finapps 5.0.28 → 5.0.29
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- checksums.yaml +4 -4
- data/RELEASES.md +11 -0
- data/lib/finapps.rb +2 -0
- data/lib/finapps/rest/client.rb +10 -8
- data/lib/finapps/rest/documents_orders.rb +87 -0
- data/lib/finapps/rest/esign_templates.rb +11 -0
- data/lib/finapps/version.rb +1 -1
- data/spec/rest/documents_orders_spec.rb +271 -0
- data/spec/rest/esign_templates_spec.rb +20 -0
- data/spec/support/fake_api.rb +46 -0
- data/spec/support/fixtures/documents_order.json +75 -0
- data/spec/support/fixtures/documents_orders.json +32 -0
- data/spec/support/fixtures/esign_templates.json +6 -0
- data/spec/support/fixtures/invalid_order_id.json +5 -0
- data/spec/support/fixtures/invalid_signature_id.json +5 -0
- data/spec/support/fixtures/sign_url.json +4 -0
- metadata +62 -50
checksums.yaml
CHANGED
@@ -1,7 +1,7 @@
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|
1
1
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---
|
2
2
|
SHA256:
|
3
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-
metadata.gz:
|
4
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-
data.tar.gz:
|
3
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+
metadata.gz: 1f24fb86c099693e3d0f4ffb075bbaadd4886e9c165680b192a86bc79b6e6b82
|
4
|
+
data.tar.gz: 65255650d2ac2cf388f83b9be35b9b9d838ae4c2d85d850e2b25352c73e95227
|
5
5
|
SHA512:
|
6
|
-
metadata.gz:
|
7
|
-
data.tar.gz:
|
6
|
+
metadata.gz: 254d4ceb173bb18759b6aed0c6b1fd3144656e516376b7c559bdc1e9836d0782d227e35508ac032b8fb3d03d268b171e8f357ceb6c191fc1d57a9e68bca9829d
|
7
|
+
data.tar.gz: 15a9340a7550212b940e16fb22890cd8ff22a99b1bc05bac3cd46435acd1f2aefa93d4118418c47c3abd2e720a27091c39b3f6b9b1376e002f49ade74f546df9
|
data/RELEASES.md
CHANGED
@@ -1,3 +1,12 @@
|
|
1
|
+
## [5.0.29] - 2020-05-08
|
2
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+
|
3
|
+
### Added
|
4
|
+
* Document-orders endpoints ([#219][i219])
|
5
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+
|
6
|
+
[i219]: https://github.com/finapps/ruby-client/issues/219
|
7
|
+
|
8
|
+
[5.0.29]: https://github.com/finapps/ruby-client/compare/5.0.28...5.0.29
|
9
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+
|
1
10
|
## [5.0.28] - 2020-02-19
|
2
11
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|
3
12
|
### Added
|
@@ -5,6 +14,8 @@
|
|
5
14
|
|
6
15
|
[i217]: https://github.com/finapps/ruby-client/issues/217
|
7
16
|
|
17
|
+
[5.0.28]: https://github.com/finapps/ruby-client/compare/5.0.27...5.0.28
|
18
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+
|
8
19
|
## [5.0.27] - 2020-02-11
|
9
20
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|
10
21
|
### Changed
|
data/lib/finapps.rb
CHANGED
@@ -29,6 +29,8 @@ require 'finapps/rest/portfolios_alerts'
|
|
29
29
|
require 'finapps/rest/portfolios_consumers'
|
30
30
|
require 'finapps/rest/consumers_portfolios'
|
31
31
|
require 'finapps/rest/portfolio_reports'
|
32
|
+
require 'finapps/rest/documents_orders'
|
33
|
+
require 'finapps/rest/esign_templates'
|
32
34
|
|
33
35
|
require 'finapps/rest/plaid/plaid_resources'
|
34
36
|
require 'finapps/rest/plaid/plaid_webhooks'
|
data/lib/finapps/rest/client.rb
CHANGED
@@ -9,7 +9,10 @@ module FinApps
|
|
9
9
|
RESOURCES = %i[
|
10
10
|
alert_definitions
|
11
11
|
alert_occurrences
|
12
|
+
consumers
|
12
13
|
consumers_portfolios
|
14
|
+
documents_orders
|
15
|
+
esign_templates
|
13
16
|
orders
|
14
17
|
order_assignments
|
15
18
|
order_notifications
|
@@ -20,26 +23,25 @@ module FinApps
|
|
20
23
|
operators
|
21
24
|
operators_password_resets
|
22
25
|
password_resets
|
23
|
-
|
26
|
+
plaid_webhooks
|
27
|
+
plaid_consumer_institutions
|
28
|
+
plaid_accounts
|
29
|
+
plaid_account_permissions
|
30
|
+
plaid_institution_logos
|
24
31
|
portfolios
|
25
32
|
portfolios_alerts
|
26
33
|
portfolios_available_consumers
|
27
34
|
portfolios_consumers
|
28
35
|
portfolio_reports
|
36
|
+
products
|
29
37
|
sessions
|
30
|
-
consumers
|
31
38
|
tenant_settings
|
32
39
|
tenant_app_settings
|
33
|
-
version
|
34
|
-
plaid_webhooks
|
35
|
-
plaid_consumer_institutions
|
36
|
-
plaid_accounts
|
37
|
-
plaid_account_permissions
|
38
|
-
plaid_institution_logos
|
39
40
|
verix_metadata
|
40
41
|
verix_records
|
41
42
|
verix_pdf_documents
|
42
43
|
verix_documents
|
44
|
+
version
|
43
45
|
].freeze
|
44
46
|
|
45
47
|
# @param [String] tenant_token
|
@@ -0,0 +1,87 @@
|
|
1
|
+
# frozen_string_literal: true
|
2
|
+
|
3
|
+
require_relative '../utils/query_builder'
|
4
|
+
|
5
|
+
module FinApps
|
6
|
+
module REST
|
7
|
+
class DocumentsOrders < FinAppsCore::REST::Resources
|
8
|
+
include FinApps::Utils::QueryBuilder
|
9
|
+
|
10
|
+
def list(params = nil)
|
11
|
+
path = 'documents/orders'
|
12
|
+
return super(path) if params.nil?
