DealMakerAPI 0.87.0 → 0.88.1
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/README.md +10 -7
- data/docs/CompanyApi.md +67 -0
- data/docs/DealApi.md +0 -71
- data/docs/InvestorApi.md +83 -14
- data/docs/{CreateInvestorRequest.md → PostDealsIdInvestors.md} +2 -4
- data/docs/{UpdateInvestorRequest.md → PutDealsIdInvestors.md} +2 -4
- data/docs/V1EntitiesBulkUpload.md +1 -1
- data/docs/V1EntitiesDividend.md +24 -0
- data/docs/V1EntitiesDividends.md +18 -0
- data/lib/DealMakerAPI/api/company_api.rb +63 -0
- data/lib/DealMakerAPI/api/deal_api.rb +0 -66
- data/lib/DealMakerAPI/api/investor_api.rb +94 -15
- data/lib/DealMakerAPI/models/{create_investor_request.rb → post_deals_id_investors.rb} +5 -14
- data/lib/DealMakerAPI/models/{update_investor_request.rb → put_deals_id_investors.rb} +5 -14
- data/lib/DealMakerAPI/models/v1_entities_bulk_upload.rb +35 -1
- data/lib/DealMakerAPI/models/v1_entities_dividend.rb +245 -0
- data/lib/DealMakerAPI/models/v1_entities_dividends.rb +215 -0
- data/lib/DealMakerAPI/version.rb +1 -1
- data/lib/DealMakerAPI.rb +4 -2
- data/spec/api/company_api_spec.rb +12 -0
- data/spec/api/deal_api_spec.rb +0 -13
- data/spec/api/investor_api_spec.rb +16 -2
- data/spec/models/add506c_document_request_spec.rb +3 -1
- data/spec/models/add_document_request_spec.rb +3 -1
- data/spec/models/bulk_upload_investors_request_spec.rb +3 -1
- data/spec/models/create_bulk_upload_detail_request_spec.rb +3 -1
- data/spec/models/create_bulk_upload_request_spec.rb +3 -1
- data/spec/models/create_company_request_spec.rb +3 -1
- data/spec/models/create_deal_setup_request_spec.rb +3 -1
- data/spec/models/create_shareholder_action_request_spec.rb +3 -1
- data/spec/models/edit_investor_tags_request_spec.rb +3 -1
- data/spec/models/generate_url_request_spec.rb +3 -1
- data/spec/models/patch_investor_profiles_corporations_beneficial_owners_inner_spec.rb +3 -1
- data/spec/models/patch_investor_profiles_corporations_spec.rb +3 -1
- data/spec/models/patch_investor_profiles_individuals_spec.rb +3 -1
- data/spec/models/patch_investor_profiles_joints_spec.rb +3 -1
- data/spec/models/patch_investor_profiles_trusts_spec.rb +3 -1
- data/spec/models/patch_investor_request_spec.rb +3 -1
- data/spec/models/{create_investor_request_spec.rb → post_deals_id_investors_spec.rb} +8 -12
- data/spec/models/post_investor_profiles_corporations_beneficial_owners_inner_spec.rb +3 -1
- data/spec/models/post_investor_profiles_corporations_spec.rb +3 -1
- data/spec/models/post_investor_profiles_individuals_spec.rb +3 -1
- data/spec/models/post_investor_profiles_joints_spec.rb +3 -1
- data/spec/models/post_investor_profiles_trusts_spec.rb +3 -1
- data/spec/models/post_investor_profiles_trusts_trustees_inner_spec.rb +3 -1
- data/spec/models/post_webhooks_request_spec.rb +3 -1
- data/spec/models/{update_investor_request_spec.rb → put_deals_id_investors_spec.rb} +8 -12
- data/spec/models/put_deals_id_script_tag_environment_request_spec.rb +3 -1
- data/spec/models/put_webhooks_id_request_spec.rb +3 -1
- data/spec/models/v1_entities_address_spec.rb +3 -1
- data/spec/models/v1_entities_addresses_spec.rb +3 -1
- data/spec/models/v1_entities_attachment_spec.rb +3 -1
- data/spec/models/v1_entities_background_check_search_spec.rb +3 -1
- data/spec/models/v1_entities_bulk_upload_detail_spec.rb +3 -1
- data/spec/models/v1_entities_bulk_upload_details_spec.rb +3 -1
- data/spec/models/v1_entities_bulk_upload_spec.rb +7 -1
- data/spec/models/v1_entities_bulk_uploads_spec.rb +3 -1
- data/spec/models/v1_entities_company_deal_spec.rb +3 -1
- data/spec/models/v1_entities_company_deals_spec.rb +3 -1
- data/spec/models/v1_entities_company_spec.rb +3 -1
- data/spec/models/v1_entities_countries_spec.rb +3 -1
- data/spec/models/v1_entities_country_spec.rb +3 -1
- data/spec/models/v1_entities_deal_enterprise_spec.rb +3 -1
- data/spec/models/v1_entities_deal_funding_metrics_spec.rb +3 -1
- data/spec/models/v1_entities_deal_investor_metrics_spec.rb +3 -1
- data/spec/models/v1_entities_deal_issuer_spec.rb +3 -1
- data/spec/models/v1_entities_deal_setup_spec.rb +3 -1
- data/spec/models/v1_entities_deal_setup_user_spec.rb +3 -1
- data/spec/models/v1_entities_deal_spec.rb +3 -1
- data/spec/models/v1_entities_deals_spec.rb +3 -1
- data/spec/models/v1_entities_dividend_spec.rb +54 -0
- data/spec/models/v1_entities_dividends_spec.rb +36 -0
- data/spec/models/v1_entities_express_wire_instruction_spec.rb +3 -1
- data/spec/models/v1_entities_express_wire_instructions_spec.rb +3 -1
- data/spec/models/v1_entities_generic_response_spec.rb +3 -1
- data/spec/models/v1_entities_investor_otp_access_link_spec.rb +3 -1
