lib/DealMakerAPI/models/patch_investor_profiles_corporations_beneficial_owners_inner.rb +342 -0
  18. data/lib/DealMakerAPI/models/{patch_individual_profile_request.rb → patch_investor_profiles_individuals.rb} +5 -14
  19. data/lib/DealMakerAPI/models/{patch_joint_profile_request.rb → patch_investor_profiles_joints.rb} +5 -24
  20. data/lib/DealMakerAPI/models/{patch_trust_profile_request.rb → patch_investor_profiles_trusts.rb} +5 -24
  21. data/lib/DealMakerAPI/models/{create_corporation_profile_request.rb → post_investor_profiles_corporations.rb} +14 -166
  22. data/lib/DealMakerAPI/models/post_investor_profiles_corporations_beneficial_owners_inner.rb +315 -0
  23. data/lib/DealMakerAPI/models/{create_individual_profile_request.rb → post_investor_profiles_individuals.rb} +5 -14
  24. data/lib/DealMakerAPI/models/{create_joint_profile_request.rb → post_investor_profiles_joints.rb} +5 -24
  25. data/lib/DealMakerAPI/models/{create_trust_profile_request.rb → post_investor_profiles_trusts.rb} +12 -142
  26. data/lib/DealMakerAPI/models/post_investor_profiles_trusts_trustees_inner.rb +305 -0
  27. data/lib/DealMakerAPI/version.rb +1 -1
  28. data/lib/DealMakerAPI.rb +11 -8
  29. data/spec/api/investor_profile_api_spec.rb +8 -8
  30. data/spec/models/patch_investor_profiles_corporations_beneficial_owners_inner_spec.rb +106 -0
  31. data/spec/models/patch_investor_profiles_corporations_spec.rb +186 -0
  32. data/spec/models/{create_individual_profile_request_spec.rb → patch_investor_profiles_individuals_spec.rb} +6 -18
  33. data/spec/models/{create_joint_profile_request_spec.rb → patch_investor_profiles_joints_spec.rb} +6 -24
  34. data/spec/models/{patch_trust_profile_request_spec.rb → patch_investor_profiles_trusts_spec.rb} +6 -18
  35. data/spec/models/post_investor_profiles_corporations_beneficial_owners_inner_spec.rb +94 -0
  36. data/spec/models/{create_trust_profile_request_spec.rb → post_investor_profiles_corporations_spec.rb} +30 -30
  37. data/spec/models/{patch_individual_profile_request_spec.rb → post_investor_profiles_individuals_spec.rb} +12 -12
  38. data/spec/models/{patch_joint_profile_request_spec.rb → post_investor_profiles_joints_spec.rb} +12 -18
  39. data/spec/models/post_investor_profiles_trusts_spec.rb +126 -0
  40. data/spec/models/post_investor_profiles_trusts_trustees_inner_spec.rb +88 -0
  41. metadata +46 -34
  42. data/docs/CreateTrustProfileRequest.md +0 -68
  43. data/lib/DealMakerAPI/models/patch_corporation_profile_request.rb +0 -686
  44. data/spec/models/create_corporation_profile_request_spec.rb +0 -270
  45. data/spec/models/patch_corporation_profile_request_spec.rb +0 -276
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- =begin
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- #DealMaker API
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-
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- ## 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.
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- The version of the OpenAPI document: 1.75.0
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- Generated by: https://openapi-generator.tech
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- OpenAPI Generator version: 7.0.1-SNAPSHOT
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- =end
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- require 'date'
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- require 'time'
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-
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- module DealMakerAPI
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- class PatchCorporationProfileRequest
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- # The United States accredited investor information.
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- attr_accessor :us_accredited_category
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- # The Canadian accredited investor information.
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- attr_accessor :ca_accredited_investor
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- # Corporation name.
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- attr_accessor :name
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- # Corporation country.
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- attr_accessor :country
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- # Corporation street address.
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- attr_accessor :street_address
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- # Corporation street address line 2.
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- attr_accessor :unit2
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- # Corporation city.
