DealMakerAPI 0.91.2 → 0.91.3

checksums.yaml

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data/README.md

@@ -338,7 +338,7 @@ Given the high number of updates our platform performs on any investor, we’ve
 This SDK is automatically generated by the [OpenAPI Generator](https://openapi-generator.tech) project:
 
 - API version: 1.75.0
-- Package version: 0.91.2
+- Package version: 0.91.3
 - Build package: org.openapitools.codegen.languages.RubyClientCodegen
 
 ## Installation
@@ -354,16 +354,16 @@ gem build DealMakerAPI.gemspec
 Then either install the gem locally:
 
 ```shell
-gem install ./DealMakerAPI-0.91.2.gem
+gem install ./DealMakerAPI-0.91.3.gem
 ```
 
-(for development, run `gem install --dev ./DealMakerAPI-0.91.2.gem` to install the development dependencies)
+(for development, run `gem install --dev ./DealMakerAPI-0.91.3.gem` to install the development dependencies)
 
 or publish the gem to a gem hosting service, e.g. [RubyGems](https://rubygems.org/).
 
 Finally add this to the Gemfile:
 
-    gem 'DealMakerAPI', '~> 0.91.2'
+    gem 'DealMakerAPI', '~> 0.91.3'
 
 ### Install from Git
 
@@ -458,6 +458,7 @@ Class | Method | HTTP request | Description
 *DealMakerAPI::InvestorProfileApi* | [**create_corporation_profile**](docs/InvestorProfileApi.md#create_corporation_profile) | **POST** /investor_profiles/corporations | Create new corporation investor profile.
 *DealMakerAPI::InvestorProfileApi* | [**create_individual_profile**](docs/InvestorProfileApi.md#create_individual_profile) | **POST** /investor_profiles/individuals | Create new individual investor profile
 *DealMakerAPI::InvestorProfileApi* | [**create_joint_profile**](docs/InvestorProfileApi.md#create_joint_profile) | **POST** /investor_profiles/joints | Create new joint investor profile
+*DealMakerAPI::InvestorProfileApi* | [**create_managed_profile**](docs/InvestorProfileApi.md#create_managed_profile) | **POST** /investor_profiles/managed | Create new managed investor profile.
 *DealMakerAPI::InvestorProfileApi* | [**create_trust_profile**](docs/InvestorProfileApi.md#create_trust_profile) | **POST** /investor_profiles/trusts | Create new trust investor profile.
 *DealMakerAPI::InvestorProfileApi* | [**get_deal_investor_profiles**](docs/InvestorProfileApi.md#get_deal_investor_profiles) | **GET** /investor_profiles/{deal_id} | Get list of InvestorProfiles for a specific deal
 *DealMakerAPI::InvestorProfileApi* | [**get_investor_profile**](docs/InvestorProfileApi.md#get_investor_profile) | **GET** /investor_profiles/profile/{id} | Get an investor profile by id
@@ -498,6 +499,7 @@ Class | Method | HTTP request | Description
  - [DealMakerAPI::PostInvestorProfilesCorporationsBeneficialOwnersInner](docs/PostInvestorProfilesCorporationsBeneficialOwnersInner.md)
  - [DealMakerAPI::PostInvestorProfilesIndividuals](docs/PostInvestorProfilesIndividuals.md)
  - [DealMakerAPI::PostInvestorProfilesJoints](docs/PostInvestorProfilesJoints.md)
+ - [DealMakerAPI::PostInvestorProfilesManaged](docs/PostInvestorProfilesManaged.md)
  - [DealMakerAPI::PostInvestorProfilesTrusts](docs/PostInvestorProfilesTrusts.md)
  - [DealMakerAPI::PostInvestorProfilesTrustsTrusteesInner](docs/PostInvestorProfilesTrustsTrusteesInner.md)
  - [DealMakerAPI::PostWebhooksRequest](docs/PostWebhooksRequest.md)
@@ -542,14 +544,17 @@ Class | Method | HTTP request | Description
  - [DealMakerAPI::V1EntitiesInvestorProfileCorporation](docs/V1EntitiesInvestorProfileCorporation.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileFieldsAccountHolder](docs/V1EntitiesInvestorProfileFieldsAccountHolder.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileFieldsBeneficialOwner](docs/V1EntitiesInvestorProfileFieldsBeneficialOwner.md)
+ - [DealMakerAPI::V1EntitiesInvestorProfileFieldsBeneficiary](docs/V1EntitiesInvestorProfileFieldsBeneficiary.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileFieldsCorporation](docs/V1EntitiesInvestorProfileFieldsCorporation.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileFieldsPrimaryHolder](docs/V1EntitiesInvestorProfileFieldsPrimaryHolder.md)
+ - [DealMakerAPI::V1EntitiesInvestorProfileFieldsProvider](docs/V1EntitiesInvestorProfileFieldsProvider.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileFieldsSigningOfficer](docs/V1EntitiesInvestorProfileFieldsSigningOfficer.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileFieldsTrust](docs/V1EntitiesInvestorProfileFieldsTrust.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileFieldsTrustee](docs/V1EntitiesInvestorProfileFieldsTrustee.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileIndividual](docs/V1EntitiesInvestorProfileIndividual.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileItem](docs/V1EntitiesInvestorProfileItem.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileJoint](docs/V1EntitiesInvestorProfileJoint.md)
+ - [DealMakerAPI::V1EntitiesInvestorProfileManaged](docs/V1EntitiesInvestorProfileManaged.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileOwner](docs/V1EntitiesInvestorProfileOwner.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileTrust](docs/V1EntitiesInvestorProfileTrust.md)
  - [DealMakerAPI::V1EntitiesInvestorProfiles](docs/V1EntitiesInvestorProfiles.md)