|
13
|
+
raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
|
14
|
+
|
15
|
+
super build_query_path(path, params)
|
16
|
+
end
|
17
|
+
|
18
|
+
def show(id)
|
19
|
+
not_blank(id, :order_id)
|
20
|
+
super(id, "documents/orders/#{id}")
|
21
|
+
end
|
22
|
+
|
23
|
+
def create(params)
|
24
|
+
not_blank(params, :params)
|
25
|
+
super(params, 'documents/orders')
|
26
|
+
end
|
27
|
+
|
28
|
+
def update(id, params = nil)
|
29
|
+
not_blank(id, :order_id)
|
30
|
+
not_blank(params, :params)
|
31
|
+
super(params, "documents/orders/#{id}")
|
32
|
+
end
|
33
|
+
|
34
|
+
def destroy(id)
|
35
|
+
not_blank(id, :order_id)
|
36
|
+
super(id, "documents/orders/#{id}")
|
37
|
+
end
|
38
|
+
|
39
|
+
def show_signing_url(order_id, signature_id)
|
40
|
+
not_blank(order_id, :order_id)
|
41
|
+
not_blank(signature_id, :signature_id)
|
42
|
+
path = "documents/orders/#{order_id}/sign_url/#{signature_id}"
|
43
|
+
send_request path, :get
|
44
|
+
end
|
45
|
+
|
46
|
+
private
|
47
|
+
|
48
|
+
def build_filter(params)
|
49
|
+
search_query(params[:searchTerm]).merge(consumer_query(params[:consumer])).merge(tag_query(params[:tag]))
|
50
|
+
end
|
51
|
+
|
52
|
+
def search_query(term)
|
53
|
+
if term
|
54
|
+
{
|
55
|
+
"$or": [
|
56
|
+
{ "order_id": { "$regex": "^#{term}", "$options": 'i' } },
|
57
|
+
{ "applicant.last_name": term },
|
58
|
+
{
|
59
|
+
"reference_no": {
|
60
|
+
"$regex": "^#{term}", "$options": 'i'
|
61
|
+
}
|
62
|
+
}
|
63
|
+
]
|
64
|
+
}
|
65
|
+
else
|
66
|
+
{}
|
67
|
+
end
|
68
|
+
end
|
69
|
+
|
70
|
+
def tag_query(tag)
|
71
|
+
if tag
|
72
|
+
{ "tag": tag.empty? ? nil : tag }
|
73
|
+
else
|
74
|
+
{}
|
75
|
+
end
|
76
|
+
end
|
77
|
+
|
78
|
+
def consumer_query(consumer)
|
79
|
+
if consumer
|
80
|
+
{ "consumer_id": consumer.empty? ? nil : consumer }
|
81
|
+
else
|
82
|
+
{}
|
83
|
+
end
|
84
|
+
end
|
85
|
+
end
|
86
|
+
end
|
87
|
+
end
|
data/lib/finapps/version.rb
CHANGED
@@ -0,0 +1,271 @@
|
|
1
|
+
# frozen_string_literal: true
|
2
|
+
|
3
|
+
require 'spec_helpers/client'
|
4
|
+
require 'rest/api_request'
|
5
|
+
|
6
|
+
RSpec.describe FinApps::REST::DocumentsOrders do
|
7
|
+
include SpecHelpers::Client
|
8
|
+
|
9
|
+
RSpec.shared_examples 'a request that raises an error' do |_parameter|
|
10
|
+
it do
|
11
|
+
expect { subject }.to raise_error(
|
12
|
+
FinAppsCore::MissingArgumentsError
|
13
|
+
)
|
14
|
+
end
|
15
|
+
end
|
16
|
+
|
17
|
+
describe '#list' do
|
18
|
+
subject(:list) { FinApps::REST::DocumentsOrders.new(client).list(params) }
|
19
|
+
let(:results) { list[0] }
|
20
|
+
let(:error_messages) { list[1] }
|
21
|
+
|
22
|
+
context 'with valid params' do
|
23
|
+
let(:params) do
|
24
|
+
{
|
25
|
+
page: 2,
|
26
|
+
sort: 'tag',
|
27
|
+
requested: 25,
|
28
|
+
searchTerm: 'term',
|
29
|
+
consumer: 'valid_consumer_id'
|
30
|
+
}
|
31
|
+
end
|
32
|
+
|
33
|
+
context 'without searchTerm' do
|
34
|
+
let(:params) { { "searchTerm": nil, "page": 2 } }
|
35
|
+
it_behaves_like 'an API request'
|
36
|
+
it_behaves_like 'a successful request'
|
37
|
+
it 'performs a get and returns the response' do
|
38
|
+
expect(results).to have_key(:records)
|
39
|
+
end
|
40
|
+
it 'builds query and sends proper request' do
|
41
|
+
list
|
42
|
+
url = "#{versioned_api_path}/documents/orders?page=2"
|
43
|
+
expect(WebMock).to have_requested(:get, url)
|
44
|
+
end
|
45
|
+
end
|
46
|
+
|
47
|
+
context 'with search term' do
|
48
|
+
it_behaves_like 'an API request'
|
49
|
+
it_behaves_like 'a successful request'
|
50
|
+
it 'performs a get and returns the response' do
|
51
|
+