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- attr_accessor :city
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- # Corporation region or state.
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- attr_accessor :region
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- # Corporation postal code or zipcode.
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- attr_accessor :postal_code
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- # The business number of the investor profile.
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- attr_accessor :business_number
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- # The phone number of the investor profile.
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- attr_accessor :phone_number
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- # The income of the individual investor profile
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- attr_accessor :income
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- # The net worth of the individual investor profile
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- attr_accessor :net_worth
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- # The prior offering amount of the individual investor profile
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- attr_accessor :reg_cf_prior_offerings_amount
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- # Signing officer first name.
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- attr_accessor :signing_officer_first_name
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- # Signing officer last name.
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- attr_accessor :signing_officer_last_name
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- # Signing officer suffix.
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- attr_accessor :signing_officer_suffix
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- # Signing officer country.
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- attr_accessor :signing_officer_country
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- # Signing officer street address.
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- attr_accessor :signing_officer_street_address
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- # Signing officer street address line 2.
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- attr_accessor :signing_officer_unit2
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- # Signing officer city.
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- attr_accessor :signing_officer_city
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- # Signing officer region or state.
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- attr_accessor :signing_officer_region
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- # Signing officer postal code or zipcode.
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- attr_accessor :signing_officer_postal_code
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- # Signing officer date of birth.
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- attr_accessor :signing_officer_date_of_birth
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- # The taxpayer identification number of the investor profile.
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- attr_accessor :signing_officer_taxpayer_id
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- # The phone number of the signing officer (required).
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- attr_accessor :signing_officer_phone_number
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- # The index of the beneficial owner.
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- attr_accessor :beneficial_owners_index
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-
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- # If true, this entry will be cleared.
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- attr_accessor :beneficial_owners__delete
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- # The list of first names for the beneficial owners (required for beneficial owner 1).
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- attr_accessor :beneficial_owners_first_name
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- # The list of last names for the beneficial owners (required for beneficial owner 1).
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- attr_accessor :beneficial_owners_last_name
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- # The list of suffixes for the beneficial owners.
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- attr_accessor :beneficial_owners_suffix
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- # The list of countries for the beneficial owners (required for beneficial owner 1).
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- attr_accessor :beneficial_owners_country
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- # The list of street addresses for the beneficial owners (required for beneficial owner 1).
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- attr_accessor :beneficial_owners_street_address
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- # The list of street address line 2 for the beneficial owners.
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- attr_accessor :beneficial_owners_unit2
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- # The list of cities for the beneficial owners (required for beneficial owner 1).
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- attr_accessor :beneficial_owners_city
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- # The list of region or states for the beneficial owners (required for beneficial owner 1).
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- attr_accessor :beneficial_owners_region
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- # The list of postal codes or zipcodes for the beneficial owners (required for beneficial owner 1).
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- attr_accessor :beneficial_owners_postal_code
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- # The list of dates of birth for the beneficial owners (required for beneficial owner 1).
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- attr_accessor :beneficial_owners_date_of_birth
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- # The list of taxpayer identification numbers for the beneficial owners (required for beneficial owner 1).
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- attr_accessor :beneficial_owners_taxpayer_id
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- # The list of phone numbers for the beneficial owners (required for beneficial owner 1).
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- attr_accessor :beneficial_owners_phone_number
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- class EnumAttributeValidator
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- attr_reader :datatype
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- attr_reader :allowable_values
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- def initialize(datatype, allowable_values)
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- @allowable_values = allowable_values.map do |value|
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- case datatype.to_s
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- when /Integer/i
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- value.to_i
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- when /Float/i
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- value.to_f
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- else
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- value
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- end
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- end
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- end
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- def valid?(value)
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- !value || allowable_values.include?(value)
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- end
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- end
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- # Attribute mapping from ruby-style variable name to JSON key.
