DealMakerAPI 0.98.1 → 0.98.3
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +4 -4
- data/DealMakerAPI.gemspec +1 -1
- data/README.md +12 -4
- data/docs/CompanyApi.md +69 -0
- data/docs/CreateEmailTemplateRequest.md +22 -0
- data/docs/DefaultApi.md +66 -0
- data/docs/InvestorApi.md +71 -0
- data/docs/V1EntitiesEmailTemplate.md +24 -0
- data/docs/V1EntitiesInvestorSearchEntities.md +26 -0
- data/docs/V1EntitiesInvestorSearchEntitiesRequiredFields.md +26 -0
- data/lib/DealMakerAPI/api/company_api.rb +75 -1
- data/lib/DealMakerAPI/api/country_api.rb +1 -1
- data/lib/DealMakerAPI/api/custom_emails_api.rb +1 -1
- data/lib/DealMakerAPI/api/deal_api.rb +1 -1
- data/lib/DealMakerAPI/api/deals_api.rb +1 -1
- data/lib/DealMakerAPI/api/default_api.rb +62 -1
- data/lib/DealMakerAPI/api/incentive_plan_api.rb +1 -1
- data/lib/DealMakerAPI/api/investor_api.rb +70 -1
- data/lib/DealMakerAPI/api/investor_profile_api.rb +1 -1
- data/lib/DealMakerAPI/api/shareholder_api.rb +1 -1
- data/lib/DealMakerAPI/api/upload_api.rb +1 -1
- data/lib/DealMakerAPI/api/user_api.rb +1 -1
- data/lib/DealMakerAPI/api/users_api.rb +1 -1
- data/lib/DealMakerAPI/api_client.rb +1 -1
- data/lib/DealMakerAPI/api_error.rb +1 -1
- data/lib/DealMakerAPI/configuration.rb +1 -1
- data/lib/DealMakerAPI/models/add506c_document_request.rb +1 -1
- data/lib/DealMakerAPI/models/add_document_request.rb +1 -1
- data/lib/DealMakerAPI/models/bulk_upload_investors_request.rb +1 -1
- data/lib/DealMakerAPI/models/create_bulk_upload_detail_request.rb +1 -1
- data/lib/DealMakerAPI/models/create_bulk_upload_request.rb +1 -1
- data/lib/DealMakerAPI/models/create_company_request.rb +1 -1
- data/lib/DealMakerAPI/models/create_deal_setup_request.rb +1 -1
- data/lib/DealMakerAPI/models/create_email_template_request.rb +256 -0
- data/lib/DealMakerAPI/models/create_shareholder_action_request.rb +1 -1
- data/lib/DealMakerAPI/models/edit_investor_tags_request.rb +1 -1
- data/lib/DealMakerAPI/models/generate_url_request.rb +1 -1
- data/lib/DealMakerAPI/models/get_access_token_request.rb +1 -1
- data/lib/DealMakerAPI/models/patch_deal_incentive_plan_request.rb +1 -1
- data/lib/DealMakerAPI/models/patch_investor_profiles_corporations.rb +1 -1
- data/lib/DealMakerAPI/models/patch_investor_profiles_corporations_beneficial_owners_inner.rb +1 -1
- data/lib/DealMakerAPI/models/patch_investor_profiles_individuals.rb +1 -1
- data/lib/DealMakerAPI/models/patch_investor_profiles_joints.rb +1 -1
- data/lib/DealMakerAPI/models/patch_investor_profiles_trusts.rb +1 -1
- data/lib/DealMakerAPI/models/patch_investor_profiles_trusts_trustees_inner.rb +1 -1
- data/lib/DealMakerAPI/models/patch_investor_request.rb +1 -1
- data/lib/DealMakerAPI/models/post_deal_incentive_plan_request.rb +1 -1
- data/lib/DealMakerAPI/models/post_deals_id_investors.rb +1 -1
- data/lib/DealMakerAPI/models/post_investor_profiles_corporations.rb +1 -1
- data/lib/DealMakerAPI/models/post_investor_profiles_corporations_beneficial_owners_inner.rb +1 -1
- data/lib/DealMakerAPI/models/post_investor_profiles_individuals.rb +1 -1
- data/lib/DealMakerAPI/models/post_investor_profiles_joints.rb +1 -1
- data/lib/DealMakerAPI/models/post_investor_profiles_managed.rb +1 -1
- data/lib/DealMakerAPI/models/post_investor_profiles_trusts.rb +1 -1
- data/lib/DealMakerAPI/models/post_investor_profiles_trusts_trustees_inner.rb +1 -1
- data/lib/DealMakerAPI/models/post_webhooks_request.rb +1 -1
- data/lib/DealMakerAPI/models/put_deals_id_investors.rb +1 -1
- data/lib/DealMakerAPI/models/put_deals_id_script_tag_environment_request.rb +1 -1
- data/lib/DealMakerAPI/models/put_webhooks_id_request.rb +1 -1
- data/lib/DealMakerAPI/models/run_background_search_request.rb +1 -1
- data/lib/DealMakerAPI/models/send_portal_invite_request.rb +1 -1
- data/lib/DealMakerAPI/models/update_user_password_request.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_address.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_addresses.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_attachment.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_background_check_search.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_beefree_access_token.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_bulk_upload.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_bulk_upload_detail.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_bulk_upload_details.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_bulk_uploads.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_company.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_company_deal.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_company_deals.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_countries.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_country.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deal.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deal_enterprise.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deal_funding_metrics.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deal_investor_metrics.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deal_issuer.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deal_setup.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deal_setup_user.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deals.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deals_incentive_plan.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deals_incentive_plans_incentive_tier.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deals_price_details.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_dividend.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_dividends.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_email_event.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_email_events.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_email_template.rb +246 -0
- data/lib/DealMakerAPI/models/v1_entities_express_wire_instruction.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_express_wire_instructions.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_generic_response.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_otp_access_link.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_address.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_corporation.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_account_holder.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_beneficial_owner.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_beneficiary.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_corporation.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_primary_holder.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_provider.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_signing_officer.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_trust.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_trustee.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_id.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_individual.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_item.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_joint.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_managed.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_owner.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_trust.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profiles.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_search_entities.rb +289 -0
- data/lib/DealMakerAPI/models/v1_entities_investor_search_entities_required_fields.rb +255 -0