- data/spec/models/v1_entities_investor_profile_address_spec.rb +3 -1
- data/spec/models/v1_entities_investor_profile_corporation_spec.rb +3 -1
- data/spec/models/v1_entities_investor_profile_fields_account_holder_spec.rb +3 -1
- data/spec/models/v1_entities_investor_profile_fields_beneficial_owner_spec.rb +3 -1
- data/spec/models/v1_entities_investor_profile_fields_corporation_spec.rb +3 -1
- data/spec/models/v1_entities_investor_profile_fields_primary_holder_spec.rb +3 -1
- data/spec/models/v1_entities_investor_profile_fields_signing_officer_spec.rb +3 -1
- data/spec/models/v1_entities_investor_profile_fields_trust_spec.rb +3 -1
- data/spec/models/v1_entities_investor_profile_individual_spec.rb +3 -1
- data/spec/models/v1_entities_investor_profile_item_spec.rb +3 -1
- data/spec/models/v1_entities_investor_profile_joint_spec.rb +3 -1
- data/spec/models/v1_entities_investor_profile_owner_spec.rb +3 -1
- data/spec/models/v1_entities_investor_profile_trust_spec.rb +3 -1
- data/spec/models/v1_entities_investor_profiles_spec.rb +3 -1
- data/spec/models/v1_entities_investor_spec.rb +3 -1
- data/spec/models/v1_entities_investor_user_spec.rb +3 -1
- data/spec/models/v1_entities_investors_spec.rb +3 -1
- data/spec/models/v1_entities_presigned_url_result_spec.rb +3 -1
- data/spec/models/v1_entities_shareholder_spec.rb +3 -1
- data/spec/models/v1_entities_shareholders_spec.rb +3 -1
- data/spec/models/v1_entities_shareholders_tags_spec.rb +3 -1
- data/spec/models/v1_entities_state_spec.rb +3 -1
- data/spec/models/v1_entities_subscription_agreement_spec.rb +3 -1
- data/spec/models/v1_entities_webhooks_deal_spec.rb +3 -1
- data/spec/models/v1_entities_webhooks_security_token_spec.rb +3 -1
- data/spec/models/v1_entities_webhooks_subscription_deal_spec.rb +3 -1
- data/spec/models/v1_entities_webhooks_subscription_deals_spec.rb +3 -1
- data/spec/models/v1_entities_webhooks_subscription_spec.rb +3 -1
- metadata +87 -79
checksums.yaml
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@@ -1,7 +1,7 @@
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---
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SHA256:
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metadata.gz:
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data.tar.gz:
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metadata.gz: 8070bb6ae387e51ce5530185029b8246a3befd9cb201cbfca7090d46185b9ee5
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data.tar.gz: 720c5d04f3e5fe1bb2023415d7bbf91e85825c59c197d833384c112b55d1afd4
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SHA512:
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metadata.gz:
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metadata.gz: e4967c396b77093a9908b353e72cd4e3da11847e0b4d5e9eceaff93ad95ae59020ba22ee5657ffac68b885f6c17047cd9bceecbb20814ceb0a0094bb6aa3672c
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data.tar.gz: 9d78e3e816371ae8754c15620e280a1ad215a3d2417f2e31de740d36100a41628fa6a4b1332c32e7987ec1555284205ccad865269ac5698f463643e3599dcd7d
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data/README.md
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This SDK is automatically generated by the [OpenAPI Generator](https://openapi-generator.tech) project:
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- API version: 1.75.0
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- Package version: 0.
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- Package version: 0.88.1
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- Build package: org.openapitools.codegen.languages.RubyClientCodegen
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## Installation
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Then either install the gem locally:
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```shell
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gem install ./DealMakerAPI-0.
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gem install ./DealMakerAPI-0.88.1.gem
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```
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(for development, run `gem install --dev ./DealMakerAPI-0.
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(for development, run `gem install --dev ./DealMakerAPI-0.88.1.gem` to install the development dependencies)
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or publish the gem to a gem hosting service, e.g. [RubyGems](https://rubygems.org/).
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Finally add this to the Gemfile:
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gem 'DealMakerAPI', '~> 0.