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- def self.attribute_map
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- {
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- :'us_accredited_category' => :'us_accredited_category',
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- :'ca_accredited_investor' => :'ca_accredited_investor',
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- :'name' => :'name',
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- :'country' => :'country',
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- :'street_address' => :'street_address',
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- :'unit2' => :'unit2',
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- :'city' => :'city',
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- :'region' => :'region',
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- :'postal_code' => :'postal_code',
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- :'business_number' => :'business_number',
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- :'phone_number' => :'phone_number',
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- :'income' => :'income',
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- :'net_worth' => :'net_worth',
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- :'reg_cf_prior_offerings_amount' => :'reg_cf_prior_offerings_amount',
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- :'signing_officer_first_name' => :'signing_officer_first_name',
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- :'signing_officer_last_name' => :'signing_officer_last_name',
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- :'signing_officer_suffix' => :'signing_officer_suffix',
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- :'signing_officer_country' => :'signing_officer_country',
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- :'signing_officer_street_address' => :'signing_officer_street_address',
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- :'signing_officer_unit2' => :'signing_officer_unit2',
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- :'signing_officer_city' => :'signing_officer_city',
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- :'signing_officer_region' => :'signing_officer_region',
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- :'signing_officer_postal_code' => :'signing_officer_postal_code',
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- :'signing_officer_date_of_birth' => :'signing_officer_date_of_birth',
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- :'signing_officer_taxpayer_id' => :'signing_officer_taxpayer_id',
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- :'signing_officer_phone_number' => :'signing_officer_phone_number',
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- :'beneficial_owners_index' => :'beneficial_owners[index]',
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- :'beneficial_owners__delete' => :'beneficial_owners[_delete]',
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- :'beneficial_owners_first_name' => :'beneficial_owners[first_name]',
192
- :'beneficial_owners_last_name' => :'beneficial_owners[last_name]',
193
- :'beneficial_owners_suffix' => :'beneficial_owners[suffix]',
194
- :'beneficial_owners_country' => :'beneficial_owners[country]',
195
- :'beneficial_owners_street_address' => :'beneficial_owners[street_address]',
196
- :'beneficial_owners_unit2' => :'beneficial_owners[unit2]',
197
- :'beneficial_owners_city' => :'beneficial_owners[city]',
198
- :'beneficial_owners_region' => :'beneficial_owners[region]',
199
- :'beneficial_owners_postal_code' => :'beneficial_owners[postal_code]',
200
- :'beneficial_owners_date_of_birth' => :'beneficial_owners[date_of_birth]',
201
- :'beneficial_owners_taxpayer_id' => :'beneficial_owners[taxpayer_id]',
202
- :'beneficial_owners_phone_number' => :'beneficial_owners[phone_number]'
203
- }
204
- end
205
-
206
- # Returns all the JSON keys this model knows about
207
- def self.acceptable_attributes
208
- attribute_map.values
209
- end
210
-
211
- # Attribute type mapping.
212
- def self.openapi_types
213
- {
214
- :'us_accredited_category' => :'String',
215
- :'ca_accredited_investor' => :'String',
216
- :'name' => :'String',
217
- :'country' => :'String',
218
- :'street_address' => :'String',
219
- :'unit2' => :'String',
220
- :'city' => :'String',
221
- :'region' => :'String',
