finapps 5.0.25 → 5.0.30

data/spec/support/fixtures/verix/document/show.json

@@ -0,0 +1,35 @@
+{
+  "_id": "5e4c44a5b778c00001a81275",
+  "consumer_id": "1f50bddc-4cbf-4e16-6782-a2295d695d4e",
+  "date_synced": "2020-02-18T20:10:13.245Z",
+  "document": {
+    "adjusted_gross_income": "",
+    "adjusted_gross_income_per_computer": "",
+    "business_income_or_loss_schedule_c": 0,
+    "farm_income_or_loss_schedule_f": 0,
+    "filer": {
+      "name": "BEN SMIT",
+      "ssn": "XXX-XX-5890"
+    },
+    "filing_status": "Married Filing Jointly",
+    "form_type": "1040",
+    "id": 34789,
+    "ordinary_dividend_income": 934,
+    "other_income": 0,
+    "qualified_dividends": 671,
+    "refunds_of_state_local_taxes": 287,
+    "rent_royalty_partnership_estate_schedule_e": 63561,
+    "tax_period_ends_at": "2017-12-31",
+    "taxable_social_security_benefits": 0,
+    "total_income": 297045,
+    "total_income_per_computer": 297045,
+    "total_social_security_benefits": 0,
+    "unemployment_compensation": 0,
+    "wages_salaries_tips_etc": 230681
+  },
+  "document_id": "5e4c44a5b778c00001a81275",
+  "record_id": "5e4c44a46c20ec0001e3a505",
+  "tax_period_ends_at": "2017-12-31",
+  "tenant_id": "4dd607b1-565f-4da4-722c-2e84c5c87f43",
+  "type": "form_1040"
+}

data/spec/support/fixtures/verix/record/create.json

@@ -1,17 +1,25 @@
-{
-  "_id": "string",
-  "consumer_id": "string",
-  "date_exchanged": "2019-12-17T14:50:00Z",
-  "date_modified": "2019-12-17T14:50:00Z",
-  "documents": [
-    {
-      "count": 0,
-      "date_synced": "2019-12-17T14:50:00Z",
-      "document_id": "string",
-      "downloaded": true,
-      "type": "string"
-    }
-  ],
-  "error": "string",
-  "status": 0
-}
+
+  {
+    "_id": "string",
+    "consumer_id": "string",
+    "date_exchanged": "2020-02-19T14:13:34Z",
+    "date_modified": "2020-02-19T14:13:34Z",
+    "documents": [
+      {
+        "date_synced": "2020-02-19T14:13:34Z",
+        "document_id": "string",
+        "tax_period_ends_at": "string",
+        "type": "string"
+      }
+    ],
+    "downloaded_documents": [
+      {
+        "provider_id": 0,
+        "successful": true,
+        "tax_period_ends_at": "string",
+        "type": "string"
+      }
+    ],
+    "error": "string",
+    "status": 0
+  }

data/spec/support/fixtures/verix/record/list.json

@@ -1,81 +1,157 @@
 [
   {
-    "_id": "5df7eadbfe13f5000148ca0e",
-    "consumer_id": "594625b4-e8fe-40b7-422f-f758bb877ae7",
+    "_id": "5e4c44a46c20ec0001e3a505",
+    "consumer_id": "1f50bddc-4cbf-4e16-6782-a2295d695d4e",
     "status": 2,
     "error": "",
-    "date_exchanged": "2019-12-16T20:36:43.342Z",
-    "date_modified": "2019-12-16T20:36:45.59Z",
+    "date_exchanged": "2020-02-18T20:10:12.887Z",
+    "date_modified": "2020-02-18T20:10:16.321Z",
     "documents": [
       {
         "type": "form_1040",
-        "document_id": "5df7eadbc496df0001e9daa0",
-        "count": 2,
-        "downloaded": false,
-        "date_synced": "2019-12-16T20:36:43.537Z"
+        "document_id": "5e4c44a5b778c00001a81275",
+        "tax_period_ends_at": "2017-12-31",
+        "date_synced": "2020-02-18T20:10:13.245Z"
       },
       {
-        "type": "schedule_c",
-        "document_id": "5df7eadbc496df0001e9daa1",
-        "count": 0,
-        "downloaded": false,
-        "date_synced": "2019-12-16T20:36:43.613Z"
+        "type": "form_1040",
+        "document_id": "5e4c44a5b778c00001a81276",
+        "tax_period_ends_at": "2018-12-31",
+        "date_synced": "2020-02-18T20:10:13.245Z"
       },
       {
         "type": "schedule_d",
-        "document_id": "5df7eadbc496df0001e9daa2",
-        "count": 2,
-        "downloaded": false,
-        "date_synced": "2019-12-16T20:36:43.676Z"
+        "document_id": "5e4c44a5b778c00001a81277",
+        "tax_period_ends_at": "2017-12-31",
+        "date_synced": "2020-02-18T20:10:13.469Z"
+      },
+      {
+        "type": "schedule_d",
+        "document_id": "5e4c44a5b778c00001a81278",
