DealMakerAPI 0.98.1 → 0.98.2

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
metadata CHANGED
@@ -1,14 +1,14 @@
1
1
  --- !ruby/object:Gem::Specification
2
2
  name: DealMakerAPI
3
3
  version: !ruby/object:Gem::Version
4
- version: 0.98.1
4
+ version: 0.98.2
5
5
  platform: ruby
6
6
  authors:
7
7
  - DealMaker
8
8
  autorequire:
9
9
  bindir: bin
10
10
  cert_chain: []
11
- date: 2024-03-04 00:00:00.000000000 Z
11
+ date: 2024-03-07 00:00:00.000000000 Z
12
12
  dependencies:
13
13
  - !ruby/object:Gem::Dependency
14
14
  name: typhoeus
@@ -70,6 +70,7 @@ files:
70
70
  - docs/CreateBulkUploadRequest.md
71
71
  - docs/CreateCompanyRequest.md
72
72
  - docs/CreateDealSetupRequest.md
73
+ - docs/CreateEmailTemplateRequest.md
73
74
  - docs/CreateShareholderActionRequest.md
74
75
  - docs/CustomEmailsApi.md
75
76
  - docs/DealApi.md
@@ -138,6 +139,7 @@ files:
138
139
  - docs/V1EntitiesDividends.md
139
140
  - docs/V1EntitiesEmailEvent.md
140
141
  - docs/V1EntitiesEmailEvents.md
142
+ - docs/V1EntitiesEmailTemplate.md
141
143
  - docs/V1EntitiesExpressWireInstruction.md
142
144
  - docs/V1EntitiesExpressWireInstructions.md
143
145
  - docs/V1EntitiesGenericResponse.md
@@ -162,6 +164,8 @@ files:
162
164
  - docs/V1EntitiesInvestorProfileOwner.md
163
165
  - docs/V1EntitiesInvestorProfileTrust.md
164
166
  - docs/V1EntitiesInvestorProfiles.md
167
+ - docs/V1EntitiesInvestorSearchEntities.md
168
+ - docs/V1EntitiesInvestorSearchEntitiesRequiredFields.md
165
169
  - docs/V1EntitiesInvestorUser.md
166
170
  - docs/V1EntitiesInvestors.md
167
171
  - docs/V1EntitiesMoneyEntity.md
@@ -207,6 +211,7 @@ files:
207
211
  - lib/DealMakerAPI/models/create_bulk_upload_request.rb
208
212
  - lib/DealMakerAPI/models/create_company_request.rb
209
213
  - lib/DealMakerAPI/models/create_deal_setup_request.rb
214
+ - lib/DealMakerAPI/models/create_email_template_request.rb
210
215
  - lib/DealMakerAPI/models/create_shareholder_action_request.rb
211
216
  - lib/DealMakerAPI/models/edit_investor_tags_request.rb
212
217
  - lib/DealMakerAPI/models/generate_url_request.rb
@@ -264,6 +269,7 @@ files:
264
269
  - lib/DealMakerAPI/models/v1_entities_dividends.rb
265
270
  - lib/DealMakerAPI/models/v1_entities_email_event.rb
266
271
  - lib/DealMakerAPI/models/v1_entities_email_events.rb
272
+ - lib/DealMakerAPI/models/v1_entities_email_template.rb
267
273
  - lib/DealMakerAPI/models/v1_entities_express_wire_instruction.rb
268
274
  - lib/DealMakerAPI/models/v1_entities_express_wire_instructions.rb
269
275
  - lib/DealMakerAPI/models/v1_entities_generic_response.rb
@@ -288,6 +294,8 @@ files:
288
294
  - lib/DealMakerAPI/models/v1_entities_investor_profile_owner.rb
289
295
  - lib/DealMakerAPI/models/v1_entities_investor_profile_trust.rb
290
296
  - lib/DealMakerAPI/models/v1_entities_investor_profiles.rb
297
+ - lib/DealMakerAPI/models/v1_entities_investor_search_entities.rb
298
+ - lib/DealMakerAPI/models/v1_entities_investor_search_entities_required_fields.rb
291
299
  - lib/DealMakerAPI/models/v1_entities_investor_user.rb
292
300
  - lib/DealMakerAPI/models/v1_entities_investors.rb
293
301
  - lib/DealMakerAPI/models/v1_entities_money_entity.rb
@@ -329,6 +337,7 @@ files:
329
337
  - spec/models/create_bulk_upload_request_spec.rb
330
338
  - spec/models/create_company_request_spec.rb
331
339
  - spec/models/create_deal_setup_request_spec.rb
340
+ - spec/models/create_email_template_request_spec.rb
332
341
  - spec/models/create_shareholder_action_request_spec.rb
333
342
  - spec/models/edit_investor_tags_request_spec.rb
334
343
  - spec/models/generate_url_request_spec.rb
@@ -386,6 +395,7 @@ files:
