wealthforge-ruby 1.0.0

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Files changed (46) hide show
  1. checksums.yaml +7 -0
  2. data/.gitignore +10 -0
  3. data/.rspec +2 -0
  4. data/.travis.yml +5 -0
  5. data/Gemfile +4 -0
  6. data/LICENSE +21 -0
  7. data/README.md +111 -0
  8. data/Rakefile +6 -0
  9. data/bin/console +14 -0
  10. data/bin/setup +8 -0
  11. data/fixtures/vcr_cassettes/all_investors.yml +14242 -0
  12. data/fixtures/vcr_cassettes/create_investor.yml +42 -0
  13. data/fixtures/vcr_cassettes/create_issuer.yml +42 -0
  14. data/fixtures/vcr_cassettes/create_offering.yml +42 -0
  15. data/fixtures/vcr_cassettes/create_subscription_agreement.yml +42 -0
  16. data/fixtures/vcr_cassettes/due_dilegence.yml +42 -0
  17. data/fixtures/vcr_cassettes/due_dilegence_file.yml +275 -0
  18. data/fixtures/vcr_cassettes/get_investment_by_id.yml +127 -0
  19. data/fixtures/vcr_cassettes/get_investments.yml +9137 -0
  20. data/fixtures/vcr_cassettes/get_investor.yml +45 -0
  21. data/fixtures/vcr_cassettes/get_issuer.yml +46 -0
  22. data/fixtures/vcr_cassettes/get_issuers.yml +238 -0
  23. data/fixtures/vcr_cassettes/get_subscription_agreement.yml +40 -0
  24. data/fixtures/vcr_cassettes/investment_account.yml +44 -0
  25. data/fixtures/vcr_cassettes/investment_certificate.yml +77 -0
  26. data/fixtures/vcr_cassettes/investment_status.yml +81 -0
  27. data/fixtures/vcr_cassettes/redirect_url.yml +42 -0
  28. data/fixtures/vcr_cassettes/request_investment_approval.yml +48 -0
  29. data/fixtures/vcr_cassettes/request_subscription_approval.yml +48 -0
  30. data/fixtures/vcr_cassettes/subscription_agreement.yml +153 -0
  31. data/fixtures/vcr_cassettes/term_sheets.yml +183 -0
  32. data/fixtures/vcr_cassettes/update_investment.yml +87 -0
  33. data/fixtures/vcr_cassettes/update_investment_account.yml +44 -0
  34. data/fixtures/vcr_cassettes/update_investor.yml +80 -0
  35. data/fixtures/vcr_cassettes/upload_accreditation_files.yml +78 -0
  36. data/lib/wealth_forge.rb +28 -0
  37. data/lib/wealth_forge/api_exception.rb +6 -0
  38. data/lib/wealth_forge/configuration.rb +21 -0
  39. data/lib/wealth_forge/connection.rb +89 -0
  40. data/lib/wealth_forge/investment.rb +90 -0
  41. data/lib/wealth_forge/investor.rb +37 -0
  42. data/lib/wealth_forge/issuer.rb +35 -0
  43. data/lib/wealth_forge/offering.rb +8 -0
  44. data/lib/wealth_forge/version.rb +3 -0
  45. data/wealthforge-ruby.gemspec +34 -0
  46. metadata +203 -0
@@ -0,0 +1,42 @@
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+ ---
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+ http_interactions:
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+ - request:
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+ method: post
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+ uri: https://sandbox.capitalforge.com/capitalforge-transaction/api/investor
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+ body:
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+ encoding: UTF-8
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+ string: '{"address":"123 Test Rd.","name":"API Investor","state":"VA","signature":"","country":"US","uid":null,"address2":null,"city":"Richmond","zip":"23229","investorUrl":"http://fundroom.com/apitest","phone":"(804)-555-1234","taxId":"112-22-3333","accredited":true,"dob":"1942-07-04","email":"wealthforge_api_investor@fundroom.com","investmentTimeline":"LESS_THAN_YEAR","accreditation":"INCOME","investmentRisk":"AGGRESSIVE","investorType":"INDIVIDUAL","logo":"
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+ https://cdn0.iconfinder.com/data/icons/Personal_loan-512.png","income":10000000,"netWorth":null,"accreditedOther":null,"eligibleInvestAmount":null,"status":"INVESTOR_ACTIVE","yearVerified":""}'
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+ headers:
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+ User-Agent:
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+ - Faraday v0.10.1
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+ Content-Type:
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+ - application/json
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+ Accept-Encoding:
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+ - gzip;q=1.0,deflate;q=0.6,identity;q=0.3
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+ Accept:
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+ - "*/*"
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+ response:
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+ status:
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+ code: 200
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+ message: OK
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+ headers:
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+ Date:
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+ - Fri, 05 May 2017 02:14:09 GMT
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+ Server:
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+ - Apache/2.4.18 (Amazon) OpenSSL/1.0.1k-fips
