DealMakerAPI 0.99.1 → 0.99.2

checksums.yaml

@@ -1,7 +1,7 @@
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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: 0.99.1
+- Package version: 0.99.2
 - Generator version: 7.5.0-SNAPSHOT
 - Build package: org.openapitools.codegen.languages.RubyClientCodegen
 
@@ -355,16 +355,16 @@ gem build DealMakerAPI.gemspec
 Then either install the gem locally:
 
 ```shell
-gem install ./DealMakerAPI-0.99.1.gem
+gem install ./DealMakerAPI-0.99.2.gem
 ```
 
-(for development, run `gem install --dev ./DealMakerAPI-0.99.1.gem` to install the development dependencies)
+(for development, run `gem install --dev ./DealMakerAPI-0.99.2.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', '~> 0.99.1'
+    gem 'DealMakerAPI', '~> 0.99.2'
 
 ### Install from Git
 
@@ -393,7 +393,7 @@ DealMakerAPI.configure do |config|end
 
 api_instance = DealMakerAPI::CompanyApi.new
 id = 56 # Integer | The company id
-create_bulk_upload_request = DealMakerAPI::CreateBulkUploadRequest.new({file_identifier: 'file_identifier_example', document_type: 'document_type_example', upload_name: 'upload_name_example', send_notification: false, notification_message: 'notification_message_example'}) # CreateBulkUploadRequest | 
+create_bulk_upload_request = DealMakerAPI::CreateBulkUploadRequest.new({file_identifier: 'file_identifier_example', document_type: 'document_type_example', upload_name: 'upload_name_example', send_notification: false, notification_message: 'notification_message_example', json_notification_message: 3.56}) # CreateBulkUploadRequest | 
 