386
395
  - spec/models/v1_entities_dividends_spec.rb
387
396
  - spec/models/v1_entities_email_event_spec.rb
388
397
  - spec/models/v1_entities_email_events_spec.rb
398
+ - spec/models/v1_entities_email_template_spec.rb
389
399
  - spec/models/v1_entities_express_wire_instruction_spec.rb
390
400
  - spec/models/v1_entities_express_wire_instructions_spec.rb
391
401
  - spec/models/v1_entities_generic_response_spec.rb
@@ -409,6 +419,8 @@ files:
409
419
  - spec/models/v1_entities_investor_profile_owner_spec.rb
410
420
  - spec/models/v1_entities_investor_profile_trust_spec.rb
411
421
  - spec/models/v1_entities_investor_profiles_spec.rb
422
+ - spec/models/v1_entities_investor_search_entities_required_fields_spec.rb
423
+ - spec/models/v1_entities_investor_search_entities_spec.rb
412
424
  - spec/models/v1_entities_investor_spec.rb
413
425
  - spec/models/v1_entities_investor_user_spec.rb
414
426
  - spec/models/v1_entities_investors_spec.rb
@@ -455,125 +467,129 @@ signing_key:
455
467
  specification_version: 4
456
468
  summary: A ruby wrapper for the DealMaker API
457
469
  test_files:
458
- - spec/api/upload_api_spec.rb
459
470
  - spec/api/deals_api_spec.rb
460
- - spec/api/default_api_spec.rb
461
- - spec/api/deal_api_spec.rb
462
- - spec/api/investor_profile_api_spec.rb
463
471
  - spec/api/user_api_spec.rb
464
- - spec/api/users_api_spec.rb
465
- - spec/api/country_api_spec.rb
466
- - spec/api/custom_emails_api_spec.rb
467
- - spec/api/incentive_plan_api_spec.rb
468
472
  - spec/api/shareholder_api_spec.rb
469
- - spec/api/company_api_spec.rb
473
+ - spec/api/investor_profile_api_spec.rb
470
474
  - spec/api/investor_api_spec.rb
471
- - spec/models/v1_entities_webhooks_subscription_deals_spec.rb
472
- - spec/models/v1_entities_deal_issuer_spec.rb
473
- - spec/models/put_webhooks_id_request_spec.rb
474
- - spec/models/create_bulk_upload_detail_request_spec.rb
475
- - spec/models/run_background_search_request_spec.rb
476
- - spec/models/add506c_document_request_spec.rb
477
- - spec/models/v1_entities_shareholders_tags_spec.rb
478
- - spec/models/v1_entities_payments_self_serve_onboarding_qualification_questionnaire_result_spec.rb
479
- - spec/models/v1_entities_investor_profile_joint_spec.rb
480
- - spec/models/v1_entities_dividends_spec.rb
481
- - spec/models/patch_investor_request_spec.rb
482
- - spec/models/post_webhooks_request_spec.rb
483
- - spec/models/v1_entities_investor_otp_access_link_spec.rb
484
- - spec/models/v1_entities_investors_spec.rb
485
- - spec/models/v1_entities_webhooks_security_token_spec.rb
486
- - spec/models/post_investor_profiles_corporations_beneficial_owners_inner_spec.rb
487
- - spec/models/patch_investor_profiles_individuals_spec.rb
488
- - spec/models/v1_entities_deals_incentive_plans_incentive_tier_spec.rb
489
- - spec/models/create_company_request_spec.rb
490
- - spec/models/v1_entities_company_spec.rb
491
- - spec/models/v1_entities_company_deals_spec.rb
475
+ - spec/api/incentive_plan_api_spec.rb
476
+ - spec/api/company_api_spec.rb
477
+ - spec/api/deal_api_spec.rb
478
+ - spec/api/country_api_spec.rb
479
+ - spec/api/custom_emails_api_spec.rb
480
+ - spec/api/upload_api_spec.rb
481
+ - spec/api/default_api_spec.rb
482
+ - spec/api/users_api_spec.rb
492
483
  - spec/models/v1_entities_bulk_upload_detail_spec.rb
493
- - spec/models/v1_entities_deals_price_details_spec.rb
494
- - spec/models/v1_entities_subscription_agreement_spec.rb
495
- - spec/models/v1_entities_shareholder_spec.rb
496
- - spec/models/edit_investor_tags_request_spec.rb
497
- - spec/models/v1_entities_attachment_spec.rb
498