- data/lib/DealMakerAPI/models/v1_entities_investor_user.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investors.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_money_entity.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_payments_self_serve_onboarding_digital_payments_connection_data.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_payments_self_serve_onboarding_payout_account_details_data.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_payments_self_serve_onboarding_payout_account_details_result.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_payments_self_serve_onboarding_qualification_questionnaire_result.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_presigned_url_result.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_shareholder.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_shareholder_ledger.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_shareholders.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_shareholders_tags.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_state.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_subscription_agreement.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_user.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_webhooks_deal.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_webhooks_security_token.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription_deal.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription_deals.rb +1 -1
- data/lib/DealMakerAPI/version.rb +2 -2
- data/lib/DealMakerAPI.rb +5 -1
- data/spec/api/company_api_spec.rb +14 -1
- data/spec/api/country_api_spec.rb +1 -1
- data/spec/api/custom_emails_api_spec.rb +1 -1
- data/spec/api/deal_api_spec.rb +1 -1
- data/spec/api/deals_api_spec.rb +1 -1
- data/spec/api/default_api_spec.rb +13 -1
- data/spec/api/incentive_plan_api_spec.rb +1 -1
- data/spec/api/investor_api_spec.rb +14 -1
- data/spec/api/investor_profile_api_spec.rb +1 -1
- data/spec/api/shareholder_api_spec.rb +1 -1
- data/spec/api/upload_api_spec.rb +1 -1
- data/spec/api/user_api_spec.rb +1 -1
- data/spec/api/users_api_spec.rb +1 -1
- data/spec/models/add506c_document_request_spec.rb +1 -1
- data/spec/models/add_document_request_spec.rb +1 -1
- data/spec/models/bulk_upload_investors_request_spec.rb +1 -1
- data/spec/models/create_bulk_upload_detail_request_spec.rb +1 -1
- data/spec/models/create_bulk_upload_request_spec.rb +1 -1
- data/spec/models/create_company_request_spec.rb +1 -1
- data/spec/models/create_deal_setup_request_spec.rb +1 -1
- data/spec/models/create_email_template_request_spec.rb +48 -0
- data/spec/models/create_shareholder_action_request_spec.rb +1 -1
- data/spec/models/edit_investor_tags_request_spec.rb +1 -1
- data/spec/models/generate_url_request_spec.rb +1 -1
- data/spec/models/get_access_token_request_spec.rb +1 -1
- data/spec/models/patch_deal_incentive_plan_request_spec.rb +1 -1
- data/spec/models/patch_investor_profiles_corporations_beneficial_owners_inner_spec.rb +1 -1
- data/spec/models/patch_investor_profiles_corporations_spec.rb +1 -1
- data/spec/models/patch_investor_profiles_individuals_spec.rb +1 -1
- data/spec/models/patch_investor_profiles_joints_spec.rb +1 -1
- data/spec/models/patch_investor_profiles_trusts_spec.rb +1 -1
- data/spec/models/patch_investor_profiles_trusts_trustees_inner_spec.rb +1 -1
- data/spec/models/patch_investor_request_spec.rb +1 -1
- data/spec/models/post_deal_incentive_plan_request_spec.rb +1 -1
- data/spec/models/post_deals_id_investors_spec.rb +1 -1
- data/spec/models/post_investor_profiles_corporations_beneficial_owners_inner_spec.rb +1 -1
- data/spec/models/post_investor_profiles_corporations_spec.rb +1 -1
- data/spec/models/post_investor_profiles_individuals_spec.rb +1 -1
- data/spec/models/post_investor_profiles_joints_spec.rb +1 -1
- data/spec/models/post_investor_profiles_managed_spec.rb +1 -1
- data/spec/models/post_investor_profiles_trusts_spec.rb +1 -1
- data/spec/models/post_investor_profiles_trusts_trustees_inner_spec.rb +1 -1
- data/spec/models/post_webhooks_request_spec.rb +1 -1
- data/spec/models/put_deals_id_investors_spec.rb +1 -1
- data/spec/models/put_deals_id_script_tag_environment_request_spec.rb +1 -1
- data/spec/models/put_webhooks_id_request_spec.rb +1 -1
- data/spec/models/run_background_search_request_spec.rb +1 -1
- data/spec/models/send_portal_invite_request_spec.rb +1 -1
- data/spec/models/update_user_password_request_spec.rb +1 -1
- data/spec/models/v1_entities_address_spec.rb +1 -1
- data/spec/models/v1_entities_addresses_spec.rb +1 -1
- data/spec/models/v1_entities_attachment_spec.rb +1 -1
- data/spec/models/v1_entities_background_check_search_spec.rb +1 -1
- data/spec/models/v1_entities_beefree_access_token_spec.rb +1 -1
- data/spec/models/v1_entities_bulk_upload_detail_spec.rb +1 -1
- data/spec/models/v1_entities_bulk_upload_details_spec.rb +1 -1
- data/spec/models/v1_entities_bulk_upload_spec.rb +1 -1
- data/spec/models/v1_entities_bulk_uploads_spec.rb +1 -1
- data/spec/models/v1_entities_company_deal_spec.rb +1 -1
- data/spec/models/v1_entities_company_deals_spec.rb +1 -1
- data/spec/models/v1_entities_company_spec.rb +1 -1
- data/spec/models/v1_entities_countries_spec.rb +1 -1
- data/spec/models/v1_entities_country_spec.rb +1 -1
- data/spec/models/v1_entities_deal_enterprise_spec.rb +1 -1
- data/spec/models/v1_entities_deal_funding_metrics_spec.rb +1 -1
- data/spec/models/v1_entities_deal_investor_metrics_spec.rb +1 -1
- data/spec/models/v1_entities_deal_issuer_spec.rb +1 -1
- data/spec/models/v1_entities_deal_setup_spec.rb +1 -1
- data/spec/models/v1_entities_deal_setup_user_spec.rb +1 -1
- data/spec/models/v1_entities_deal_spec.rb +1 -1
- data/spec/models/v1_entities_deals_incentive_plan_spec.rb +1 -1
- data/spec/models/v1_entities_deals_incentive_plans_incentive_tier_spec.rb +1 -1
- data/spec/models/v1_entities_deals_price_details_spec.rb +1 -1
- data/spec/models/v1_entities_deals_spec.rb +1 -1
- data/spec/models/v1_entities_dividend_spec.rb +1 -1
- data/spec/models/v1_entities_dividends_spec.rb +1 -1
- data/spec/models/v1_entities_email_event_spec.rb +1 -1
- data/spec/models/v1_entities_email_events_spec.rb +1 -1
- data/spec/models/v1_entities_email_template_spec.rb +54 -0
- data/spec/models/v1_entities_express_wire_instruction_spec.rb +1 -1
- data/spec/models/v1_entities_express_wire_instructions_spec.rb +1 -1
- data/spec/models/v1_entities_generic_response_spec.rb +1 -1
- data/spec/models/v1_entities_investor_otp_access_link_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_address_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_corporation_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_fields_account_holder_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_fields_beneficial_owner_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_fields_beneficiary_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_fields_corporation_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_fields_primary_holder_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_fields_provider_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_fields_signing_officer_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_fields_trust_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_fields_trustee_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_id_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_individual_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_item_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_joint_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_managed_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_owner_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_trust_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profiles_spec.rb +1 -1
