DealMakerAPI 0.89.5 → 0.90.1

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Files changed (122) hide show
  1. checksums.yaml +4 -4
  2. data/DealMakerAPI.gemspec +1 -0
  3. data/README.md +13 -5
  4. data/docs/CompanyApi.md +72 -0
  5. data/docs/DealApi.md +67 -0
  6. data/docs/DefaultApi.md +200 -0
  7. data/docs/InvestorApi.md +1 -1
  8. data/docs/PatchInvestorProfilesTrustsTrusteesInner.md +3 -1
  9. data/docs/PostInvestorProfilesTrustsTrusteesInner.md +3 -1
  10. data/docs/SendPortalInviteRequest.md +20 -0
  11. data/docs/V1EntitiesInvestor.md +3 -1
  12. data/docs/V1EntitiesInvestorProfileFieldsTrustee.md +30 -0
  13. data/docs/V1EntitiesInvestorProfileTrust.md +1 -1
  14. data/docs/V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsResult.md +20 -0
  15. data/docs/V1EntitiesPaymentsSelfServeOnboardingQualificationQuestionnaireResult.md +20 -0
  16. data/lib/DealMakerAPI/api/company_api.rb +74 -0
  17. data/lib/DealMakerAPI/api/deal_api.rb +68 -0
  18. data/lib/DealMakerAPI/api/default_api.rb +187 -0
  19. data/lib/DealMakerAPI/api/investor_api.rb +2 -2
  20. data/lib/DealMakerAPI/api_client.rb +10 -11
  21. data/lib/DealMakerAPI/models/add506c_document_request.rb +1 -1
  22. data/lib/DealMakerAPI/models/add_document_request.rb +1 -1
  23. data/lib/DealMakerAPI/models/bulk_upload_investors_request.rb +1 -1
  24. data/lib/DealMakerAPI/models/create_bulk_upload_detail_request.rb +1 -1
  25. data/lib/DealMakerAPI/models/create_bulk_upload_request.rb +1 -1
  26. data/lib/DealMakerAPI/models/create_company_request.rb +1 -1
  27. data/lib/DealMakerAPI/models/create_deal_setup_request.rb +1 -1
  28. data/lib/DealMakerAPI/models/create_shareholder_action_request.rb +1 -1
  29. data/lib/DealMakerAPI/models/edit_investor_tags_request.rb +1 -1
  30. data/lib/DealMakerAPI/models/generate_url_request.rb +1 -1
  31. data/lib/DealMakerAPI/models/patch_investor_profiles_corporations.rb +1 -1
  32. data/lib/DealMakerAPI/models/patch_investor_profiles_corporations_beneficial_owners_inner.rb +1 -1
  33. data/lib/DealMakerAPI/models/patch_investor_profiles_individuals.rb +1 -1
  34. data/lib/DealMakerAPI/models/patch_investor_profiles_joints.rb +1 -1
  35. data/lib/DealMakerAPI/models/patch_investor_profiles_trusts.rb +1 -1
  36. data/lib/DealMakerAPI/models/patch_investor_profiles_trusts_trustees_inner.rb +15 -5
  37. data/lib/DealMakerAPI/models/patch_investor_request.rb +1 -1
  38. data/lib/DealMakerAPI/models/post_deals_id_investors.rb +1 -1
  39. data/lib/DealMakerAPI/models/post_investor_profiles_corporations.rb +1 -1
  40. data/lib/DealMakerAPI/models/post_investor_profiles_corporations_beneficial_owners_inner.rb +1 -1
  41. data/lib/DealMakerAPI/models/post_investor_profiles_individuals.rb +1 -1
  42. data/lib/DealMakerAPI/models/post_investor_profiles_joints.rb +1 -1
  43. data/lib/DealMakerAPI/models/post_investor_profiles_trusts.rb +1 -1
  44. data/lib/DealMakerAPI/models/post_investor_profiles_trusts_trustees_inner.rb +15 -5
  45. data/lib/DealMakerAPI/models/post_webhooks_request.rb +1 -1
  46. data/lib/DealMakerAPI/models/put_deals_id_investors.rb +1 -1
  47. data/lib/DealMakerAPI/models/put_deals_id_script_tag_environment_request.rb +1 -1
  48. data/lib/DealMakerAPI/models/put_webhooks_id_request.rb +1 -1
  49. data/lib/DealMakerAPI/models/send_portal_invite_request.rb +225 -0
  50. data/lib/DealMakerAPI/models/v1_entities_address.rb +1 -1
  51. data/lib/DealMakerAPI/models/v1_entities_addresses.rb +1 -1
  52. data/lib/DealMakerAPI/models/v1_entities_attachment.rb +1 -1
  53. data/lib/DealMakerAPI/models/v1_entities_background_check_search.rb +1 -1
  54. data/lib/DealMakerAPI/models/v1_entities_bulk_upload.rb +1 -1
  55. data/lib/DealMakerAPI/models/v1_entities_bulk_upload_detail.rb +1 -1
  56. data/lib/DealMakerAPI/models/v1_entities_bulk_upload_details.rb +1 -1
  57. data/lib/DealMakerAPI/models/v1_entities_bulk_uploads.rb +1 -1
  58. data/lib/DealMakerAPI/models/v1_entities_company.rb +1 -1
  59. data/lib/DealMakerAPI/models/v1_entities_company_deal.rb +1 -1
  60. data/lib/DealMakerAPI/models/v1_entities_company_deals.rb +1 -1
  61. data/lib/DealMakerAPI/models/v1_entities_countries.rb +1 -1
  62. data/lib/DealMakerAPI/models/v1_entities_country.rb +1 -1
  63. data/lib/DealMakerAPI/models/v1_entities_deal.rb +1 -1
  64. data/lib/DealMakerAPI/models/v1_entities_deal_enterprise.rb +1 -1
  65. data/lib/DealMakerAPI/models/v1_entities_deal_funding_metrics.rb +1 -1
  66. data/lib/DealMakerAPI/models/v1_entities_deal_investor_metrics.rb +1 -1
  67. data/lib/DealMakerAPI/models/v1_entities_deal_issuer.rb +1 -1
  68. data/lib/DealMakerAPI/models/v1_entities_deal_setup.rb +1 -1
  69. data/lib/DealMakerAPI/models/v1_entities_deal_setup_user.rb +1 -1
  70. data/lib/DealMakerAPI/models/v1_entities_deals.rb +1 -1
  71. data/lib/DealMakerAPI/models/v1_entities_dividend.rb +1 -1
  72. data/lib/DealMakerAPI/models/v1_entities_dividends.rb +1 -1
  73. data/lib/DealMakerAPI/models/v1_entities_express_wire_instruction.rb +1 -1
  74. data/lib/DealMakerAPI/models/v1_entities_express_wire_instructions.rb +1 -1
  75. data/lib/DealMakerAPI/models/v1_entities_generic_response.rb +1 -1
  76. data/lib/DealMakerAPI/models/v1_entities_investor.rb +15 -5
  77. data/lib/DealMakerAPI/models/v1_entities_investor_otp_access_link.rb +1 -1
  78. data/lib/DealMakerAPI/models/v1_entities_investor_profile_address.rb +1 -1
  79. data/lib/DealMakerAPI/models/v1_entities_investor_profile_corporation.rb +1 -1
  80. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_account_holder.rb +1 -1
  81. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_beneficial_owner.rb +1 -1
  82. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_corporation.rb +1 -1
  83. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_primary_holder.rb +1 -1
  84. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_signing_officer.rb +1 -1
  85. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_trust.rb +1 -1
  86. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_trustee.rb +274 -0
  87. data/lib/DealMakerAPI/models/v1_entities_investor_profile_individual.rb +1 -1
  88. data/lib/DealMakerAPI/models/v1_entities_investor_profile_item.rb +1 -1