expect(results).to have_key(:records)
|
52
|
+
end
|
53
|
+
it 'builds query and sends proper request' do
|
54
|
+
list
|
55
|
+
url =
|
56
|
+
"#{versioned_api_path}/documents/orders?filter=%7B%22$or%22:%5B%7B%22order_id%22:%7B%22$regex%22:"\
|
57
|
+
'%22%5Eterm%22,%22$options%22:%22i%22%7D%7D,%7B%22applicant.last_name%22:%22term%22%7D,'\
|
58
|
+
'%7B%22reference_no%22:%7B%22$regex%22:%22%5Eterm%22,%22$options%22:%22i%22%7D%7D%5D,'\
|
59
|
+
'%22consumer_id%22:%22valid_consumer_id%22%7D&page=2&requested=25&sort=tag'
|
60
|
+
expect(WebMock).to have_requested(:get, url)
|
61
|
+
end
|
62
|
+
end
|
63
|
+
end
|
64
|
+
|
65
|
+
context 'with invalid params' do
|
66
|
+
let(:params) { ['invalid array'] }
|
67
|
+
it { expect { list }.to raise_error(FinAppsCore::InvalidArgumentsError) }
|
68
|
+
end
|
69
|
+
|
70
|
+
context 'with missing params' do
|
71
|
+
let(:params) { nil }
|
72
|
+
it_behaves_like 'an API request'
|
73
|
+
it_behaves_like 'a successful request'
|
74
|
+
it('performs a get and returns the response') do
|
75
|
+
expect(results).to have_key(:records)
|
76
|
+
end
|
77
|
+
end
|
78
|
+
end
|
79
|
+
|
80
|
+
describe '#show' do
|
81
|
+
subject(:show) { FinApps::REST::DocumentsOrders.new(client).show(id) }
|
82
|
+
let(:results) { show[0] }
|
83
|
+
let(:error_messages) { show[1] }
|
84
|
+
|
85
|
+
context 'with valid id' do
|
86
|
+
let(:id) { :valid_order_id }
|
87
|
+
it_behaves_like 'an API request'
|
88
|
+
it_behaves_like 'a successful request'
|
89
|
+
it('results is a Hash') { expect(results).to be_a(Hash) }
|
90
|
+
it('performs a get and returns the response') do
|
91
|
+
expect(results).to have_key(:order_id)
|
92
|
+
end
|
93
|
+
end
|
94
|
+
|
95
|
+
context 'with invalid id' do
|
96
|
+
let(:id) { :invalid_order_id }
|
97
|
+
it { expect(results).to be_nil }
|
98
|
+
it { expect(error_messages).to_not be_empty }
|
99
|
+
end
|
100
|
+
|
101
|
+
context 'when missing id' do
|
102
|
+
let(:id) { nil }
|
103
|
+
it_behaves_like 'a request that raises an error'
|
104
|
+
end
|
105
|
+
end
|
106
|
+
|
107
|
+
describe '#create' do
|
108
|
+
subject(:create) { FinApps::REST::DocumentsOrders.new(client).create(params) }
|
109
|
+
let(:results) { create[0] }
|
110
|
+
let(:error_messages) { create[1] }
|
111
|
+
|
112
|
+
context 'with valid params' do
|
113
|
+
let(:params) do
|
114
|
+
{
|
115
|
+
"applicant": {
|
116
|
+
"email": 'validemail@financialapps.com',
|
117
|
+
"first_name": 'Emily',
|
118
|
+
"last_name": 'Macs',
|
119
|
+
"role": 'patient'
|
120
|
+
},
|
121
|
+
"esign_documents": [
|
122
|
+
'temp-id'
|
123
|
+
],
|
124
|
+
"reference_no": 'REFNO',
|
125
|
+
"tag": 'new'
|
126
|
+
}
|
127
|
+
end
|
128
|
+
it_behaves_like 'an API request'
|
129
|
+
it_behaves_like 'a successful request'
|
130
|
+
it('results is a Hash') { expect(results).to be_a(Hash) }
|
131
|
+
it('performs a post and returns the response') do
|
132
|
+
expect(results).to have_key(:order_id)
|
133
|
+
end
|
134
|
+
end
|
135
|
+
|
136
|
+
context 'with invalid params' do
|
137
|
+
let(:params) do
|
138
|
+
{
|
139
|
+
"applicant": {
|
140
|
+
"email": 'validemail@financialapps.com',
|
141
|
+
"first_name": 'Emily',
|
142
|
+
"last_name": 'Macs',
|
143
|
+
"role": 'patient'
|
144
|
+
},
|
145
|
+
"reference_no": 'REFNO'
|
146
|
+
}
|
147
|
+
end
|
148
|
+
it { expect { create }.not_to raise_error }
|
149
|
+
it('results is nil') { expect(results).to be_nil }
|
150
|
+
it('error messages array is populated') do
|
151
|
+
expect(error_messages.first.downcase).to eq('invalid request body')
|
152
|
+
end
|
153