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gem 'DealMakerAPI', '~> 0.88.1'
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### Install from Git
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*DealMakerAPI::CompanyApi* | [**get_companies**](docs/CompanyApi.md#get_companies) | **GET** /companies | Get list of Companies
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*DealMakerAPI::CompanyApi* | [**get_company**](docs/CompanyApi.md#get_company) | **GET** /companies/{id} | Get a Company
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*DealMakerAPI::CompanyApi* | [**get_details_errors_grouped**](docs/CompanyApi.md#get_details_errors_grouped) | **GET** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details/grouped_errors | Return bulk upload details grouped by status
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*DealMakerAPI::CompanyApi* | [**get_dividends**](docs/CompanyApi.md#get_dividends) | **GET** /companies/{company_id}/portal/dividends | Return dividends
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*DealMakerAPI::CountryApi* | [**get_country_states**](docs/CountryApi.md#get_country_states) | **GET** /country/states | Returns a list of all valid countries and it states
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*DealMakerAPI::DealApi* | [**get_analytics_dashboard_info**](docs/DealApi.md#get_analytics_dashboard_info) | **GET** /deals/{id}/analytics_dashboard_info | Get Analytics Dashboard Info
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*DealMakerAPI::DealApi* | [**get_deal**](docs/DealApi.md#get_deal) | **GET** /deals/{id} | Get deal by Deal ID
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*DealMakerAPI::DealApi* | [**list_deals**](docs/DealApi.md#list_deals) | **GET** /deals | List available deals
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*DealMakerAPI::DealSetupApi* | [**create_deal_setup**](docs/DealSetupApi.md#create_deal_setup) | **POST** /deal_setups | Create deal setup
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*DealMakerAPI::InvestorApi* | [**delete_document**](docs/InvestorApi.md#delete_document) | **DELETE** /deals/{id}/investors/{investor_id}/delete_document/{document_id} | Delete document for deal investor
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*DealMakerAPI::InvestorApi* | [**delete_investor_profile**](docs/InvestorApi.md#delete_investor_profile) | **DELETE** /investor_profiles/{type}/{id} | Delete investor profile.
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*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
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*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
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*DealMakerAPI::InvestorApi* | [**get_investor**](docs/InvestorApi.md#get_investor) | **GET** /deals/{id}/investors/{investor_id} | Get a deal investor by id
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*DealMakerAPI::InvestorApi* | [**get_investor_otp_link**](docs/InvestorApi.md#get_investor_otp_link) | **GET** /deals/{id}/investors/{investor_id}/otp_access_link | Get OTP access link for deal investor
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*DealMakerAPI::InvestorApi* | [**list_investors**](docs/InvestorApi.md#list_investors) | **GET** /deals/{id}/investors | List deal investors
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- [DealMakerAPI::CreateBulkUploadRequest](docs/CreateBulkUploadRequest.md)
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- [DealMakerAPI::CreateCompanyRequest](docs/CreateCompanyRequest.md)
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- [DealMakerAPI::CreateDealSetupRequest](docs/CreateDealSetupRequest.md)
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- [DealMakerAPI::CreateInvestorRequest](docs/CreateInvestorRequest.md)
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- [DealMakerAPI::CreateShareholderActionRequest](docs/CreateShareholderActionRequest.md)
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- [DealMakerAPI::EditInvestorTagsRequest](docs/EditInvestorTagsRequest.md)
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- [DealMakerAPI::GenerateUrlRequest](docs/GenerateUrlRequest.md)
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- [DealMakerAPI::PatchInvestorProfilesJoints](docs/PatchInvestorProfilesJoints.md)
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- [DealMakerAPI::PatchInvestorProfilesTrusts](docs/PatchInvestorProfilesTrusts.md)
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- [DealMakerAPI::PatchInvestorRequest](docs/PatchInvestorRequest.md)
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- [DealMakerAPI::PostDealsIdInvestors](docs/PostDealsIdInvestors.md)
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- [DealMakerAPI::PostInvestorProfilesCorporations](docs/PostInvestorProfilesCorporations.md)
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- [DealMakerAPI::PostInvestorProfilesIndividuals](docs/PostInvestorProfilesIndividuals.md)
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- [DealMakerAPI::PostInvestorProfilesTrusts](docs/PostInvestorProfilesTrusts.md)
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- [DealMakerAPI::PostInvestorProfilesTrustsTrusteesInner](docs/PostInvestorProfilesTrustsTrusteesInner.md)
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- [DealMakerAPI::PostWebhooksRequest](docs/PostWebhooksRequest.md)
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- [DealMakerAPI::PutDealsIdInvestors](docs/PutDealsIdInvestors.md)
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- [DealMakerAPI::PutDealsIdScriptTagEnvironmentRequest](docs/PutDealsIdScriptTagEnvironmentRequest.md)
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- [DealMakerAPI::PutWebhooksIdRequest](docs/PutWebhooksIdRequest.md)
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- [DealMakerAPI::UpdateInvestorRequest](docs/UpdateInvestorRequest.md)
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- [DealMakerAPI::V1EntitiesAddress](docs/V1EntitiesAddress.md)
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- [DealMakerAPI::V1EntitiesAddresses](docs/V1EntitiesAddresses.md)
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- [DealMakerAPI::V1EntitiesAttachment](docs/V1EntitiesAttachment.md)
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- [DealMakerAPI::V1EntitiesDealSetupUser](docs/V1EntitiesDealSetupUser.md)
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- [DealMakerAPI::V1EntitiesDeals](docs/V1EntitiesDeals.md)
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- [DealMakerAPI::V1EntitiesDividend](docs/V1EntitiesDividend.md)
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- [DealMakerAPI::V1EntitiesDividends](docs/V1EntitiesDividends.md)
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- [DealMakerAPI::V1EntitiesExpressWireInstruction](docs/V1EntitiesExpressWireInstruction.md)
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- [DealMakerAPI::V1EntitiesExpressWireInstructions](docs/V1EntitiesExpressWireInstructions.md)
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- [DealMakerAPI::V1EntitiesGenericResponse](docs/V1EntitiesGenericResponse.md)
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data/docs/CompanyApi.md
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| [**get_companies**](CompanyApi.md#get_companies) | **GET** /companies | Get list of Companies |
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| [**get_company**](CompanyApi.md#get_company) | **GET** /companies/{id} | Get a Company |
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| [**get_details_errors_grouped**](CompanyApi.md#get_details_errors_grouped) | **GET** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details/grouped_errors | Return bulk upload details grouped by status |
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| [**get_dividends**](CompanyApi.md#get_dividends) | **GET** /companies/{company_id}/portal/dividends | Return dividends |
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## create_bulk_upload
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## get_dividends
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> <V1EntitiesDividends> get_dividends(company_id)
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Return dividends
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Return dividends associated with a shareholder
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### Examples
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```ruby
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require 'time'
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require 'DealMakerAPI'
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# setup authorization
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DealMakerAPI.configure do |config|end
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api_instance = DealMakerAPI::CompanyApi.new
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company_id = 56 # Integer |
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begin
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p result
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling CompanyApi->get_dividends: #{e}"
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end
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```
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#### Using the get_dividends_with_http_info variant
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This returns an Array which contains the response data, status code and headers.