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+ Content-Type:
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+ - application/json
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+ - "*"
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+ Transfer-Encoding:
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+ - chunked
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+ body:
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+ encoding: UTF-8
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+ string: '{"data":{"id":"007e8578-6841-4106-8fad-fb6ed64ed293","investmentTimeline":{"code":"LESS_THAN_YEAR","name":"Less
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+ than 2 years"},"country":{"code":"US","name":null},"state":{"code":"VA","name":null,"hidden":null},"accreditation":{"code":"INCOME","name":null,"metadata":null,"sequence":null,"active":null,"version":null,"updatedAt":null,"hidden":null},"investmentRisk":{"code":"AGGRESSIVE","name":"Speculative"},"investorType":{"code":"INDIVIDUAL","name":null,"metadata":null,"sequence":null,"active":null,"updatedAt":null,"hidden":null},"investorSubType":null,"status":{"code":"INVESTOR_ACTIVE","name":null,"metadata":null,"sequence":null,"active":null,"updatedAt":null,"hidden":null},"name":"API
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+ Investor","logo":" https://cdn0.iconfinder.com/data/icons/Personal_loan-512.png","city":"Richmond","investorUrl":"http://fundroom.com/apitest","address":"123
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+ Test Rd.","address2":null,"phone":"(804)-555-1234","zip":"23229","signature":"","taxId":"112-22-3333","uid":null,"accredited":true,"dob":-867700800000,"income":10000000,"netWorth":null,"accreditedOther":null,"eligibleInvestAmount":null,"email":"wealthforge_api_investor@fundroom.com","purchaseRepExists":null,"purchaseRepName":null,"purchaseRepAddress":null,"purchaseRepAddress2":null,"purchaseRepCity":null,"purchaseRepState":null,"purchaseRepZip":null,"existingRelationship":null,"existingRelationshipName":null,"existingRelationshipYears":null,"existingRelationshipNature":null,"yearVerified":"","accreditationFile":null,"ssn":"112-22-3333"},"status":200,"code":null,"errors":[],"messages":[]}'
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+ http_version:
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+ recorded_at: Fri, 05 May 2017 02:14:09 GMT
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+ recorded_with: VCR 3.0.3
@@ -0,0 +1,42 @@
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+ ---
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+ http_interactions:
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+ - request:
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+ method: post
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+ uri: https://sandbox.capitalforge.com/capitalforge-transaction/api/issuer
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+ body:
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+ encoding: UTF-8
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+ string: '{"address":"124 Investor Way","city":"Boston","state":"MA","zip":"02139","country":{"code":"US"},"busName":"LexShares","accountingFirm":"Accountants,
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+ LLC","founderName":"James Smith","stateOfFormation":{"code":"MA"},"entityType":{"code":"ENTITY_TYPE_LLC"},"founderTitle":"CEO","dateOfFormation":"2001-11-01","ein":"999999999","email":"wealthforge_api_test@mailinator.com","phone":"2125551234","busLogo":"http://unews.utah.edu/wp-content/uploads/Cash.jpg"}'
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+ headers:
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+ User-Agent:
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+ - Faraday v0.10.1
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+ Content-Type:
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+ - application/json
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+ Accept-Encoding:
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+ - gzip;q=1.0,deflate;q=0.6,identity;q=0.3
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+ Accept:
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+ - "*/*"
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+ response:
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+ status:
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+ code: 200
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+ message: OK
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+ headers:
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+ Date:
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+ - Thu, 25 May 2017 02:48:13 GMT
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+ Server:
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+ - Apache/2.4.18 (Amazon) OpenSSL/1.0.1k-fips
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+ Content-Type:
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+ - application/json
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+ Access-Control-Allow-Origin:
