wealthforge-ruby 1.1.1 → 2.0.0

checksums.yaml

@@ -1,7 +1,7 @@
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+  data.tar.gz: b0ffddeac60fa25703bd98072ac82e2360005e52
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data/README.md

@@ -26,62 +26,32 @@ Before you can use this gem, you'll need to configure it with the key and cert,
 
 
     WealthForge.configure do |config|
-      config.wf_crt_file = ENV['WF_CRT_FILE']
-      config.wf_key_file = ENV['WF_KEY_FILE']
+      config.client_secret = ENV['WF_CLIENT_SECRET']
+      config.client_id     = ENV['WF_CLIENT_ID']
       config.environment = 'development'
     end
 
-    or
-
-    WealthForge.configure do |config|
-      config.wf_crt = ENV['WF_CRT']
-      config.wf_key = ENV['WF_KEY']
-      config.environment = 'development'
-    end
-
-
 
 ## Usage
 
-Please refer to the official WealthForge API [documentation](https://api.wealthforge.com/) for a full list of API calls. Note that this is currently a partial implementation of the most commonly used functionality.
+Please refer to the official WealthForge API [documentation](https://wealthforge.api-docs.io/) for a full list of API calls. Note that this is currently a partial implementation of the most commonly used functionality.
 
 
 ### Available Calls
 
-#### Investor
-
-    WealthForge::Investor.all
-    WealthForge::Investor.create params
-    WealthForge::Investor.get investor_id
-    WealthForge::Investor.update investor_id, params
-    WealthForge::Investor.accreditation_evidence investor_id, params
-    
 #### Investment
 
-    WealthForge::Investment.all
     WealthForge::Investment.create params
     WealthForge::Investment.get investment_id
-    WealthForge::Investment.update investment_id, params
-    WealthForge::Investment.redirect_url investment_id
-    WealthForge::Investment.status investment_id
-    WealthForge::Investment.account investment_id
-    WealthForge::Investment.update_account investment_id, account
-    WealthForge::Investment.approve investment_id
-    WealthForge::Investment.approve_subscription investment_id
-    WealthForge::Investment.due_diligence investment_id
-    WealthForge::Investment.create_subscription_agreement investment_id, params
+    WealthForge::Investment.file_upload path, mime_type, title, subscription_id
 
 #### Issuer
 
-    WealthForge::Issuer.all
     WealthForge::Issuer.create params
-    WealthForge::Issuer.get id
 
 #### Offering
 
     WealthForge::Offering.create params
-    WealthForge::Offering.all
-    WealthForge::Offering.get id
 
 
 ## Contributing
@@ -93,8 +63,8 @@ Bug reports and pull requests are welcome on GitHub at https://github.com/dinosi
 
 All tests can be run by typing `rspec`. Prior to running tests, you'll need to export your cert and key as such:
 
-    export WF_CRT_FILE=/home/you/wealthforge/certs/development.crt
-    export WF_KEY_FILE=/home/you/wealthforge/certs/development.key
+    export WF_CLIENT_SECRET=[secret]
+    export WF_CLIENT_ID=[client-id]
 
 
 ## License
@@ -109,4 +79,4 @@ This project and the code therein was not created by and is not supported by Wea
 
 ## Author
 
-Dino Simone (dino@simone.is)
+Dino Simone (dino@simone.is) | dinosimone.com

data/lib/wealthforge-ruby.rb

@@ -1,11 +1,9 @@
-require "wealthforge/configuration"
-require "wealthforge/version"
-require "wealthforge/api_exception"
-require "wealthforge/connection"
-require "wealthforge/investment"
-require "wealthforge/investor"
-require "wealthforge/issuer"
-require "wealthforge/offering"
+require 'wealthforge/configuration'
+require 'wealthforge/api_exception'
+require 'wealthforge/connection'
+require 'wealthforge/investment'
+require 'wealthforge/issuer'
+require 'wealthforge/offering'
 
 module WealthForge
 

data/lib/wealthforge/configuration.rb

@@ -1,21 +1,23 @@
-
 module WealthForge
+
   class Configuration
 
-    attr_accessor :wf_crt
-    attr_accessor :wf_key
-    attr_accessor :wf_crt_file
-    attr_accessor :wf_key_file
+    attr_accessor :client_id
+    attr_accessor :client_secret
     attr_accessor :environment
-
+    attr_accessor :api_url
+    attr_accessor :token_url
+    attr_accessor :version
 
     def initialize
-      @wf_crt      = nil
-      @wf_key      = nil
-      @wf_crt_file = nil
-      @wf_crt_key  = nil
-      @environment = "production"
+      @client_id     = nil
+      @client_secret = nil
+      @api_url       = 'https://api.wealthforge.org/v1/'
+      @token_url     = 'https://api.wealthforge.org/v1/auth/tokens'
+      @environment   = 'development'
+      @version       = 'v2'
     end
 
   end
+
 end

data/lib/wealthforge/connection.rb

@@ -4,7 +4,7 @@ require 'json'
 require 'csv'
 require 'timeout'
 require 'resolv-replace'
-
+require 'jwt'
 
 class WealthForge::Connection
 
@@ -13,81 +13,118 @@ class WealthForge::Connection
       response = connection.post do |req|
         req.url endpoint
         req.headers['Content-Type'] = 'application/json'
-        req.body = prep_params(params)
-      end
-      JSON.parse(response.body, symbolize_names: true)
+        req.body = params.to_json
+    end
     rescue => e
       raise WealthForge::ApiException.new(e)
     end
+    JSON.parse(response.body)
   end
 