- - spec/models/bulk_upload_investors_request_spec.rb
499
- - spec/models/v1_entities_addresses_spec.rb
484
+ - spec/models/v1_entities_express_wire_instructions_spec.rb
500
485
  - spec/models/v1_entities_user_spec.rb
501
- - spec/models/v1_entities_investor_profile_fields_provider_spec.rb
502
- - spec/models/put_deals_id_investors_spec.rb
503
- - spec/models/patch_investor_profiles_trusts_spec.rb
504
- - spec/models/v1_entities_investor_profile_address_spec.rb
486
+ - spec/models/v1_entities_investor_profile_corporation_spec.rb
487
+ - spec/models/v1_entities_shareholder_spec.rb
488
+ - spec/models/v1_entities_beefree_access_token_spec.rb
505
489
  - spec/models/v1_entities_investor_profile_fields_trust_spec.rb
506
- - spec/models/create_bulk_upload_request_spec.rb
507
- - spec/models/patch_deal_incentive_plan_request_spec.rb
508
- - spec/models/create_shareholder_action_request_spec.rb
509
- - spec/models/post_investor_profiles_individuals_spec.rb
490
+ - spec/models/post_webhooks_request_spec.rb
491
+ - spec/models/v1_entities_attachment_spec.rb
492
+ - spec/models/v1_entities_deal_setup_spec.rb
493
+ - spec/models/patch_investor_profiles_corporations_spec.rb
494
+ - spec/models/create_company_request_spec.rb
510
495
  - spec/models/v1_entities_investor_profile_fields_account_holder_spec.rb
496
+ - spec/models/v1_entities_webhooks_subscription_deals_spec.rb
497
+ - spec/models/v1_entities_deal_spec.rb
498
+ - spec/models/run_background_search_request_spec.rb
499
+ - spec/models/patch_deal_incentive_plan_request_spec.rb
500
+ - spec/models/v1_entities_company_spec.rb
511
501
  - spec/models/v1_entities_presigned_url_result_spec.rb
512
- - spec/models/put_deals_id_script_tag_environment_request_spec.rb
513
- - spec/models/v1_entities_deal_investor_metrics_spec.rb
514
- - spec/models/v1_entities_email_event_spec.rb
515
- - spec/models/patch_investor_profiles_corporations_beneficial_owners_inner_spec.rb
502
+ - spec/models/add_document_request_spec.rb
503
+ - spec/models/create_email_template_request_spec.rb
504
+ - spec/models/v1_entities_investor_profile_address_spec.rb
505
+ - spec/models/v1_entities_background_check_search_spec.rb
506
+ - spec/models/v1_entities_bulk_upload_details_spec.rb
507
+ - spec/models/put_webhooks_id_request_spec.rb
508
+ - spec/models/post_investor_profiles_managed_spec.rb
509
+ - spec/models/post_investor_profiles_individuals_spec.rb
510
+ - spec/models/post_investor_profiles_trusts_spec.rb
511
+ - spec/models/v1_entities_dividends_spec.rb
512
+ - spec/models/v1_entities_payments_self_serve_onboarding_payout_account_details_result_spec.rb
513
+ - spec/models/v1_entities_investor_profile_owner_spec.rb
514
+ - spec/models/patch_investor_profiles_joints_spec.rb
515
+ - spec/models/v1_entities_bulk_upload_spec.rb
516
+ - spec/models/v1_entities_email_events_spec.rb
517
+ - spec/models/edit_investor_tags_request_spec.rb
518
+ - spec/models/v1_entities_webhooks_security_token_spec.rb
519
+ - spec/models/v1_entities_webhooks_subscription_deal_spec.rb
520
+ - spec/models/v1_entities_deal_issuer_spec.rb
521
+ - spec/models/v1_entities_express_wire_instruction_spec.rb
522
+ - spec/models/v1_entities_deal_setup_user_spec.rb
523
+ - spec/models/v1_entities_company_deals_spec.rb
524
+ - spec/models/v1_entities_investor_profile_managed_spec.rb
516
525
  - spec/models/v1_entities_investor_profile_fields_trustee_spec.rb
517
- - spec/models/update_user_password_request_spec.rb
518
- - spec/models/v1_entities_beefree_access_token_spec.rb
519
- - spec/models/post_deals_id_investors_spec.rb
526
+ - spec/models/v1_entities_payments_self_serve_onboarding_qualification_questionnaire_result_spec.rb