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+ - "*"
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+ Transfer-Encoding:
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+ - chunked
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+ body:
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+ encoding: UTF-8
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+ string: '{"data":{"id":"4056d199-53e1-4503-b963-be295bd8f135","country":{"code":"US","name":null},"stateOfFormation":{"code":"MA","name":null,"hidden":null},"state":{"code":"MA","name":null,"hidden":null},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":null,"metadata":null,"sequence":null,"active":null,"updatedAt":null,"hidden":null},"busName":"LexShares","busLogo":"http://unews.utah.edu/wp-content/uploads/Cash.jpg","founderTitle":"CEO","founderName":"James
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+ Smith","email":"wealthforge_api_test@mailinator.com","ssn":null,"ein":"999999999","uid":null,"address":"124
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+ Investor Way","address2":null,"phone":"2125551234","city":"Boston","zip":"02139","issuerUrl":null,"accountingFirm":"Accountants,
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+ LLC","dateOfFormation":1004572800000},"status":200,"code":null,"errors":[],"messages":[]}'
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+ http_version:
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+ recorded_at: Thu, 25 May 2017 02:48:13 GMT
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+ recorded_with: VCR 3.0.3
@@ -0,0 +1,42 @@
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+ ---
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+ http_interactions:
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+ - request:
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+ method: post
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+ uri: https://sandbox.capitalforge.com/capitalforge-transaction/api/offering/setup
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+ body:
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+ encoding: UTF-8
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+ string: '{"maxRaise":123000,"minRaise":15000,"dateStart":"2018-01-01","dateEnd":"2019-11-01","issuer":"4056d199-53e1-4503-b963-be295bd8f135","offerDetails":[{"issued":250,"offerDetailType":"EQUITY","instrumentType":"SHARE_COMMON","regulationType":"EXEMPTION_506C","minInvestment":2500}]}'
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+ headers:
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+ Accept:
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+ - "*/*"
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+ response:
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+ status:
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+ code: 200
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+ message: OK
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+ headers:
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+ Date:
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+ - Thu, 25 May 2017 02:48:59 GMT
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+ Server:
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+ - Apache/2.4.18 (Amazon) OpenSSL/1.0.1k-fips
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+ Content-Type:
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+ - application/json
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+ Access-Control-Allow-Origin:
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+ - "*"
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+ Transfer-Encoding:
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+ - chunked
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+ body:
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+ encoding: UTF-8
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+ string: '{"data":{"id":"5b160e3f-553d-49c5-aef0-057ca262f88c","status":{"code":"OFFERING_INPROGRESS","name":null,"metadata":null,"sequence":null,"active":null,"updatedAt":null,"hidden":null},"paymentStatus":null,"escrowStatus":null,"wfStatus":null,"escrowAccount":null,"feeAccount":null,"clientAccount":null,"issuer":{"id":"4056d199-53e1-4503-b963-be295bd8f135","country":{"code":"US","name":"United
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+ States"},"stateOfFormation":{"code":"MA","name":"Massachusetts","hidden":false},"state":{"code":"MA","name":"Massachusetts","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"LexShares","busLogo":"http://unews.utah.edu/wp-content/uploads/Cash.jpg","founderTitle":"CEO","founderName":"James
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+ Smith","email":"wealthforge_api_test@mailinator.com","ssn":null,"ein":"999999999","uid":null,"address":"124
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+ Investor Way","address2":null,"phone":"2125551234","city":"Boston","zip":"02139","issuerUrl":null,"accountingFirm":"Accountants,