222
- :'postal_code' => :'String',
223
- :'business_number' => :'String',
224
- :'phone_number' => :'String',
225
- :'income' => :'Float',
226
- :'net_worth' => :'Float',
227
- :'reg_cf_prior_offerings_amount' => :'Float',
228
- :'signing_officer_first_name' => :'String',
229
- :'signing_officer_last_name' => :'String',
230
- :'signing_officer_suffix' => :'String',
231
- :'signing_officer_country' => :'String',
232
- :'signing_officer_street_address' => :'String',
233
- :'signing_officer_unit2' => :'String',
234
- :'signing_officer_city' => :'String',
235
- :'signing_officer_region' => :'String',
236
- :'signing_officer_postal_code' => :'String',
237
- :'signing_officer_date_of_birth' => :'String',
238
- :'signing_officer_taxpayer_id' => :'String',
239
- :'signing_officer_phone_number' => :'String',
240
- :'beneficial_owners_index' => :'Array<Integer>',
241
- :'beneficial_owners__delete' => :'Array<Boolean>',
242
- :'beneficial_owners_first_name' => :'Array<String>',
243
- :'beneficial_owners_last_name' => :'Array<String>',
244
- :'beneficial_owners_suffix' => :'Array<String>',
245
- :'beneficial_owners_country' => :'Array<String>',
246
- :'beneficial_owners_street_address' => :'Array<String>',
247
- :'beneficial_owners_unit2' => :'Array<String>',
248
- :'beneficial_owners_city' => :'Array<String>',
249
- :'beneficial_owners_region' => :'Array<String>',
250
- :'beneficial_owners_postal_code' => :'Array<String>',
251
- :'beneficial_owners_date_of_birth' => :'Array<String>',
252
- :'beneficial_owners_taxpayer_id' => :'Array<String>',
253
- :'beneficial_owners_phone_number' => :'Array<String>'
254
- }
255
- end
256
-
257
- # List of attributes with nullable: true
258
- def self.openapi_nullable
259
- Set.new([
260
- ])
261
- end
262
-
263
- # Initializes the object
264
- # @param [Hash] attributes Model attributes in the form of hash
265
- def initialize(attributes = {})
266
- if (!attributes.is_a?(Hash))
267
- fail ArgumentError, "The input argument (attributes) must be a hash in `DealMakerAPI::PatchCorporationProfileRequest` initialize method"
268
- end
269
-
270
- # check to see if the attribute exists and convert string to symbol for hash key
271
- attributes = attributes.each_with_object({}) { |(k, v), h|
272
- if (!self.class.attribute_map.key?(k.to_sym))
273
- fail ArgumentError, "`#{k}` is not a valid attribute in `DealMakerAPI::PatchCorporationProfileRequest`. Please check the name to make sure it's valid. List of attributes: " + self.class.attribute_map.keys.inspect
274
- end
275
- h[k.to_sym] = v
276
- }
277
-
278
- if attributes.key?(:'us_accredited_category')
279
- self.us_accredited_category = attributes[:'us_accredited_category']
280
- end
281
-
282
- if attributes.key?(:'ca_accredited_investor')
283
- self.ca_accredited_investor = attributes[:'ca_accredited_investor']
284
- end
285
-
286
- if attributes.key?(:'name')
287
- self.name = attributes[:'name']
288
- end
289
-
290
- if attributes.key?(:'country')
291
- self.country = attributes[:'country']
292
- end
293
-
294
- if attributes.key?(:'street_address')
295
- self.street_address = attributes[:'street_address']
296
- end
297
-
298
- if attributes.key?(:'unit2')
299
- self.unit2 = attributes[:'unit2']
300
- end
301
-
302
- if attributes.key?(:'city')
303
- self.city = attributes[:'city']
304
- end
305
-
306
- if attributes.key?(:'region')
307
- self.region = attributes[:'region']
308
- end
309
-
310
- if attributes.key?(:'postal_code')
311
- self.postal_code = attributes[:'postal_code']
312
- end
313
-
314
- if attributes.key?(:'business_number')
315
- self.business_number = attributes[:'business_number']
316
- end
317
-
318
- if attributes.key?(:'phone_number')
319
- self.phone_number = attributes[:'phone_number']
320
- end
321
-
322
- if attributes.key?(:'income')
323
- self.income = attributes[:'income']
324
- end
325
-
326
- if attributes.key?(:'net_worth')
327
- self.net_worth = attributes[:'net_worth']
328
- end
329
-
330
- if attributes.key?(:'reg_cf_prior_offerings_amount')
331
- self.reg_cf_prior_offerings_amount = attributes[:'reg_cf_prior_offerings_amount']
332
- end
333
-
334
- if attributes.key?(:'signing_officer_first_name')
335
- self.signing_officer_first_name = attributes[:'signing_officer_first_name']
336
- end
337
-
338
- if attributes.key?(:'signing_officer_last_name')
339
- self.signing_officer_last_name = attributes[:'signing_officer_last_name']
340
- end
341
-
342
- if attributes.key?(:'signing_officer_suffix')