|
+
end
|
154
|
+
|
155
|
+
context 'with missing params' do
|
156
|
+
let(:params) { nil }
|
157
|
+
it_behaves_like 'a request that raises an error'
|
158
|
+
end
|
159
|
+
end
|
160
|
+
|
161
|
+
describe '#update' do
|
162
|
+
subject(:update) { FinApps::REST::DocumentsOrders.new(client).update(id, params) }
|
163
|
+
let(:params) { {} }
|
164
|
+
let(:results) { update[0] }
|
165
|
+
let(:error_messages) { update[1] }
|
166
|
+
|
167
|
+
context 'with valid id' do
|
168
|
+
let(:id) { :valid_order_id }
|
169
|
+
|
170
|
+
context 'with valid params' do
|
171
|
+
let(:params) { { "tag": 'pending' } }
|
172
|
+
it_behaves_like 'an API request'
|
173
|
+
it_behaves_like 'a successful request'
|
174
|
+
it('results is nil') { expect(results).to be_nil }
|
175
|
+
end
|
176
|
+
|
177
|
+
context 'with invalid params' do
|
178
|
+
let(:params) { { "tag": 'invalid' } }
|
179
|
+
it_behaves_like 'an API request'
|
180
|
+
it('results is nil') { expect(results).to be_nil }
|
181
|
+
it('error messages array is populated') do
|
182
|
+
expect(error_messages.first.downcase).to eq('invalid request body')
|
183
|
+
end
|
184
|
+
end
|
185
|
+
end
|
186
|
+
|
187
|
+
context 'with invalid id' do
|
188
|
+
let(:id) { :invalid_order_id }
|
189
|
+
let(:params) { { applicant: { first_name: 'Quasar' } } }
|
190
|
+
it_behaves_like 'an API request'
|
191
|
+
it('results is nil') { expect(results).to be_nil }
|
192
|
+
it('error messages array is populated') do
|
193
|
+
expect(error_messages.first.downcase).to eq(
|
194
|
+
'order id is invalid'
|
195
|
+
)
|
196
|
+
end
|
197
|
+
end
|
198
|
+
|
199
|
+
context 'with missing id' do
|
200
|
+
let(:id) { nil }
|
201
|
+
it_behaves_like 'a request that raises an error'
|
202
|
+
end
|
203
|
+
end
|
204
|
+
|
205
|
+
describe '#destroy' do
|
206
|
+
subject(:destroy) { FinApps::REST::DocumentsOrders.new(client).destroy(id) }
|
207
|
+
let(:results) { destroy[0] }
|
208
|
+
let(:error_messages) { destroy[1] }
|
209
|
+
|
210
|
+
context 'with valid id' do
|
211
|
+
let(:id) { :valid_order_id }
|
212
|
+
it_behaves_like 'an API request'
|
213
|
+
it_behaves_like 'a successful request'
|
214
|
+
it('results is nil') { expect(results).to be_nil }
|
215
|
+
end
|
216
|
+
|
217
|
+
context 'with invalid id' do
|
218
|
+
let(:id) { :invalid_order_id }
|
219
|
+
it_behaves_like 'an API request'
|
220
|
+
it('results is nil') { expect(results).to be_nil }
|
221
|
+
it('error messages array is populated') do
|
222
|
+
expect(error_messages.first.downcase).to eq('resource not found')
|
223
|
+
end
|
224
|
+
end
|
225
|
+
|
226
|
+
context 'with missing id' do
|
227
|
+
let(:id) { nil }
|
228
|
+
it_behaves_like 'a request that raises an error'
|
229
|
+
end
|
230
|
+
end
|
231
|
+
|
232
|
+
describe '#show_signing_url' do
|
233
|
+
subject(:sign_url) { FinApps::REST::DocumentsOrders.new(client).show_signing_url(order_id, signature_id) }
|
234
|
+
let(:results) { sign_url[0] }
|
235
|
+
let(:error_messages) { sign_url[1] }
|
236
|
+
let(:order_id) { :valid_order_id }
|
237
|
+
let(:signature_id) { :valid_signature_id }
|
238
|
+
|
239
|
+
context 'with valid order id' do
|
240
|
+
context 'with valid signature id' do
|
241
|
+
it_behaves_like 'an API request'
|
242
|
+
it_behaves_like 'a successful request'
|
243
|
+
it('performs a get and returns the response') do
|
244
|
+
expect(results).to have_key(:sign_url)
|
245
|
+
end
|
246
|
+
end
|
247
|
+
|
248
|
+
context 'with invalid signature id' do
|
249
|
+
let(:signature_id) { :invalid_signature_id }
|
250
|
+
it { expect(results).to be_nil }