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```ruby
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# Return dividends
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+
data, status_code, headers = api_instance.get_dividends_with_http_info(company_id)
|
|
756
|
+
p status_code # => 2xx
|
|
757
|
+
p headers # => { ... }
|
|
758
|
+
p data # => <V1EntitiesDividends>
|
|
759
|
+
rescue DealMakerAPI::ApiError => e
|
|
760
|
+
puts "Error when calling CompanyApi->get_dividends_with_http_info: #{e}"
|
|
761
|
+
end
|
|
762
|
+
```
|
|
763
|
+
|
|
764
|
+
### Parameters
|
|
765
|
+
|
|
766
|
+
| Name | Type | Description | Notes |
|
|
767
|
+
| ---- | ---- | ----------- | ----- |
|
|
768
|
+
| **company_id** | **Integer** | | |
|
|
769
|
+
|
|
770
|
+
### Return type
|
|
771
|
+
|
|
772
|
+
[**V1EntitiesDividends**](V1EntitiesDividends.md)
|
|
773
|
+
|
|
774
|
+
### Authorization
|
|
775
|
+
|
|
776
|
+
No authorization required
|
|
777
|
+
|
|
778
|
+
### HTTP request headers
|
|
779
|
+
|
|
780
|
+
- **Content-Type**: Not defined
|
|
781
|
+
- **Accept**: application/json
|
|
782
|
+
|
data/docs/DealApi.md
CHANGED
|
@@ -4,81 +4,10 @@ All URIs are relative to *http://api.dealmaker.tech*
|
|
|
4
4
|
|
|
5
5
|
| Method | HTTP request | Description |
|
|
6
6
|
| ------ | ------------ | ----------- |
|
|
7
|
-
| [**get_analytics_dashboard_info**](DealApi.md#get_analytics_dashboard_info) | **GET** /deals/{id}/analytics_dashboard_info | Get Analytics Dashboard Info |
|
|
8
7
|
| [**get_deal**](DealApi.md#get_deal) | **GET** /deals/{id} | Get deal by Deal ID |
|
|
9
8
|
| [**list_deals**](DealApi.md#list_deals) | **GET** /deals | List available deals |
|
|
10
9
|
|
|
11
10
|
|
|
12
|
-
## get_analytics_dashboard_info
|
|
13
|
-
|
|
14
|
-
> Object get_analytics_dashboard_info(id, opts)
|
|
15
|
-
|
|
16
|
-
Get Analytics Dashboard Info
|
|
17
|
-
|
|
18
|
-
Get Analytics Dashboard Info
|
|
19
|
-
|
|
20
|
-
### Examples
|
|
21
|
-
|
|
22
|
-
```ruby
|
|
23
|
-
require 'time'
|
|
24
|
-
require 'DealMakerAPI'
|
|
25
|
-
# setup authorization
|
|
26
|
-
DealMakerAPI.configure do |config|end
|
|
27
|
-
|
|
28
|
-
api_instance = DealMakerAPI::DealApi.new
|
|
29
|
-
id = 56 # Integer | The deal id.
|
|
30
|
-
opts = {
|
|
31
|
-
dashboard_key: 'dashboard_key_example' # String | The dashboard key.
|
|
32
|
-
}
|
|
33
|
-
|
|
34
|
-
begin
|
|
35
|
-
# Get Analytics Dashboard Info
|
|
36
|
-
result = api_instance.get_analytics_dashboard_info(id, opts)
|
|
37
|
-
p result
|
|
38
|
-
rescue DealMakerAPI::ApiError => e
|
|
39
|
-
puts "Error when calling DealApi->get_analytics_dashboard_info: #{e}"
|
|
40
|
-
end
|
|
41
|
-
```
|
|
42
|
-
|
|
43
|
-
#### Using the get_analytics_dashboard_info_with_http_info variant
|
|
44
|
-
|
|
45
|
-
This returns an Array which contains the response data, status code and headers.