+        "tax_period_ends_at": "2018-12-31",
+        "date_synced": "2020-02-18T20:10:13.469Z"
+      },
+      {
+        "type": "schedule_e",
+        "document_id": "5e4c44a5b778c00001a81279",
+        "tax_period_ends_at": "2017-12-31",
+        "date_synced": "2020-02-18T20:10:13.7Z"
       },
       {
         "type": "schedule_e",
-        "document_id": "5df7eadbc496df0001e9daa3",
-        "count": 2,
-        "downloaded": false,
-        "date_synced": "2019-12-16T20:36:43.737Z"
+        "document_id": "5e4c44a5b778c00001a8127a",
+        "tax_period_ends_at": "2018-12-31",
+        "date_synced": "2020-02-18T20:10:13.7Z"
       },
       {
         "type": "schedule_k1_form_1065",
-        "document_id": "5df7eadbc496df0001e9daa4",
-        "count": 1,
-        "downloaded": false,
-        "date_synced": "2019-12-16T20:36:43.807Z"
+        "document_id": "5e4c44a5b778c00001a8127b",
+        "tax_period_ends_at": "2017-12-31",
+        "date_synced": "2020-02-18T20:10:13.78Z"
+      },
+      {
+        "type": "schedule_k1_form_1120s",
+        "document_id": "5e4c44a5b778c00001a8127c",
+        "tax_period_ends_at": "2017-12-31",
+        "date_synced": "2020-02-18T20:10:13.881Z"
       },
       {
         "type": "schedule_k1_form_1120s",
-        "document_id": "5df7eadbc496df0001e9daa5",
-        "count": 2,
-        "downloaded": false,
-        "date_synced": "2019-12-16T20:36:43.912Z"
+        "document_id": "5e4c44a5b778c00001a8127d",
+        "tax_period_ends_at": "2018-12-31",
+        "date_synced": "2020-02-18T20:10:13.881Z"
       },
       {
         "type": "form_w2",
-        "document_id": "5df7eadcc496df0001e9daa6",
-        "count": 1,
-        "downloaded": false,
-        "date_synced": "2019-12-16T20:36:44.015Z"
+        "document_id": "5e4c44a5b778c00001a8127e",
+        "tax_period_ends_at": "2017-12-31",
+        "date_synced": "2020-02-18T20:10:13.972Z"
       },
       {
         "type": "form_1099_div",
-        "document_id": "5df7eaddc496df0001e9daa9",
-        "count": 4,
-        "downloaded": false,
-        "date_synced": "2019-12-16T20:36:45.441Z"
+        "document_id": "5e4c44a6b778c00001a8127f",
+        "tax_period_ends_at": "2017-12-31",
+        "date_synced": "2020-02-18T20:10:14.082Z"
+      },
+      {
+        "type": "form_1099_div",
+        "document_id": "5e4c44a6b778c00001a81280",
+        "tax_period_ends_at": "2017-12-31",
+        "date_synced": "2020-02-18T20:10:14.082Z"
+      },
+      {
+        "type": "form_1099_div",
+        "document_id": "5e4c44a6b778c00001a81281",
+        "tax_period_ends_at": "2018-12-31",
+        "date_synced": "2020-02-18T20:10:14.082Z"
+      },
+      {
+        "type": "form_1099_div",
+        "document_id": "5e4c44a6b778c00001a81282",
+        "tax_period_ends_at": "2018-12-31",
+        "date_synced": "2020-02-18T20:10:14.082Z"
       },
       {
         "type": "form_1099_int",
-        "document_id": "5df7eaddc496df0001e9daaa",
-        "count": 2,
-        "downloaded": false,
-        "date_synced": "2019-12-16T20:36:45.501Z"
+        "document_id": "5e4c44a6b778c00001a81283",
+        "tax_period_ends_at": "2017-12-31",
+        "date_synced": "2020-02-18T20:10:14.223Z"
+      },
+      {
+        "type": "form_1099_int",
+        "document_id": "5e4c44a6b778c00001a81284",
+        "tax_period_ends_at": "2018-12-31",
+        "date_synced": "2020-02-18T20:10:14.223Z"
+      },
+      {
+        "type": "form_5498",
+        "document_id": "5e4c44a6b778c00001a81285",
+        "tax_period_ends_at": "2017-12-31",
+        "date_synced": "2020-02-18T20:10:14.34Z"
       },
       {
         "type": "form_5498",
-        "document_id": "5df7eaddc496df0001e9daab",
-        "count": 4,
-        "downloaded": false,
-        "date_synced": "2019-12-16T20:36:45.587Z"
+        "document_id": "5e4c44a6b778c00001a81286",
+        "tax_period_ends_at": "2017-12-31",
+        "date_synced": "2020-02-18T20:10:14.34Z"
+      },
+      {
+        "type": "form_5498",