|
251
|
+
it { expect(error_messages).to_not be_empty }
|
252
|
+
end
|
253
|
+
end
|
254
|
+
|
255
|
+
context 'with invalid order id' do
|
256
|
+
let(:order_id) { :invalid_order_id }
|
257
|
+
it { expect(results).to be_nil }
|
258
|
+
it { expect(error_messages).to_not be_empty }
|
259
|
+
end
|
260
|
+
|
261
|
+
context 'with missing order id' do
|
262
|
+
let(:order_id) { nil }
|
263
|
+
it_behaves_like 'a request that raises an error'
|
264
|
+
end
|
265
|
+
|
266
|
+
context 'with missing signature id' do
|
267
|
+
let(:signature_id) { nil }
|
268
|
+
it_behaves_like 'a request that raises an error'
|
269
|
+
end
|
270
|
+
end
|
271
|
+
end
|
@@ -0,0 +1,20 @@
|
|
1
|
+
# frozen_string_literal: true
|
2
|
+
|
3
|
+
require 'spec_helpers/client'
|
4
|
+
require 'rest/api_request'
|
5
|
+
|
6
|
+
RSpec.describe FinApps::REST::EsignTemplates do
|
7
|
+
include SpecHelpers::Client
|
8
|
+
subject(:templates) { FinApps::REST::EsignTemplates.new(client).list }
|
9
|
+
let(:results) { templates[0] }
|
10
|
+
|
11
|
+
describe '#list' do
|
12
|
+
context 'when called' do
|
13
|
+
it_behaves_like 'an API request'
|
14
|
+
it_behaves_like 'a successful request'
|
15
|
+
it('performs a get and returns the response') do
|
16
|
+
expect(results[0]).to have_key(:template_id)
|
17
|
+
end
|
18
|
+
end
|
19
|
+
end
|
20
|
+
end
|
data/spec/support/fake_api.rb
CHANGED
@@ -202,6 +202,52 @@ class FakeApi < Sinatra::Base
|
|
202
202
|
end
|
203
203
|
end
|
204
204
|
|
205
|
+
# documents_orders
|
206
|
+
get("/#{version}/documents/orders") { json_response 200, 'documents_orders.json' }
|
207
|
+
get("/#{version}/documents/orders/valid_order_id") do
|
208
|
+
json_response 200, 'documents_order.json'
|
209
|
+
end
|
210
|
+
get("/#{version}/documents/orders/invalid_order_id") do
|
211
|
+
json_response 404, 'resource_not_found.json'
|
212
|
+
end
|
213
|
+
post("/#{version}/documents/orders") do
|
214
|
+
request.body.rewind
|
215
|
+
request_payload = JSON.parse request.body.read
|
216
|
+
if %w[applicant esign_documents tag].all? { |s| request_payload.key? s }
|
217
|
+
json_response 200, 'documents_order.json'
|
218
|
+
else
|
219
|
+
json_response 400, 'invalid_request_body.json'
|
220
|
+
end
|
221
|
+
end
|
222
|
+
put("/#{version}/documents/orders/valid_order_id") do
|
223
|
+
request.body.rewind
|
224
|
+
request_payload = JSON.parse request.body.read
|
225
|
+
if request_payload['tag'] == 'invalid'
|
226
|
+
json_response 400, 'invalid_request_body.json'
|
227
|
+
else
|
228
|
+
status 204
|
229
|
+
end
|
230
|
+
end
|
231
|
+
put("/#{version}/documents/orders/invalid_order_id") do
|
232
|
+
json_response 400, 'invalid_order_id.json'
|
233
|
+
end
|
234
|
+
delete("/#{version}/documents/orders/valid_order_id") { status 204 }
|
235
|
+
delete("/#{version}/documents/orders/invalid_order_id") do
|
236
|
+
json_response 404, 'resource_not_found.json'
|
237
|
+
end
|
238
|
+
get("/#{version}/documents/orders/valid_order_id/sign_url/valid_signature_id") do
|
239
|
+
json_response 200, 'sign_url.json'
|
240
|
+
end
|
241
|
+
get("/#{version}/documents/orders/invalid_order_id/sign_url/valid_signature_id") do
|
242
|
+
json_response 400, 'invalid_order_id.json'
|
243
|
+
end
|
244
|
+
get("/#{version}/documents/orders/valid_order_id/sign_url/invalid_signature_id") do
|
245
|
+
json_response 404, 'invalid_signature_id.json'
|
246
|
+
end
|
247
|
+
|
248
|
+
# esign_templates
|
249
|
+
get("/#{version}/esign_templates") { json_response 200, 'esign_templates.json' }
|
250
|
+
|
205
251
|
# consumers
|
206
252
|