|
|
46
|
-
|
|
47
|
-
> <Array(Object, Integer, Hash)> get_analytics_dashboard_info_with_http_info(id, opts)
|
|
48
|
-
|
|
49
|
-
```ruby
|
|
50
|
-
begin
|
|
51
|
-
# Get Analytics Dashboard Info
|
|
52
|
-
data, status_code, headers = api_instance.get_analytics_dashboard_info_with_http_info(id, opts)
|
|
53
|
-
p status_code # => 2xx
|
|
54
|
-
p headers # => { ... }
|
|
55
|
-
p data # => Object
|
|
56
|
-
rescue DealMakerAPI::ApiError => e
|
|
57
|
-
puts "Error when calling DealApi->get_analytics_dashboard_info_with_http_info: #{e}"
|
|
58
|
-
end
|
|
59
|
-
```
|
|
60
|
-
|
|
61
|
-
### Parameters
|
|
62
|
-
|
|
63
|
-
| Name | Type | Description | Notes |
|
|
64
|
-
| ---- | ---- | ----------- | ----- |
|
|
65
|
-
| **id** | **Integer** | The deal id. | |
|
|
66
|
-
| **dashboard_key** | **String** | The dashboard key. | [optional] |
|
|
67
|
-
|
|
68
|
-
### Return type
|
|
69
|
-
|
|
70
|
-
**Object**
|
|
71
|
-
|
|
72
|
-
### Authorization
|
|
73
|
-
|
|
74
|
-
No authorization required
|
|
75
|
-
|
|
76
|
-
### HTTP request headers
|
|
77
|
-
|
|
78
|
-
- **Content-Type**: Not defined
|
|
79
|
-
- **Accept**: application/json
|
|
80
|
-
|
|
81
|
-
|
|
82
11
|
## get_deal
|
|
83
12
|
|
|
84
13
|
> <V1EntitiesDeal> get_deal(id)
|
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_enforcements**](InvestorApi.md#get_enforcements) | **GET** /deals/{id}/investors/{investor_id}/background_checks/{search_entity_id}/enforcements | Get enforcements for a background search |
|
|
14
15
|
| [**get_investor**](InvestorApi.md#get_investor) | **GET** /deals/{id}/investors/{investor_id} | Get a deal investor by id |
|
|
15
16
|
| [**get_investor_otp_link**](InvestorApi.md#get_investor_otp_link) | **GET** /deals/{id}/investors/{investor_id}/otp_access_link | Get OTP access link for deal investor |
|
|
16
17
|
| [**list_investors**](InvestorApi.md#list_investors) | **GET** /deals/{id}/investors | List deal investors |
|
|
@@ -228,7 +229,7 @@ No authorization required
|
|
|
228
229
|
|
|
229
230
|
## create_investor
|
|
230
231
|
|
|
231
|
-
> <V1EntitiesInvestor> create_investor(id,
|
|
232
|
+
> <V1EntitiesInvestor> create_investor(id, deals_id_investors)
|
|
232
233
|
|
|
233
234
|
Create a deal investor
|
|
234
235
|
|
|
@@ -244,11 +245,11 @@ DealMakerAPI.configure do |config|end
|
|
|
244
245
|
|
|
245
246
|
api_instance = DealMakerAPI::InvestorApi.new
|
|
246
247
|
id = 56 # Integer | The deal id.
|
|
247
|
-
|
|
248
|
+
deals_id_investors = DealMakerAPI::PostDealsIdInvestors.new({email: 'email_example'}) # PostDealsIdInvestors |
|
|
248
249
|
|
|
249
250
|
begin
|
|
250
251
|
# Create a deal investor
|
|
251
|
-
result = api_instance.create_investor(id,
|
|
252
|
+
result = api_instance.create_investor(id, deals_id_investors)
|
|
252
253
|
p result
|
|
253
254
|
rescue DealMakerAPI::ApiError => e
|
|
254
255
|
puts "Error when calling InvestorApi->create_investor: #{e}"
|
|
@@ -259,12 +260,12 @@ end
|
|
|
259
260
|
|
|
260
261
|
This returns an Array which contains the response data, status code and headers.
|
|
261
262
|
|
|
262
|
-
> <Array(<V1EntitiesInvestor>, Integer, Hash)> create_investor_with_http_info(id,
|
|
263
|
+
> <Array(<V1EntitiesInvestor>, Integer, Hash)> create_investor_with_http_info(id, deals_id_investors)
|
|
263
264
|
|
|
264
265
|
```ruby
|
|
265
266
|
begin
|
|
266
267
|
# Create a deal investor
|
|
267
|
-
data, status_code, headers = api_instance.create_investor_with_http_info(id,
|
|
268
|
+
data, status_code, headers = api_instance.create_investor_with_http_info(id, deals_id_investors)
|
|
268
269
|
p status_code # => 2xx
|
|
269
270
|
p headers # => { ... }
|
|
270
271
|
p data # => <V1EntitiesInvestor>
|
|
@@ -278,7 +279,7 @@ end
|
|
|
278
279
|
| Name | Type | Description | Notes |
|
|
279
280
|
| ---- | ---- | ----------- | ----- |
|
|
280
281
|
| **id** | **Integer** | The deal id. | |
|
|
281
|
-
| **
|
|
282
|
+
| **deals_id_investors** | [**PostDealsIdInvestors**](PostDealsIdInvestors.md) | | |
|
|
282
283
|
|
|
283
284
|
### Return type
|
|
284
285
|
|
|
@@ -500,6 +501,76 @@ No authorization required
|
|
|
500
501
|
- **Accept**: application/json
|
|
501
502
|
|
|
502
503
|
|
|
504
|
+
## get_enforcements
|
|
505
|
+
|
|
506
|
+
> <V1EntitiesInvestor> get_enforcements(id, investor_id, search_entity_id)
|
|
507
|
+
|
|
508
|
+
Get enforcements for a background search
|
|
509
|
+
|
|
510
|
+
Get enforcements for a background search
|
|
511
|
+
|
|
512
|
+
### Examples
|
|
513
|
+
|
|
514
|
+
```ruby
|
|
515
|
+
require 'time'
|
|
516
|
+
require 'DealMakerAPI'
|
|
517
|
+
# setup authorization
|
|
518
|
+
DealMakerAPI.configure do |config|end
|
|
519
|
+
|
|
520
|
+
api_instance = DealMakerAPI::InvestorApi.new
|
|
521
|
+
id = 56 # Integer |
|
|
522
|
+
investor_id = 56 # Integer |
|
|
523
|
+
search_entity_id = 56 # Integer |
|
|
524
|
+
|
|
525
|
+
begin
|
|
526
|
+
# Get enforcements for a background search
|
|
527
|
+
result = api_instance.get_enforcements(id, investor_id, search_entity_id)
|
|
528
|
+
p result
|
|
529
|
+
rescue DealMakerAPI::ApiError => e
|
|
530
|
+
puts "Error when calling InvestorApi->get_enforcements: #{e}"
|
|
531
|
+
end
|
|
532
|
+
```
|
|
533
|
+
|
|
534
|
+
#### Using the get_enforcements_with_http_info variant
|
|
535
|
+
|
|
536
|
+
This returns an Array which contains the response data, status code and headers.