520
527
  - spec/models/post_deal_incentive_plan_request_spec.rb
521
- - spec/models/v1_entities_webhooks_subscription_spec.rb
522
- - spec/models/v1_entities_investor_profile_item_spec.rb
528
+ - spec/models/v1_entities_dividend_spec.rb
523
529
  - spec/models/v1_entities_payments_self_serve_onboarding_digital_payments_connection_data_spec.rb
524
- - spec/models/post_investor_profiles_corporations_spec.rb
525
- - spec/models/v1_entities_investor_profile_individual_spec.rb
526
- - spec/models/v1_entities_payments_self_serve_onboarding_payout_account_details_result_spec.rb
527
- - spec/models/v1_entities_investor_profile_fields_corporation_spec.rb
528
- - spec/models/v1_entities_investor_profiles_spec.rb
529
- - spec/models/v1_entities_investor_profile_managed_spec.rb
530
- - spec/models/v1_entities_investor_profile_corporation_spec.rb
531
- - spec/models/v1_entities_investor_profile_owner_spec.rb
530
+ - spec/models/v1_entities_investor_profile_fields_signing_officer_spec.rb
531
+ - spec/models/create_bulk_upload_detail_request_spec.rb
532
+ - spec/models/v1_entities_shareholder_ledger_spec.rb
532
533
  - spec/models/send_portal_invite_request_spec.rb
533
- - spec/models/add_document_request_spec.rb
534
- - spec/models/v1_entities_background_check_search_spec.rb
535
- - spec/models/v1_entities_deal_setup_user_spec.rb
536
- - spec/models/v1_entities_generic_response_spec.rb
537
- - spec/models/patch_investor_profiles_trusts_trustees_inner_spec.rb
534
+ - spec/models/v1_entities_investor_profiles_spec.rb
535
+ - spec/models/v1_entities_investor_profile_joint_spec.rb
536
+ - spec/models/post_deals_id_investors_spec.rb
537
+ - spec/models/post_investor_profiles_corporations_beneficial_owners_inner_spec.rb
538
+ - spec/models/create_bulk_upload_request_spec.rb
539
+ - spec/models/v1_entities_deal_funding_metrics_spec.rb
540
+ - spec/models/v1_entities_payments_self_serve_onboarding_payout_account_details_data_spec.rb
541
+ - spec/models/add506c_document_request_spec.rb
542
+ - spec/models/v1_entities_investors_spec.rb
543
+ - spec/models/v1_entities_email_template_spec.rb
538
544
  - spec/models/v1_entities_bulk_uploads_spec.rb
539
- - spec/models/create_deal_setup_request_spec.rb
540
- - spec/models/get_access_token_request_spec.rb
541
- - spec/models/v1_entities_bulk_upload_spec.rb
542
- - spec/models/v1_entities_address_spec.rb
543
- - spec/models/post_investor_profiles_joints_spec.rb
544
- - spec/models/patch_investor_profiles_joints_spec.rb
545
+ - spec/models/v1_entities_investor_profile_trust_spec.rb
546
+ - spec/models/v1_entities_investor_profile_individual_spec.rb
547
+ - spec/models/v1_entities_investor_profile_item_spec.rb
545
548
  - spec/models/v1_entities_deals_incentive_plan_spec.rb
549
+ - spec/models/v1_entities_deal_enterprise_spec.rb
550
+ - spec/models/create_deal_setup_request_spec.rb
551
+ - spec/models/v1_entities_investor_profile_fields_primary_holder_spec.rb
552
+ - spec/models/v1_entities_investor_profile_fields_beneficial_owner_spec.rb
553
+ - spec/models/v1_entities_investor_search_entities_spec.rb
554
+ - spec/models/v1_entities_investor_search_entities_required_fields_spec.rb
555
+ - spec/models/v1_entities_investor_spec.rb
556
+ - spec/models/patch_investor_request_spec.rb
557
+ - spec/models/v1_entities_investor_user_spec.rb
558
+ - spec/models/v1_entities_investor_profile_fields_provider_spec.rb
559
+ - spec/models/post_investor_profiles_trusts_trustees_inner_spec.rb
560
+ - spec/models/v1_entities_state_spec.rb
546
561
  - spec/models/v1_entities_country_spec.rb
547
- - spec/models/v1_entities_dividend_spec.rb