- data/spec/models/v1_entities_investor_search_entities_required_fields_spec.rb +60 -0
- data/spec/models/v1_entities_investor_search_entities_spec.rb +64 -0
- data/spec/models/v1_entities_investor_spec.rb +1 -1
- data/spec/models/v1_entities_investor_user_spec.rb +1 -1
- data/spec/models/v1_entities_investors_spec.rb +1 -1
- data/spec/models/v1_entities_money_entity_spec.rb +1 -1
- data/spec/models/v1_entities_payments_self_serve_onboarding_digital_payments_connection_data_spec.rb +1 -1
- data/spec/models/v1_entities_payments_self_serve_onboarding_payout_account_details_data_spec.rb +1 -1
- data/spec/models/v1_entities_payments_self_serve_onboarding_payout_account_details_result_spec.rb +1 -1
- data/spec/models/v1_entities_payments_self_serve_onboarding_qualification_questionnaire_result_spec.rb +1 -1
- data/spec/models/v1_entities_presigned_url_result_spec.rb +1 -1
- data/spec/models/v1_entities_shareholder_ledger_spec.rb +1 -1
- data/spec/models/v1_entities_shareholder_spec.rb +1 -1
- data/spec/models/v1_entities_shareholders_spec.rb +1 -1
- data/spec/models/v1_entities_shareholders_tags_spec.rb +1 -1
- data/spec/models/v1_entities_state_spec.rb +1 -1
- data/spec/models/v1_entities_subscription_agreement_spec.rb +1 -1
- data/spec/models/v1_entities_user_spec.rb +1 -1
- data/spec/models/v1_entities_webhooks_deal_spec.rb +1 -1
- data/spec/models/v1_entities_webhooks_security_token_spec.rb +1 -1
- data/spec/models/v1_entities_webhooks_subscription_deal_spec.rb +1 -1
- data/spec/models/v1_entities_webhooks_subscription_deals_spec.rb +1 -1
- data/spec/models/v1_entities_webhooks_subscription_spec.rb +1 -1
- data/spec/spec_helper.rb +1 -1
- metadata +118 -102
checksums.yaml
CHANGED
@@ -1,7 +1,7 @@
|
|
1
1
|
---
|
2
2
|
SHA256:
|
3
|
-
metadata.gz:
|
4
|
-
data.tar.gz:
|
3
|
+
metadata.gz: e1b0b4a5615eee9942b201a9422f53de7d6c425bd4ca9bf2b7c08eb539a01432
|
4
|
+
data.tar.gz: '0043465877316af8bb700c0ce5a0d33e1688ca019d0693079d17dbf12e5ec8b9'
|
5
5
|
SHA512:
|
6
|
-
metadata.gz:
|
7
|
-
data.tar.gz:
|
6
|
+
metadata.gz: 05ea98c3b2d6b1068a495b8f7cfb22ca903367058b8ffcb79db907f2a536489a4f57ea475fa8bb8a759cc4b504a5a85717e14a85a6d4b00dc00d85e7c15b145e
|
7
|
+
data.tar.gz: e9d037429b24ee156d21a02f3af450fa72186c4a7d0c4680021686ff3128724bd6597ecc4f8fc55ea82d785de9ec0f6a6c0e22b4c02bae47eda7d942825b6f6b
|
data/DealMakerAPI.gemspec
CHANGED
data/README.md
CHANGED
@@ -338,7 +338,8 @@ Given the high number of updates our platform performs on any investor, we’ve
|
|
338
338
|
This SDK is automatically generated by the [OpenAPI Generator](https://openapi-generator.tech) project:
|
339
339
|
|
340
340
|
- API version: 1.75.0
|
341
|
-
- Package version: 0.98.
|
341
|
+
- Package version: 0.98.3
|
342
|
+
- Generator version: 7.5.0-SNAPSHOT
|
342
343
|
- Build package: org.openapitools.codegen.languages.RubyClientCodegen
|
343
344
|
|
344
345
|
## Installation
|
@@ -354,16 +355,16 @@ gem build DealMakerAPI.gemspec
|
|
354
355
|
Then either install the gem locally:
|
355
356
|
|
356
357
|
```shell
|
357
|
-
gem install ./DealMakerAPI-0.98.
|
358
|
+
gem install ./DealMakerAPI-0.98.3.gem
|
358
359
|
```
|
359
360
|
|
360
|
-
(for development, run `gem install --dev ./DealMakerAPI-0.98.
|
361
|
+
(for development, run `gem install --dev ./DealMakerAPI-0.98.3.gem` to install the development dependencies)
|
361
362
|
|
362
363
|
or publish the gem to a gem hosting service, e.g. [RubyGems](https://rubygems.org/).
|
363
364
|
|
364
365
|
Finally add this to the Gemfile:
|
365
366
|
|
366
|
-
gem 'DealMakerAPI', '~> 0.98.
|
367
|
+
gem 'DealMakerAPI', '~> 0.98.3'
|
367
368
|
|
368
369
|
### Install from Git
|
369
370
|
|
@@ -413,6 +414,7 @@ Class | Method | HTTP request | Description
|
|
413
414
|
*DealMakerAPI::CompanyApi* | [**create_bulk_upload**](docs/CompanyApi.md#create_bulk_upload) | **POST** /companies/{id}/documents/bulk_uploads | Create bulk upload record
|
414
415
|
*DealMakerAPI::CompanyApi* | [**create_bulk_upload_detail**](docs/CompanyApi.md#create_bulk_upload_detail) | **POST** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details | Create a BulkUploadDetail class record
|
415
416
|
*DealMakerAPI::CompanyApi* | [**create_company**](docs/CompanyApi.md#create_company) | **POST** /companies | Create new company
|
417
|
+
*DealMakerAPI::CompanyApi* | [**create_email_template**](docs/CompanyApi.md#create_email_template) | **POST** /companies/{id}/news_releases/email_template | Creates an email template
|
416
418
|
*DealMakerAPI::CompanyApi* | [**create_shareholder_action**](docs/CompanyApi.md#create_shareholder_action) | **POST** /companies/{company_id}/shareholders/{shareholder_id}/actions | Create a shareholder action
|
417
419
|
*DealMakerAPI::CompanyApi* | [**get_bulk_upload**](docs/CompanyApi.md#get_bulk_upload) | **GET** /companies/{id}/documents/bulk_uploads/{bulk_upload_id} | Return a given bulk upload by id
|
418
420
|
*DealMakerAPI::CompanyApi* | [**get_bulk_upload_details_errors**](docs/CompanyApi.md#get_bulk_upload_details_errors) | **GET** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details/errors | Returns a full list of details with errors of the given bulk upload ordered by status desc and id asc
|
@@ -436,6 +438,7 @@ Class | Method | HTTP request | Description
|
|
436
438
|
*DealMakerAPI::DefaultApi* | [**get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data**](docs/DefaultApi.md#get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data) | **GET** /deals/{deal_id}/payment_onboarding/questionnaire/payout_account_details/data | Get payout account data
|
437
439
|
*DealMakerAPI::DefaultApi* | [**get_deals_id_investors_investor_id_payments_express_wire_instructions**](docs/DefaultApi.md#get_deals_id_investors_investor_id_payments_express_wire_instructions) | **GET** /deals/{id}/investors/{investor_id}/payments/express_wire/instructions | Displays the express wire instructions for an investor on a deal
|
438
440
|
*DealMakerAPI::DefaultApi* | [**get_deals_id_investors_payments_express_wire_instructions**](docs/DefaultApi.md#get_deals_id_investors_payments_express_wire_instructions) | **GET** /deals/{id}/investors/payments/express_wire/instructions | Displays the express wire instructions for all the investors on a deal
|
441
|
+
*DealMakerAPI::DefaultApi* | [**get_deals_id_summary**](docs/DefaultApi.md#get_deals_id_summary) | **GET** /deals/{id}/summary | Get Deal Overview
|
439
442
|
*DealMakerAPI::DefaultApi* | [**get_deals_payment_onboarding_questionnaire_initial_questions**](docs/DefaultApi.md#get_deals_payment_onboarding_questionnaire_initial_questions) | **GET** /deals/payment_onboarding/questionnaire/initial_questions | Get initial questions
|
440
443
|
*DealMakerAPI::DefaultApi* | [**get_webhooks**](docs/DefaultApi.md#get_webhooks) | **GET** /webhooks | Returns a list of webhook subscription which is associated to the user
|
441
444
|
*DealMakerAPI::DefaultApi* | [**get_webhooks_deal_id**](docs/DefaultApi.md#get_webhooks_deal_id) | **GET** /webhooks/deal/{id} | Finds a deal using the id
|
@@ -456,6 +459,7 @@ Class | Method | HTTP request | Description
|
|
456
459
|
*DealMakerAPI::InvestorApi* | [**delete_document**](docs/InvestorApi.md#delete_document) | **DELETE** /deals/{id}/investors/{investor_id}/delete_document/{document_id} | Delete document for deal investor
|
457
460
|
*DealMakerAPI::InvestorApi* | [**delete_investor_profile**](docs/InvestorApi.md#delete_investor_profile) | **DELETE** /investor_profiles/{type}/{id} | Delete investor profile.