|
|
537
|
+
|
|
538
|
+
> <Array(<V1EntitiesInvestor>, Integer, Hash)> get_enforcements_with_http_info(id, investor_id, search_entity_id)
|
|
539
|
+
|
|
540
|
+
```ruby
|
|
541
|
+
begin
|
|
542
|
+
# Get enforcements for a background search
|
|
543
|
+
data, status_code, headers = api_instance.get_enforcements_with_http_info(id, investor_id, search_entity_id)
|
|
544
|
+
p status_code # => 2xx
|
|
545
|
+
p headers # => { ... }
|
|
546
|
+
p data # => <V1EntitiesInvestor>
|
|
547
|
+
rescue DealMakerAPI::ApiError => e
|
|
548
|
+
puts "Error when calling InvestorApi->get_enforcements_with_http_info: #{e}"
|
|
549
|
+
end
|
|
550
|
+
```
|
|
551
|
+
|
|
552
|
+
### Parameters
|
|
553
|
+
|
|
554
|
+
| Name | Type | Description | Notes |
|
|
555
|
+
| ---- | ---- | ----------- | ----- |
|
|
556
|
+
| **id** | **Integer** | | |
|
|
557
|
+
| **investor_id** | **Integer** | | |
|
|
558
|
+
| **search_entity_id** | **Integer** | | |
|
|
559
|
+
|
|
560
|
+
### Return type
|
|
561
|
+
|
|
562
|
+
[**V1EntitiesInvestor**](V1EntitiesInvestor.md)
|
|
563
|
+
|
|
564
|
+
### Authorization
|
|
565
|
+
|
|
566
|
+
No authorization required
|
|
567
|
+
|
|
568
|
+
### HTTP request headers
|
|
569
|
+
|
|
570
|
+
- **Content-Type**: Not defined
|
|
571
|
+
- **Accept**: application/json
|
|
572
|
+
|
|
573
|
+
|
|
503
574
|
## get_investor
|
|
504
575
|
|
|
505
576
|
> <V1EntitiesInvestor> get_investor(id, investor_id)
|
|
@@ -786,7 +857,7 @@ No authorization required
|
|
|
786
857
|
|
|
787
858
|
## update_investor
|
|
788
859
|
|
|
789
|
-
> <V1EntitiesInvestor> update_investor(id, investor_id,
|
|
860
|
+
> <V1EntitiesInvestor> update_investor(id, investor_id, deals_id_investors)
|
|
790
861
|
|
|
791
862
|
Update a deal investor
|
|
792
863
|
|
|
@@ -803,13 +874,11 @@ DealMakerAPI.configure do |config|end
|
|
|
803
874
|
api_instance = DealMakerAPI::InvestorApi.new
|
|
804
875
|
id = 56 # Integer | The deal id.
|
|
805
876
|
investor_id = 56 # Integer | The investor id.
|
|
806
|
-
|
|
807
|
-
update_investor_request: DealMakerAPI::UpdateInvestorRequest.new # UpdateInvestorRequest |
|
|
808
|
-
}
|
|
877
|
+
deals_id_investors = DealMakerAPI::PutDealsIdInvestors.new # PutDealsIdInvestors |
|
|
809
878
|
|
|
810
879
|
begin
|
|
811
880
|
# Update a deal investor
|
|
812
|
-
result = api_instance.update_investor(id, investor_id,
|
|
881
|
+
result = api_instance.update_investor(id, investor_id, deals_id_investors)
|
|
813
882
|
p result
|
|
814
883
|
rescue DealMakerAPI::ApiError => e
|
|
815
884
|
puts "Error when calling InvestorApi->update_investor: #{e}"
|
|
@@ -820,12 +889,12 @@ end
|
|
|
820
889
|
|
|
821
890
|
This returns an Array which contains the response data, status code and headers.