+        "document_id": "5e4c44a6b778c00001a81287",
+        "tax_period_ends_at": "2017-12-31",
+        "date_synced": "2020-02-18T20:10:14.34Z"
+      },
+      {
+        "type": "form_5498",
+        "document_id": "5e4c44a6b778c00001a81288",
+        "tax_period_ends_at": "2017-12-31",
+        "date_synced": "2020-02-18T20:10:14.34Z"
+      }
+    ],
+    "downloaded_documents": [
+      {
+        "provider_id": 7661,
+        "type": "tax_return",
+        "tax_period_ends_at": "2017-12-31",
+        "successful": false
+      },
+      {
+        "provider_id": 7662,
+        "type": "tax_return",
+        "tax_period_ends_at": "2018-12-31",
+        "successful": false
+      },
+      {
+        "provider_id": 7663,
+        "type": "wage_and_income",
+        "tax_period_ends_at": "2017-12-31",
+        "successful": false
+      },
+      {
+        "provider_id": 7664,
+        "type": "wage_and_income",
+        "tax_period_ends_at": "2018-12-31",
+        "successful": false
       }
     ]
   }

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: finapps
 version: !ruby/object:Gem::Version
-  version: 5.0.25
+  version: 5.0.30
 platform: ruby
 authors:
 - Erich Quintero
 autorequire: 
 bindir: bin
 cert_chain: []
-date: 2020-02-03 00:00:00.000000000 Z
+date: 2020-05-28 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: finapps_core
@@ -19,7 +19,7 @@ dependencies:
         version: '5.0'
     - - ">="
       - !ruby/object:Gem::Version
-        version: 5.0.6
+        version: 5.0.7
   type: :runtime
   prerelease: false
   version_requirements: !ruby/object:Gem::Requirement
@@ -29,7 +29,7 @@ dependencies:
         version: '5.0'
     - - ">="
       - !ruby/object:Gem::Version
-        version: 5.0.6
+        version: 5.0.7
 - !ruby/object:Gem::Dependency
   name: bundler
   requirement: !ruby/object:Gem::Requirement
@@ -154,42 +154,42 @@ dependencies:
   name: rspec
   requirement: !ruby/object:Gem::Requirement
     requirements:
-    - - ">="
-      - !ruby/object:Gem::Version
-        version: 3.9.0
     - - "~>"
       - !ruby/object:Gem::Version
         version: '3.9'
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: 3.9.0
   type: :development
   prerelease: false
   version_requirements: !ruby/object:Gem::Requirement
     requirements:
-    - - ">="
-      - !ruby/object:Gem::Version
-        version: 3.9.0
     - - "~>"
       - !ruby/object:Gem::Version
         version: '3.9'
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: 3.9.0
 - !ruby/object:Gem::Dependency
   name: rubocop
   requirement: !ruby/object:Gem::Requirement
     requirements:
-    - - ">="
-      - !ruby/object:Gem::Version
-        version: 0.79.0
     - - "~>"
       - !ruby/object:Gem::Version
         version: '0.79'
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: 0.79.0
   type: :development
   prerelease: false
   version_requirements: !ruby/object:Gem::Requirement
     requirements:
-    - - ">="
-      - !ruby/object:Gem::Version
-        version: 0.79.0
     - - "~>"
       - !ruby/object:Gem::Version
         version: '0.79'
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: 0.79.0
 - !ruby/object:Gem::Dependency
   name: rubocop-performance
   requirement: !ruby/object:Gem::Requirement
@@ -254,22 +254,22 @@ dependencies:
   name: webmock
   requirement: !ruby/object:Gem::Requirement
     requirements:
-    - - ">="
-      - !ruby/object:Gem::Version
-        version: 3.8.0
     - - "~>"
       - !ruby/object:Gem::Version
         version: '3.8'
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: 3.8.0
   type: :development
   prerelease: false
   version_requirements: !ruby/object:Gem::Requirement
     requirements:
-    - - ">="
-      - !ruby/object:Gem::Version
-        version: 3.8.0
     - - "~>"
       - !ruby/object:Gem::Version
         version: '3.8'
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: 3.8.0
 description: A simple library for communicating with the FinApps REST API.