343
- self.signing_officer_suffix = attributes[:'signing_officer_suffix']
344
- end
345
-
346
- if attributes.key?(:'signing_officer_country')
347
- self.signing_officer_country = attributes[:'signing_officer_country']
348
- end
349
-
350
- if attributes.key?(:'signing_officer_street_address')
351
- self.signing_officer_street_address = attributes[:'signing_officer_street_address']
352
- end
353
-
354
- if attributes.key?(:'signing_officer_unit2')
355
- self.signing_officer_unit2 = attributes[:'signing_officer_unit2']
356
- end
357
-
358
- if attributes.key?(:'signing_officer_city')
359
- self.signing_officer_city = attributes[:'signing_officer_city']
360
- end
361
-
362
- if attributes.key?(:'signing_officer_region')
363
- self.signing_officer_region = attributes[:'signing_officer_region']
364
- end
365
-
366
- if attributes.key?(:'signing_officer_postal_code')
367
- self.signing_officer_postal_code = attributes[:'signing_officer_postal_code']
368
- end
369
-
370
- if attributes.key?(:'signing_officer_date_of_birth')
371
- self.signing_officer_date_of_birth = attributes[:'signing_officer_date_of_birth']
372
- end
373
-
374
- if attributes.key?(:'signing_officer_taxpayer_id')
375
- self.signing_officer_taxpayer_id = attributes[:'signing_officer_taxpayer_id']
376
- end
377
-
378
- if attributes.key?(:'signing_officer_phone_number')
379
- self.signing_officer_phone_number = attributes[:'signing_officer_phone_number']
380
- end
381
-
382
- if attributes.key?(:'beneficial_owners_index')
383
- if (value = attributes[:'beneficial_owners_index']).is_a?(Array)
384
- self.beneficial_owners_index = value
385
- end
386
- else
387
- self.beneficial_owners_index = nil
388
- end
389
-
390
- if attributes.key?(:'beneficial_owners__delete')
391
- if (value = attributes[:'beneficial_owners__delete']).is_a?(Array)
392
- self.beneficial_owners__delete = value
393
- end
394
- end
395
-
396
- if attributes.key?(:'beneficial_owners_first_name')
397
- if (value = attributes[:'beneficial_owners_first_name']).is_a?(Array)
398
- self.beneficial_owners_first_name = value
399
- end
400
- end
401
-
402
- if attributes.key?(:'beneficial_owners_last_name')
403
- if (value = attributes[:'beneficial_owners_last_name']).is_a?(Array)
404
- self.beneficial_owners_last_name = value
405
- end
406
- end
407
-
408
- if attributes.key?(:'beneficial_owners_suffix')
409
- if (value = attributes[:'beneficial_owners_suffix']).is_a?(Array)
410
- self.beneficial_owners_suffix = value
411
- end
412
- end
413
-
414
- if attributes.key?(:'beneficial_owners_country')
415
- if (value = attributes[:'beneficial_owners_country']).is_a?(Array)
416
- self.beneficial_owners_country = value
417
- end
418
- end
419
-
420
- if attributes.key?(:'beneficial_owners_street_address')
421
- if (value = attributes[:'beneficial_owners_street_address']).is_a?(Array)
422
- self.beneficial_owners_street_address = value
423
- end
424
- end
425
-
426
- if attributes.key?(:'beneficial_owners_unit2')
427
- if (value = attributes[:'beneficial_owners_unit2']).is_a?(Array)
428
- self.beneficial_owners_unit2 = value
429
- end
430
- end
431
-
432
- if attributes.key?(:'beneficial_owners_city')
433
- if (value = attributes[:'beneficial_owners_city']).is_a?(Array)
434
- self.beneficial_owners_city = value
435
- end
436
- end
437
-
438
- if attributes.key?(:'beneficial_owners_region')
439
- if (value = attributes[:'beneficial_owners_region']).is_a?(Array)
440
- self.beneficial_owners_region = value
441
- end
442
- end
443
-
444
- if attributes.key?(:'beneficial_owners_postal_code')
445
- if (value = attributes[:'beneficial_owners_postal_code']).is_a?(Array)
446
- self.beneficial_owners_postal_code = value
447
- end
448
- end
449
-
450
- if attributes.key?(:'beneficial_owners_date_of_birth')
451
- if (value = attributes[:'beneficial_owners_date_of_birth']).is_a?(Array)
452
- self.beneficial_owners_date_of_birth = value
453
- end
454
- end
455
-
456
- if attributes.key?(:'beneficial_owners_taxpayer_id')
457
- if (value = attributes[:'beneficial_owners_taxpayer_id']).is_a?(Array)
458
- self.beneficial_owners_taxpayer_id = value
459
- end
460
- end
461
-
462
- if attributes.key?(:'beneficial_owners_phone_number')
463
- if (value = attributes[:'beneficial_owners_phone_number']).is_a?(Array)
464
- self.beneficial_owners_phone_number = value
465
- end
466
- end
467
- end
468
-
469
- # Show invalid properties with the reasons. Usually used together with valid?