get("/#{version}/consumers") do
|
207
253
|
json_response 200, 'users.json'
|
@@ -0,0 +1,75 @@
|
|
1
|
+
{
|
2
|
+
"order_id": "572c0ae0-bdb8-4e68-a5fd-8ac15870f2fe",
|
3
|
+
"consumer_id": "fc136a18-af0c-4d36-4743-1babb89cbbd0",
|
4
|
+
"applicant": {
|
5
|
+
"role": "patient",
|
6
|
+
"email": "validemail@financialapps.com",
|
7
|
+
"first_name": "Documents",
|
8
|
+
"last_name": "Testing"
|
9
|
+
},
|
10
|
+
"reference_no": "REFNO87687687",
|
11
|
+
"esign_documents": [
|
12
|
+
{
|
13
|
+
"document_id": "",
|
14
|
+
"template_id": "f6e9c513486c6a9468209a91ec14c25258eed515",
|
15
|
+
"name": "BH Form"
|
16
|
+
}
|
17
|
+
],
|
18
|
+
"completed_documents": [],
|
19
|
+
"tag": "denied",
|
20
|
+
"status": 1,
|
21
|
+
"signature_requests": [
|
22
|
+
{
|
23
|
+
"signature_request_id": "b32f0073f7817f353199dcaab683d129a939e7be",
|
24
|
+
"test_mode": true,
|
25
|
+
"title": "Document for review",
|
26
|
+
"subject": "Document for review",
|
27
|
+
"message": "",
|
28
|
+
"created_at": 1588689298,
|
29
|
+
"is_complete": false,
|
30
|
+
"is_declined": false,
|
31
|
+
"has_error": false,
|
32
|
+
"signing_url": null,
|
33
|
+
"signing_redirect_url": null,
|
34
|
+
"details_url": "",
|
35
|
+
"files_url": "",
|
36
|
+
"cc_email_addresses": [],
|
37
|
+
"requester_email_address": "validemail@financialapps.com",
|
38
|
+
"custom_fields": [
|
39
|
+
{
|
40
|
+
"name": "PatientName",
|
41
|
+
"type": "text",
|
42
|
+
"value": "",
|
43
|
+
"required": true,
|
44
|
+
"editor": ""
|
45
|
+
}
|
46
|
+
],
|
47
|
+
"response_data": [],
|
48
|
+
"signatures": [
|
49
|
+
{
|
50
|
+
"signature_id": "00b2bbdc50d4d6a6486965a921cb81f8",
|
51
|
+
"signer_email_address": "validemail@financialapps.com",
|
52
|
+
"signer_name": "Documents Testing",
|
53
|
+
"signer_role": "patient",
|
54
|
+
"order": null,
|
55
|
+
"status_code": "awaiting_signature",
|
56
|
+
"signed_at": null,
|
57
|
+
"last_viewed_at": null,
|
58
|
+
"last_reminded_at": null,
|
59
|
+
"has_pin": false,
|
60
|
+
"reassigned_by": null,
|
61
|
+
"reassignment_reason": null,
|
62
|
+
"error": null
|
63
|
+
}
|
64
|
+
],
|
65
|
+
"metadata": {
|
66
|
+
"consumer_id": "fc136a18-af0c-4d36-4743-1babb89cbbd0",
|
67
|
+
"order_id": "572c0ae0-bdb8-4e68-a5fd-8ac15870f2fe",
|
68
|
+
"tenant_id": "4dd607b1-565f-4da4-722c-2e84c5c87f43"
|
69
|
+
}
|
70
|
+
}
|
71
|
+
],
|
72
|
+
"reset_pwd": true,
|
73
|
+
"date_created": "2020-05-05T14:34:58.435Z",
|
74
|
+
"date_modified": "2020-05-07T14:38:08.271Z"
|
75
|
+
}
|
@@ -0,0 +1,32 @@
|
|
1
|
+
{
|
2
|
+
"total_records": 1,
|
3
|
+
"page": 1,
|
4
|
+
"total_pages": 1,
|
5
|
+
"records": [
|
6
|
+
{
|
7
|
+
"order_id": "2f02be2c-0cbc-4980-bd8f-b2dee986c885",
|
8
|
+
"consumer_id": "6dadcf93-5305-4c4b-4136-465f9cd6d5e6",
|
9
|
+
"applicant": {
|
10
|
+
"role": "patient",
|
11
|
+
"email": "validemail@financialapps.com",
|
12
|
+
"first_name": "Documents",
|
13
|
+
"last_name": "Testing"
|
14
|
+
},
|
15
|
+
"reference_no": "REFNO87687687",
|
16
|
+
"esign_documents": [
|
17
|
+
{
|
18
|
+
"document_id": "",
|
19
|
+
"template_id": "f6e9c513486c6a9468209a91ec14c25258eed515",
|
20
|
+
"name": "BH Form"
|
21
|
+
}
|
22
|
+
],
|
23
|
+
"completed_documents": [],
|
24
|
+
"tag": "approved",
|
25
|
+
"status": 1,
|
26
|
+
"signature_requests": null,
|
27
|
+
"reset_pwd": false,
|
28
|
+
"date_created": "2020-05-05T14:12:21.428Z",
|
29
|
+
"date_modified": null
|
30
|
+
}
|
31
|
+
]
|
32
|
+
}
|
metadata
CHANGED
@@ -1,14 +1,14 @@
|
|
1
1
|
--- !ruby/object:Gem::Specification
|
2
2
|
name: finapps
|
3
3
|
version: !ruby/object:Gem::Version
|
4
|
-
version: 5.0.
