finapps 5.0.28 → 5.0.33

data/lib/finapps/rest/alert_definitions.rb

@@ -8,7 +8,7 @@ module FinApps
 
       def list(params = nil)
         return super END_POINT if params.nil?
-        raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
+        fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
 
         super build_query_path(END_POINT, params)
       end

data/lib/finapps/rest/alert_occurrences.rb

@@ -8,7 +8,7 @@ module FinApps
 
       def list(params = nil)
         return super END_POINT if params.nil?
-        raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
+        fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
 
         super build_query_path(END_POINT, params)
       end

data/lib/finapps/rest/client.rb

@@ -9,7 +9,11 @@ module FinApps
       RESOURCES = %i[
         alert_definitions
         alert_occurrences
+        consumers
         consumers_portfolios
+        documents_orders
+        documents_orders_notifications
+        esign_templates
         orders
         order_assignments
         order_notifications
@@ -20,26 +24,26 @@ module FinApps
         operators
         operators_password_resets
         password_resets
-        products
+        plaid_webhooks
+        plaid_consumer_institutions
+        plaid_accounts
+        plaid_account_permissions
+        plaid_institution_logos
         portfolios
         portfolios_alerts
         portfolios_available_consumers
         portfolios_consumers
         portfolio_reports
+        products
         sessions
-        consumers
+        signed_documents_downloads
         tenant_settings
         tenant_app_settings
-        version
-        plaid_webhooks
-        plaid_consumer_institutions
-        plaid_accounts
-        plaid_account_permissions
-        plaid_institution_logos
         verix_metadata
         verix_records
         verix_pdf_documents
         verix_documents
+        version
       ].freeze
 
       # @param [String] tenant_token

data/lib/finapps/rest/consumers.rb

@@ -15,7 +15,7 @@ module FinApps
 
       def list(params = nil)
         return super if params.nil?
-        raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
+        fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
 
         super build_query_path(end_point, params)
       end
@@ -54,14 +54,30 @@ module FinApps
       end
 
       def search_query(term)
+        query = with_space_search(term).concat(name_search(term))
         {
-          "$or": [
-            { "email": term },
-            { "first_name": term },
-            { "last_name": term }
-          ]
+          "$or": query
         }
       end
+
+      def with_space_search(term)
+        [
+          {"email": term},
+          {"first_name": term},
+          {"last_name": term}
+        ]
+      end
+
+      def name_search(term)
+        search_arr = []
+        if /\s/.match?(term)
+          term.split.each do |t|
+            search_arr.append("first_name": t)
+            search_arr.append("last_name": t)
+          end
+        end
+        search_arr
+      end
     end
   end
 end

data/lib/finapps/rest/consumers_portfolios.rb

@@ -11,7 +11,7 @@ module FinApps
         path = "consumers/#{ERB::Util.url_encode(id)}/portfolios"
         return super path if params.nil?
 
-        raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
+        fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
 
         super build_query_path(path, params)
       end

data/lib/finapps/rest/documents_orders.rb

@@ -0,0 +1,105 @@
+# frozen_string_literal: true
+
+require_relative '../utils/query_builder'
+
+module FinApps
+  module REST
+    class DocumentsOrders < FinAppsCore::REST::Resources
+      include FinApps::Utils::QueryBuilder
+
+      def list(params = nil)
+        path = 'documents/orders'
+        return super(path) if params.nil?
+        fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
+
+        super build_query_path(path, params)
+      end
+
+      def show(id)
+        not_blank(id, :order_id)
+        super(id, "documents/orders/#{id}")
+      end
+
+      def create(params)
+        not_blank(params, :params)
+        super(params, 'documents/orders')
+      end
+
+      def update(id, params = nil)
+        not_blank(id, :order_id)
+        not_blank(params, :params)
+        super(params, "documents/orders/#{id}")
+      end
+
+      def destroy(id)
+        not_blank(id, :order_id)
+        super(id, "documents/orders/#{id}")
+      end
+
+      def show_signing_url(order_id, signature_id)
+        not_blank(order_id, :order_id)
+        not_blank(signature_id, :signature_id)
+        path = "documents/orders/#{order_id}/sign_url/#{signature_id}"
+        send_request path, :get
+      end
+
+      private
+
+      def build_filter(params)
+        search_query(params[:searchTerm])
+          .merge(consumer_query(params[:consumer]))
+          .merge(tag_query(params[:tag]))
+          .merge(status_query(params[:status]))
+      end
+
+      def search_query(term)
+        return {} unless term
+
+        query = with_space_search(term).concat(name_search(term))
+        {"$or": query}
+      end
+
+      def name_search(term)
+        search_arr = []
+        if /\s/.match?(term)
+          term.split.each do |t|
+            search_arr.append("applicant.first_name": t)
+            search_arr.append("applicant.last_name": t)
+          end
+        end
+        search_arr
+      end
+
+      def with_space_search(term)
+        [
+          {"applicant.email": term},
+          {"applicant.first_name": term},
+          {"applicant.last_name": term},
+          {
+            "reference_no": {
+              "$regex": "^#{term}", "$options": 'i'
+            }
+          }
+        ]
+      end
+
+      def tag_query(tag)
+        return {} unless tag
+
+        {"tag": tag.empty? ? nil : tag}
+      end
+
+      def status_query(status)
+        return {} unless status
+
+        {status: status}
+      end
+
+      def consumer_query(consumer)
+        return {} unless consumer
+
+        {"consumer_id": consumer.empty? ? nil : consumer}
+      end
+    end
+  end
+end