470
- # @return Array for valid properties with the reasons
471
- def list_invalid_properties
472
- warn '[DEPRECATED] the `list_invalid_properties` method is obsolete'
473
- invalid_properties = Array.new
474
- if @beneficial_owners_index.nil?
475
- invalid_properties.push('invalid value for "beneficial_owners_index", beneficial_owners_index cannot be nil.')
476
- end
477
-
478
- invalid_properties
479
- end
480
-
481
- # Check to see if the all the properties in the model are valid
482
- # @return true if the model is valid
483
- def valid?
484
- warn '[DEPRECATED] the `valid?` method is obsolete'
485
- us_accredited_category_validator = EnumAttributeValidator.new('String', ["entity_owned_by_accredited_investors", "assets_other", "assets_family_office", "assets_benefit_plan", "assets_state_plan", "assets_501_c_3", "assets_corporation", "broker_or_dealer", "bank_3_a_2", "business_development_company", "private_business_development_company", "investment_company", "rural_business_investment_company", "insurance_company", "family_client", "not_accredited"])
486
- return false unless us_accredited_category_validator.valid?(@us_accredited_category)
487
- ca_accredited_investor_validator = EnumAttributeValidator.new('String', ["a", "b", "c", "d", "f", "g", "h", "i", "m", "n", "o", "p", "q", "r", "s", "t", "u", "v", "x"])
488
- return false unless ca_accredited_investor_validator.valid?(@ca_accredited_investor)
489
- return false if @beneficial_owners_index.nil?
490
- true
491
- end
492
-
493
- # Custom attribute writer method checking allowed values (enum).
494
- # @param [Object] us_accredited_category Object to be assigned
495
- def us_accredited_category=(us_accredited_category)
496
- validator = EnumAttributeValidator.new('String', ["entity_owned_by_accredited_investors", "assets_other", "assets_family_office", "assets_benefit_plan", "assets_state_plan", "assets_501_c_3", "assets_corporation", "broker_or_dealer", "bank_3_a_2", "business_development_company", "private_business_development_company", "investment_company", "rural_business_investment_company", "insurance_company", "family_client", "not_accredited"])
497
- unless validator.valid?(us_accredited_category)
498
- fail ArgumentError, "invalid value for \"us_accredited_category\", must be one of #{validator.allowable_values}."
499
- end
500
- @us_accredited_category = us_accredited_category
501
- end
502
-
503
- # Custom attribute writer method checking allowed values (enum).
504
- # @param [Object] ca_accredited_investor Object to be assigned
505
- def ca_accredited_investor=(ca_accredited_investor)
506
- validator = EnumAttributeValidator.new('String', ["a", "b", "c", "d", "f", "g", "h", "i", "m", "n", "o", "p", "q", "r", "s", "t", "u", "v", "x"])
507
- unless validator.valid?(ca_accredited_investor)
508
- fail ArgumentError, "invalid value for \"ca_accredited_investor\", must be one of #{validator.allowable_values}."