  89. data/lib/DealMakerAPI/models/v1_entities_investor_profile_joint.rb +1 -1
  90. data/lib/DealMakerAPI/models/v1_entities_investor_profile_owner.rb +1 -1
  91. data/lib/DealMakerAPI/models/v1_entities_investor_profile_trust.rb +2 -2
  92. data/lib/DealMakerAPI/models/v1_entities_investor_profiles.rb +1 -1
  93. data/lib/DealMakerAPI/models/v1_entities_investor_user.rb +1 -1
  94. data/lib/DealMakerAPI/models/v1_entities_investors.rb +1 -1
  95. data/lib/DealMakerAPI/models/v1_entities_payments_self_serve_onboarding_payout_account_details_result.rb +226 -0
  96. data/lib/DealMakerAPI/models/v1_entities_payments_self_serve_onboarding_qualification_questionnaire_result.rb +226 -0
  97. data/lib/DealMakerAPI/models/v1_entities_presigned_url_result.rb +1 -1
  98. data/lib/DealMakerAPI/models/v1_entities_shareholder.rb +1 -1
  99. data/lib/DealMakerAPI/models/v1_entities_shareholders.rb +1 -1
  100. data/lib/DealMakerAPI/models/v1_entities_shareholders_tags.rb +1 -1
  101. data/lib/DealMakerAPI/models/v1_entities_state.rb +1 -1
  102. data/lib/DealMakerAPI/models/v1_entities_subscription_agreement.rb +1 -1
  103. data/lib/DealMakerAPI/models/v1_entities_webhooks_deal.rb +1 -1
  104. data/lib/DealMakerAPI/models/v1_entities_webhooks_security_token.rb +1 -1
  105. data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription.rb +1 -1
  106. data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription_deal.rb +1 -1
  107. data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription_deals.rb +1 -1
  108. data/lib/DealMakerAPI/version.rb +1 -1
  109. data/lib/DealMakerAPI.rb +4 -1
  110. data/spec/api/company_api_spec.rb +14 -0
  111. data/spec/api/deal_api_spec.rb +12 -0
  112. data/spec/api/default_api_spec.rb +36 -0
  113. data/spec/api/investor_api_spec.rb +1 -1
  114. data/spec/models/patch_investor_profiles_trusts_trustees_inner_spec.rb +6 -0
  115. data/spec/models/post_investor_profiles_trusts_trustees_inner_spec.rb +6 -0
  116. data/spec/{api/deal_setup_api_spec.rb → models/send_portal_invite_request_spec.rb} +13 -18
  117. data/{lib/DealMakerAPI/api/deal_setup_api.rb → spec/models/v1_entities_investor_profile_fields_trustee_spec.rb} +49 -67
  118. data/spec/models/v1_entities_investor_spec.rb +6 -0
  119. data/spec/models/v1_entities_payments_self_serve_onboarding_payout_account_details_result_spec.rb +42 -0
  120. data/spec/models/v1_entities_payments_self_serve_onboarding_qualification_questionnaire_result_spec.rb +42 -0
  121. metadata +92 -80
  122. data/docs/DealSetupApi.md +0 -74
@@ -800,5 +800,79 @@ module DealMakerAPI
800
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  end
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  return data, status_code, headers
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  end
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+
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+ # Send portal invite to shareholder
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+ # Send portal invite to shareholder.
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+ # @param id [Integer]
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+ # @param shareholder_id [Integer]
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+ # @param [Hash] opts the optional parameters
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+ # @option opts [SendPortalInviteRequest] :send_portal_invite_request
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+ # @return [nil]
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+ def send_portal_invite(id, shareholder_id, opts = {})
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+ send_portal_invite_with_http_info(id, shareholder_id, opts)
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+ nil
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+ end
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+
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+ # Send portal invite to shareholder
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+ # Send portal invite to shareholder.
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+ # @param id [Integer]
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+ # @param shareholder_id [Integer]
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+ # @param [Hash] opts the optional parameters
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+ # @option opts [SendPortalInviteRequest] :send_portal_invite_request
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+ # @return [Array<(nil, Integer, Hash)>] nil, response status code and response headers
823
+ def send_portal_invite_with_http_info(id, shareholder_id, opts = {})
824
+ if @api_client.config.debugging
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+ @api_client.config.logger.debug 'Calling API: CompanyApi.send_portal_invite ...'
826
+ end
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+ # verify the required parameter 'id' is set
828
+ if @api_client.config.client_side_validation && id.nil?
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+ fail ArgumentError, "Missing the required parameter 'id' when calling CompanyApi.send_portal_invite"
830
+ end
831
+ # verify the required parameter 'shareholder_id' is set
832
+ if @api_client.config.client_side_validation && shareholder_id.nil?
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+ fail ArgumentError, "Missing the required parameter 'shareholder_id' when calling CompanyApi.send_portal_invite"
834
+ end
835
+ # resource path
836
+ local_var_path = '/companies/{id}/shareholders/{shareholder_id}/send_portal_invite'.sub('{' + 'id' + '}', CGI.escape(id.to_s)).sub('{' + 'shareholder_id' + '}', CGI.escape(shareholder_id.to_s))
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+
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+ # query parameters
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+ query_params = opts[:query_params] || {}
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+
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+ # header parameters
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+ header_params = opts[:header_params] || {}