|
4
|
+
version: 5.0.29
|
5
5
|
platform: ruby
|
6
6
|
authors:
|
7
7
|
- Erich Quintero
|
8
8
|
autorequire:
|
9
9
|
bindir: bin
|
10
10
|
cert_chain: []
|
11
|
-
date: 2020-
|
11
|
+
date: 2020-05-20 00:00:00.000000000 Z
|
12
12
|
dependencies:
|
13
13
|
- !ruby/object:Gem::Dependency
|
14
14
|
name: finapps_core
|
@@ -154,42 +154,42 @@ dependencies:
|
|
154
154
|
name: rspec
|
155
155
|
requirement: !ruby/object:Gem::Requirement
|
156
156
|
requirements:
|
157
|
-
- - ">="
|
158
|
-
- !ruby/object:Gem::Version
|
159
|
-
version: 3.9.0
|
160
157
|
- - "~>"
|
161
158
|
- !ruby/object:Gem::Version
|
162
159
|
version: '3.9'
|
160
|
+
- - ">="
|
161
|
+
- !ruby/object:Gem::Version
|
162
|
+
version: 3.9.0
|
163
163
|
type: :development
|
164
164
|
prerelease: false
|
165
165
|
version_requirements: !ruby/object:Gem::Requirement
|
166
166
|
requirements:
|
167
|
-
- - ">="
|
168
|
-
- !ruby/object:Gem::Version
|
169
|
-
version: 3.9.0
|
170
167
|
- - "~>"
|
171
168
|
- !ruby/object:Gem::Version
|
172
169
|
version: '3.9'
|
170
|
+
- - ">="
|
171
|
+
- !ruby/object:Gem::Version
|
172
|
+
version: 3.9.0
|
173
173
|
- !ruby/object:Gem::Dependency
|
174
174
|
name: rubocop
|
175
175
|
requirement: !ruby/object:Gem::Requirement
|
176
176
|
requirements:
|
177
|
-
- - ">="
|
178
|
-
- !ruby/object:Gem::Version
|
179
|
-
version: 0.79.0
|
180
177
|
- - "~>"
|
181
178
|
- !ruby/object:Gem::Version
|
182
179
|
version: '0.79'
|
180
|
+
- - ">="
|
181
|
+
- !ruby/object:Gem::Version
|
182
|
+
version: 0.79.0
|
183
183
|
type: :development
|
184
184
|
prerelease: false
|
185
185
|
version_requirements: !ruby/object:Gem::Requirement
|
186
186
|
requirements:
|
187
|
-
- - ">="
|
188
|
-
- !ruby/object:Gem::Version
|
189
|
-
version: 0.79.0
|
190
187
|
- - "~>"
|
191
188
|
- !ruby/object:Gem::Version
|
192
189
|
version: '0.79'
|
190
|
+
- - ">="
|
191
|
+
- !ruby/object:Gem::Version
|
192
|
+
version: 0.79.0
|
193
193
|
- !ruby/object:Gem::Dependency
|
194
194
|
name: rubocop-performance
|
195
195
|
requirement: !ruby/object:Gem::Requirement
|
@@ -254,22 +254,22 @@ dependencies:
|
|
254
254
|
name: webmock
|
255
255
|
requirement: !ruby/object:Gem::Requirement
|
256
256
|
requirements:
|
257
|
-
- - ">="
|
258
|
-
- !ruby/object:Gem::Version
|
259
|
-
version: 3.8.0
|
260
257
|
- - "~>"
|
261
258
|
- !ruby/object:Gem::Version
|
262
259
|
version: '3.8'
|
260
|
+
- - ">="
|
261
|
+
- !ruby/object:Gem::Version
|
262
|
+
version: 3.8.0
|
263
263
|
type: :development
|
264
264
|
prerelease: false
|
265
265
|
version_requirements: !ruby/object:Gem::Requirement
|
266
266
|
requirements:
|
267
|
-
- - ">="
|
268
|
-
- !ruby/object:Gem::Version
|
269
|
-
version: 3.8.0
|
270
267
|
- - "~>"
|
271
268
|
- !ruby/object:Gem::Version
|
272
269
|
version: '3.8'
|
270
|
+
- - ">="
|
271
|
+
- !ruby/object:Gem::Version
|
272
|
+
version: 3.8.0
|
273
273
|
description: A simple library for communicating with the FinApps REST API.
|
274
274
|
email:
|
275
275
|
- erich@financialapps.com
|
@@ -302,6 +302,8 @@ files:
|
|
302
302
|
- lib/finapps/rest/client.rb
|
303
303
|
- lib/finapps/rest/consumers.rb
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- lib/finapps/rest/consumers_portfolios.rb
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- lib/finapps/rest/documents_orders.rb
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- lib/finapps/rest/esign_templates.rb
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- lib/finapps/rest/operators.rb
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- lib/finapps/rest/order_assignments.rb
|
@@ -341,6 +343,8 @@ files:
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- spec/rest/client_spec.rb
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- spec/rest/consumers_portfolios_spec.rb
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- spec/rest/consumers_spec.rb
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- spec/rest/documents_orders_spec.rb
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- spec/rest/esign_templates_spec.rb
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- spec/rest/operators_password_resets_spec.rb
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@@ -376,8 +380,13 @@ files:
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- spec/support/fixtures/documents_order.json
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- spec/support/fixtures/documents_orders.json
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- spec/support/fixtures/error.json
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- spec/support/fixtures/esign_templates.json
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- spec/support/fixtures/invalid_order_id.json
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- spec/support/fixtures/invalid_request_body.json
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- spec/support/fixtures/invalid_signature_id.json
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- spec/support/fixtures/invalid_user_institution_id.json
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@@ -414,6 +423,7 @@ files:
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- spec/support/fixtures/resource_not_found.json
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- spec/support/fixtures/resources.json
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+
- spec/support/fixtures/sign_url.json
|
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- spec/support/fixtures/single_consumer_subscribe_error.json
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- spec/support/fixtures/tenant_app_settings.json
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- spec/support/fixtures/tenant_settings.json
|
@@ -453,47 +463,49 @@ required_rubygems_version: !ruby/object:Gem::Requirement
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- !ruby/object:Gem::Version
|
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version: '0'
|
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requirements: []
|
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|
-
rubygems_version: 3.