 email:
 - erich@financialapps.com
@@ -302,6 +302,9 @@ files:
 - lib/finapps/rest/client.rb
 - lib/finapps/rest/consumers.rb
 - lib/finapps/rest/consumers_portfolios.rb
+- lib/finapps/rest/documents_orders.rb
+- lib/finapps/rest/documents_orders_notifications.rb
+- lib/finapps/rest/esign_templates.rb
 - lib/finapps/rest/operators.rb
 - lib/finapps/rest/operators_password_resets.rb
 - lib/finapps/rest/order_assignments.rb
@@ -325,10 +328,12 @@ files:
 - lib/finapps/rest/portfolios_consumers.rb
 - lib/finapps/rest/products.rb
 - lib/finapps/rest/sessions.rb
-- lib/finapps/rest/statements.rb
+- lib/finapps/rest/signed_documents_downloads.rb
 - lib/finapps/rest/tenant_app_settings.rb
 - lib/finapps/rest/tenant_settings.rb
+- lib/finapps/rest/verix/verix_documents.rb
 - lib/finapps/rest/verix/verix_metadata.rb
+- lib/finapps/rest/verix/verix_pdf_documents.rb
 - lib/finapps/rest/verix/verix_records.rb
 - lib/finapps/rest/version.rb
 - lib/finapps/utils/query_builder.rb
@@ -340,6 +345,9 @@ files:
 - spec/rest/client_spec.rb
 - spec/rest/consumers_portfolios_spec.rb
 - spec/rest/consumers_spec.rb
+- spec/rest/documents_orders_notifications_spec.rb
+- spec/rest/documents_orders_spec.rb
+- spec/rest/esign_templates_spec.rb
 - spec/rest/operators_password_resets_spec.rb
 - spec/rest/operators_spec.rb
 - spec/rest/order_assignments_spec.rb
@@ -362,10 +370,12 @@ files:
 - spec/rest/portfolios_spec.rb
 - spec/rest/products_spec.rb
 - spec/rest/sessions_spec.rb
-- spec/rest/statements_spec.rb
+- spec/rest/signed_documents_downloads_spec.rb
 - spec/rest/tenant_app_settings_spec.rb
 - spec/rest/tenant_settings_spec.rb
+- spec/rest/verix/verix_documents_spec.rb
 - spec/rest/verix/verix_metadata_spec.rb
+- spec/rest/verix/verix_pdf_documents_spec.rb
 - spec/rest/verix/verix_records_spec.rb
 - spec/rest/version_spec.rb
 - spec/spec_helper.rb
@@ -374,9 +384,13 @@ files:
 - spec/support/fixtures/alert_definition.json
 - spec/support/fixtures/alert_definitions.json
 - spec/support/fixtures/alert_occurrences.json
+- spec/support/fixtures/documents_order.json
+- spec/support/fixtures/documents_orders.json
 - spec/support/fixtures/error.json
-- spec/support/fixtures/fake_pdf_statement.json
+- spec/support/fixtures/esign_templates.json
+- spec/support/fixtures/invalid_order_id.json
 - spec/support/fixtures/invalid_request_body.json
+- spec/support/fixtures/invalid_signature_id.json
 - spec/support/fixtures/invalid_tenant_credentials.json
 - spec/support/fixtures/invalid_user_id.json
 - spec/support/fixtures/invalid_user_institution_id.json
@@ -413,12 +427,17 @@ files:
 - spec/support/fixtures/resource.json
 - spec/support/fixtures/resource_not_found.json
 - spec/support/fixtures/resources.json
+- spec/support/fixtures/sign_url.json
+- spec/support/fixtures/signed_document.pdf
 - spec/support/fixtures/single_consumer_subscribe_error.json
 - spec/support/fixtures/tenant_app_settings.json
 - spec/support/fixtures/tenant_settings.json
 - spec/support/fixtures/unauthorized.json
 - spec/support/fixtures/user.json
 - spec/support/fixtures/users.json
+- spec/support/fixtures/verix/document/document.pdf
+- spec/support/fixtures/verix/document/list.json
+- spec/support/fixtures/verix/document/show.json
 - spec/support/fixtures/verix/metadata.json
 - spec/support/fixtures/verix/record/create.json
 - spec/support/fixtures/verix/record/list.json
@@ -449,46 +468,51 @@ required_rubygems_version: !ruby/object:Gem::Requirement
     - !ruby/object:Gem::Version
       version: '0'
 requirements: []
-rubygems_version: 3.0.6
+rubygems_version: 3.1.3
 signing_key: 
 specification_version: 4
 summary: FinApps REST API ruby client.