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+ # HTTP header 'Content-Type'
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+ content_type = @api_client.select_header_content_type(['application/json'])
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+ if !content_type.nil?
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+ header_params['Content-Type'] = content_type
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+ end
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+
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+ # form parameters
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+ form_params = opts[:form_params] || {}
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+
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+ # http body (model)
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+ post_body = opts[:debug_body] || @api_client.object_to_http_body(opts[:'send_portal_invite_request'])
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+
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+ # return_type
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+ return_type = opts[:debug_return_type]
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+
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+ # auth_names
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+ auth_names = opts[:debug_auth_names] || []
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+
861
+ new_options = opts.merge(
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+ :operation => :"CompanyApi.send_portal_invite",
863
+ :header_params => header_params,
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+ :query_params => query_params,
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+ :form_params => form_params,
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+ :body => post_body,
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+ :auth_names => auth_names,
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+ :return_type => return_type
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+ )
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+
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+ data, status_code, headers = @api_client.call_api(:POST, local_var_path, new_options)
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+ if @api_client.config.debugging
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+ @api_client.config.logger.debug "API called: CompanyApi#send_portal_invite\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
874
+ end
875
+ return data, status_code, headers
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+ end
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  end
804
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  end
@@ -19,6 +19,74 @@ module DealMakerAPI
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  def initialize(api_client = ApiClient.default)
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  @api_client = api_client
21
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  end
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+ # Create deal setup
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+ # Create deal setup
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+ # @param create_deal_setup_request [CreateDealSetupRequest]
25
+ # @param [Hash] opts the optional parameters
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+ # @return [V1EntitiesDealSetup]
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+ def create_deal_setup(create_deal_setup_request, opts = {})
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+ data, _status_code, _headers = create_deal_setup_with_http_info(create_deal_setup_request, opts)
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+ data
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+ end
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+
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+ # Create deal setup
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+ # Create deal setup
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+ # @param create_deal_setup_request [CreateDealSetupRequest]
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+ # @param [Hash] opts the optional parameters
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+ # @return [Array<(V1EntitiesDealSetup, Integer, Hash)>] V1EntitiesDealSetup data, response status code and response headers
37
+ def create_deal_setup_with_http_info(create_deal_setup_request, opts = {})
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+ if @api_client.config.debugging
39
+ @api_client.config.logger.debug 'Calling API: DealApi.create_deal_setup ...'
40
+ end
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+ # verify the required parameter 'create_deal_setup_request' is set
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+ if @api_client.config.client_side_validation && create_deal_setup_request.nil?
43
+ fail ArgumentError, "Missing the required parameter 'create_deal_setup_request' when calling DealApi.create_deal_setup"
44
+ end
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+ # resource path
46
+ local_var_path = '/deal_setups'
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+
48
+ # query parameters
49
+ query_params = opts[:query_params] || {}
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+
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+ # header parameters
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+ header_params = opts[:header_params] || {}
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+ # HTTP header 'Accept' (if needed)
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+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
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+ # HTTP header 'Content-Type'
56
+ content_type = @api_client.select_header_content_type(['application/json'])
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+ if !content_type.nil?
58
+ header_params['Content-Type'] = content_type
59
+ end
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+
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+ # form parameters