data/docs/InvestorProfileApi.md

@@ -7,6 +7,7 @@ All URIs are relative to *http://api.dealmaker.tech*
 | [**create_corporation_profile**](InvestorProfileApi.md#create_corporation_profile) | **POST** /investor_profiles/corporations | Create new corporation investor profile. |
 | [**create_individual_profile**](InvestorProfileApi.md#create_individual_profile) | **POST** /investor_profiles/individuals | Create new individual investor profile |
 | [**create_joint_profile**](InvestorProfileApi.md#create_joint_profile) | **POST** /investor_profiles/joints | Create new joint investor profile |
+| [**create_managed_profile**](InvestorProfileApi.md#create_managed_profile) | **POST** /investor_profiles/managed | Create new managed investor profile. |
 | [**create_trust_profile**](InvestorProfileApi.md#create_trust_profile) | **POST** /investor_profiles/trusts | Create new trust investor profile. |
 | [**get_deal_investor_profiles**](InvestorProfileApi.md#get_deal_investor_profiles) | **GET** /investor_profiles/{deal_id} | Get list of InvestorProfiles for a specific deal |
 | [**get_investor_profile**](InvestorProfileApi.md#get_investor_profile) | **GET** /investor_profiles/profile/{id} | Get an investor profile by id |
@@ -215,6 +216,72 @@ No authorization required
 - **Accept**: application/json
 
 
+## create_managed_profile
+
+> <V1EntitiesInvestorProfileManaged> create_managed_profile(investor_profiles_managed)
+
+Create new managed investor profile.
+
+Create new managed investor profile associated to the user by email.
+
+### Examples
+
+```ruby
+require 'time'
+require 'DealMakerAPI'
+# setup authorization
+DealMakerAPI.configure do |config|end
+
+api_instance = DealMakerAPI::InvestorProfileApi.new
+investor_profiles_managed = DealMakerAPI::PostInvestorProfilesManaged.new({email: 'email_example'}) # PostInvestorProfilesManaged | 
+
+begin
+  # Create new managed investor profile.
+  result = api_instance.create_managed_profile(investor_profiles_managed)
+  p result
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling InvestorProfileApi->create_managed_profile: #{e}"
+end
+```
+
+#### Using the create_managed_profile_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+> <Array(<V1EntitiesInvestorProfileManaged>, Integer, Hash)> create_managed_profile_with_http_info(investor_profiles_managed)
+
+```ruby
+begin
+  # Create new managed investor profile.
+  data, status_code, headers = api_instance.create_managed_profile_with_http_info(investor_profiles_managed)
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => <V1EntitiesInvestorProfileManaged>
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling InvestorProfileApi->create_managed_profile_with_http_info: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **investor_profiles_managed** | [**PostInvestorProfilesManaged**](PostInvestorProfilesManaged.md) |  |  |
+
+### Return type
+
+[**V1EntitiesInvestorProfileManaged**](V1EntitiesInvestorProfileManaged.md)
+
+### Authorization
+
+No authorization required
+
+### HTTP request headers
+
+- **Content-Type**: application/json
+- **Accept**: application/json
+
+
 ## create_trust_profile
 