|
458
461
|
*DealMakerAPI::InvestorApi* | [**edit_investor_tags**](docs/InvestorApi.md#edit_investor_tags) | **POST** /deals/{id}/investors/{investor_id}/edit_tags | Append or replace tag(s) for a specific investor
|
462
|
+
*DealMakerAPI::InvestorApi* | [**get_deal_investor_search_entities**](docs/InvestorApi.md#get_deal_investor_search_entities) | **GET** /deals/{id}/investors/{investor_id}/search_entities | Get the search entities attached to the investor
|
459
463
|
*DealMakerAPI::InvestorApi* | [**get_enforcements**](docs/InvestorApi.md#get_enforcements) | **GET** /deals/{id}/investors/{investor_id}/background_checks/{search_entity_id}/enforcements | Get enforcements for a background search
|
460
464
|
*DealMakerAPI::InvestorApi* | [**get_incentive_plan**](docs/InvestorApi.md#get_incentive_plan) | **GET** /deals/{id}/investors/{investor_id}/incentive_plan | Get investor incentive plan by investor id
|
461
465
|
*DealMakerAPI::InvestorApi* | [**get_investor**](docs/InvestorApi.md#get_investor) | **GET** /deals/{id}/investors/{investor_id} | Get a deal investor by id
|
@@ -493,6 +497,7 @@ Class | Method | HTTP request | Description
|
|
493
497
|
- [DealMakerAPI::CreateBulkUploadRequest](docs/CreateBulkUploadRequest.md)
|
494
498
|
- [DealMakerAPI::CreateCompanyRequest](docs/CreateCompanyRequest.md)
|
495
499
|
- [DealMakerAPI::CreateDealSetupRequest](docs/CreateDealSetupRequest.md)
|
500
|
+
- [DealMakerAPI::CreateEmailTemplateRequest](docs/CreateEmailTemplateRequest.md)
|
496
501
|
- [DealMakerAPI::CreateShareholderActionRequest](docs/CreateShareholderActionRequest.md)
|
497
502
|
- [DealMakerAPI::EditInvestorTagsRequest](docs/EditInvestorTagsRequest.md)
|
498
503
|
- [DealMakerAPI::GenerateUrlRequest](docs/GenerateUrlRequest.md)
|
@@ -550,6 +555,7 @@ Class | Method | HTTP request | Description
|
|
550
555
|
- [DealMakerAPI::V1EntitiesDividends](docs/V1EntitiesDividends.md)
|
551
556
|
- [DealMakerAPI::V1EntitiesEmailEvent](docs/V1EntitiesEmailEvent.md)
|
552
557
|
- [DealMakerAPI::V1EntitiesEmailEvents](docs/V1EntitiesEmailEvents.md)
|
558
|
+
- [DealMakerAPI::V1EntitiesEmailTemplate](docs/V1EntitiesEmailTemplate.md)
|
553
559
|
- [DealMakerAPI::V1EntitiesExpressWireInstruction](docs/V1EntitiesExpressWireInstruction.md)
|
554
560
|
- [DealMakerAPI::V1EntitiesExpressWireInstructions](docs/V1EntitiesExpressWireInstructions.md)
|
555
561
|
- [DealMakerAPI::V1EntitiesGenericResponse](docs/V1EntitiesGenericResponse.md)
|
@@ -574,6 +580,8 @@ Class | Method | HTTP request | Description
|
|
574
580
|
- [DealMakerAPI::V1EntitiesInvestorProfileOwner](docs/V1EntitiesInvestorProfileOwner.md)
|
575
581
|
- [DealMakerAPI::V1EntitiesInvestorProfileTrust](docs/V1EntitiesInvestorProfileTrust.md)
|
576
582
|
- [DealMakerAPI::V1EntitiesInvestorProfiles](docs/V1EntitiesInvestorProfiles.md)
|
583
|
+
- [DealMakerAPI::V1EntitiesInvestorSearchEntities](docs/V1EntitiesInvestorSearchEntities.md)
|
584
|
+
- [DealMakerAPI::V1EntitiesInvestorSearchEntitiesRequiredFields](docs/V1EntitiesInvestorSearchEntitiesRequiredFields.md)
|
577
585
|
- [DealMakerAPI::V1EntitiesInvestorUser](docs/V1EntitiesInvestorUser.md)
|
578
586
|
- [DealMakerAPI::V1EntitiesInvestors](docs/V1EntitiesInvestors.md)
|
579
587
|
- [DealMakerAPI::V1EntitiesMoneyEntity](docs/V1EntitiesMoneyEntity.md)
|
data/docs/CompanyApi.md
CHANGED
@@ -7,6 +7,7 @@ All URIs are relative to *http://api.dealmaker.tech*
|
|
7
7
|
| [**create_bulk_upload**](CompanyApi.md#create_bulk_upload) | **POST** /companies/{id}/documents/bulk_uploads | Create bulk upload record |
|
8
8
|
| [**create_bulk_upload_detail**](CompanyApi.md#create_bulk_upload_detail) | **POST** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details | Create a BulkUploadDetail class record |
|
9
9
|
| [**create_company**](CompanyApi.md#create_company) | **POST** /companies | Create new company |
|
10
|
+
| [**create_email_template**](CompanyApi.md#create_email_template) | **POST** /companies/{id}/news_releases/email_template | Creates an email template |
|
10
11
|
| [**create_shareholder_action**](CompanyApi.md#create_shareholder_action) | **POST** /companies/{company_id}/shareholders/{shareholder_id}/actions | Create a shareholder action |
|
11
12
|
| [**get_bulk_upload**](CompanyApi.md#get_bulk_upload) | **GET** /companies/{id}/documents/bulk_uploads/{bulk_upload_id} | Return a given bulk upload by id |
|
12
13
|
| [**get_bulk_upload_details_errors**](CompanyApi.md#get_bulk_upload_details_errors) | **GET** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details/errors | Returns a full list of details with errors of the given bulk upload ordered by status desc and id asc |
|
@@ -225,6 +226,74 @@ No authorization required
|
|
225
226
|
- **Accept**: application/json
|
226
227
|
|
227
228
|
|
229
|
+
## create_email_template
|
230
|
+
|
231
|
+
> <V1EntitiesEmailTemplate> create_email_template(id, create_email_template_request)
|
232
|
+
|
233
|
+
Creates an email template
|
234
|
+
|
235
|
+
Create new email template
|
236
|
+
|
237
|
+
### Examples
|
238
|
+
|
239
|
+
```ruby
|
240
|
+
require 'time'
|
241
|
+
require 'DealMakerAPI'
|
242
|
+
# setup authorization
|
243
|
+
DealMakerAPI.configure do |config|end
|
244
|
+
|
245
|
+
api_instance = DealMakerAPI::CompanyApi.new
|
246
|
+
id = 56 # Integer |
|
247
|
+
create_email_template_request = DealMakerAPI::CreateEmailTemplateRequest.new({name: 'name_example', json_content: 'json_content_example', html_content: 'html_content_example'}) # CreateEmailTemplateRequest |