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+ form_params = opts[:form_params] || {}
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+
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+ # http body (model)
65
+ post_body = opts[:debug_body] || @api_client.object_to_http_body(create_deal_setup_request)
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+
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+ # return_type
68
+ return_type = opts[:debug_return_type] || 'V1EntitiesDealSetup'
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+
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+ # auth_names
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+ auth_names = opts[:debug_auth_names] || []
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+
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+ new_options = opts.merge(
74
+ :operation => :"DealApi.create_deal_setup",
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+ :header_params => header_params,
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+ :query_params => query_params,
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+ :form_params => form_params,
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+ :body => post_body,
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+ :auth_names => auth_names,
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+ :return_type => return_type
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+ )
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+
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+ data, status_code, headers = @api_client.call_api(:POST, local_var_path, new_options)
84
+ if @api_client.config.debugging
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+ @api_client.config.logger.debug "API called: DealApi#create_deal_setup\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
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+ end
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+ return data, status_code, headers
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+ end
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+
22
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  # Get deal by Deal ID
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  # Gets a single deal using the Deal ID
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  # @param id [Integer] The deal id.
@@ -394,6 +394,193 @@ module DealMakerAPI
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  return data, status_code, headers
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  end
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+ # Submit a payout account details form
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+ # Submit a payout account details form
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+ # @param deal_id [Integer]
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+ # @param [Hash] opts the optional parameters
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+ # @return [V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsResult]
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+ def post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit(deal_id, opts = {})
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+ data, _status_code, _headers = post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit_with_http_info(deal_id, opts)
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+ data
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+ end
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+
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+ # Submit a payout account details form
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+ # Submit a payout account details form
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+ # @param deal_id [Integer]
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+ # @param [Hash] opts the optional parameters
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+ # @return [Array<(V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsResult, Integer, Hash)>] V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsResult data, response status code and response headers
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+ def post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit_with_http_info(deal_id, opts = {})
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+ if @api_client.config.debugging
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+ @api_client.config.logger.debug 'Calling API: DefaultApi.post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit ...'
415
+ end
416
+ # verify the required parameter 'deal_id' is set
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+ if @api_client.config.client_side_validation && deal_id.nil?
418
+ fail ArgumentError, "Missing the required parameter 'deal_id' when calling DefaultApi.post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit"
419
+ end
420
+ # resource path
421
+ local_var_path = '/deals/{deal_id}/payment_onboarding/questionnaire/payout_account_details/submit'.sub('{' + 'deal_id' + '}', CGI.escape(deal_id.to_s))
422
+
423
+ # query parameters
424
+ query_params = opts[:query_params] || {}
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+
426
+ # header parameters
427
+ header_params = opts[:header_params] || {}
428
+ # HTTP header 'Accept' (if needed)
429
+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
430
+
431
+ # form parameters
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+ form_params = opts[:form_params] || {}
433
+
434
+ # http body (model)
435
+ post_body = opts[:debug_body]
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+
437
+ # return_type
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+ return_type = opts[:debug_return_type] || 'V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsResult'
439
+
440
+ # auth_names
441
+ auth_names = opts[:debug_auth_names] || []
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+
443
+ new_options = opts.merge(
444
+ :operation => :"DefaultApi.post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit",
445
+ :header_params => header_params,
446
+ :query_params => query_params,
447