data/lib/finapps/rest/documents_orders_notifications.rb

@@ -0,0 +1,14 @@
+# frozen_string_literal: true
+
+module FinApps
+  module REST
+    class DocumentsOrdersNotifications < FinAppsCore::REST::Resources
+      def create(id)
+        not_blank(id, :id)
+
+        path = "documents/orders/#{ERB::Util.url_encode(id)}/notify"
+        super nil, path
+      end
+    end
+  end
+end

data/lib/finapps/rest/esign_templates.rb

@@ -0,0 +1,11 @@
+# frozen_string_literal: true
+
+module FinApps
+  module REST
+    class EsignTemplates < FinAppsCore::REST::Resources
+      def list
+        super('esign_templates')
+      end
+    end
+  end
+end

data/lib/finapps/rest/operators.rb

@@ -9,7 +9,7 @@ module FinApps
 
       def list(params = nil)
         return super if params.nil?
-        raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
+        fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
 
         super build_query_path(end_point, params)
       end
@@ -36,7 +36,7 @@ module FinApps
       def update_password(params)
         # update password for current operator, need authorization session in header
         not_blank(params, :params)
-        raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params.' unless validates params
+        fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params.' unless validates params
 
         path = "#{end_point}/password/change"
 
@@ -64,14 +64,14 @@ module FinApps
       end
 
       def search_query(term)
-        { "last_name": term }
+        {"last_name": term}
       end
 
       def role_query(role)
         if role.is_a?(Array)
-          { "role": { "$in": role.map(&:to_i) } }
+          {"role": {"$in": role.map(&:to_i)}}
         else
-          { "role": role.to_i }
+          {"role": role.to_i}
         end
       end
     end

data/lib/finapps/rest/operators_password_resets.rb

@@ -22,7 +22,7 @@ module FinApps
       private
 
       def validates_email(params)
-        raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params.' unless email_exists? params
+        fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params.' unless email_exists? params
       end
 
       def email_exists?(params)

data/lib/finapps/rest/order_assignments.rb

@@ -6,7 +6,7 @@ module FinApps
       def update(id, orders_array)
         not_blank(id, :operator_id)
         not_blank(orders_array, :params)
-        raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless orders_array.is_a? Array
+        fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless orders_array.is_a? Array
 
         path = "operators/#{ERB::Util.url_encode(id)}/assign"
         super orders_array, path

data/lib/finapps/rest/order_reports.rb

@@ -6,7 +6,7 @@ module FinApps
       def show(id, format)
         not_blank(id, :id)
         not_blank(format, :format)
-        raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: format' unless accepted_format?(format)
+        fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: format' unless accepted_format?(format)
 
         path =
           "orders/#{ERB::Util.url_encode(id)}/report.#{ERB::Util.url_encode(format)}"

data/lib/finapps/rest/orders.rb

@@ -28,7 +28,7 @@ module FinApps
       #
       def list(params = nil)
         return super if params.nil?
-        raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
+        fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
 