509
- end
510
- @ca_accredited_investor = ca_accredited_investor
511
- end
512
-
513
- # Checks equality by comparing each attribute.
514
- # @param [Object] Object to be compared
515
- def ==(o)
516
- return true if self.equal?(o)
517
- self.class == o.class &&
518
- us_accredited_category == o.us_accredited_category &&
519
- ca_accredited_investor == o.ca_accredited_investor &&
520
- name == o.name &&
521
- country == o.country &&
522
- street_address == o.street_address &&
523
- unit2 == o.unit2 &&
524
- city == o.city &&
525
- region == o.region &&
526
- postal_code == o.postal_code &&
527
- business_number == o.business_number &&
528
- phone_number == o.phone_number &&
529
- income == o.income &&
530
- net_worth == o.net_worth &&
531
- reg_cf_prior_offerings_amount == o.reg_cf_prior_offerings_amount &&
532
- signing_officer_first_name == o.signing_officer_first_name &&
533
- signing_officer_last_name == o.signing_officer_last_name &&
534
- signing_officer_suffix == o.signing_officer_suffix &&
535
- signing_officer_country == o.signing_officer_country &&
536
- signing_officer_street_address == o.signing_officer_street_address &&
537
- signing_officer_unit2 == o.signing_officer_unit2 &&
538
- signing_officer_city == o.signing_officer_city &&
539
- signing_officer_region == o.signing_officer_region &&
540
- signing_officer_postal_code == o.signing_officer_postal_code &&
541
- signing_officer_date_of_birth == o.signing_officer_date_of_birth &&
542
- signing_officer_taxpayer_id == o.signing_officer_taxpayer_id &&
543
- signing_officer_phone_number == o.signing_officer_phone_number &&
544
- beneficial_owners_index == o.beneficial_owners_index &&
545
- beneficial_owners__delete == o.beneficial_owners__delete &&
546
- beneficial_owners_first_name == o.beneficial_owners_first_name &&
547
- beneficial_owners_last_name == o.beneficial_owners_last_name &&
548
- beneficial_owners_suffix == o.beneficial_owners_suffix &&
549
- beneficial_owners_country == o.beneficial_owners_country &&
550
- beneficial_owners_street_address == o.beneficial_owners_street_address &&
551
- beneficial_owners_unit2 == o.beneficial_owners_unit2 &&
552
- beneficial_owners_city == o.beneficial_owners_city &&
553
- beneficial_owners_region == o.beneficial_owners_region &&
554
- beneficial_owners_postal_code == o.beneficial_owners_postal_code &&
555
- beneficial_owners_date_of_birth == o.beneficial_owners_date_of_birth &&
556
- beneficial_owners_taxpayer_id == o.beneficial_owners_taxpayer_id &&
557
- beneficial_owners_phone_number == o.beneficial_owners_phone_number
558
- end
559
-
560
- # @see the `==` method
561
- # @param [Object] Object to be compared
562
- def eql?(o)
563
- self == o
564
- end
565
-
566
- # Calculates hash code according to all attributes.
567
- # @return [Integer] Hash code
568
- def hash
569
- [us_accredited_category, ca_accredited_investor, name, country, street_address, unit2, city, region, postal_code, business_number, phone_number, income, net_worth, reg_cf_prior_offerings_amount, signing_officer_first_name, signing_officer_last_name, signing_officer_suffix, signing_officer_country, signing_officer_street_address, signing_officer_unit2, signing_officer_city, signing_officer_region, signing_officer_postal_code, signing_officer_date_of_birth, signing_officer_taxpayer_id, signing_officer_phone_number, beneficial_owners_index, beneficial_owners__delete, beneficial_owners_first_name, beneficial_owners_last_name, beneficial_owners_suffix, beneficial_owners_country, beneficial_owners_street_address, beneficial_owners_unit2, beneficial_owners_city, beneficial_owners_region, beneficial_owners_postal_code, beneficial_owners_date_of_birth, beneficial_owners_taxpayer_id, beneficial_owners_phone_number].hash
570
- end
571
-
572
- # Builds the object from hash
573
- # @param [Hash] attributes Model attributes in the form of hash
574
- # @return [Object] Returns the model itself
575
- def self.build_from_hash(attributes)
576
- return nil unless attributes.is_a?(Hash)
577
- attributes = attributes.transform_keys(&:to_sym)
578
- transformed_hash = {}
579
- openapi_types.each_pair do |key, type|
580
- if attributes.key?(attribute_map[key]) && attributes[attribute_map[key]].nil?