+ :form_params => form_params,
448
+ :body => post_body,
449
+ :auth_names => auth_names,
450
+ :return_type => return_type
451
+ )
452
+
453
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path, new_options)
454
+ if @api_client.config.debugging
455
+ @api_client.config.logger.debug "API called: DefaultApi#post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
456
+ end
457
+ return data, status_code, headers
458
+ end
459
+
460
+ # Submit a qualification questionnaire response
461
+ # Submit a qualification questionnaire response
462
+ # @param deal_id [Integer]
463
+ # @param [Hash] opts the optional parameters
464
+ # @return [nil]
465
+ def post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit(deal_id, opts = {})
466
+ post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit_with_http_info(deal_id, opts)
467
+ nil
468
+ end
469
+
470
+ # Submit a qualification questionnaire response
471
+ # Submit a qualification questionnaire response
472
+ # @param deal_id [Integer]
473
+ # @param [Hash] opts the optional parameters
474
+ # @return [Array<(nil, Integer, Hash)>] nil, response status code and response headers
475
+ def post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit_with_http_info(deal_id, opts = {})
476
+ if @api_client.config.debugging
477
+ @api_client.config.logger.debug 'Calling API: DefaultApi.post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit ...'
478
+ end
479
+ # verify the required parameter 'deal_id' is set
480
+ if @api_client.config.client_side_validation && deal_id.nil?
481
+ fail ArgumentError, "Missing the required parameter 'deal_id' when calling DefaultApi.post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit"
482
+ end
483
+ # resource path
484
+ local_var_path = '/deals/{deal_id}/payment_onboarding/questionnaire/qualification_questionnaire/response/submit'.sub('{' + 'deal_id' + '}', CGI.escape(deal_id.to_s))
485
+
486
+ # query parameters
487
+ query_params = opts[:query_params] || {}
488
+
489
+ # header parameters
490
+ header_params = opts[:header_params] || {}
491
+
492
+ # form parameters
493
+ form_params = opts[:form_params] || {}
494
+
495
+ # http body (model)
496
+ post_body = opts[:debug_body]
497
+
498
+ # return_type
499
+ return_type = opts[:debug_return_type]
500
+
501
+ # auth_names
502
+ auth_names = opts[:debug_auth_names] || []
503
+
504
+ new_options = opts.merge(
505
+ :operation => :"DefaultApi.post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit",
506
+ :header_params => header_params,
507
+ :query_params => query_params,
508
+ :form_params => form_params,
509
+ :body => post_body,
510
+ :auth_names => auth_names,
511
+ :return_type => return_type
512
+ )
513
+
514
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path, new_options)
515
+ if @api_client.config.debugging
516
+ @api_client.config.logger.debug "API called: DefaultApi#post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
517
+ end
518
+ return data, status_code, headers
519
+ end
520
+
521
+ # Submit a qualification questionnaire form
522
+ # Submit a qualification questionnaire form
523
+ # @param deal_id [Integer]
524
+ # @param [Hash] opts the optional parameters
525
+ # @return [V1EntitiesPaymentsSelfServeOnboardingQualificationQuestionnaireResult]
526
+ def post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit(deal_id, opts = {})
527
+ data, _status_code, _headers = post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit_with_http_info(deal_id, opts)
528
+ data
529
+ end
530
+
531
+ # Submit a qualification questionnaire form
532
+ # Submit a qualification questionnaire form
533
+ # @param deal_id [Integer]
534
+ # @param [Hash] opts the optional parameters
535
+ # @return [Array<(V1EntitiesPaymentsSelfServeOnboardingQualificationQuestionnaireResult, Integer, Hash)>] V1EntitiesPaymentsSelfServeOnboardingQualificationQuestionnaireResult data, response status code and response headers
536
+ def post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit_with_http_info(deal_id, opts = {})
537
+ if @api_client.config.debugging
538
+ @api_client.config.logger.debug 'Calling API: DefaultApi.post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit ...'
539
+ end
540
+ # verify the required parameter 'deal_id' is set
541
+ if @api_client.config.client_side_validation && deal_id.nil?
542
+ fail ArgumentError, "Missing the required parameter 'deal_id' when calling DefaultApi.post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit"
543
+ end
544
+ # resource path
545
+ local_var_path = '/deals/{deal_id}/payment_onboarding/questionnaire/qualification_questionnaire/submit'.sub('{' + 'deal_id' + '}', CGI.escape(deal_id.to_s))
546
+
547
+ # query parameters
548
+ query_params = opts[:query_params] || {}
549
+
550
+ # header parameters
551
+ header_params = opts[:header_params] || {}
552
+ # HTTP header 'Accept' (if needed)
553
+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
554
+
555
+ # form parameters
556
+ form_params = opts[:form_params] || {}
557
+
558
+ # http body (model)
559
+ post_body = opts[:debug_body]
560
+
561
+ # return_type
562
+ return_type = opts[:debug_return_type] || 'V1EntitiesPaymentsSelfServeOnboardingQualificationQuestionnaireResult'
563
+
564
+ # auth_names
565
+ auth_names = opts[:debug_auth_names] || []
566
+
567
+ new_options = opts.merge(
568
+ :operation => :"DefaultApi.post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit",
569
+ :header_params => header_params,
570
+ :query_params => query_params,
571
+ :form_params => form_params,
572
+ :body => post_body,
573
+ :auth_names => auth_names,
574
+ :return_type => return_type
575
+ )
576
+
577
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path, new_options)
578
+ if @api_client.config.debugging
579
+ @api_client.config.logger.debug "API called: DefaultApi#post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
580
+ end
581
+ return data, status_code, headers
582
+ end
583
+
397
584
  # Creates a webhook subscription which is associated to the user
398
585
  # Creates new webhook subscription
399
586
  # @param post_webhooks_request [PostWebhooksRequest]
@@ -692,7 +692,7 @@ module DealMakerAPI
692
692
  end
693
693
 