         super build_query_path(end_point, params)
       end
@@ -66,9 +66,9 @@ module FinApps
         if term
           {
             "$or": [
-              { "public_id": { "$regex": "^#{term}", "$options": 'i' } },
-              { "applicant.last_name": term },
-              { "assignment.last_name": term },
+              {"public_id": {"$regex": "^#{term}", "$options": 'i'}},
+              {"applicant.last_name": term},
+              {"assignment.last_name": term},
               {
                 "requestor.reference_no": {
                   "$regex": "^#{term}", "$options": 'i'
@@ -84,9 +84,9 @@ module FinApps
       def status_query(status)
         if status
           if status.is_a?(Array)
-            { "status": { "$in": status.map(&:to_i) } }
+            {"status": {"$in": status.map(&:to_i)}}
           else
-            { "status": status.to_i }
+            {"status": status.to_i}
           end
         else
           {}
@@ -96,7 +96,7 @@ module FinApps
       def assignment_query(assignment)
         # translate "" to null assignment
         if assignment
-          { "assignment.operator_id": assignment.empty? ? nil : assignment }
+          {"assignment.operator_id": assignment.empty? ? nil : assignment}
         else
           {}
         end
@@ -104,7 +104,7 @@ module FinApps
 
       def consumer_query(consumer)
         if consumer
-          { "consumer_id": consumer.empty? ? nil : consumer }
+          {"consumer_id": consumer.empty? ? nil : consumer}
         else
           {}
         end
@@ -114,8 +114,8 @@ module FinApps
         if !search_term && !nil_or_empty?(relation)
           {
             "$or": [
-              { "public_id": { "$in": relation } },
-              { "original_order_id": { "$in": relation } }
+              {"public_id": {"$in": relation}},
+              {"original_order_id": {"$in": relation}}
             ]
           }
         else

data/lib/finapps/rest/plaid/plaid_consumer_institutions.rb

@@ -9,7 +9,7 @@ module FinApps
         super(params, 'p/institution/consumer')
       end
 
-      def show(id, options = { show_accounts: false })
+      def show(id, options = {show_accounts: false})
         results, error_messages = super(nil, "p/institution/consumer/#{id}")
 
         if error_messages.empty? && options[:show_accounts]

data/lib/finapps/rest/portfolio_reports.rb

@@ -9,7 +9,7 @@ module FinApps
         path = 'portfolio/reports'
 
         return super path if params.nil?
-        raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
+        fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
 
         super build_query_path(path, params)
       end

data/lib/finapps/rest/portfolios.rb

@@ -7,7 +7,7 @@ module FinApps
 
       def list(params = nil)
         return super if params.nil?
-        raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
+        fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
 
         super build_query_path(end_point, params)
       end

data/lib/finapps/rest/portfolios_available_consumers.rb

@@ -12,7 +12,7 @@ module FinApps
           "portfolios/#{ERB::Util.url_encode(portfolio_id)}/consumers/available"
         return super path if params.nil?
 
-        raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
+        fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
 
         super build_query_path(path, params)
       end

data/lib/finapps/rest/portfolios_consumers.rb

@@ -11,7 +11,7 @@ module FinApps
         path = build_path(portfolio_id)
         return super path if params.nil?
 
-        raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
+        fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
 
         super build_query_path(path, params)
       end

data/lib/finapps/rest/sessions.rb

@@ -8,7 +8,7 @@ module FinApps
 
       def create(params, path = nil)
         return super nil, path if path == LOGOUT
-        raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params.' unless validates params
+        fail FinAppsCore::InvalidArgumentsError, 'Invalid argument: params.' unless validates params
 
         path ||= CONSUMER_LOGIN
 

data/lib/finapps/rest/signed_documents_downloads.rb

@@ -0,0 +1,17 @@
+# frozen_string_literal: true
+
+module FinApps
+  module REST
+    class SignedDocumentsDownloads < FinAppsCore::REST::Resources
+      def show(consumer_id, signature_request_id)
+        not_blank(consumer_id, :consumer_id)
+        not_blank(signature_request_id, :signature_request_id)
+
+        path =
+          "consumers/#{ERB::Util.url_encode(consumer_id)}/"\
+          "documents/#{ERB::Util.url_encode(signature_request_id)}"
+        super(nil, path)
+      end
+    end
+  end
+end