 > <V1EntitiesInvestorProfileTrust> create_trust_profile(investor_profiles_trusts)

data/docs/PostInvestorProfilesManaged.md

@@ -0,0 +1,68 @@
+# DealMakerAPI::PostInvestorProfilesManaged
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **email** | **String** | User email which is associated with investor profile (required). |  |
+| **us_accredited_category** | **String** | The United States accredited investor information. | [optional] |
+| **ca_accredited_investor** | **String** | The Canadian accredited investor information. | [optional] |
+| **name** | **String** | The name of the provider (required). | [optional] |
+| **street_address** | **String** | The street address of the provider (required). | [optional] |
+| **unit2** | **String** | The street address line 2 of the provider. | [optional] |
+| **city** | **String** | The city of the provider (required). | [optional] |
+| **region** | **String** | The region or state of the provider (required). | [optional] |
+| **postal_code** | **String** | The postal code or zipcode of the provider (required). | [optional] |
+| **taxpayer_id** | **String** | The taxpayer identification number of the provider (required). | [optional] |
+| **confirmation** | **Boolean** | Confirms that the provider is able to custody these securities and release respective funds in order to complete the purchase (required). | [optional] |
+| **income** | **Float** | The income of the managed investor profile | [optional] |
+| **net_worth** | **Float** | The net worth of the managed investor profile | [optional] |
+| **reg_cf_prior_offerings_amount** | **Float** | The prior offering amount of the managed investor profile | [optional] |
+| **beneficiary_account_number** | **String** | The account number of the beneficiary (required). | [optional] |
+| **beneficiary_first_name** | **String** | The first name of the beneficiary (required). | [optional] |
+| **beneficiary_last_name** | **String** | The last name of the beneficiary (required). | [optional] |
+| **beneficiary_suffix** | **String** | The suffix of the beneficiary. | [optional] |
+| **beneficiary_street_address** | **String** | The street address of the beneficiary (required). | [optional] |
+| **beneficiary_unit2** | **String** | The street address line 2 of the beneficiary. | [optional] |
+| **beneficiary_city** | **String** | The city of the beneficiary (required). | [optional] |
+| **beneficiary_region** | **String** | The region or state of the beneficiary (required). | [optional] |
+| **beneficiary_postal_code** | **String** | The postal code or zipcode of the beneficiary (required). | [optional] |
+| **beneficiary_date_of_birth** | **String** | The date of birth of the beneficiary (required). | [optional] |
+| **beneficiary_taxpayer_id** | **String** | The taxpayer identification number of the beneficiary (required). | [optional] |
+| **beneficiary_phone_number** | **String** | The phone number of the beneficiary (required). | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::PostInvestorProfilesManaged.new(
+  email: null,
+  us_accredited_category: null,
+  ca_accredited_investor: null,
+  name: null,
+  street_address: null,
+  unit2: null,
+  city: null,
+  region: null,
+  postal_code: null,
+  taxpayer_id: null,
+  confirmation: null,
+  income: null,
+  net_worth: null,
+  reg_cf_prior_offerings_amount: null,
+  beneficiary_account_number: null,
+  beneficiary_first_name: null,
+  beneficiary_last_name: null,
+  beneficiary_suffix: null,
+  beneficiary_street_address: null,
+  beneficiary_unit2: null,
+  beneficiary_city: null,
+  beneficiary_region: null,
+  beneficiary_postal_code: null,
+  beneficiary_date_of_birth: null,
+  beneficiary_taxpayer_id: null,
+  beneficiary_phone_number: null
+)
+```
+