|
|
822
891
|
|
|
823
|
-
> <Array(<V1EntitiesInvestor>, Integer, Hash)> update_investor_with_http_info(id, investor_id,
|
|
892
|
+
> <Array(<V1EntitiesInvestor>, Integer, Hash)> update_investor_with_http_info(id, investor_id, deals_id_investors)
|
|
824
893
|
|
|
825
894
|
```ruby
|
|
826
895
|
begin
|
|
827
896
|
# Update a deal investor
|
|
828
|
-
data, status_code, headers = api_instance.update_investor_with_http_info(id, investor_id,
|
|
897
|
+
data, status_code, headers = api_instance.update_investor_with_http_info(id, investor_id, deals_id_investors)
|
|
829
898
|
p status_code # => 2xx
|
|
830
899
|
p headers # => { ... }
|
|
831
900
|
p data # => <V1EntitiesInvestor>
|
|
@@ -840,7 +909,7 @@ end
|
|
|
840
909
|
| ---- | ---- | ----------- | ----- |
|
|
841
910
|
| **id** | **Integer** | The deal id. | |
|
|
842
911
|
| **investor_id** | **Integer** | The investor id. | |
|
|
843
|
-
| **
|
|
912
|
+
| **deals_id_investors** | [**PutDealsIdInvestors**](PutDealsIdInvestors.md) | | |
|
|
844
913
|
|
|
845
914
|
### Return type
|
|
846
915
|
|
|
@@ -1,4 +1,4 @@
|
|
|
1
|
-
# DealMakerAPI::
|
|
1
|
+
# DealMakerAPI::PostDealsIdInvestors
|
|
2
2
|
|
|
3
3
|
## Properties
|
|
4
4
|
|
|
@@ -14,7 +14,6 @@
|
|
|
14
14
|
| **warrant_expiry_date** | **Date** | The warrant expiry date of the investor. | [optional] |
|
|
15
15
|
| **warrant_certificate_number** | **Integer** | The certificate number of the investor. | [optional] |
|
|
16
16
|
| **allocated_amount** | **Float** | The allocation amount of the investor. | [optional] |
|
|
17
|
-
| **investment_value** | **Float** | The investment value of the investor. | [optional] |
|
|
18
17
|
| **allocation_unit** | **String** | The allocation unit of the investor. | [optional][default to 'securities'] |
|
|
19
18
|
| **state** | **String** | The initial state of the investor. | [optional][default to 'invited'] |
|
|
20
19
|
|
|
@@ -23,7 +22,7 @@
|
|
|
23
22
|
```ruby
|
|
24
23
|
require 'DealMakerAPI'
|
|
25
24
|
|
|
26
|
-
instance = DealMakerAPI::
|
|
25
|
+
instance = DealMakerAPI::PostDealsIdInvestors.new(
|
|
27
26
|
email: null,
|
|
28
27
|
investor_profile_id: null,
|
|
29
28
|
tags: null,
|
|
@@ -34,7 +33,6 @@ instance = DealMakerAPI::CreateInvestorRequest.new(
|
|
|
34
33
|
warrant_expiry_date: null,
|
|
35
34
|
warrant_certificate_number: null,
|
|
36
35
|
allocated_amount: null,
|
|
37
|
-
investment_value: null,
|
|
38
36
|
allocation_unit: null,
|
|
39
37
|
state: null
|
|
40
38
|
)
|
|
@@ -1,4 +1,4 @@
|
|
|
1
|
-
# DealMakerAPI::
|
|
1
|
+
# DealMakerAPI::PutDealsIdInvestors
|
|
2
2
|
|
|
3
3
|
## Properties
|
|
4
4
|
|
|
@@ -8,7 +8,6 @@
|
|
|
8
8
|
| **warrant_certificate_number** | **Integer** | The certificate number of the investor. | [optional] |
|
|
9
9
|
| **allocated_amount** | **Float** | The allocation amount of the investor. | [optional] |
|
|
10
10
|
| **allocation_unit** | **String** | The allocation unit of the investor. | [optional][default to 'securities'] |
|
|
11
|
-
| **investment_value** | **Float** | The investment value of the investor. | [optional] |
|
|
12
11
|
| **notes** | **String** | The notes of the investor. | [optional] |
|
|
13
12
|
|
|
14
13
|
## Example
|
|
@@ -16,12 +15,11 @@
|
|
|
16
15
|
```ruby
|
|
17
16
|
require 'DealMakerAPI'
|
|
18
17
|
|
|
19
|
-
instance = DealMakerAPI::
|
|
18
|
+
instance = DealMakerAPI::PutDealsIdInvestors.new(
|
|
20
19
|
warrant_expiry_date: null,
|
|
21
20
|
warrant_certificate_number: null,
|
|
22
21
|
allocated_amount: null,
|
|
23
22
|
allocation_unit: null,
|
|
24
|
-
investment_value: null,
|
|
25
23
|
notes: null
|
|
26
24
|
)
|
|
27
25
|
```
|
|
@@ -7,7 +7,7 @@
|
|
|
7
7
|
| **id** | **Integer** | The bulk upload ID | [optional] |
|
|
8
8
|
| **company_id** | **Integer** | The company ID | [optional] |
|
|
9
9
|
| **file_identifier** | **String** | The file identifier [shareholder, investor] | [optional] |
|
|
10
|
-
| **document_type** | **String** | The document type
|
|
10
|
+
| **document_type** | **String** | The document type | [optional] |
|
|
11
11
|
| **upload_name** | **String** | The bulk upload name | [optional] |
|
|
12
12
|
| **files_count** | **Integer** | The number of files in the bulk upload | [optional] |
|
|
13
13
|
| **errors_count** | **Integer** | The number of errors in the bulk upload | [optional] |
|
|