 begin
   #Create bulk upload record
@@ -415,6 +415,7 @@ Class | Method | HTTP request | Description
 *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
 *DealMakerAPI::CompanyApi* | [**create_company**](docs/CompanyApi.md#create_company) | **POST** /companies | Create new company
 *DealMakerAPI::CompanyApi* | [**create_email_template**](docs/CompanyApi.md#create_email_template) | **POST** /companies/{id}/news_releases/email_template | Creates an email template
+*DealMakerAPI::CompanyApi* | [**create_members_bulk_upload**](docs/CompanyApi.md#create_members_bulk_upload) | **POST** /companies/{id}/members/bulk_uploads | Create bulk upload record
 *DealMakerAPI::CompanyApi* | [**create_shareholder_action**](docs/CompanyApi.md#create_shareholder_action) | **POST** /companies/{company_id}/shareholders/{shareholder_id}/actions | Create a shareholder action
 *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
 *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
@@ -426,6 +427,8 @@ Class | Method | HTTP request | Description
 *DealMakerAPI::CompanyApi* | [**get_email_events**](docs/CompanyApi.md#get_email_events) | **GET** /companies/{company_communication_id}/email_events | Get a list of email events for a company communication
 *DealMakerAPI::CompanyApi* | [**get_email_template**](docs/CompanyApi.md#get_email_template) | **GET** /companies/{id}/news_releases/email_template/{template_id} | Get a email template
 *DealMakerAPI::CompanyApi* | [**get_email_templates**](docs/CompanyApi.md#get_email_templates) | **GET** /companies/{id}/news_releases/email_templates | Get list of email template
+*DealMakerAPI::CompanyApi* | [**get_members_bulk_upload**](docs/CompanyApi.md#get_members_bulk_upload) | **GET** /companies/{id}/members/bulk_uploads/{id_members_bulk_upload} | Get bulk upload record
+*DealMakerAPI::CompanyApi* | [**get_members_bulk_uploads**](docs/CompanyApi.md#get_members_bulk_uploads) | **GET** /companies/{id}/members/bulk_uploads | Get bulk uploads records
 *DealMakerAPI::CompanyApi* | [**get_shareholder_ledger**](docs/CompanyApi.md#get_shareholder_ledger) | **GET** /companies/{id}/shareholder_ledger | Get shareholder ledger by company
 *DealMakerAPI::CompanyApi* | [**get_user_accessible_companies**](docs/CompanyApi.md#get_user_accessible_companies) | **GET** /users/accessible_companies | Get list of all Companies accessible by the user
 *DealMakerAPI::CompanyApi* | [**send_portal_invite**](docs/CompanyApi.md#send_portal_invite) | **POST** /companies/{id}/shareholders/{shareholder_id}/send_portal_invite | Send portal invite to shareholder
@@ -500,6 +503,7 @@ Class | Method | HTTP request | Description
  - [DealMakerAPI::CreateCompanyRequest](docs/CreateCompanyRequest.md)
  - [DealMakerAPI::CreateDealSetupRequest](docs/CreateDealSetupRequest.md)
  - [DealMakerAPI::CreateEmailTemplateRequest](docs/CreateEmailTemplateRequest.md)
+ - [DealMakerAPI::CreateMembersBulkUploadRequest](docs/CreateMembersBulkUploadRequest.md)
  - [DealMakerAPI::CreateShareholderActionRequest](docs/CreateShareholderActionRequest.md)
  - [DealMakerAPI::EditInvestorTagsRequest](docs/EditInvestorTagsRequest.md)
  - [DealMakerAPI::GenerateUrlRequest](docs/GenerateUrlRequest.md)
@@ -586,6 +590,8 @@ Class | Method | HTTP request | Description
  - [DealMakerAPI::V1EntitiesInvestorSearchEntitiesRequiredFields](docs/V1EntitiesInvestorSearchEntitiesRequiredFields.md)
  - [DealMakerAPI::V1EntitiesInvestorUser](docs/V1EntitiesInvestorUser.md)
  - [DealMakerAPI::V1EntitiesInvestors](docs/V1EntitiesInvestors.md)
+ - [DealMakerAPI::V1EntitiesMembersBulkUpload](docs/V1EntitiesMembersBulkUpload.md)
+ - [DealMakerAPI::V1EntitiesMembersBulkUploads](docs/V1EntitiesMembersBulkUploads.md)
  - [DealMakerAPI::V1EntitiesMoneyEntity](docs/V1EntitiesMoneyEntity.md)
  - [DealMakerAPI::V1EntitiesPaymentsSelfServeOnboardingDigitalPaymentsConnectionData](docs/V1EntitiesPaymentsSelfServeOnboardingDigitalPaymentsConnectionData.md)
  - [DealMakerAPI::V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsData](docs/V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsData.md)

data/docs/CompanyApi.md

@@ -8,6 +8,7 @@ All URIs are relative to *http://api.dealmaker.tech*
 | [**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 |
 | [**create_company**](CompanyApi.md#create_company) | **POST** /companies | Create new company |
 | [**create_email_template**](CompanyApi.md#create_email_template) | **POST** /companies/{id}/news_releases/email_template | Creates an email template |
+| [**create_members_bulk_upload**](CompanyApi.md#create_members_bulk_upload) | **POST** /companies/{id}/members/bulk_uploads | Create bulk upload record |
 | [**create_shareholder_action**](CompanyApi.md#create_shareholder_action) | **POST** /companies/{company_id}/shareholders/{shareholder_id}/actions | Create a shareholder action |
 | [**get_bulk_upload**](CompanyApi.md#get_bulk_upload) | **GET** /companies/{id}/documents/bulk_uploads/{bulk_upload_id} | Return a given bulk upload by id |
 | [**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 |
@@ -19,6 +20,8 @@ All URIs are relative to *http://api.dealmaker.tech*
 | [**get_email_events**](CompanyApi.md#get_email_events) | **GET** /companies/{company_communication_id}/email_events | Get a list of email events for a company communication |
 | [**get_email_template**](CompanyApi.md#get_email_template) | **GET** /companies/{id}/news_releases/email_template/{template_id} | Get a email template |
 | [**get_email_templates**](CompanyApi.md#get_email_templates) | **GET** /companies/{id}/news_releases/email_templates | Get list of email template |
+| [**get_members_bulk_upload**](CompanyApi.md#get_members_bulk_upload) | **GET** /companies/{id}/members/bulk_uploads/{id_members_bulk_upload} | Get bulk upload record |
+| [**get_members_bulk_uploads**](CompanyApi.md#get_members_bulk_uploads) | **GET** /companies/{id}/members/bulk_uploads | Get bulk uploads records |
 | [**get_shareholder_ledger**](CompanyApi.md#get_shareholder_ledger) | **GET** /companies/{id}/shareholder_ledger | Get shareholder ledger by company |
 | [**get_user_accessible_companies**](CompanyApi.md#get_user_accessible_companies) | **GET** /users/accessible_companies | Get list of all Companies accessible by the user |
 | [**send_portal_invite**](CompanyApi.md#send_portal_invite) | **POST** /companies/{id}/shareholders/{shareholder_id}/send_portal_invite | Send portal invite to shareholder |
@@ -42,7 +45,7 @@ DealMakerAPI.configure do |config|end
 