data/docs/V1EntitiesInvestorPriceDetails.md

@@ -4,6 +4,11 @@
 
 | Name | Type | Description | Notes |
 | ---- | ---- | ----------- | ----- |
+| **investment_amount** | **String** | The investment amount in dollar. | [optional] |
+| **full_investment_amount** | **String** | The investment amount at full price to get the same number of securities | [optional] |
+| **saved_investment_amount** | **String** | The saved amount. | [optional] |
+| **number_of_securities** | **Integer** | The number of securities. | [optional] |
+| **full_number_of_securities** | **Integer** | The number of securities you could get at full price | [optional] |
 | **full_price** | [**V1EntitiesMoneyEntity**](V1EntitiesMoneyEntity.md) |  | [optional] |
 | **final_price** | [**V1EntitiesMoneyEntity**](V1EntitiesMoneyEntity.md) |  | [optional] |
 | **effective_tier** | [**V1EntitiesInvestorIncentiveTier**](V1EntitiesInvestorIncentiveTier.md) |  | [optional] |
@@ -15,6 +20,11 @@
 require 'DealMakerAPI'
 
 instance = DealMakerAPI::V1EntitiesInvestorPriceDetails.new(
+  investment_amount: null,
+  full_investment_amount: null,
+  saved_investment_amount: null,
+  number_of_securities: null,
+  full_number_of_securities: null,
   full_price: null,
   final_price: null,
   effective_tier: null,

data/docs/V1EntitiesInvestorProfileFieldsBeneficiary.md

@@ -0,0 +1,32 @@
+# DealMakerAPI::V1EntitiesInvestorProfileFieldsBeneficiary
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **first_name** | **String** | Investor profile first name | [optional] |
+| **last_name** | **String** | Investor profile last name | [optional] |
+| **suffix** | **String** | Investor profile suffix | [optional] |
+| **date_of_birth** | **String** | The date of birth | [optional] |
+| **taxpayer_id** | **String** | The taxpayer identification number | [optional] |
+| **address** | [**V1EntitiesInvestorProfileAddress**](V1EntitiesInvestorProfileAddress.md) |  | [optional] |
+| **account_number** | **String** | Beneficiary account number | [optional] |
+| **phone_number** | **String** | Beneficiary phone number | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesInvestorProfileFieldsBeneficiary.new(
+  first_name: null,
+  last_name: null,
+  suffix: null,
+  date_of_birth: null,
+  taxpayer_id: null,
+  address: null,
+  account_number: null,
+  phone_number: null
+)
+```
+

data/docs/V1EntitiesInvestorProfileFieldsProvider.md

@@ -0,0 +1,30 @@
+# DealMakerAPI::V1EntitiesInvestorProfileFieldsProvider
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **name** | **String** | The provider name | [optional] |
+| **taxpayer_id** | **String** | The taxpayer identification number | [optional] |
+| **confirmation** | **Boolean** | Confirms that the provider is able to custody these securities and release respective funds in order to complete the purchase | [optional] |
+| **income** | **Float** | The income | [optional] |
+| **net_worth** | **Float** | The net worth | [optional] |
+| **reg_cf_prior_offerings_amount** | **Float** | The prior offering amount in the last 12 months | [optional] |
+| **address** | [**V1EntitiesInvestorProfileAddress**](V1EntitiesInvestorProfileAddress.md) |  | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesInvestorProfileFieldsProvider.new(
+  name: null,
+  taxpayer_id: null,
+  confirmation: null,
+  income: null,
+  net_worth: null,
+  reg_cf_prior_offerings_amount: null,
+  address: null
+)
+```
+

data/docs/V1EntitiesInvestorProfileItem.md

@@ -4,7 +4,7 @@
 
 | Name | Type | Description | Notes |
 | ---- | ---- | ----------- | ----- |
-| **profile** | [**V1EntitiesInvestorProfileTrust**](V1EntitiesInvestorProfileTrust.md) |  | [optional] |
+| **profile** | [**V1EntitiesInvestorProfileManaged**](V1EntitiesInvestorProfileManaged.md) |  | [optional] |
 
