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 +1,45 @@
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+ ---
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+ http_interactions:
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+ - request:
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+ method: get
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+ uri: https://sandbox.capitalforge.com/capitalforge-transaction/api/investor/007e8578-6841-4106-8fad-fb6ed64ed293
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+ body:
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+ encoding: US-ASCII
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+ string: ''
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+ headers:
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+ User-Agent:
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+ Content-Type:
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+ - application/json
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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, 09 Jun 2017 14:33:57 GMT
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+ Server:
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+ - Apache/2.4.18 (Amazon) OpenSSL/1.0.1k-fips
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+ Cache-Control:
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+ - private
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+ Expires:
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+ - Wed, 31 Dec 1969 19:00:00 EST
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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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+ body:
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+ encoding: UTF-8
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+ string: '{"data":{"id":"007e8578-6841-4106-8fad-fb6ed64ed293","investmentTimeline":{"code":null,"name":null},"country":{"code":"US","name":"United
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+ States"},"state":{"code":"VA","name":"Virginia","hidden":false},"accreditation":{"code":"INCOME","name":"Income","metadata":null,"sequence":2,"active":true,"version":"2.0","updatedAt":1450899477335,"hidden":false},"investmentRisk":{"code":null,"name":null},"investorType":{"code":"INDIVIDUAL","name":"Individual","metadata":null,"sequence":null,"active":true,"updatedAt":1389792976423,"hidden":false},"investorSubType":null,"status":{"code":"INVESTOR_ACTIVE","name":"Active","metadata":null,"sequence":2,"active":null,"updatedAt":1387360828185,"hidden":null},"name":"Updated
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+ Name","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":null,"taxId":"112-22-3333","uid":null,"accredited":true,"dob":-867700800000,"income":10000000.00,"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":null,"accreditationFile":null,"ssn":null},"status":200,"code":null,"errors":[],"messages":[]}'
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+ http_version:
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+ recorded_at: Fri, 09 Jun 2017 14:33:57 GMT
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+ recorded_with: VCR 3.0.3
@@ -0,0 +1,46 @@
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+ ---
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+ http_interactions:
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+ - request:
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+ method: get
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+ uri: https://sandbox.capitalforge.com/capitalforge-transaction/api/issuer/cc8033ee-cbd9-41b3-a02b-d4aa922a9829
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+ body:
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+ encoding: US-ASCII
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+ string: ''
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+ headers:
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+ Accept:
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+ - "*/*"
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+ response:
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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, 09 Jun 2017 14:33:58 GMT
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+ Server:
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+ - Apache/2.4.18 (Amazon) OpenSSL/1.0.1k-fips
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+ Access-Control-Allow-Origin:
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+ - "*"
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+ Transfer-Encoding:
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+ body:
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+ encoding: UTF-8
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+ string: '{"data":{"id":"cc8033ee-cbd9-41b3-a02b-d4aa922a9829","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
41
+ 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: Fri, 09 Jun 2017 14:33:58 GMT
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+ recorded_with: VCR 3.0.3
@@ -0,0 +1,238 @@
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+ ---
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+ http_interactions:
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+ - request:
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+ method: get
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+ uri: https://sandbox.capitalforge.com/capitalforge-transaction/api/issuer
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+ body:
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+ encoding: US-ASCII
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+ string: ''
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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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+ Accept-Encoding:
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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, 12 May 2017 03:33:39 GMT
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+ Server:
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+ string: '{"data":[{"id":"97e6332e-2f0f-461a-b5af-af22fe3ba0ee","country":{"code":"US","name":"United
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+ States"},"stateOfFormation":{"code":"NJ","name":"New Jersey","hidden":false},"state":{"code":"NY","name":"New
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+ York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"LexInvest
42
+ ACH","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":"Manager","founderName":"Jay
43
+ Greenberg","email":"jaygberg@gmail.com","ssn":null,"ein":"464485031","uid":null,"address":"33
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+ Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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+ & Co. LLP","dateOfFormation":1405382400000},{"id":"293f5324-74aa-4a5f-bde7-318a3ff4e3cb","country":{"code":"US","name":"United
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+ States"},"stateOfFormation":{"code":"AR","name":"Arkansas","hidden":false},"state":{"code":"NY","name":"New
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+ York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"WannaSue
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+ - Lex","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":null,"founderName":null,"email":"dino+remoteacct@anotherplace.is","ssn":null,"ein":"123456789","uid":null,"address":"33
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+ Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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+ & Co. LLP","dateOfFormation":1365811200000},{"id":"18734d6b-0052-42ff-a15c-f4deee82ab3b","country":{"code":"US","name":"United
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+ States"},"stateOfFormation":{"code":"AL","name":"Alabama","hidden":false},"state":{"code":"NY","name":"New
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+ York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"SSN
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+ Business","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":null,"founderName":null,"email":"dino+remote@anotherplace.is","ssn":null,"ein":"123456789","uid":null,"address":"33
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+ Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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+ & Co. LLP","dateOfFormation":1331683200000},{"id":"2cef45e1-cfd7-4c55-83a9-bed44ed13b55","country":{"code":"US","name":"United