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+ LLC","dateOfFormation":1004572800000},"escrow":null,"previouslyRaised":null,"minRaise":15000,"maxRaise":123000,"amountRaised":null,"clientFee":null,"clientCommission":null,"totalNotes":null,"totalShare":null,"totalSharesAuthorized":null,"totalSharesOutstanding":null,"totalNotesOutstanding":null,"metMinRaise":null,"signed":null,"dateStart":1514764800000,"dateEnd":1572566400000,"paymentOptions":[],"offerDetails":[{"id":"68c44e84-f1a6-4510-8d11-afa4b2656820","offering":"5b160e3f-553d-49c5-aef0-057ca262f88c","instrumentType":{"code":"SHARE_COMMON","name":null,"metadata":null,"sequence":null,"active":null,"updatedAt":null,"hidden":null},"status":null,"regulationType":{"code":"EXEMPTION_506C","name":null,"metadata":null,"sequence":null,"active":null,"offerDetailType":null,"updatedAt":null,"hidden":null},"offerDetailType":{"code":"EQUITY","name":null,"metadata":null,"sequence":null,"active":null,"updatedAt":null,"hidden":null},"postMoneyValuation":null,"preMoneyValuation":null,"minRaise":null,"maxRaise":null,"amountRaised":null,"minInvestment":2500,"interestRate":null,"valuationCap":null,"discount":null,"debtYears":null,"maturity":null,"paymentFrequency":null,"price":null,"issued":250}],"title":null},"status":200,"code":null,"errors":[],"messages":[]}'
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+ http_version:
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+ recorded_at: Thu, 25 May 2017 02:48:59 GMT
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+ recorded_with: VCR 3.0.3
@@ -0,0 +1,42 @@
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+ ---
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+ http_interactions:
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+ - request:
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+ method: put
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+ uri: https://sandbox.capitalforge.com/capitalforge-transaction/api/investment/d8cd4024-46aa-4858-9ff1-b10961ec6186/subscriptionAgreement
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+ body:
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+ encoding: UTF-8
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+ string: 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+ headers:
10
+ User-Agent:
11
+ - Faraday v0.10.1
12
+ Content-Type:
13
+ - application/json
14
+ Accept-Encoding:
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+ - gzip;q=1.0,deflate;q=0.6,identity;q=0.3
16
+ Accept:
17
+ - "*/*"
18
+ response:
19
+ status:
20
+ code: 200
21
+ message: OK
22
+ headers:
23
+ Date:
24
+ - Wed, 03 May 2017 02:08:44 GMT
25
+ Server:
26
+ - Apache/2.4.18 (Amazon) OpenSSL/1.0.1k-fips
27
+ Cache-Control:
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+ - private
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+ Expires:
30
+ - Wed, 31 Dec 1969 19:00:00 EST
31
+ Content-Type:
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+ - application/json
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+ Access-Control-Allow-Origin:
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+ - "*"
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+ Transfer-Encoding:
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+ - chunked
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+ body:
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+ encoding: UTF-8
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+ headers:
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+ - Fri, 28 Apr 2017 02:12:10 GMT
25
+ Server:
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+ http_version:
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+ recorded_with: VCR 3.0.3
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+ http_interactions:
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+ uri: https://sandbox.capitalforge.com/capitalforge-transaction/api/investment/d8cd4024-46aa-4858-9ff1-b10961ec6186/duediligence/123
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+ Accept:
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+ response:
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+ message: Bad Request
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+ headers:
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+ - Wed, 26 Apr 2017 03:10:55 GMT
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+ Server:
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+ initial-scale=1.0\" />\r\n\t <meta name=\"description\" content=\"\" />\r\n\t
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+ \ <meta name=\"author\" content=\"WealthForge Holdings, Inc.\" />\r\n\t
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+ role=\"navigation\">\r\n \t<div class=\"container-fluid\">\r\n \t\t\r\n
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+ \ <span class=\"icon-bar\"></span>\r\n\t\t \t</button>\r\n\t\t
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+ class=\"btn-settings visible-md-lg btn-group\">\r\n\t\t\t\t\t<button type=\"button\"
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+ class=\"dropdown-toggle\" data-toggle=\"dropdown\"><i class=\"fa fa-caret-down\"></i></button>\r\n\t\t\t\t\t<ul