 
-  def self.put(endpoint, params)
+  def self.get(endpoint, params)
     begin
-      response = connection.put do |req|
+      response = connection.get do |req|
         req.url endpoint
         req.headers['Content-Type'] = 'application/json'
-        req.body = prep_params(params)
+        req.body = params.to_json
       end
-      JSON.parse(response.body, symbolize_names: true)
     rescue => e
       raise WealthForge::ApiException.new(e)
     end
+    JSON.parse(response.body)
   end
 
 
-  def self.get(endpoint, params, raw=false)
+  def self.file_upload (endpoint, file, filename, mime_type)
+    payload = {:file => Faraday::UploadIO.new(file, mime_type, filename)}
     begin
-      response = connection.get do |req|
+      response = connection_multipart.post do |req|
         req.url endpoint
-        req.headers['Content-Type'] = 'application/json'
-        req.body = prep_params(params)
+        req.body = payload
       end
-      raw == false ? JSON.parse(response.body, symbolize_names: true) : response.body
     rescue => e
       raise WealthForge::ApiException.new(e)
     end
+    JSON.parse(response.body)
   end
 
 
-  private
+  def self.connection
+    set_token
+    return Faraday.new(:url => @api_url) do |faraday|
+      faraday.request :url_encoded
+      faraday.headers['Authorization'] = @wf_token
+      faraday.adapter Faraday.default_adapter
+      faraday.use CustomErrors
+    end
+  end
 
 
-  def self.prep_params(params)
-    return if params.nil?
-    wf_params = {}
-    params.each do |key, value|
-      wf_params[key.to_s.camelize(:lower)] = value
+  def self.connection_multipart
+    set_token
+    return Faraday.new(:url => @api_url) do |faraday|
+      faraday.request :multipart
+      faraday.headers['Authorization'] = @wf_token
+      faraday.adapter Faraday.default_adapter
+      faraday.use CustomErrors
     end
-    wf_params.to_json
   end
 
 
-  def self.connection
-    api_endpoint = (!WealthForge.configuration.environment.nil? and WealthForge.configuration.environment.eql? 'production') ? 
-      'https://www.capitalforge.com/capitalforge-transaction/api/' : 
-      'https://sandbox.capitalforge.com/capitalforge-transaction/api/'
-    return Faraday.new(:url => api_endpoint, :ssl => ssl_options) do |faraday|
-      faraday.request :url_encoded
-      faraday.adapter Faraday.default_adapter
+  def self.set_token 
+    if @wf_token == nil
+      @wf_client_id = WealthForge.configuration.client_id
+      @wf_client_secret = WealthForge.configuration.client_secret
+      @api_url = WealthForge.configuration.api_url
+      @token_url = WealthForge.configuration.token_url
+      @wf_token = retrieve_token
     end
+
+    # test to see if token has expired
+    t = @wf_token.reverse.chomp("Bearer ".reverse).reverse
+    decoded_token = JWT.decode t, nil, false
+    token_exp = decoded_token[0]['exp']
+    leeway = 60
+    now = Time.now.to_i 
+    token_window = token_exp - leeway 
+    refresh_token = !(token_window > now)
+   
+    if refresh_token == true
+       # makes a call to get a new token
+      @wf_token = retrieve_token
+    end 
+  end 
+
+
+  def self.retrieve_token
+    auth = Faraday.new.post(@token_url) do |faraday|
+      faraday.body = {
+        data: {
+          attributes: {
+            clientId: @wf_client_id,
+            clientSecret: @wf_client_secret
+          },
+          type: 'token'
+        }
+      }.to_json
+    end.body
+    @wf_token = 'Bearer ' + JSON.parse(auth)['data']['attributes']['accessToken']
   end
+end
 