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+ States"},"stateOfFormation":{"code":"NJ","name":"New Jersey","hidden":false},"state":{"code":"NY","name":"New
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+ York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"LexInvestSSN
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+ LLC","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":"Manager","founderName":"Jay
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+ Greenberg","email":"jaygberg@gmail.com","ssn":null,"ein":"123456789","uid":null,"address":"33
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+ Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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+ & Co. LLP","dateOfFormation":1429488000000},{"id":"c3c75334-6c14-46b4-ab97-316211cad52c","country":{"code":"US","name":"United
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+ States"},"stateOfFormation":{"code":"NJ","name":"New Jersey","hidden":false},"state":{"code":"NY","name":"New
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+ York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"LexVESTOR","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":"Manager","founderName":"Jay
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+ Greenberg","email":"jaygberg@gmail.com","ssn":null,"ein":"123456789","uid":null,"address":"33
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+ Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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+ & Co. LLP","dateOfFormation":1430438400000},{"id":"9ed3bdd0-4502-4fdb-93df-db7fe474c71c","country":{"code":"US","name":"United
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+ States"},"stateOfFormation":{"code":"AK","name":"Alaska","hidden":false},"state":{"code":"NY","name":"New
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+ York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"safa","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":"Manager","founderName":"Jay
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+ Greenberg","email":"test@anotherplace.is","ssn":null,"ein":"00-1234567","uid":null,"address":"33
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+ Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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+ & Co. LLP","dateOfFormation":1431993600000},{"id":"17c36754-18bf-4b1b-8299-bcec6bf3baa2","country":{"code":"US","name":"United
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+ States"},"stateOfFormation":{"code":"AK","name":"Alaska","hidden":false},"state":{"code":"NY","name":"New
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+ York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"safa","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":"Manager","founderName":"Jay
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+ Greenberg","email":"test@anotherplace.is","ssn":null,"ein":"123456789","uid":null,"address":"33
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+ Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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+ & Co. LLP","dateOfFormation":1431993600000},{"id":"4f3c847e-f8fd-4a3a-ba7f-dfd9424d6fb2","country":{"code":"US","name":"United
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+ States"},"stateOfFormation":{"code":"NJ","name":"New Jersey","hidden":false},"state":{"code":"NY","name":"New
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+ York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"LexInvest
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+ 15 LLC","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":"Manager","founderName":"Jay
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+ Greenberg","email":"jaygberg@gmail.com","ssn":null,"ein":"123123123","uid":null,"address":"33
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+ Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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+ & Co. LLP","dateOfFormation":1436918400000},{"id":"0475ec3f-572a-417c-be4d-d36a57d01103","country":{"code":"US","name":"United
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+ States"},"stateOfFormation":{"code":"OH","name":"Ohio","hidden":false},"state":{"code":"NY","name":"New
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+ York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"Test
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+ Business","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":"Manager","founderName":"Jay
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+ Greenberg","email":"testcorp@example.com","ssn":null,"ein":"485926485","uid":null,"address":"33
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+ Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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+ States"},"stateOfFormation":{"code":"OH","name":"Ohio","hidden":false},"state":{"code":"NY","name":"New
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+ York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"Test
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+ Business","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":"Manager","founderName":"Jay
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+ Greenberg","email":"testcorp@example.com","ssn":null,"ein":"485926485","uid":null,"address":"33
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+ Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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+ States"},"stateOfFormation":{"code":"NJ","name":"New Jersey","hidden":false},"state":{"code":"NY","name":"New
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+ York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"LexInvest
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+ 16 LLC","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":"Manager","founderName":"Jay
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+ States"},"stateOfFormation":{"code":"NJ","name":"New Jersey","hidden":false},"state":{"code":"NY","name":"New
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+ York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"LexInvest
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+ Greenberg","email":"jaygberg@gmail.com","ssn":null,"ein":"331515159","uid":null,"address":"33
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+ Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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+ York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"TEST
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+ LLC WF","busLogo":null,"founderTitle":"CEO","founderName":"nil","email":"wf-testing123@mailinator.com","ssn":null,"ein":"11-3124444","uid":null,"address":"123
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+ Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":null,"dateOfFormation":null},{"id":"df713899-8d5f-4f30-ab1e-7c634ef83815","country":{"code":"US","name":"United
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+ States"},"stateOfFormation":{"code":"NJ","name":"New Jersey","hidden":false},"state":{"code":"NY","name":"New
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+ York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"LexInvest
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+ Fund 49 LLC","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":"Manager","founderName":"Jay
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+ Greenberg","email":"jaygberg@gmail.com","ssn":null,"ein":"221245789","uid":null,"address":"33
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+ Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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+ & Co. LLP","dateOfFormation":1449360000000},{"id":"d55880e4-f7e9-4d7d-b73b-136156f62101","country":{"code":"US","name":"United
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+ status:
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+ code: 204
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+ - Wed, 26 Apr 2017 02:48:46 GMT
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+ http_version:
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+ recorded_at: Wed, 26 Apr 2017 02:48:46 GMT
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+ recorded_with: VCR 3.0.3