@@ -0,0 +1,24 @@
|
|
|
1
|
+
# DealMakerAPI::V1EntitiesDividend
|
|
2
|
+
|
|
3
|
+
## Properties
|
|
4
|
+
|
|
5
|
+
| Name | Type | Description | Notes |
|
|
6
|
+
| ---- | ---- | ----------- | ----- |
|
|
7
|
+
| **id** | **Integer** | The dividend ID. | [optional] |
|
|
8
|
+
| **filename** | **String** | The dividend filename. | [optional] |
|
|
9
|
+
| **created_at** | **String** | The created at timestamp | [optional] |
|
|
10
|
+
| **statement_link** | **String** | The dividend statement link. | [optional] |
|
|
11
|
+
|
|
12
|
+
## Example
|
|
13
|
+
|
|
14
|
+
```ruby
|
|
15
|
+
require 'DealMakerAPI'
|
|
16
|
+
|
|
17
|
+
instance = DealMakerAPI::V1EntitiesDividend.new(
|
|
18
|
+
id: null,
|
|
19
|
+
filename: null,
|
|
20
|
+
created_at: null,
|
|
21
|
+
statement_link: null
|
|
22
|
+
)
|
|
23
|
+
```
|
|
24
|
+
|
|
@@ -0,0 +1,18 @@
|
|
|
1
|
+
# DealMakerAPI::V1EntitiesDividends
|
|
2
|
+
|
|
3
|
+
## Properties
|
|
4
|
+
|
|
5
|
+
| Name | Type | Description | Notes |
|
|
6
|
+
| ---- | ---- | ----------- | ----- |
|
|
7
|
+
| **items** | [**V1EntitiesDividend**](V1EntitiesDividend.md) | | [optional] |
|
|
8
|
+
|
|
9
|
+
## Example
|
|
10
|
+
|
|
11
|
+
```ruby
|
|
12
|
+
require 'DealMakerAPI'
|
|
13
|
+
|
|
14
|
+
instance = DealMakerAPI::V1EntitiesDividends.new(
|
|
15
|
+
items: null
|
|
16
|
+
)
|
|
17
|
+
```
|
|
18
|
+
|
|
@@ -737,5 +737,68 @@ module DealMakerAPI
|
|
|
737
737
|
end
|
|
738
738
|
return data, status_code, headers
|
|
739
739
|
end
|
|
740
|
+
|
|
741
|
+
# Return dividends
|
|
742
|
+
# Return dividends associated with a shareholder
|
|
743
|
+
# @param company_id [Integer]
|
|
744
|
+
# @param [Hash] opts the optional parameters
|
|
745
|
+
# @return [V1EntitiesDividends]
|
|
746
|
+
def get_dividends(company_id, opts = {})
|
|
747
|
+
data, _status_code, _headers = get_dividends_with_http_info(company_id, opts)
|
|
748
|
+
data
|
|
749
|
+
end
|
|
750
|
+
|
|
751
|
+
# Return dividends
|
|
752
|
+
# Return dividends associated with a shareholder
|
|
753
|
+
# @param company_id [Integer]
|
|
754
|
+
# @param [Hash] opts the optional parameters
|
|
755
|
+
# @return [Array<(V1EntitiesDividends, Integer, Hash)>] V1EntitiesDividends data, response status code and response headers
|
|
756
|
+
def get_dividends_with_http_info(company_id, opts = {})
|
|
757
|
+
if @api_client.config.debugging
|
|
758
|
+
@api_client.config.logger.debug 'Calling API: CompanyApi.get_dividends ...'
|
|
759
|
+
end
|
|
760
|
+
# verify the required parameter 'company_id' is set
|
|
761
|
+
if @api_client.config.client_side_validation && company_id.nil?
|
|
762
|
+
fail ArgumentError, "Missing the required parameter 'company_id' when calling CompanyApi.get_dividends"
|
|
763
|
+
end
|
|
764
|
+
# resource path
|
|
765
|
+
local_var_path = '/companies/{company_id}/portal/dividends'.sub('{' + 'company_id' + '}', CGI.escape(company_id.to_s))
|
|
766
|
+
|
|
767
|
+
# query parameters
|
|
768
|
+
query_params = opts[:query_params] || {}
|
|
769
|
+
|
|
770
|
+
# header parameters
|
|
771
|
+
header_params = opts[:header_params] || {}
|
|
772
|
+
# HTTP header 'Accept' (if needed)
|
|
773
|
+
header_params['Accept'] = @api_client.select_header_accept(['application/json'])
|
|
774
|
+
|
|
775
|
+
# form parameters
|
|
776
|
+
form_params = opts[:form_params] || {}
|
|
777
|
+
|
|
778
|
+
# http body (model)
|
|
779
|
+
post_body = opts[:debug_body]
|
|
780
|
+
|
|
781
|
+
# return_type
|
|
782
|
+
return_type = opts[:debug_return_type] || 'V1EntitiesDividends'
|
|
783
|
+
|
|
784
|
+
# auth_names
|
|
785
|
+
auth_names = opts[:debug_auth_names] || []
|
|
786
|
+
|
|
787
|
+
new_options = opts.merge(
|
|
788
|
+
:operation => :"CompanyApi.get_dividends",
|
|
789
|
+
:header_params => header_params,
|
|
790
|
+
:query_params => query_params,
|
|
791
|
+
:form_params => form_params,
|
|
792
|
+
:body => post_body,
|
|
793
|
+
:auth_names => auth_names,
|
|
794
|
+
:return_type => return_type
|
|
795
|
+
)
|
|
796
|
+
|
|
797
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
|
|
798
|
+
if @api_client.config.debugging
|
|
799
|
+
@api_client.config.logger.debug "API called: CompanyApi#get_dividends\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
800
|
+
end
|
|
801
|
+
return data, status_code, headers
|
|
802
|
+
end
|
|
740
803
|
end
|
|
741
804
|
end
|