694
694
  # Get OTP access link for deal investor
695
- # Get OTP access link for deal investor by id
695
+ # The access link for the investor. This is the access link for the specific investment, not the user. If the same user has multiple investments, each one will have a different access link. Please note that this access link expires every hour. In order to redirect the investor into their authentication screen, use the https://app.dealmaker.tech/deals/{{deal_id}}/investors/{{investor_id}}/otp_access url.
696
696
  # @param id [Integer] The deal id.
697
697
  # @param investor_id [Integer] The investor id.
698
698
  # @param [Hash] opts the optional parameters
@@ -703,7 +703,7 @@ module DealMakerAPI
703
703
  end
704
704
 
705
705
  # Get OTP access link for deal investor
706
- # Get OTP access link for deal investor by id
706
+ # The access link for the investor. This is the access link for the specific investment, not the user. If the same user has multiple investments, each one will have a different access link. Please note that this access link expires every hour. In order to redirect the investor into their authentication screen, use the https://app.dealmaker.tech/deals/{{deal_id}}/investors/{{investor_id}}/otp_access url.
707
707
  # @param id [Integer] The deal id.
708
708
  # @param investor_id [Integer] The investor id.
709
709
  # @param [Hash] opts the optional parameters
@@ -46,9 +46,10 @@ module DealMakerAPI
46
46
  # Call an API with given options.
47
47
  #
48
48
  # @return [Array<(Object, Integer, Hash)>] an array of 3 elements:
49
- # the data deserialized from response body (could be nil), response status code and response headers.
49
+ # the data deserialized from response body (may be a Tempfile or nil), response status code and response headers.
50
50
  def call_api(http_method, path, opts = {})
51
51
  request = build_request(http_method, path, opts)
52
+ tempfile = download_file(request) if opts[:return_type] == 'File'
52
53
  response = request.run
53
54
 