 api_instance = DealMakerAPI::CompanyApi.new
 id = 56 # Integer | The company id
-create_bulk_upload_request = DealMakerAPI::CreateBulkUploadRequest.new({file_identifier: 'file_identifier_example', document_type: 'document_type_example', upload_name: 'upload_name_example', send_notification: false, notification_message: 'notification_message_example'}) # CreateBulkUploadRequest | 
+create_bulk_upload_request = DealMakerAPI::CreateBulkUploadRequest.new({file_identifier: 'file_identifier_example', document_type: 'document_type_example', upload_name: 'upload_name_example', send_notification: false, notification_message: 'notification_message_example', json_notification_message: 3.56}) # CreateBulkUploadRequest | 
 
 begin
   # Create bulk upload record
@@ -296,6 +299,74 @@ No authorization required
 - **Accept**: application/json
 
 
+## create_members_bulk_upload
+
+> <V1EntitiesMembersBulkUpload> create_members_bulk_upload(id, create_members_bulk_upload_request)
+
+Create bulk upload record
+
+Create members bulk upload record
+
+### Examples
+
+```ruby
+require 'time'
+require 'DealMakerAPI'
+# setup authorization
+DealMakerAPI.configure do |config|end
+
+api_instance = DealMakerAPI::CompanyApi.new
+id = 56 # Integer | The company id
+create_members_bulk_upload_request = DealMakerAPI::CreateMembersBulkUploadRequest.new({csv_file: File.new('/path/to/some/file')}) # CreateMembersBulkUploadRequest | 
+
+begin
+  # Create bulk upload record
+  result = api_instance.create_members_bulk_upload(id, create_members_bulk_upload_request)
+  p result
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling CompanyApi->create_members_bulk_upload: #{e}"
+end
+```
+
+#### Using the create_members_bulk_upload_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+> <Array(<V1EntitiesMembersBulkUpload>, Integer, Hash)> create_members_bulk_upload_with_http_info(id, create_members_bulk_upload_request)
+
+```ruby
+begin
+  # Create bulk upload record
+  data, status_code, headers = api_instance.create_members_bulk_upload_with_http_info(id, create_members_bulk_upload_request)
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => <V1EntitiesMembersBulkUpload>
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling CompanyApi->create_members_bulk_upload_with_http_info: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **id** | **Integer** | The company id |  |
+| **create_members_bulk_upload_request** | [**CreateMembersBulkUploadRequest**](CreateMembersBulkUploadRequest.md) |  |  |
+
+### Return type
+
+[**V1EntitiesMembersBulkUpload**](V1EntitiesMembersBulkUpload.md)
+
+### Authorization
+
+No authorization required
+
+### HTTP request headers
+
+- **Content-Type**: application/json
+- **Accept**: application/json
+
+
 ## create_shareholder_action
 