|
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|
+
rubygems_version: 3.1.3
|
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|
signing_key:
|
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|
specification_version: 4
|
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|
summary: FinApps REST API ruby client.
|
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|
test_files:
|
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|
-
- spec/
|
462
|
-
- spec/
|
471
|
+
- spec/spec_helper.rb
|
472
|
+
- spec/spec_helpers/client.rb
|
473
|
+
- spec/utils/query_builder_spec.rb
|
474
|
+
- spec/support/fake_api.rb
|
475
|
+
- spec/rest/tenant_app_settings_spec.rb
|
476
|
+
- spec/rest/order_reports_spec.rb
|
477
|
+
- spec/rest/client_spec.rb
|
478
|
+
- spec/rest/consumers_spec.rb
|
479
|
+
- spec/rest/portfolios_spec.rb
|
480
|
+
- spec/rest/order_statuses_spec.rb
|
481
|
+
- spec/rest/order_notifications_spec.rb
|
463
482
|
- spec/rest/operators_password_resets_spec.rb
|
464
|
-
- spec/rest/
|
465
|
-
- spec/rest/
|
466
|
-
- spec/rest/
|
483
|
+
- spec/rest/esign_templates_spec.rb
|
484
|
+
- spec/rest/portfolios_consumers_spec.rb
|
485
|
+
- spec/rest/operators_spec.rb
|
467
486
|
- spec/rest/version_spec.rb
|
468
|
-
- spec/rest/
|
469
|
-
- spec/rest/
|
487
|
+
- spec/rest/order_assignments_spec.rb
|
488
|
+
- spec/rest/api_request.rb
|
489
|
+
- spec/rest/order_refreshes_spec.rb
|
490
|
+
- spec/rest/alert_definitions_spec.rb
|
470
491
|
- spec/rest/order_tokens_spec.rb
|
471
|
-
- spec/rest/
|
472
|
-
- spec/rest/
|
492
|
+
- spec/rest/products_spec.rb
|
493
|
+
- spec/rest/sessions_spec.rb
|
494
|
+
- spec/rest/portfolios_available_consumers_spec.rb
|
495
|
+
- spec/rest/portfolios_alerts_spec.rb
|
496
|
+
- spec/rest/verix/verix_metadata_spec.rb
|
473
497
|
- spec/rest/verix/verix_records_spec.rb
|
474
498
|
- spec/rest/verix/verix_documents_spec.rb
|
475
|
-
- spec/rest/verix/verix_metadata_spec.rb
|
476
499
|
- spec/rest/verix/verix_pdf_documents_spec.rb
|
477
|
-
- spec/rest/client_spec.rb
|
478
|
-
- spec/rest/tenant_settings_spec.rb
|
479
|
-
- spec/rest/api_request.rb
|
480
|
-
- spec/rest/alert_occurrences_spec.rb
|
481
500
|
- spec/rest/password_resets_spec.rb
|
482
|
-
- spec/rest/
|
483
|
-
- spec/rest/portfolios_spec.rb
|
484
|
-
- spec/rest/order_statuses_spec.rb
|
485
|
-
- spec/rest/plaid/plaid_accounts_spec.rb
|
486
|
-
- spec/rest/plaid/plaid_account_permissions_spec.rb
|
501
|
+
- spec/rest/portfolio_reports_spec.rb
|
487
502
|
- spec/rest/plaid/plaid_webhooks_spec.rb
|
488
503
|
- spec/rest/plaid/plaid_institution_logos_spec.rb
|
489
504
|
- spec/rest/plaid/plaid_consumer_institutions_spec.rb
|
490
|
-
- spec/rest/
|
491
|
-
- spec/rest/
|
492
|
-
- spec/rest/
|
493
|
-
- spec/rest/
|
494
|
-
- spec/rest/
|
495
|
-
- spec/rest/
|
496
|
-
- spec/
|
497
|
-
- spec/utils/query_builder_spec.rb
|
498
|
-
- spec/spec_helpers/client.rb
|
499
|
-
- spec/spec_helper.rb
|
505
|
+
- spec/rest/plaid/plaid_accounts_spec.rb
|
506
|
+
- spec/rest/plaid/plaid_account_permissions_spec.rb
|
507
|
+
- spec/rest/consumers_portfolios_spec.rb
|
508
|
+
- spec/rest/documents_orders_spec.rb
|
509
|
+
- spec/rest/alert_occurrences_spec.rb
|
510
|
+
- spec/rest/tenant_settings_spec.rb
|
511
|
+
- spec/rest/orders_spec.rb
|