54
55
  if @config.debugging
@@ -70,7 +71,9 @@ module DealMakerAPI
70
71
  end
71
72
  end
72
73
 
73
- if opts[:return_type]
74
+ if opts[:return_type] == 'File'
75
+ data = tempfile
76
+ elsif opts[:return_type]
74
77
  data = deserialize(response, opts[:return_type])
75
78
  else
76
79
  data = nil
@@ -125,9 +128,7 @@ module DealMakerAPI
125
128
  end
126
129
  end
127
130
 
128
- request = Typhoeus::Request.new(url, req_opts)
129
- download_file(request) if opts[:return_type] == 'File'
130
- request
131
+ Typhoeus::Request.new(url, req_opts)
131
132
  end
132
133
 
133
134
  # Builds the HTTP request body
@@ -165,6 +166,8 @@ module DealMakerAPI
165
166
  # process can use.
166
167
  #
167
168
  # @see Configuration#temp_folder_path
169
+ #
170
+ # @return [Tempfile] the tempfile generated
168
171
  def download_file(request)
169
172
  tempfile = nil
170
173
  encoding = nil
@@ -179,7 +182,6 @@ module DealMakerAPI
179
182
  prefix = prefix + '-' unless prefix.end_with?('-')
180
183
  encoding = response.body.encoding
181
184
  tempfile = Tempfile.open(prefix, @config.temp_folder_path, encoding: encoding)
182
- @tempfile = tempfile
183
185
  end
184
186
  request.on_body do |chunk|
185
187
  chunk.force_encoding(encoding)
@@ -194,6 +196,8 @@ module DealMakerAPI
194
196
  "explicitly with `tempfile.delete`"
195
197
  end
196
198
  end
199
+
200
+ tempfile
197
201
  end
198
202
 
199
203
  # Check if the given MIME is a JSON MIME.
@@ -214,11 +218,6 @@ module DealMakerAPI
214
218
  # @param [String] return_type some examples: "User", "Array<User>", "Hash<String, Integer>"
215
219
  def deserialize(response, return_type)
216
220
  body = response.body
217
-
218
- # handle file downloading - return the File instance processed in request callbacks
219
- # note that response body is empty when the file is written in chunks in request on_body callback
220
- return @tempfile if return_type == 'File'
221
-
222
221
  return nil if body.nil? || body.empty?
223
222
 
224
223
  # return response body directly for String return type
@@ -177,7 +177,7 @@ module DealMakerAPI
177
177
  else # model
178
178
  # models (e.g. Pet) or oneOf
179
179
  klass = DealMakerAPI.const_get(type)
180
- klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
180
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
181
181
  end
182
182
  end
183
183
 
@@ -238,7 +238,7 @@ module DealMakerAPI
238
238
  else # model
239
239
  # models (e.g. Pet) or oneOf
240
240
  klass = DealMakerAPI.const_get(type)
241
- klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
241
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
242
242
  end
243
243
  end
244
244
 
@@ -177,7 +177,7 @@ module DealMakerAPI
177
177
  else # model
178
178
  # models (e.g. Pet) or oneOf
179
179
  klass = DealMakerAPI.const_get(type)
180
- klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
180
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
181
181
  end
182
182
  end
183
183
 
@@ -194,7 +194,7 @@ module DealMakerAPI
194
194
  else # model
195
195
  # models (e.g. Pet) or oneOf
196
196
  klass = DealMakerAPI.const_get(type)
197
- klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
197
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
198
198
  end
199
199
  end
200
200
 
@@ -235,7 +235,7 @@ module DealMakerAPI
235
235
  else # model
236
236
  # models (e.g. Pet) or oneOf
237
237
  klass = DealMakerAPI.const_get(type)
238
- klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
238
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
239
239
  end
240
240
  end
241
241
 
@@ -272,7 +272,7 @@ module DealMakerAPI
272
272
  else # model
273
273
  # models (e.g. Pet) or oneOf
274
274
  klass = DealMakerAPI.const_get(type)
275
- klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
275
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
276
276
  end
277
277
  end
278
278
 
@@ -310,7 +310,7 @@ module DealMakerAPI
310
310
  else # model
311
311
  # models (e.g. Pet) or oneOf
312
312
  klass = DealMakerAPI.const_get(type)
313
- klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
313
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
314
314
  end
315
315
  end
316
316
 
@@ -196,7 +196,7 @@ module DealMakerAPI
196
196
  else # model
197
197
  # models (e.g. Pet) or oneOf
198
198
  klass = DealMakerAPI.const_get(type)
199
- klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
199
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
200
200
  end
201
201
  end
202
202
 
@@ -215,7 +215,7 @@ module DealMakerAPI
215
215
  else # model
216
216
  # models (e.g. Pet) or oneOf
217
217
  klass = DealMakerAPI.const_get(type)
218
- klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
218
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
219
219
  end
220
220
  end
221
221
 