63
+ class=\"dropdown-menu\" role=\"menu\">\r\n\t\t\t\t\t\t<li><a href=\"../../../../privacy\">Privacy
64
+ Policy</a></li>\r\n\t\t\t\t\t\t<li><a href=\"../../../../terms\">Terms of
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+ Service</a></li>\r\n\t\t\t\t\t\t<li><a data-toggle=\"modal\" href=\"#support\">Support</a></li>\r\n\t\t\t\t\t\t<li>\r\n\t\t
66
+ \ \t\t\t\r\n\t\t \t\t\t</li>\r\n\t\t\t\t\t</ul>\r\n\t\t\t\t</div>\r\n\t\t\t\t<ul
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+ class=\"nav navbar-nav pull-right\">\r\n\t <li class=\"hidden-md-lg\"></li>\r\n\t
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+ class=\"hidden-md-lg\"></li> \r\n\t <li class=\"hidden-md-lg\"></li>
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+ class=\"hidden-md-lg\"></li> \r\n\t <li class=\"hidden-md-lg\"></li>
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+ \r\n\t <li class=\"hidden-md-lg\"></li> \r\n\t <li
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+ class=\"hidden-md-lg\"></li>\r\n\t <li class=\"hidden-md-lg\"><a
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+ href=\"../../../.././privacy\">Privacy Policy</a></li>\r\n\t\t\t\t\t<li class=\"hidden-md-lg\"><a
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+ href=\"../../../.././terms\">Terms of Service</a></li>\r\n\t\t\t\t\t<li class=\"hidden-md-lg\"><a
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+ \ \t\t</li>\r\n\t\t\t\t \t<li>\r\n\t\t\t\t \t\t\r\n\t\t\t\t \t</li>\r\n\t\t\t\t</ul>\r\n\t\t\t</div><!--
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+ / collapse -->\r\n\t\t\t\r\n \t</div><!-- / container -->\r\n </div><!--
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+ / navbar-fixed-top -->\r\n \t<link media=\"screen, projection\" rel=\"stylesheet\"
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+ type=\"text/css\" href=\"/capitalforge-transaction/core/css/core.min.css\">\r\n
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+ \ \t<link media=\"all\" rel=\"stylesheet\" type=\"text/css\" href=\"/capitalforge-transaction/core/css/toastr.min.css\">\r\n\t\t<script
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+ src=\"/capitalforge-transaction/js/jquery.js\"></script>\r\n\t\t<script src=\"/capitalforge-transaction/js/toastr.js\"></script>\r\n\t\t<script
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+ src=\"/capitalforge-transaction/js/bootstrap.min.js\"></script>\r\n\t\t<script
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+ src=\"/capitalforge-transaction/js/global.min.js\"></script>\r\n\t\t<!--[if
86
+ lt IE 9]>\r\n\t\t<meta http-equiv=\"X-UA-Compatible\" content=\"IE=edge\">\r\n\t\t<script
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+ src=\"/capitalforge-transaction/js/html5shiv-printshiv.min.js\"></script>\r\n\t\t<script
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+ src=\"/capitalforge-transaction/js/html5shiv.min.js\"></script>\r\n\t\t<script
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+ container -->\r\n\t\t\t\t<div class=\"\"> <!-- main body well -->\r\n <h2>Well,
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95
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96
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97
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+ -->\r\n\t\t</div><!-- / maincontain -->\r\n\t\t<span>\r\n\t<footer>\r\n\t\t<div
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+ class=\"container\">\r\n <div class=\"row\">\r\n\t\t\t\t<div class=\"col-xs-12
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+ text-center\">\r\n <div class=\"text-primary footer-home
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+ hidden\"><a target=\"_blank\" href=\"../../../.././privacy\" class=\"text-primary\">Privacy
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+ Policy</a> | <a target=\"_blank\" href=\"../../../.././terms\" class=\"text-primary\">Terms
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+ of Service</a> | <a data-toggle=\"modal\" href=\"#support\" class=\"text-primary\">Support</a></div>\r\n
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+ | <a data-toggle=\"modal\" href=\"#support\">Support</a>\r\n <p></p>\r\n
108
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+ \ </div>\r\n <br/>\r\n </div>\r\n\t\t\t<div
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+ class=\"row\">\r\n\t\t\t\t<div class=\"col-xs-12 text-center\">\r\n\t\t\t\t\t<div
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+ class=\"row\">\r\n\t\t\t\t\t\t<div class=\"col-xs-8 busLogo\">\r\n\t\t\t\t\t\t\tTRANSACTION
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+ ENGINE POWERED BY <img src=\"/capitalforge-transaction/img/capitalforge_logo.png\"
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+ class=\"img-responsive\">\r\n\t\t\t\t\t\t</div>\r\n\t\t\t\t\t\t<div class=\"col-xs-12
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+ Technologies, LLC | Securities offered through WealthForge Securities, LLC.