548
- - spec/models/v1_entities_shareholder_ledger_spec.rb
549
- - spec/models/v1_entities_deal_setup_spec.rb
550
- - spec/models/v1_entities_investor_profile_trust_spec.rb
562
+ - spec/models/v1_entities_company_deal_spec.rb
551
563
  - spec/models/v1_entities_investor_profile_fields_beneficiary_spec.rb
552
- - spec/models/v1_entities_express_wire_instructions_spec.rb
553
- - spec/models/v1_entities_investor_user_spec.rb
564
+ - spec/models/v1_entities_addresses_spec.rb
565
+ - spec/models/v1_entities_webhooks_subscription_spec.rb
566
+ - spec/models/patch_investor_profiles_trusts_spec.rb
554
567
  - spec/models/v1_entities_webhooks_deal_spec.rb
555
- - spec/models/v1_entities_countries_spec.rb
556
- - spec/models/v1_entities_deal_spec.rb
557
- - spec/models/post_investor_profiles_trusts_spec.rb
568
+ - spec/models/v1_entities_deals_incentive_plans_incentive_tier_spec.rb
569
+ - spec/models/v1_entities_generic_response_spec.rb
570
+ - spec/models/get_access_token_request_spec.rb
571
+ - spec/models/v1_entities_investor_profile_fields_corporation_spec.rb
572
+ - spec/models/post_investor_profiles_corporations_spec.rb
573
+ - spec/models/generate_url_request_spec.rb
574
+ - spec/models/v1_entities_deals_price_details_spec.rb
575
+ - spec/models/v1_entities_subscription_agreement_spec.rb
576
+ - spec/models/patch_investor_profiles_individuals_spec.rb
558
577
  - spec/models/v1_entities_deals_spec.rb
578
+ - spec/models/put_deals_id_script_tag_environment_request_spec.rb
579
+ - spec/models/v1_entities_countries_spec.rb
580
+ - spec/models/v1_entities_investor_otp_access_link_spec.rb
581
+ - spec/models/v1_entities_address_spec.rb
582
+ - spec/models/put_deals_id_investors_spec.rb
583
+ - spec/models/v1_entities_deal_investor_metrics_spec.rb
584
+ - spec/models/create_shareholder_action_request_spec.rb
559
585
  - spec/models/v1_entities_shareholders_spec.rb
560
- - spec/models/post_investor_profiles_trusts_trustees_inner_spec.rb
561
- - spec/models/v1_entities_money_entity_spec.rb
562
- - spec/models/v1_entities_investor_profile_fields_signing_officer_spec.rb
563
- - spec/models/generate_url_request_spec.rb
564
- - spec/models/v1_entities_state_spec.rb
565
- - spec/models/v1_entities_webhooks_subscription_deal_spec.rb
566
- - spec/models/v1_entities_deal_funding_metrics_spec.rb
567
- - spec/models/patch_investor_profiles_corporations_spec.rb
568
- - spec/models/v1_entities_express_wire_instruction_spec.rb
569
- - spec/models/v1_entities_bulk_upload_details_spec.rb
570
- - spec/models/v1_entities_investor_profile_fields_beneficial_owner_spec.rb
571
- - spec/models/v1_entities_investor_profile_fields_primary_holder_spec.rb
572
- - spec/models/post_investor_profiles_managed_spec.rb
573
- - spec/models/v1_entities_investor_spec.rb
574
- - spec/models/v1_entities_deal_enterprise_spec.rb
575
- - spec/models/v1_entities_payments_self_serve_onboarding_payout_account_details_data_spec.rb
576
- - spec/models/v1_entities_email_events_spec.rb
586
+ - spec/models/update_user_password_request_spec.rb
587
+ - spec/models/patch_investor_profiles_corporations_beneficial_owners_inner_spec.rb
577
588
  - spec/models/v1_entities_investor_profile_id_spec.rb
578
- - spec/models/v1_entities_company_deal_spec.rb
589
+ - spec/models/post_investor_profiles_joints_spec.rb
590
+ - spec/models/bulk_upload_investors_request_spec.rb
591
+ - spec/models/v1_entities_shareholders_tags_spec.rb
592
+ - spec/models/patch_investor_profiles_trusts_trustees_inner_spec.rb
593
+ - spec/models/v1_entities_email_event_spec.rb
594
+ - spec/models/v1_entities_money_entity_spec.rb
579
595
  - spec/spec_helper.rb