|
248
|
+
|
249
|
+
begin
|
250
|
+
# Creates an email template
|
251
|
+
result = api_instance.create_email_template(id, create_email_template_request)
|
252
|
+
p result
|
253
|
+
rescue DealMakerAPI::ApiError => e
|
254
|
+
puts "Error when calling CompanyApi->create_email_template: #{e}"
|
255
|
+
end
|
256
|
+
```
|
257
|
+
|
258
|
+
#### Using the create_email_template_with_http_info variant
|
259
|
+
|
260
|
+
This returns an Array which contains the response data, status code and headers.
|
261
|
+
|
262
|
+
> <Array(<V1EntitiesEmailTemplate>, Integer, Hash)> create_email_template_with_http_info(id, create_email_template_request)
|
263
|
+
|
264
|
+
```ruby
|
265
|
+
begin
|
266
|
+
# Creates an email template
|
267
|
+
data, status_code, headers = api_instance.create_email_template_with_http_info(id, create_email_template_request)
|
268
|
+
p status_code # => 2xx
|
269
|
+
p headers # => { ... }
|
270
|
+
p data # => <V1EntitiesEmailTemplate>
|
271
|
+
rescue DealMakerAPI::ApiError => e
|
272
|
+
puts "Error when calling CompanyApi->create_email_template_with_http_info: #{e}"
|
273
|
+
end
|
274
|
+
```
|
275
|
+
|
276
|
+
### Parameters
|
277
|
+
|
278
|
+
| Name | Type | Description | Notes |
|
279
|
+
| ---- | ---- | ----------- | ----- |
|
280
|
+
| **id** | **Integer** | | |
|
281
|
+
| **create_email_template_request** | [**CreateEmailTemplateRequest**](CreateEmailTemplateRequest.md) | | |
|
282
|
+
|
283
|
+
### Return type
|
284
|
+
|
285
|
+
[**V1EntitiesEmailTemplate**](V1EntitiesEmailTemplate.md)
|
286
|
+
|
287
|
+
### Authorization
|
288
|
+
|
289
|
+
No authorization required
|
290
|
+
|
291
|
+
### HTTP request headers
|
292
|
+
|
293
|
+
- **Content-Type**: application/json
|
294
|
+
- **Accept**: application/json
|
295
|
+
|
296
|
+
|
228
297
|
## create_shareholder_action
|
229
298
|
|
230
299
|
> <V1EntitiesGenericResponse> create_shareholder_action(company_id, shareholder_id, create_shareholder_action_request)
|
@@ -0,0 +1,22 @@
|
|
1
|
+
# DealMakerAPI::CreateEmailTemplateRequest
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
|
5
|
+
| Name | Type | Description | Notes |
|
6
|
+
| ---- | ---- | ----------- | ----- |
|
7
|
+
| **name** | **String** | The name of the email template | |
|
8
|
+
| **json_content** | **String** | The json content of the email template | |
|
9
|
+
| **html_content** | **String** | The HTML content markup | |
|
10
|
+
|
11
|
+
## Example
|
12
|
+
|
13
|
+
```ruby
|
14
|
+
require 'DealMakerAPI'
|
15
|
+
|
16
|
+
instance = DealMakerAPI::CreateEmailTemplateRequest.new(
|
17
|
+
name: null,
|
18
|
+
json_content: null,
|
19
|
+
html_content: null
|
20
|
+
)
|
21
|
+
```
|
22
|
+
|
data/docs/DefaultApi.md
CHANGED
@@ -8,6 +8,7 @@ All URIs are relative to *http://api.dealmaker.tech*
|
|
8
8
|
| [**get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data**](DefaultApi.md#get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data) | **GET** /deals/{deal_id}/payment_onboarding/questionnaire/payout_account_details/data | Get payout account data |
|
9
9
|
| [**get_deals_id_investors_investor_id_payments_express_wire_instructions**](DefaultApi.md#get_deals_id_investors_investor_id_payments_express_wire_instructions) | **GET** /deals/{id}/investors/{investor_id}/payments/express_wire/instructions | Displays the express wire instructions for an investor on a deal |
|
10
10
|
| [**get_deals_id_investors_payments_express_wire_instructions**](DefaultApi.md#get_deals_id_investors_payments_express_wire_instructions) | **GET** /deals/{id}/investors/payments/express_wire/instructions | Displays the express wire instructions for all the investors on a deal |
|
11
|
+
| [**get_deals_id_summary**](DefaultApi.md#get_deals_id_summary) | **GET** /deals/{id}/summary | Get Deal Overview |
|
11
12
|
| [**get_deals_payment_onboarding_questionnaire_initial_questions**](DefaultApi.md#get_deals_payment_onboarding_questionnaire_initial_questions) | **GET** /deals/payment_onboarding/questionnaire/initial_questions | Get initial questions |
|
12
13
|
| [**get_webhooks**](DefaultApi.md#get_webhooks) | **GET** /webhooks | Returns a list of webhook subscription which is associated to the user |
|
13
14
|
| [**get_webhooks_deal_id**](DefaultApi.md#get_webhooks_deal_id) | **GET** /webhooks/deal/{id} | Finds a deal using the id |
|
@@ -286,6 +287,71 @@ No authorization required
|
|
286
287
|
- **Accept**: application/json
|
287
288
|
|
288
289
|
|
290
|
+
## get_deals_id_summary
|
291
|
+
|
292
|
+
> get_deals_id_summary(id)
|
293
|
+
|
294
|
+
Get Deal Overview
|
295
|
+
|
296
|
+
Get Deal Overview
|
297
|
+
|
298
|
+
### Examples
|
299
|
+
|
300
|
+
```ruby
|
301
|
+
require 'time'
|
302
|
+
require 'DealMakerAPI'
|
303
|
+
# setup authorization
|
304
|
+
DealMakerAPI.configure do |config|end
|
305
|
+
|
306
|
+
api_instance = DealMakerAPI::DefaultApi.new
|
307
|
+
id = 56 # Integer |
|
308
|
+
|
309
|
+
begin
|
310
|
+
# Get Deal Overview
|
311
|
+
api_instance.get_deals_id_summary(id)
|
312
|
+
rescue DealMakerAPI::ApiError => e
|
313
|
+
puts "Error when calling DefaultApi->get_deals_id_summary: #{e}"
|
314
|
+
end
|
315
|
+
```
|
316
|
+
|
317
|
+
#### Using the get_deals_id_summary_with_http_info variant
|
318
|
+
|
319
|
+
This returns an Array which contains the response data (`nil` in this case), status code and headers.