581
- transformed_hash["#{key}"] = nil
582
- elsif type =~ /\AArray<(.*)>/i
583
- # check to ensure the input is an array given that the attribute
584
- # is documented as an array but the input is not
585
- if attributes[attribute_map[key]].is_a?(Array)
586
- transformed_hash["#{key}"] = attributes[attribute_map[key]].map { |v| _deserialize($1, v) }
587
- end
588
- elsif !attributes[attribute_map[key]].nil?
589
- transformed_hash["#{key}"] = _deserialize(type, attributes[attribute_map[key]])
590
- end
591
- end
592
- new(transformed_hash)
593
- end
594
-
595
- # Deserializes the data based on type
596
- # @param string type Data type
597
- # @param string value Value to be deserialized
598
- # @return [Object] Deserialized data
599
- def self._deserialize(type, value)
600
- case type.to_sym
601
- when :Time
602
- Time.parse(value)
603
- when :Date
604
- Date.parse(value)
605
- when :String
606
- value.to_s
607
- when :Integer
608
- value.to_i
609
- when :Float
610
- value.to_f
611
- when :Boolean
612
- if value.to_s =~ /\A(true|t|yes|y|1)\z/i
613
- true
614
- else
615
- false
616
- end
617
- when :Object
618
- # generic object (usually a Hash), return directly
619
- value
620
- when /\AArray<(?<inner_type>.+)>\z/
621
- inner_type = Regexp.last_match[:inner_type]
622
- value.map { |v| _deserialize(inner_type, v) }
623
- when /\AHash<(?<k_type>.+?), (?<v_type>.+)>\z/
624
- k_type = Regexp.last_match[:k_type]
625
- v_type = Regexp.last_match[:v_type]
626
- {}.tap do |hash|
627
- value.each do |k, v|
628
- hash[_deserialize(k_type, k)] = _deserialize(v_type, v)
629
- end
630
- end
631
- else # model
632
- # models (e.g. Pet) or oneOf
633
- klass = DealMakerAPI.const_get(type)
634
- klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
635
- end
636
- end
637
-
638
- # Returns the string representation of the object
639
- # @return [String] String presentation of the object
640
- def to_s
641
- to_hash.to_s
642
- end
643
-
644
- # to_body is an alias to to_hash (backward compatibility)
645
- # @return [Hash] Returns the object in the form of hash
646
- def to_body
647
- to_hash
648
- end
649
-
650
- # Returns the object in the form of hash
651
- # @return [Hash] Returns the object in the form of hash
652
- def to_hash
653
- hash = {}
654
- self.class.attribute_map.each_pair do |attr, param|
655
- value = self.send(attr)
656
- if value.nil?
657
- is_nullable = self.class.openapi_nullable.include?(attr)
658
- next if !is_nullable || (is_nullable && !instance_variable_defined?(:"@#{attr}"))
659
- end
660
-
661
- hash[param] = _to_hash(value)
662
- end
663
- hash
664
- end
665
-
666
- # Outputs non-array value in the form of hash
667
- # For object, use to_hash. Otherwise, just return the value
668
- # @param [Object] value Any valid value
669
- # @return [Hash] Returns the value in the form of hash
670
- def _to_hash(value)
671
- if value.is_a?(Array)
672
- value.compact.map { |v| _to_hash(v) }
673
- elsif value.is_a?(Hash)
674
- {}.tap do |hash|
675
- value.each { |k, v| hash[k] = _to_hash(v) }
676
- end
677
- elsif value.respond_to? :to_hash
678
- value.to_hash
679
- else
680
- value
681
- end
682
- end
683
-
684
- end
685
-
686
- end