 > <V1EntitiesGenericResponse> create_shareholder_action(company_id, shareholder_id, create_shareholder_action_request)
@@ -1046,7 +1117,7 @@ end
 | Name | Type | Description | Notes |
 | ---- | ---- | ----------- | ----- |
 | **id** | **Integer** | The company id |  |
-| **page** | **Integer** | The page number | [optional][default to 1] |
+| **page** | **Integer** | The page number | [optional][default to 0] |
 | **per_page** | **Integer** | The number of items per page | [optional][default to 10] |
 | **public_template** | **Boolean** | The public template | [optional][default to false] |
 
@@ -1064,6 +1135,140 @@ No authorization required
 - **Accept**: application/json
 
 
+## get_members_bulk_upload
+
+> <V1EntitiesMembersBulkUpload> get_members_bulk_upload(id, id_members_bulk_upload)
+
+Get bulk upload record
+
+Get members bulk upload record
+
+### Examples
+
+```ruby
+require 'time'
+require 'DealMakerAPI'
+# setup authorization
+DealMakerAPI.configure do |config|end
+
+api_instance = DealMakerAPI::CompanyApi.new
+id = 56 # Integer | The company id
+id_members_bulk_upload = 56 # Integer | The bulk upload id
+
+begin
+  # Get bulk upload record
+  result = api_instance.get_members_bulk_upload(id, id_members_bulk_upload)
+  p result
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling CompanyApi->get_members_bulk_upload: #{e}"
+end
+```
+
+#### Using the get_members_bulk_upload_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+> <Array(<V1EntitiesMembersBulkUpload>, Integer, Hash)> get_members_bulk_upload_with_http_info(id, id_members_bulk_upload)
+
+```ruby
+begin
+  # Get bulk upload record
+  data, status_code, headers = api_instance.get_members_bulk_upload_with_http_info(id, id_members_bulk_upload)
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => <V1EntitiesMembersBulkUpload>
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling CompanyApi->get_members_bulk_upload_with_http_info: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **id** | **Integer** | The company id |  |
+| **id_members_bulk_upload** | **Integer** | The bulk upload id |  |
+
+### Return type
+
+[**V1EntitiesMembersBulkUpload**](V1EntitiesMembersBulkUpload.md)
+
+### Authorization
+
+No authorization required
+
+### HTTP request headers
+
+- **Content-Type**: Not defined
+- **Accept**: application/json
+
+
+## get_members_bulk_uploads
+
+> <V1EntitiesMembersBulkUploads> get_members_bulk_uploads(id)
+
+Get bulk uploads records
+
+Get members bulk uploads records
+
+### Examples
+
+```ruby
+require 'time'
+require 'DealMakerAPI'
+# setup authorization
+DealMakerAPI.configure do |config|end
+
+api_instance = DealMakerAPI::CompanyApi.new
+id = 56 # Integer | The company id
+
+begin
+  # Get bulk uploads records
+  result = api_instance.get_members_bulk_uploads(id)
+  p result
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling CompanyApi->get_members_bulk_uploads: #{e}"
+end
+```
+
+#### Using the get_members_bulk_uploads_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+> <Array(<V1EntitiesMembersBulkUploads>, Integer, Hash)> get_members_bulk_uploads_with_http_info(id)
+
+```ruby
+begin
+  # Get bulk uploads records
+  data, status_code, headers = api_instance.get_members_bulk_uploads_with_http_info(id)
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => <V1EntitiesMembersBulkUploads>
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling CompanyApi->get_members_bulk_uploads_with_http_info: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **id** | **Integer** | The company id |  |
+
+### Return type
+
+[**V1EntitiesMembersBulkUploads**](V1EntitiesMembersBulkUploads.md)
+
+### Authorization
+
+No authorization required
+
+### HTTP request headers
+
+- **Content-Type**: Not defined
+- **Accept**: application/json
+
+
 ## get_shareholder_ledger
 
 > <V1EntitiesShareholderLedger> get_shareholder_ledger(id)

data/docs/CreateBulkUploadRequest.md

@@ -9,6 +9,7 @@
 | **upload_name** | **String** | The bulk upload name |  |
 | **send_notification** | **Boolean** | Send notification to the user |  |
 | **notification_message** | **String** | Notification message |  |
+| **json_notification_message** | **Object** | JSON notification message |  |
 