|
320
|
+
|
321
|
+
> <Array(nil, Integer, Hash)> get_deals_id_summary_with_http_info(id)
|
322
|
+
|
323
|
+
```ruby
|
324
|
+
begin
|
325
|
+
# Get Deal Overview
|
326
|
+
data, status_code, headers = api_instance.get_deals_id_summary_with_http_info(id)
|
327
|
+
p status_code # => 2xx
|
328
|
+
p headers # => { ... }
|
329
|
+
p data # => nil
|
330
|
+
rescue DealMakerAPI::ApiError => e
|
331
|
+
puts "Error when calling DefaultApi->get_deals_id_summary_with_http_info: #{e}"
|
332
|
+
end
|
333
|
+
```
|
334
|
+
|
335
|
+
### Parameters
|
336
|
+
|
337
|
+
| Name | Type | Description | Notes |
|
338
|
+
| ---- | ---- | ----------- | ----- |
|
339
|
+
| **id** | **Integer** | | |
|
340
|
+
|
341
|
+
### Return type
|
342
|
+
|
343
|
+
nil (empty response body)
|
344
|
+
|
345
|
+
### Authorization
|
346
|
+
|
347
|
+
No authorization required
|
348
|
+
|
349
|
+
### HTTP request headers
|
350
|
+
|
351
|
+
- **Content-Type**: Not defined
|
352
|
+
- **Accept**: Not defined
|
353
|
+
|
354
|
+
|
289
355
|
## get_deals_payment_onboarding_questionnaire_initial_questions
|
290
356
|
|
291
357
|
> get_deals_payment_onboarding_questionnaire_initial_questions
|
data/docs/InvestorApi.md
CHANGED
@@ -11,6 +11,7 @@ All URIs are relative to *http://api.dealmaker.tech*
|
|
11
11
|
| [**delete_document**](InvestorApi.md#delete_document) | **DELETE** /deals/{id}/investors/{investor_id}/delete_document/{document_id} | Delete document for deal investor |
|
12
12
|
| [**delete_investor_profile**](InvestorApi.md#delete_investor_profile) | **DELETE** /investor_profiles/{type}/{id} | Delete investor profile. |
|
13
13
|
| [**edit_investor_tags**](InvestorApi.md#edit_investor_tags) | **POST** /deals/{id}/investors/{investor_id}/edit_tags | Append or replace tag(s) for a specific investor |
|
14
|
+
| [**get_deal_investor_search_entities**](InvestorApi.md#get_deal_investor_search_entities) | **GET** /deals/{id}/investors/{investor_id}/search_entities | Get the search entities attached to the investor |
|
14
15
|
| [**get_enforcements**](InvestorApi.md#get_enforcements) | **GET** /deals/{id}/investors/{investor_id}/background_checks/{search_entity_id}/enforcements | Get enforcements for a background search |
|
15
16
|
| [**get_incentive_plan**](InvestorApi.md#get_incentive_plan) | **GET** /deals/{id}/investors/{investor_id}/incentive_plan | Get investor incentive plan by investor id |
|
16
17
|
| [**get_investor**](InvestorApi.md#get_investor) | **GET** /deals/{id}/investors/{investor_id} | Get a deal investor by id |
|
@@ -503,6 +504,74 @@ No authorization required
|
|
503
504
|
- **Accept**: application/json
|
504
505
|
|
505
506
|
|
507
|
+
## get_deal_investor_search_entities
|
508
|
+
|
509
|
+
> <V1EntitiesInvestorSearchEntities> get_deal_investor_search_entities(id, investor_id)
|
510
|
+
|
511
|
+
Get the search entities attached to the investor
|
512
|
+
|
513
|
+
Get the entities that needs to be updated due to wrong information.
|
514
|
+
|
515
|
+
### Examples
|
516
|
+
|
517
|
+
```ruby
|
518
|
+
require 'time'
|
519
|
+
require 'DealMakerAPI'
|
520
|
+
# setup authorization
|
521
|
+
DealMakerAPI.configure do |config|end
|
522
|
+
|
523
|
+
api_instance = DealMakerAPI::InvestorApi.new
|
524
|
+
id = 56 # Integer | The deal id.
|
525
|
+
investor_id = 56 # Integer | The investor id.
|
526
|
+
|
527
|
+
begin
|
528
|
+
# Get the search entities attached to the investor
|
529
|
+
result = api_instance.get_deal_investor_search_entities(id, investor_id)
|
530
|
+
p result
|
531
|
+
rescue DealMakerAPI::ApiError => e
|
532
|
+
puts "Error when calling InvestorApi->get_deal_investor_search_entities: #{e}"
|
533
|
+
end
|
534
|
+
```
|
535
|
+
|
536
|
+
#### Using the get_deal_investor_search_entities_with_http_info variant
|
537
|
+
|
538
|
+
This returns an Array which contains the response data, status code and headers.