@@ -167,7 +167,7 @@ module DealMakerAPI
167
167
  else # model
168
168
  # models (e.g. Pet) or oneOf
169
169
  klass = DealMakerAPI.const_get(type)
170
- klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
170
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
171
171
  end
172
172
  end
173
173
 
@@ -458,7 +458,7 @@ module DealMakerAPI
458
458
  else # model
459
459
  # models (e.g. Pet) or oneOf
460
460
  klass = DealMakerAPI.const_get(type)
461
- klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
461
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
462
462
  end
463
463
  end
464
464
 
@@ -287,7 +287,7 @@ module DealMakerAPI
287
287
  else # model
288
288
  # models (e.g. Pet) or oneOf
289
289
  klass = DealMakerAPI.const_get(type)
290
- klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
290
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
291
291
  end
292
292
  end
293
293
 
@@ -357,7 +357,7 @@ module DealMakerAPI
357
357
  else # model
358
358
  # models (e.g. Pet) or oneOf
359
359
  klass = DealMakerAPI.const_get(type)
360
- klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
360
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
361
361
  end
362
362
  end
363
363
 
@@ -479,7 +479,7 @@ module DealMakerAPI
479
479
  else # model
480
480
  # models (e.g. Pet) or oneOf
481
481
  klass = DealMakerAPI.const_get(type)
482
- klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
482
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
483
483
  end
484
484
  end
485
485
 
@@ -338,7 +338,7 @@ module DealMakerAPI
338
338
  else # model
339
339
  # models (e.g. Pet) or oneOf
340
340
  klass = DealMakerAPI.const_get(type)
341
- klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
341
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
342
342
  end
343
343
  end
344
344
 
@@ -51,6 +51,9 @@ module DealMakerAPI
51
51
  # The list of taxpayer identification numbers for the trustees (required for trustee 1).
52
52
  attr_accessor :taxpayer_id
53
53
 
54
+ # The list of phone numbers for the trustees (required for trustee 1).
55
+ attr_accessor :phone_number
56
+
54
57
  # Attribute mapping from ruby-style variable name to JSON key.
55
58
  def self.attribute_map
56
59
  {
@@ -65,7 +68,8 @@ module DealMakerAPI
65
68
  :'region' => :'region',
66
69
  :'postal_code' => :'postal_code',
67
70
  :'date_of_birth' => :'date_of_birth',
68
- :'taxpayer_id' => :'taxpayer_id'
71
+ :'taxpayer_id' => :'taxpayer_id',
72
+ :'phone_number' => :'phone_number'
69
73
  }
70
74
  end
71
75
 
@@ -88,7 +92,8 @@ module DealMakerAPI
88
92
  :'region' => :'String',
89
93
  :'postal_code' => :'String',
90
94
  :'date_of_birth' => :'String',
91
- :'taxpayer_id' => :'String'
95
+ :'taxpayer_id' => :'String',
96
+ :'phone_number' => :'String'
92
97
  }
93
98
  end
94
99
 
@@ -162,6 +167,10 @@ module DealMakerAPI
162
167
  if attributes.key?(:'taxpayer_id')
163
168
  self.taxpayer_id = attributes[:'taxpayer_id']
164
169
  end
170
+
171
+ if attributes.key?(:'phone_number')
172
+ self.phone_number = attributes[:'phone_number']
173
+ end
165
174
  end
166
175
 
167
176
  # Show invalid properties with the reasons. Usually used together with valid?
@@ -200,7 +209,8 @@ module DealMakerAPI
200
209
  region == o.region &&
201
210
  postal_code == o.postal_code &&
202
211
  date_of_birth == o.date_of_birth &&
203
- taxpayer_id == o.taxpayer_id
212
+ taxpayer_id == o.taxpayer_id &&
213
+ phone_number == o.phone_number
204
214
  end
205
215
 
206
216
  # @see the `==` method
@@ -212,7 +222,7 @@ module DealMakerAPI
212
222
  # Calculates hash code according to all attributes.
213
223
  # @return [Integer] Hash code
214
224
  def hash
215
- [index, _delete, first_name, last_name, suffix, street_address, unit2, city, region, postal_code, date_of_birth, taxpayer_id].hash
225
+ [index, _delete, first_name, last_name, suffix, street_address, unit2, city, region, postal_code, date_of_birth, taxpayer_id, phone_number].hash
216
226
  end
217
227
 
218
228
  # Builds the object from hash
@@ -277,7 +287,7 @@ module DealMakerAPI
277
287
  else # model
278
288
  # models (e.g. Pet) or oneOf
279
289
  klass = DealMakerAPI.const_get(type)
280
- klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
290
+ klass.respond_to?(:openapi_any_of) || klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
281
291
  end
282
292
  end
283
293