 ## Example
 
@@ -20,7 +21,8 @@ instance = DealMakerAPI::CreateBulkUploadRequest.new(
   document_type: null,
   upload_name: null,
   send_notification: null,
-  notification_message: null
+  notification_message: null,
+  json_notification_message: null
 )
 ```
 

data/docs/CreateMembersBulkUploadRequest.md

@@ -0,0 +1,26 @@
+# DealMakerAPI::CreateMembersBulkUploadRequest
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **csv_file** | **File** | The file csv |  |
+| **send_notification** | **Boolean** | Send notification to the user | [optional][default to false] |
+| **offsite_shareholder** | **Boolean** | Offside shareholder | [optional][default to false] |
+| **email_subject** | **String** | Email subject | [optional] |
+| **email_content** | **String** | Email content | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::CreateMembersBulkUploadRequest.new(
+  csv_file: null,
+  send_notification: null,
+  offsite_shareholder: null,
+  email_subject: null,
+  email_content: null
+)
+```
+

data/docs/V1EntitiesInvestor.md

@@ -21,6 +21,7 @@
 | **allocated_amount** | **Float** | The amount allocated. | [optional] |
 | **funds_value** | **Float** | The current amount that has been funded. | [optional] |
 | **access_link** | **String** | 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. | [optional] |
+| **subscription_id** | **Integer** | The investor subscription id. | [optional] |
 | **subscription_agreement** | [**V1EntitiesSubscriptionAgreement**](V1EntitiesSubscriptionAgreement.md) |  | [optional] |
 | **attachments** | [**V1EntitiesAttachment**](V1EntitiesAttachment.md) |  | [optional] |
 | **background_check_searches** | [**V1EntitiesBackgroundCheckSearch**](V1EntitiesBackgroundCheckSearch.md) |  | [optional] |
@@ -56,6 +57,7 @@ instance = DealMakerAPI::V1EntitiesInvestor.new(
   allocated_amount: null,
   funds_value: null,
   access_link: null,
+  subscription_id: null,
   subscription_agreement: null,
   attachments: null,
   background_check_searches: null,

data/docs/V1EntitiesMembersBulkUpload.md

@@ -0,0 +1,42 @@
+# DealMakerAPI::V1EntitiesMembersBulkUpload
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **id** | **Integer** | The bulk upload ID | [optional] |
+| **company_id** | **Integer** | The company ID | [optional] |
+| **status** | **String** | The status [pending, processing, completed, failed] | [optional] |
+| **total_count** | **Integer** | The number of members in the bulk upload | [optional] |
+| **processed_count** | **Integer** | The number of processed members in the bulk upload | [optional] |
+| **error_count** | **Integer** | The number of failed members in the bulk upload | [optional] |
+| **send_notification** | **String** | Send notification to the user | [optional] |
+| **offsite_shareholder** | **String** | Offside shareholder | [optional] |
+| **email_subject** | **String** | Email subject | [optional] |
+| **email_content** | **String** | Email content | [optional] |
+| **error_details** | **String** | The error details | [optional] |
+| **created_at** | **String** | The created at timestamp | [optional] |
+| **updated_at** | **String** | The updated at timestamp | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesMembersBulkUpload.new(
+  id: null,
+  company_id: null,
+  status: null,
+  total_count: null,
+  processed_count: null,
+  error_count: null,
+  send_notification: null,
+  offsite_shareholder: null,
+  email_subject: null,
+  email_content: null,
+  error_details: null,
+  created_at: null,
+  updated_at: null
+)
+```
+

data/docs/V1EntitiesMembersBulkUploads.md

@@ -0,0 +1,18 @@
+# DealMakerAPI::V1EntitiesMembersBulkUploads
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **items** | [**V1EntitiesMembersBulkUpload**](V1EntitiesMembersBulkUpload.md) |  | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesMembersBulkUploads.new(
+  items: null
+)
+```
+