|
539
|
+
|
540
|
+
> <Array(<V1EntitiesInvestorSearchEntities>, Integer, Hash)> get_deal_investor_search_entities_with_http_info(id, investor_id)
|
541
|
+
|
542
|
+
```ruby
|
543
|
+
begin
|
544
|
+
# Get the search entities attached to the investor
|
545
|
+
data, status_code, headers = api_instance.get_deal_investor_search_entities_with_http_info(id, investor_id)
|
546
|
+
p status_code # => 2xx
|
547
|
+
p headers # => { ... }
|
548
|
+
p data # => <V1EntitiesInvestorSearchEntities>
|
549
|
+
rescue DealMakerAPI::ApiError => e
|
550
|
+
puts "Error when calling InvestorApi->get_deal_investor_search_entities_with_http_info: #{e}"
|
551
|
+
end
|
552
|
+
```
|
553
|
+
|
554
|
+
### Parameters
|
555
|
+
|
556
|
+
| Name | Type | Description | Notes |
|
557
|
+
| ---- | ---- | ----------- | ----- |
|
558
|
+
| **id** | **Integer** | The deal id. | |
|
559
|
+
| **investor_id** | **Integer** | The investor id. | |
|
560
|
+
|
561
|
+
### Return type
|
562
|
+
|
563
|
+
[**V1EntitiesInvestorSearchEntities**](V1EntitiesInvestorSearchEntities.md)
|
564
|
+
|
565
|
+
### Authorization
|
566
|
+
|
567
|
+
No authorization required
|
568
|
+
|
569
|
+
### HTTP request headers
|
570
|
+
|
571
|
+
- **Content-Type**: Not defined
|
572
|
+
- **Accept**: application/json
|
573
|
+
|
574
|
+
|
506
575
|
## get_enforcements
|
507
576
|
|
508
577
|
> <V1EntitiesInvestor> get_enforcements(id, investor_id, search_entity_id)
|
@@ -938,6 +1007,8 @@ Run Alloy background search for the investor
|
|
938
1007
|
```ruby
|
939
1008
|
require 'time'
|
940
1009
|
require 'DealMakerAPI'
|
1010
|
+
# setup authorization
|
1011
|
+
DealMakerAPI.configure do |config|end
|
941
1012
|
|
942
1013
|
api_instance = DealMakerAPI::InvestorApi.new
|
943
1014
|
id = 56 # Integer |
|
@@ -0,0 +1,24 @@
|
|
1
|
+
# DealMakerAPI::V1EntitiesEmailTemplate
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
|
5
|
+
| Name | Type | Description | Notes |
|
6
|
+
| ---- | ---- | ----------- | ----- |
|
7
|
+
| **id** | **Integer** | The ID of the email template. | [optional] |
|
8
|
+
| **name** | **String** | The name of the email template. | [optional] |
|
9
|
+
| **json_content** | **String** | The json content of the email template. | [optional] |
|
10
|
+
| **company_id** | **Integer** | The ID of the company. | [optional] |
|
11
|
+
|
12
|
+
## Example
|
13
|
+
|
14
|
+
```ruby
|
15
|
+
require 'DealMakerAPI'
|
16
|
+
|
17
|
+
instance = DealMakerAPI::V1EntitiesEmailTemplate.new(
|
18
|
+
id: null,
|
19
|
+
name: null,
|
20
|
+
json_content: null,
|
21
|
+
company_id: null
|
22
|
+
)
|
23
|
+
```
|
24
|
+
|
@@ -0,0 +1,26 @@
|
|
1
|
+
# DealMakerAPI::V1EntitiesInvestorSearchEntities
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
|
5
|
+
| Name | Type | Description | Notes |
|
6
|
+
| ---- | ---- | ----------- | ----- |
|
7
|
+
| **id** | **Integer** | Search entity ID. | [optional] |
|
8
|
+
| **name** | **String** | The full name of the entity. | [optional] |
|
9
|
+
| **type** | **String** | The type of the entity. | [optional] |
|
10
|
+
| **type_num** | **String** | The position in the list when beneficial owner of trustees, if none it returns null. | [optional] |
|
11
|
+
| **required_fields** | [**V1EntitiesInvestorSearchEntitiesRequiredFields**](V1EntitiesInvestorSearchEntitiesRequiredFields.md) | | [optional] |
|
12
|
+
|
13
|
+
## Example
|
14
|
+
|
15
|
+
```ruby
|
16
|
+
require 'DealMakerAPI'
|
17
|
+
|
18
|
+
instance = DealMakerAPI::V1EntitiesInvestorSearchEntities.new(
|
19
|
+
id: null,
|
20
|
+
name: null,
|
21
|
+
type: null,
|
22
|
+
type_num: null,
|
23
|
+
required_fields: null
|
24
|
+
)
|
25
|
+
```
|
26
|
+
|
@@ -0,0 +1,26 @@
|
|
1
|
+
# DealMakerAPI::V1EntitiesInvestorSearchEntitiesRequiredFields
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
|
5
|
+
| Name | Type | Description | Notes |
|
6
|
+
| ---- | ---- | ----------- | ----- |
|
7
|
+
| **count** | **Integer** | The quantity of fields that needs to be updated. | [optional] |
|
8
|
+
| **name** | **Boolean** | Whether or not the name needs to be updated. | [optional] |
|
9
|
+
| **address** | **Boolean** | Whether or not the address needs to be updated. | [optional] |
|
10
|
+
| **date_of_birth** | **Boolean** | Whether or not the date of birth needs to be updated. | [optional] |
|
11
|
+
| **tin** | **Boolean** | Whether or not the taxpayer identification number needs to be updated. | [optional] |
|
12
|
+
|
13
|
+
## Example
|
14
|
+
|
15
|
+
```ruby
|
16
|
+
require 'DealMakerAPI'
|
17
|
+
|
18
|
+
instance = DealMakerAPI::V1EntitiesInvestorSearchEntitiesRequiredFields.new(
|
19
|
+
count: null,
|
20
|
+
name: null,
|
21
|
+
address: null,
|
22
|
+
date_of_birth: null,
|
23
|
+
tin: null
|
24
|
+
)
|
25
|
+
```
|
26
|
+
|
@@ -6,7 +6,7 @@
|
|
6
6
|
The version of the OpenAPI document: 1.75.0
|
7
7
|
|
8
8
|
Generated by: https://openapi-generator.tech
|
9
|
-
|
9
|
+
Generator version: 7.5.0-SNAPSHOT
|
10
10
|
|
11
11
|
=end
|
12
12
|
|
@@ -241,6 +241,80 @@ module DealMakerAPI
|
|
241
241
|
return data, status_code, headers
|
242
242
|
end
|
243
243
|
|
244
|
+
# Creates an email template
|
245
|
+
# Create new email template
|
246
|
+
# @param id [Integer]
|
247
|
+
# @param create_email_template_request [CreateEmailTemplateRequest]
|
248
|
+
# @param [Hash] opts the optional parameters
|
249
|
+
# @return [V1EntitiesEmailTemplate]
|
250
|
+
def create_email_template(id, create_email_template_request, opts = {})
|
251
|
+
data, _status_code, _headers = create_email_template_with_http_info(id, create_email_template_request, opts)
|
252
|
+
data
|
253
|
+
end
|
254
|
+
|
255
|
+
# Creates an email template
|
256
|
+
# Create new email template
|
257
|
+
# @param id [Integer]
|
258
|
+
# @param create_email_template_request [CreateEmailTemplateRequest]
|
259
|
+
# @param [Hash] opts the optional parameters
|
260
|
+
# @return [Array<(V1EntitiesEmailTemplate, Integer, Hash)>] V1EntitiesEmailTemplate data, response status code and response headers
|
261
|
+
def create_email_template_with_http_info(id, create_email_template_request, opts = {})
|
262
|
+
if @api_client.config.debugging
|
263
|
+
@api_client.config.logger.debug 'Calling API: CompanyApi.create_email_template ...'