 
-  def self.ssl_options
-    wf_cert = !WealthForge.configuration.wf_crt.nil? ? WealthForge.configuration.wf_crt : File.read(WealthForge.configuration.wf_crt_file)
-    wf_key  = !WealthForge.configuration.wf_key.nil? ? WealthForge.configuration.wf_key : File.read(WealthForge.configuration.wf_key_file)
-    ssl_options = {
-      :version => :TLSv1,
-      :client_cert => OpenSSL::X509::Certificate.new(wf_cert),
-      :client_key  => OpenSSL::PKey::RSA.new(wf_key)
-    }
-    if WealthForge.configuration.environment.eql? 'production'
-      ssl_options[:ca_file] = ENV['CA_FILE']
+class CustomErrors < Faraday::Response::RaiseError
+
+  def on_complete(env)
+    case env[:status]
+    when 400...600
+      json_body = JSON.parse(env[:body])
+      return json_body
     else
-      ssl_options[:ca_path] = '/usr/lib/ssl/certs'
+      super
     end
-    ssl_options
   end
 
 end
+

data/lib/wealthforge/investment.rb

@@ -1,90 +1,15 @@
-require 'base64'
-require 'mime/types'
-
 class WealthForge::Investment
 
-  def self.all
-    WealthForge::Connection.get "investment", nil
-  end
-
-
-  def self.create(params)
-    WealthForge::Connection.post "investment", params
-  end
- 
-
-  def self.get(investment_id)
-    WealthForge::Connection.get "investment/#{investment_id}", nil
-  end
-
-
-  def self.update(investment_id, params)
-    WealthForge::Connection.put "investment/#{investment_id}", params
-  end
-
-
-  def self.redirect_url(investment_id)
-    WealthForge::Connection.get "investment/#{investment_id}/start", nil
-  end
- 
-
-  def self.status(investment_id)
-    WealthForge::Connection.get "investment/#{investment_id}/status", nil
-  end
-
-
-  def self.account(investment_id)
-    WealthForge::Connection.get "investment/#{investment_id}/account", nil
-  end
-
-
-  def self.update_account(investment_id, params)
-    WealthForge::Connection.put "investment/#{investment_id}/account", params
-  end
-
-
-  def self.approve(investment_id)
-    WealthForge::Connection.put "investment/#{investment_id}/approve", nil
-  end
-
-
-  def self.approve_subscription(investment_id)
-    WealthForge::Connection.put "investment/#{investment_id}/approveSubscriptionAgreement", nil
-  end
-
-
-  def self.certificate(investment_id)
-    WealthForge::Connection.get "investment/#{investment_id}/certificate", nil, true
-  end
-
-
-  def self.due_diligence(investment_id)
-    WealthForge::Connection.get "investment/#{investment_id}/duediligence", nil
-  end
-
-
-  def self.subscription_agreement(investment_id)
-    WealthForge::Connection.get "investment/#{investment_id}/subscriptionAgreement", nil
-  end
-
-
-  def self.create_subscription_agreement(investment_id, params)
-    mapped_params = {
-      status: {code: 'FILE_INPROGRESS', active: true},
-      mimeType: MIME::Types.type_for(params[:filename]).first.to_s, 
-      folder: {parentFolder: {code: 'DUE_DILIGENCE'}},
-      fileName: params[:filename],
-      displayTitle: params[:filename],
-      content: Base64.strict_encode64(params[:file]),
-      parent: params[:parent]
-    }
-    WealthForge::Connection.put "investment/#{investment_id}/subscriptionAgreement", mapped_params
-  end
-
+    def self.create(params = {})
+      WealthForge::Connection.post 'subscriptions', params
+    end
 
-  def self.term_sheets(investment_id)
-    WealthForge::Connection.get "investment/#{investment_id}/offerDetail", nil, false
-  end
+    def self.get(subscription_id)
+      WealthForge::Connection.get "subscriptions/#{subscription_id}", nil
+    end
 
+    def self.file_upload(file_path, mime_type, filename, subscription_id)
+      WealthForge::Connection.file_upload "files/#{subscription_id}", file_path, filename, mime_type
+    end
 
 end

data/lib/wealthforge/issuer.rb

@@ -1,35 +1,7 @@
-
 class WealthForge::Issuer
 
-  def self.all
-    WealthForge::Connection.get "issuer", nil
-  end
-
-  def self.create(params = {})
-    params[:country] = {code: params[:country]}
-    params[:state_of_formation] = {code: params[:state_of_formation]}
-    params[:entity_type] = {code: params[:entity_type]}
-    WealthForge::Connection.post "issuer", params
-  end
-
-  def self.get(issuer_id)
-    WealthForge::Connection.get "issuer/#{issuer_id}", nil
-  end
-
-  def self.update(params = {}, issuer_id)
-    WealthForge::Connection.post "issuer/#{issuer_id}", params
-  end
-
-  def self.accounts(issuer_id)
-    WealthForge::Connection.get "issuer/#{issuer_id}/accounts", nil
-  end
-
-  def self.create_account(params = {}, issuer_id)
-    WealthForge::Connection.post "issuer/#{issuer_id}/accounts", params
-  end
-
-  def self.update_account(params, issuer_id, account_id)
-    WealthForge::Connection.put "issuer/#{issuer_id}/accounts/#{account_id}", params
+  def self.create(params)
+    WealthForge::Connection.post 'issuers', params
   end
 
-end
+end