 test_files:
-- spec/rest/portfolios_consumers_spec.rb
-- spec/rest/consumers_portfolios_spec.rb
-- spec/rest/operators_password_resets_spec.rb
-- spec/rest/portfolios_available_consumers_spec.rb
-- spec/rest/products_spec.rb
-- spec/rest/statements_spec.rb
-- spec/rest/alert_definitions_spec.rb
-- spec/rest/version_spec.rb
-- spec/rest/consumers_spec.rb
-- spec/rest/orders_spec.rb
-- spec/rest/order_tokens_spec.rb
+- spec/spec_helper.rb
+- spec/spec_helpers/client.rb
+- spec/utils/query_builder_spec.rb
+- spec/support/fake_api.rb
 - spec/rest/tenant_app_settings_spec.rb
-- spec/rest/operators_spec.rb
-- spec/rest/verix/verix_records_spec.rb
-- spec/rest/verix/verix_metadata_spec.rb
-- spec/rest/client_spec.rb
-- spec/rest/tenant_settings_spec.rb
-- spec/rest/api_request.rb
-- spec/rest/alert_occurrences_spec.rb
-- spec/rest/password_resets_spec.rb
 - spec/rest/order_reports_spec.rb
+- spec/rest/client_spec.rb
+- spec/rest/consumers_spec.rb
 - spec/rest/portfolios_spec.rb
 - spec/rest/order_statuses_spec.rb
-- spec/rest/plaid/plaid_accounts_spec.rb
-- spec/rest/plaid/plaid_account_permissions_spec.rb
-- spec/rest/plaid/plaid_webhooks_spec.rb
-- spec/rest/plaid/plaid_institution_logos_spec.rb
-- spec/rest/plaid/plaid_consumer_institutions_spec.rb
-- spec/rest/order_refreshes_spec.rb
 - spec/rest/order_notifications_spec.rb
-- spec/rest/portfolios_alerts_spec.rb
+- spec/rest/documents_orders_notifications_spec.rb
+- spec/rest/operators_password_resets_spec.rb
+- spec/rest/esign_templates_spec.rb
+- spec/rest/portfolios_consumers_spec.rb
+- spec/rest/operators_spec.rb
+- spec/rest/version_spec.rb
 - spec/rest/order_assignments_spec.rb
+- spec/rest/api_request.rb
+- spec/rest/order_refreshes_spec.rb
+- spec/rest/alert_definitions_spec.rb
+- spec/rest/order_tokens_spec.rb
+- spec/rest/products_spec.rb
 - spec/rest/sessions_spec.rb
+- spec/rest/portfolios_available_consumers_spec.rb
+- spec/rest/portfolios_alerts_spec.rb
+- spec/rest/verix/verix_metadata_spec.rb
+- spec/rest/verix/verix_records_spec.rb
+- spec/rest/verix/verix_documents_spec.rb
+- spec/rest/verix/verix_pdf_documents_spec.rb
+- spec/rest/signed_documents_downloads_spec.rb
+- spec/rest/password_resets_spec.rb
 - spec/rest/portfolio_reports_spec.rb
-- spec/support/fake_api.rb
-- spec/utils/query_builder_spec.rb
-- spec/spec_helpers/client.rb
-- spec/spec_helper.rb
+- spec/rest/plaid/plaid_webhooks_spec.rb
+- spec/rest/plaid/plaid_institution_logos_spec.rb
+- spec/rest/plaid/plaid_consumer_institutions_spec.rb
+- spec/rest/plaid/plaid_accounts_spec.rb
+- spec/rest/plaid/plaid_account_permissions_spec.rb
+- spec/rest/consumers_portfolios_spec.rb
+- spec/rest/documents_orders_spec.rb
+- spec/rest/alert_occurrences_spec.rb
+- spec/rest/tenant_settings_spec.rb
+- spec/rest/orders_spec.rb