|
264
|
+
end
|
265
|
+
# verify the required parameter 'id' is set
|
266
|
+
if @api_client.config.client_side_validation && id.nil?
|
267
|
+
fail ArgumentError, "Missing the required parameter 'id' when calling CompanyApi.create_email_template"
|
268
|
+
end
|
269
|
+
# verify the required parameter 'create_email_template_request' is set
|
270
|
+
if @api_client.config.client_side_validation && create_email_template_request.nil?
|
271
|
+
fail ArgumentError, "Missing the required parameter 'create_email_template_request' when calling CompanyApi.create_email_template"
|
272
|
+
end
|
273
|
+
# resource path
|
274
|
+
local_var_path = '/companies/{id}/news_releases/email_template'.sub('{' + 'id' + '}', CGI.escape(id.to_s))
|
275
|
+
|
276
|
+
# query parameters
|
277
|
+
query_params = opts[:query_params] || {}
|
278
|
+
|
279
|
+
# header parameters
|
280
|
+
header_params = opts[:header_params] || {}
|
281
|
+
# HTTP header 'Accept' (if needed)
|
282
|
+
header_params['Accept'] = @api_client.select_header_accept(['application/json'])
|
283
|
+
# HTTP header 'Content-Type'
|
284
|
+
content_type = @api_client.select_header_content_type(['application/json'])
|
285
|
+
if !content_type.nil?
|
286
|
+
header_params['Content-Type'] = content_type
|
287
|
+
end
|
288
|
+
|
289
|
+
# form parameters
|
290
|
+
form_params = opts[:form_params] || {}
|
291
|
+
|
292
|
+
# http body (model)
|
293
|
+
post_body = opts[:debug_body] || @api_client.object_to_http_body(create_email_template_request)
|
294
|
+
|
295
|
+
# return_type
|
296
|
+
return_type = opts[:debug_return_type] || 'V1EntitiesEmailTemplate'
|
297
|
+
|
298
|
+
# auth_names
|
299
|
+
auth_names = opts[:debug_auth_names] || []
|
300
|
+
|
301
|
+
new_options = opts.merge(
|
302
|
+
:operation => :"CompanyApi.create_email_template",
|
303
|
+
:header_params => header_params,
|
304
|
+
:query_params => query_params,
|
305
|
+
:form_params => form_params,
|
306
|
+
:body => post_body,
|
307
|
+
:auth_names => auth_names,
|
308
|
+
:return_type => return_type
|
309
|
+
)
|
310
|
+
|
311
|
+
data, status_code, headers = @api_client.call_api(:POST, local_var_path, new_options)
|
312
|
+
if @api_client.config.debugging
|
313
|
+
@api_client.config.logger.debug "API called: CompanyApi#create_email_template\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
314
|
+
end
|
315
|
+
return data, status_code, headers
|
316
|
+
end
|
317
|
+
|
244
318
|
# Create a shareholder action
|
245
319
|
# Create a shareholder action
|
246
320
|
# @param company_id [Integer] The company id
|
@@ -6,7 +6,7 @@
|
|
6
6
|
The version of the OpenAPI document: 1.75.0
|
7
7
|
|
8
8
|
Generated by: https://openapi-generator.tech
|
9
|
-
|
9
|
+
Generator version: 7.5.0-SNAPSHOT
|
10
10
|
|
11
11
|
=end
|
12
12
|
|
@@ -277,6 +277,67 @@ module DealMakerAPI
|
|
277
277
|
return data, status_code, headers
|
278
278
|
end
|
279
279
|
|
280
|
+
# Get Deal Overview
|
281
|
+
# Get Deal Overview
|
282
|
+
# @param id [Integer]
|
283
|
+
# @param [Hash] opts the optional parameters
|
284
|
+
# @return [nil]
|
285
|
+
def get_deals_id_summary(id, opts = {})
|
286
|
+
get_deals_id_summary_with_http_info(id, opts)
|
287
|
+
nil
|
288
|
+
end
|
289
|
+
|
290
|
+
# Get Deal Overview
|
291
|
+
# Get Deal Overview
|
292
|
+
# @param id [Integer]
|
293
|
+
# @param [Hash] opts the optional parameters
|
294
|
+
# @return [Array<(nil, Integer, Hash)>] nil, response status code and response headers
|
295
|
+
def get_deals_id_summary_with_http_info(id, opts = {})
|
296
|
+
if @api_client.config.debugging
|
297
|
+
@api_client.config.logger.debug 'Calling API: DefaultApi.get_deals_id_summary ...'
|
298
|
+
end
|
299
|
+
# verify the required parameter 'id' is set
|
300
|
+
if @api_client.config.client_side_validation && id.nil?
|
301
|
+
fail ArgumentError, "Missing the required parameter 'id' when calling DefaultApi.get_deals_id_summary"
|
302
|
+
end
|
303
|
+
# resource path
|
304
|
+
local_var_path = '/deals/{id}/summary'.sub('{' + 'id' + '}', CGI.escape(id.to_s))
|
305
|
+
|
306
|
+
# query parameters
|
307
|
+
query_params = opts[:query_params] || {}
|
308
|
+
|
309
|
+
# header parameters
|
310
|
+
header_params = opts[:header_params] || {}
|
311
|
+
|
312
|
+
# form parameters
|
313
|
+
form_params = opts[:form_params] || {}
|
314
|
+
|
315
|
+
# http body (model)
|
316
|
+
post_body = opts[:debug_body]
|
317
|
+
|
318
|
+
# return_type
|
319
|
+
return_type = opts[:debug_return_type]
|
320
|
+
|
321
|
+
# auth_names
|
322
|
+
auth_names = opts[:debug_auth_names] || []
|
323
|
+
|
324
|
+
new_options = opts.merge(
|
325
|
+
:operation => :"DefaultApi.get_deals_id_summary",
|
326
|
+
:header_params => header_params,
|
327
|
+
:query_params => query_params,
|
328
|
+
:form_params => form_params,
|
329
|
+
:body => post_body,
|
330
|
+
:auth_names => auth_names,
|
331
|
+
:return_type => return_type
|
332
|
+
)
|
333
|
+
|
334
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
|
335
|
+
if @api_client.config.debugging
|
336
|
+
@api_client.config.logger.debug "API called: DefaultApi#get_deals_id_summary\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
337
|
+
end
|
338
|
+
return data, status_code, headers
|
339
|
+
end
|
340
|
+
|
280
341
|
# Get initial questions
|
281
342
|
# Get initial questions
|
282
343
|
# @param [Hash] opts the optional parameters
|