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+ Member: <span class=\"footer-home hidden\"><a class=\"text-primary\" href=\"http://www.finra.org\"
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+ initial-scale=1.0\" />\r\n\t <meta name=\"description\" content=\"\" />\r\n\t
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+ \ <meta name=\"author\" content=\"WealthForge Holdings, Inc.\" />\r\n\t
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+ \ <title>Oops...</title>\r\n\t</head>\r\n\t<body id=\"ClientErrorPage\">\r\n\t\t<div
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200
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202
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+ class=\"hidden-md-lg\"></li>\r\n\t <li class=\"hidden-md-lg\"><a
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+ href=\"../../../.././terms\">Terms of Service</a></li>\r\n\t\t\t\t\t<li class=\"hidden-md-lg\"><a
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+ / collapse -->\r\n\t\t\t\r\n \t</div><!-- / container -->\r\n </div><!--
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+ / navbar-fixed-top -->\r\n \t<link media=\"screen, projection\" rel=\"stylesheet\"
217
+ type=\"text/css\" href=\"/capitalforge-transaction/core/css/core.min.css\">\r\n
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+ \ \t<link media=\"all\" rel=\"stylesheet\" type=\"text/css\" href=\"/capitalforge-transaction/core/css/toastr.min.css\">\r\n\t\t<script
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+ src=\"/capitalforge-transaction/js/jquery.js\"></script>\r\n\t\t<script src=\"/capitalforge-transaction/js/toastr.js\"></script>\r\n\t\t<script
220
+ src=\"/capitalforge-transaction/js/bootstrap.min.js\"></script>\r\n\t\t<script
221
+ src=\"/capitalforge-transaction/js/global.min.js\"></script>\r\n\t\t<!--[if
222
+ lt IE 9]>\r\n\t\t<meta http-equiv=\"X-UA-Compatible\" content=\"IE=edge\">\r\n\t\t<script
223
+ src=\"/capitalforge-transaction/js/html5shiv-printshiv.min.js\"></script>\r\n\t\t<script
224
+ src=\"/capitalforge-transaction/js/html5shiv.min.js\"></script>\r\n\t\t<script
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+ alt=\"\"/></span>\r\n\t\t\t<div class=\"container\"> <!-- main body content
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+ container -->\r\n\t\t\t\t<div class=\"\"> <!-- main body well -->\r\n <h2>Well,
230
+ this is awkward...</h2>\r\n <p>Unfortunately, you have encountered
231
+ an error.\r\n\t\t\t\t\tPlease contact <a href=\"mailto:technicalsupport@wealthforge.com\">support</a>,
232
+ inform them of the time the error occurred, and provide as much detail as
233
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234
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+ -->\r\n\t\t</div><!-- / maincontain -->\r\n\t\t<span>\r\n\t<footer>\r\n\t\t<div
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+ class=\"container\">\r\n <div class=\"row\">\r\n\t\t\t\t<div class=\"col-xs-12
237
+ text-center\">\r\n <div class=\"text-primary footer-home
238
+ hidden\"><a target=\"_blank\" href=\"../../../.././privacy\" class=\"text-primary\">Privacy
239
+ Policy</a> | <a target=\"_blank\" href=\"../../../.././terms\" class=\"text-primary\">Terms
240
+ of Service</a> | <a data-toggle=\"modal\" href=\"#support\" class=\"text-primary\">Support</a></div>\r\n
241
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242
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243
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244
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245
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247
+ class=\"row\">\r\n\t\t\t\t<div class=\"col-xs-12 text-center\">\r\n\t\t\t\t\t<div
248
+ class=\"row\">\r\n\t\t\t\t\t\t<div class=\"col-xs-8 busLogo\">\r\n\t\t\t\t\t\t\tTRANSACTION
249
+ ENGINE POWERED BY <img src=\"/capitalforge-transaction/img/capitalforge_logo.png\"
250
+ class=\"img-responsive\">\r\n\t\t\t\t\t\t</div>\r\n\t\t\t\t\t\t<div class=\"col-xs-12
251
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252
+ Technologies, LLC | Securities offered through WealthForge Securities, LLC.
253
+ Member: <span class=\"footer-home hidden\"><a class=\"text-primary\" href=\"http://www.finra.org\"
254
+ target=\"_blank\" >FINRA</a> | <a class=\"text-primary\" href=\"http://www.sipc.org\"
255
+ target=\"_blank\">SIPC</a></span><span class=\"global\"><a class=\"text-primary\"
256
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257
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+ http_version:
274
+ recorded_at: Wed, 26 Apr 2017 03:12:38 GMT
275
+ recorded_with: VCR 3.0.3