 ## Example
 

data/docs/V1EntitiesInvestorProfileManaged.md

@@ -0,0 +1,38 @@
+# DealMakerAPI::V1EntitiesInvestorProfileManaged
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **id** | **Integer** | Investor Profile id | [optional] |
+| **user_id** | **Integer** | User id | [optional] |
+| **email** | **String** | User email | [optional] |
+| **type** | **String** | Investor Profile type | [optional] |
+| **us_accredited_category** | **String** | The United States accredited investor information | [optional] |
+| **ca_accredited_investor** | **String** | The Canadian accredited investor information | [optional] |
+| **complete** | **Boolean** | To check if the profile is complete or not | [optional] |
+| **owner_type** | **String** | Type of the investor profile owner | [optional] |
+| **owner** | [**V1EntitiesInvestorProfileOwner**](V1EntitiesInvestorProfileOwner.md) |  | [optional] |
+| **provider** | [**V1EntitiesInvestorProfileFieldsProvider**](V1EntitiesInvestorProfileFieldsProvider.md) |  | [optional] |
+| **beneficiary** | [**V1EntitiesInvestorProfileFieldsBeneficiary**](V1EntitiesInvestorProfileFieldsBeneficiary.md) |  | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesInvestorProfileManaged.new(
+  id: null,
+  user_id: null,
+  email: null,
+  type: null,
+  us_accredited_category: null,
+  ca_accredited_investor: null,
+  complete: null,
+  owner_type: null,
+  owner: null,
+  provider: null,
+  beneficiary: null
+)
+```
+

data/lib/DealMakerAPI/api/investor_profile_api.rb

@@ -223,6 +223,74 @@ module DealMakerAPI
       return data, status_code, headers
     end
 
+    # Create new managed investor profile.
+    # Create new managed investor profile associated to the user by email.
+    # @param investor_profiles_managed [PostInvestorProfilesManaged] 
+    # @param [Hash] opts the optional parameters
+    # @return [V1EntitiesInvestorProfileManaged]
+    def create_managed_profile(investor_profiles_managed, opts = {})
+      data, _status_code, _headers = create_managed_profile_with_http_info(investor_profiles_managed, opts)
+      data
+    end
+
+    # Create new managed investor profile.
+    # Create new managed investor profile associated to the user by email.
+    # @param investor_profiles_managed [PostInvestorProfilesManaged] 
+    # @param [Hash] opts the optional parameters
+    # @return [Array<(V1EntitiesInvestorProfileManaged, Integer, Hash)>] V1EntitiesInvestorProfileManaged data, response status code and response headers
+    def create_managed_profile_with_http_info(investor_profiles_managed, opts = {})
+      if @api_client.config.debugging
+        @api_client.config.logger.debug 'Calling API: InvestorProfileApi.create_managed_profile ...'
+      end
+      # verify the required parameter 'investor_profiles_managed' is set
+      if @api_client.config.client_side_validation && investor_profiles_managed.nil?
+        fail ArgumentError, "Missing the required parameter 'investor_profiles_managed' when calling InvestorProfileApi.create_managed_profile"
+      end
+      # resource path
+      local_var_path = '/investor_profiles/managed'
+
+      # query parameters
+      query_params = opts[:query_params] || {}
+
+      # header parameters
+      header_params = opts[:header_params] || {}
+      # HTTP header 'Accept' (if needed)
+      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
+      # HTTP header 'Content-Type'
+      content_type = @api_client.select_header_content_type(['application/json'])
+      if !content_type.nil?
+          header_params['Content-Type'] = content_type
+      end
+
+      # form parameters
+      form_params = opts[:form_params] || {}
+
+      # http body (model)
+      post_body = opts[:debug_body] || @api_client.object_to_http_body(investor_profiles_managed)
+
+      # return_type
+      return_type = opts[:debug_return_type] || 'V1EntitiesInvestorProfileManaged'
+
+      # auth_names
+      auth_names = opts[:debug_auth_names] || []
+
+      new_options = opts.merge(
+        :operation => :"InvestorProfileApi.create_managed_profile",
+        :header_params => header_params,
+        :query_params => query_params,
+        :form_params => form_params,
+        :body => post_body,
+        :auth_names => auth_names,
+        :return_type => return_type
+      )
+
+      data, status_code, headers = @api_client.call_api(:POST, local_var_path, new_options)
+      if @api_client.config.debugging
+        @api_client.config.logger.debug "API called: InvestorProfileApi#create_managed_profile\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
+      end
+      return data, status_code, headers
+    end
+
     # Create new trust investor profile.
     # Create new trust investor profile associated to the user by email.
     # @param investor_profiles_trusts [PostInvestorProfilesTrusts]